Introducing transaction enrollment tasks
You can now use Stedi’s Transaction Enrollment API or the Stedi portal to complete enrollment tasks.
As part of this release, we’ve:
-
Added a
tasksobject array to List Enrollments and Retrieve Enrollment API responses -
Released a new Update Enrollment Task API endpoint
-
Updated the Stedi portal’s Enrollment details page to include enrollment tasks
What is transaction enrollment?
Transaction enrollment is the process of registering a provider to exchange a specific type of healthcare transaction with a payer.
Transaction enrollment is always required for Electronic Remittance Advice (ERAs). For other transaction types, like eligibility checks and claim submissions, enrollment requirements vary by payer.
Stedi offers fully managed, API-based transaction enrollment. You can submit and track enrollment requests using Stedi’s Transaction Enrollment API or the Stedi portal, which also supports bulk CSV imports.
What are enrollment tasks?
Stedi manages transaction enrollment – including required paperwork – for you whenever possible. However, some payers require the provider (or their delegate) to complete specific steps.
We call those steps tasks. A task is any action that must be completed by the provider or the provider’s delegate to move an enrollment forward. Examples include:
-
Electronic funds transfer (EFT) enrollment with ERA enrollment, which involves giving the payer the provider’s bank information
-
Completing an action in the payer’s portal
Previously, completing these tasks required contacting Stedi by email or through a support channel.
Now, you can complete these steps in the Stedi portal or build your own enrollment UI using the Transaction Enrollment API.
Notifications for new provider tasks
When there's a new task that requires the provider to take action, Stedi adds a task to the enrollment request with instructions and sets the enrollment status to PROVIDER_ACTION_REQUIRED.
The email address listed as the userEmail (called Person for Stedi to contact in the Stedi portal) will also receive a notification that there's a new task to complete.
Manage tasks using the API
You can now programmatically retrieve and manage enrollment tasks using the Transaction Enrollment API.
Retrieve tasks
Responses from the List Enrollments and Retrieve Enrollment API now return a tasks object array. For example:
{
"id": "db6675c5-7bg7-4af9-8c68-a54a336d2911",
"status": "PROVIDER_ACTION_REQUIRED",
...
"tasks": [
{
"id": "ac6665a5-7b97-4agh-8c74-a00a336c2989", // ID for the task
"responsibleParty": "PROVIDER", // Either "PROVIDER" or "STEDI"
"isComplete": false,
"rank": 0, // Task priority. Lower tasks must be completed first.
"definition": {
"manualTask": {
"fields": [
{
"description": "Your filled-in and signed enrollment form, as a PDF",
"fieldType": "DOCUMENT",
"key": "ENROLLMENT_FORM",
"label": "Signed PDF"
}
],
"instructions": "Download the enrollment form, sign it, and upload the completed PDF.",
"links": [
{
"label": "Enrollment Form",
"url": "https://enrollments.us.stedi.com/2024-09-01/documents/019375d0-9876-7890-abcd-567890fedcba/download"
}
]
}
}
}
]
}Task types
Each task object’s definition property is a manualTask. A manual task has instructions describing what the provider must do, plus a fields array listing the discrete pieces of information required to complete it.
A field is either a TEXT field, where the provider supplies information such as banking details, or a DOCUMENT field, where the provider uploads a PDF. The fields array is empty when the task only requires following the instructions, such as completing an action in a payer portal.
A task can also carry an optional links array of resources related to the task, such as a payer portal URL or reference documentation. A link to a Stedi URL is a PDF template the provider must download, complete, and upload back.
For the full field reference, see Task types in the docs.
Update tasks
You can use the new Update Enrollment Task API endpoint to supply the information a task requires or mark a task as complete.
To complete a task, call the endpoint with the completed request body field set to true. Supply a value for each of the task’s fields in the request’s responseData object. A TEXT field takes a text value. A DOCUMENT field takes the documentId returned by the Upload Enrollment Document API endpoint:
curl --request POST \
--url "https://enrollments.us.stedi.com/2024-09-01/tasks/{taskId}" \
--header "Authorization: <api_key>" \
--header "Content-Type: application/json" \
--data '{
"completed": true,
"responseData": {
"manualTask": {
"values": [
{
"key": "ENROLLMENT_FORM",
"value": {
"document": {
"documentId": "dc6665a5-7b97-4af9-8c74-a00a336c2989"
}
}
}
]
}
}
}'Important: Completing a task requires a value for every field in its fields array. Tasks with an empty fields array don't need responseData. You must complete tasks in rank order, from lowest to highest.
View and manage tasks in the Stedi portal
You can review and manage tasks assigned to the provider in the Tasks section at the top of the enrollment request's details page in the Stedi portal. Tasks are automatically sorted by rank, with tasks to complete first at the top.
If a task requires information from the provider, click Provide information and enter the details in the free-text field for a TEXT field or upload the requested document for a DOCUMENT field.
Once you've taken the required action, check the box next to the task to mark it as complete.
Stedi is automatically notified when you complete a task, and the enrollment process continues.
Security
You must have the Operator role or above to complete enrollment tasks in the Stedi portal. Information shared through enrollment tasks is encrypted and stored securely.
Get started
Transaction enrollment through the Stedi portal is free for all Stedi accounts. Stedi’s Transaction Enrollment API is available on paid production accounts.