How EasyPBJ works
Bring your sources, review decisions, and filing documents together. EasyPBJ helps your team prepare the quarter and follow through on the CMS result.
Subscriptions are open. The sample uses example data and needs no account.
New to filing? Start with the PBJ reporting requirements and submission checklist.
One quarter, four connected steps
An export or upload is a step in the process. CMS acceptance and reconciliation still need confirmation.
The filing workflow
Each stage connects the source records to a reviewable decision and a clear next action.
Bring payroll and agency hours into the same filing. Review the selected sheets, dates, employee IDs, roles, and hours before confirming an import.
In practice
Payroll and an agency each send a spreadsheet. Check whether payroll already includes the agency hours before adding both.
Review findings against the original records. Reconcile source hours with the hours you intend to report, and keep the reasons behind adjustments.
In practice
A source shows 7:30 for a shift. Confirm that it means seven hours and thirty minutes, or 7.5 decimal hours, before accepting the mapping.
Once the required review and export checks are satisfied, generate the CMS XML, reconciliation workbook, and audit package from the reviewed filing.
In practice
A corrected agency file arrives after an export. Update and review the filing, then generate a new package so the documents match the revised data.
Your facility’s authorized submitter uploads the package in iQIES. Check the CMS reports and compare accepted records with the intended filing.
In practice
An upload completes but CMS rejects some records. The filing still needs attention: review the report, correct the issues, and verify the next result.
A clear division of responsibility
Software can flag questions and organize evidence. Your facility confirms that the records are complete and that the filing reflects the staffing you intend to report.
Submitting your file
EasyPBJ prepares the reviewed PBJ XML package. Your facility’s authorized submitter uploads it in iQIES, then checks the CMS validation report and accepted staffing records.
Save the CMS result with the filing in EasyPBJ. If CMS rejects records, correct the source or review answers, make a new package, and check the next CMS result. Never share HARP passwords or codes.
Read the submission guideFor PBJ consultants
Use one account to prepare filings for several nursing homes. All facilities shows the facilities you can access, their reporting periods, and where to continue. Switch clients without copying payroll or employee links between them.
Each facility has its own team permissions and free exports for up to 25 employees per CMS reporting quarter. Larger quarters and AI assistance require that facility’s subscription. An owner can invite you to an existing workspace. Review and export still require that facility’s access and approval. The facility submits its own file in iQIES.
See per-facility pricingPrepare and review your quarter free. Downloads are free up to 25 employees per facility per quarter; larger quarters are $149 per facility every three months. You can also explore example payroll, review findings, and filing documents.
