Introducing transaction enrollment tasks

You can now use Stedi’s Transaction Enrollment API or the Stedi portal to complete enrollment tasks.

What are enrollment tasks?

An enrollment task is any action that must be completed by the provider or the provider’s delegate to move an transaction 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

What's changing?

As part of this release, we’ve:

• Added a tasks object 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

For more details and examples, check our announcement blog.