Introducing enrollment document uploads

You can now upload documents required for transaction enrollment requests directly in the Stedi portal. Only PDF documents are supported.

What is transaction enrollment?

Transaction enrollment is the process of registering a provider to exchange specific healthcare transactions with a payer.

For 835 Electronic Remittance Advice (ERAs), enrollment is always required. A payer only sends ERAs to the clearinghouse the provider has enrolled with, and a provider can only enroll with the payer through one clearinghouse at a time.

Stedi offers fully-managed, API-based transaction enrollment. You can use Stedi’s enrollment API to programmatically submit and track enrollments for providers. You can also use the Stedi portal, which supports bulk CSV imports.

When possible, we handle all enrollment paperwork on your behalf. When we can’t, we let you know what’s needed next.

Upload required enrollment documents

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

• A signed form

• A practice W9

• A voided check

Previously, Stedi emailed you to request these documents and asked you to email them back to us.

With this update, we’ll still email you when an enrollment requires action. But, now, you can upload completed documents by clicking Upload new document in the Documents section of the enrollment’s details page in the Stedi portal.

The new upload functionality is available for all Stedi plans, including our free Basic plan.

For more information, see our documentation.