# Introducing transaction enrollment tasks

> You can now use Stedi’s Transaction Enrollment API or the Stedi portal to complete tasks, like EFT paperwork, that move an enrollment forward.

Published Feb 17, 2026

Category: Products

You can now use Stedi’s [Transaction Enrollment API](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment) or the [Stedi portal](https://www.stedi.com/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-tasks) to complete [enrollment tasks](https://www.stedi.com/blog/introducing-transaction-enrollment-tasks#what-are-enrollment-tasks).

As part of this release, we’ve:

- Added a [`tasks`](https://www.stedi.com/docs/healthcare/api-reference/get-enrollment#response.tasks) object array to [List Enrollments](https://www.stedi.com/docs/healthcare/api-reference/get-enrollment-list-enrollments) and [Retrieve Enrollment](https://www.stedi.com/docs/healthcare/api-reference/get-enrollment) API responses

- Released a new [Update Enrollment Task API](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-update-task) endpoint

- Updated the Stedi portal’s [Enrollment details page](https://www.stedi.com/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-documents) to include enrollment tasks

## What is transaction enrollment?

[Transaction enrollment](https://www.stedi.com/docs/healthcare/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)](https://www.stedi.com/docs/healthcare/claim-responses-overview#835-electronic-remittance-advice-era). For other transaction types, like [eligibility checks](https://www.stedi.com/docs/healthcare/intro-eligibility-checks) and [claim submissions](https://www.stedi.com/docs/healthcare/intro-to-claim-submission), 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](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment) or the [Stedi portal](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#individual-ui-submission), which also supports [bulk CSV imports](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#bulk-csv-import).

## 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](https://www.stedi.com/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-tasks) or build your own enrollment UI using the [Transaction Enrollment API](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment).

## 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](https://www.stedi.com/docs/healthcare/transaction-enrollment#enrollment-statuses) to `PROVIDER_ACTION_REQUIRED`.

The email address listed as the [`userEmail`](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment#body.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](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment).

### Retrieve tasks

Responses from the [List Enrollments](https://www.stedi.com/docs/healthcare/api-reference/get-enrollment-list-enrollments) and [Retrieve Enrollment](https://www.stedi.com/docs/healthcare/api-reference/get-enrollment) API now return a [`tasks`](https://www.stedi.com/docs/healthcare/api-reference/get-enrollment#response.tasks) object array. For example:

```jsonc
{
  "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](https://www.stedi.com/docs/healthcare/transaction-enrollment-tasks-documents#task-types) in the docs.

### Update tasks

You can use the new [Update Enrollment Task API](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-update-task) 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](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-document-upload) endpoint:

```shell
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](https://www.stedi.com/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-documents) in the [Stedi portal](https://www.stedi.com/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-documents). Tasks are automatically sorted by rank, with tasks to complete first at the top.

Provide information task

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.

[Watch the video](https://www.stedi.com/blog/media/introducing-transaction-enrollment-tasks/provide-information-task.mp4)

Once you've taken the required action, check the box next to the task to mark it as complete.

Completed task

Stedi is automatically notified when you complete a task, and the enrollment process continues.

## Security

You must have the [Operator role](https://www.stedi.com/docs/healthcare/account-settings#assign-member-roles) 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](https://www.stedi.com/docs/healthcare/create-manage-transaction-enrollments#individual-ui-submission) is free for all Stedi accounts. Stedi’s [Transaction Enrollment API](https://www.stedi.com/docs/healthcare/api-reference/post-enrollment-create-enrollment) is available on paid production accounts.