Introducing API endpoints for enrollment documents

You can now programmatically upload, download, and delete documents for transaction enrollment requests using Stedi’s new Transaction Enrollment API endpoints:

• Upload Enrollment Document

• Download Enrollment Document

• Delete Enrollment Document

Only PDF documents are supported.

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.

When possible, Stedi handles all enrollment paperwork for you and your provider. When we can’t, we give you updates and clear next steps for what’s needed next.

What are enrollment documents?

Enrollment requirements vary by payer. Some payers require additional documents, such as:

• A form with a wet signature

• A practice W-9

• A voided check

In these cases, Stedi updates the enrollment status to PROVIDER_ACTION_REQUIRED and notifies the submitter by email. You can then view next steps and upload the required documents through the Stedi portal or API.

Upload an enrollment document

Previously, you could only upload enrollment documents using the Stedi portal. Now, you can also upload them programmatically using the Upload Enrollment Document endpoint:

1. Call the Upload Enrollment Document endpoint with the enrollment ID for the enrollment request.
   
   The enrollment ID is returned in the responses for the Create Enrollment and List Enrollments endpoints. It's also listed at the top of the enrollment's details page in the Stedi portal.
   
   Include the PDF’s file name, including the .pdf file extension, in the request body’s name field:

   curl --request POST \
     --url "https://enrollments.us.stedi.com/2024-09-01/enrollments/{enrollmentId}/documents" \
     --header "Authorization: <api_key>" \
     --header "Content-Type: application/json" \
     --data '{
       "name": "provider-license.pdf"
     }'

   The endpoint returns a pre-signed URL for uploading the PDF. The URL expires in 24 hours.

   {
     "enrollmentId": "db6675c5-7bg7-4af9-8c68-a54a336d2911",
     "uploadUrl": "https://s3.amazonaws.com/enrollment-documents/db6675c5-7bg7-4af9-8c68-a54a336d2911/provider-license.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=...",
     "documentId": "doc-123e4567-e89b-12d3-a456-426614174000"
   }

   
   

2. Make a PUT request to the pre-signed URL to upload the PDF. Set the Content-Type HTTP request header to application/pdf.

   curl --request PUT \
   --url "<uploadUrl>" \
   --header "Content-Type: application/pdf" \
   --upload-file /path/to/provider-license.pdf

   Uploaded documents are listed on the enrollment's details page in the Stedi portal.

   

Download and delete enrollment documents

In addition to uploading, you can also download and delete previously uploaded documents using the respective Download Enrollment Document and Delete Enrollment Document endpoints.

Get started

Stedi’s Transaction Enrollment API, including the new enrollment document endpoints, is available on the Developer plan and above.

For complete details, check out our API reference documentation.