Surveys: Support

We offer a range of support services to new and existing survey partners–from hosting webinars to CMS data management.

To get information on these services, use the navigation links on the right.


We hold on-demand webinars on the following key partnership topics for new and existing survey partners:

    • Onboarding/Introduction
    • Get an overview of your MedRIC partnership and services.
    • Centers for Medicare & Medicaid Services (CMS) Data Use Agreement (DUA) Process
    • Learn about the steps to create or amend a CMS DUA.
    • Finder File Linkage & CMS Variable Encryption Specifications
    • Find out how your survey participants are linked to our CMS data inventory and how you specify encryption requirements for CMS variables.
    • Researcher Request Authorization
    • Understand the requirements for releasing CMS administrative records to external researchers.

Schedule a Webinar

To schedule a webinar, email us at

Data Support

We assist you in establishing CMS data authorization, linking your survey participants, developing participant-linked CMS data files, keeping linkage and data files up-to-date, and distributing files to authorized researchers.

A file icon with a pen completing a signature.

CMS Data Use Agreement (DUA) Support Services

To help you get CMS data authorization to access our data inventory, we connect you with our Researcher Data Assistance Center (ResDAC) contacts, who will guide you through the process of establishing or updating your CMS DUA.

To assist you in composing your CMS data request materials, we provide you with semi-populated ResDAC request forms.

A link symbol.

CMS Data Linkage Services

We link your survey participants to CMS administrative records and output two types of linkage documents:

  1. High-Level Match Rate Summary report that includes:

    • an overview of our matching records;
    • non-sensitive, summary matching statistics; and
    • variable population rates.
  2. Two Crosswalk Files consisting of:

    • the Internal Survey Crosswalk File, which contains data from your finder file and our linkage results; and
    • the Researcher Crosswalk File, which you can distribute to external researchers to link your survey data to our CMS data files.

    NOTE: The Researcher Crosswalk File does not contain any personally identifiable information (PII).

We also update your linkage twice a year. To do so, we:

  1. Obtain an updated finder file from you (when applicable).
  2. Link your finder file against our latest CMS enrollment data, which CMS updates twice per year.
  3. Update your linkage documents.
A pie chart with a gear icon in the middle of the chart.

CMS Data Processing Services

To make your research easier, we develop a research-oriented version of your survey participants' CMS data by synchronizing versions of Parts A & B data and developing summary files that aggregate raw Medicare and Medicaid data from one participant into one row of data.

To minimize the re-identification risk of merging the survey data to the survey-linked CMS data, we've developed a Variable Encryption Techniques workbook for your survey to specify or update CMS data variable encryption methods.

A cloud computing symbol.

CMS Data Distribution Services

To support your researchers, we've developed a MedRIC-specific data request form that simplifies how those researchers request access to your survey participants' CMS-linked data in our data inventory.

To assist you with the distribution of CMS-linked data of your survey participants, we follow CMS's data distribution protocols and securely distribute files to authorized recipients.

CMS Data Update Services

To get you newly available CMS data for your survey participants, we request CMS authorization to add new CMS data to our inventory annually. When we do so, we work with you to ensure that your CMS DUA remains up-to-date and in sync with our own.

A computer with a status symbol.

MedRIC Request Tracking Tool

To help you manage external researchers' requests for your survey participants' CMS data, we can provide you with access to our Request Tracking Tool, which enables you to:

  • log and keep track of each researcher request;
  • upload any support or approval documents you need for a request; and
  • communicate request-related updates to your organization and/or us.

Icons made by monkik from

Icons made by iconixar from

Icons made by Freepik from


Contact us at and (650) 558 - 8310.