Overview

Integrated accounts are Stedi accounts that your providers create and link to your product through a Stedi app. They're a great option when you want to:

• Extend your product with the features in the Stedi portal.
• Simplify multi-tenant workflows by scoping credentials and activity per provider or practice.

How integrated accounts work

Instead of using a single Stedi account to manage transactions and enrollments across all providers, you can set up an integrated account for each provider or practice:

1. You register an OAuth app in the Stedi portal and share its install link, or embed the install flow in your product.
2. A provider clicks the link and creates their production Stedi account.
3. The provider reviews what your app can access and authorizes it. Your app receives its own credentials, scoped to that account.
4. Your app calls Stedi APIs to set up what it needs in the account, such as creating event destinations, creating SFTP users, running eligibility checks, and managing enrollments.
5. Providers log into their integrated accounts to access the Stedi portal, which acts as a co-branded extension of your product.

For example, an Electronic Health Record (EHR) system can build eligibility checks and claim submission directly into its product UI using Stedi's APIs and SFTP. With integrated accounts, their providers can also log into the Stedi portal to submit enrollments, review submitted claims, perform claim status checks, resubmit claims, and more.

Why use integrated accounts?

Integrated accounts have several benefits:

• Extended functionality: Offer providers additional features through the Stedi portal. Stedi apps provide this access as a co-branded experience, and providers automatically get new features as soon as we release them.
• Lower development effort: Focus on building UIs for the workflows you care about. Avoid building and maintaining custom routing, tenancy, and attribution logic for claims workflows.
• Built-in tenancy: Integrated accounts scope API and SFTP credentials to each provider or practice, so you can attribute, monitor, and isolate enrollments and transactions. This model also makes it easier to attribute usage and billing to a specific provider or practice.
• Support access: Your support team can log into integrated accounts to troubleshoot issues directly.

Stedi OAuth apps

Stedi apps are integrations between Stedi and your system. Customers install your app from an install link that you share directly or embed in your product. Once your app is live, you can also choose to list it on the Stedi Apps page.

Visit OAuth apps for how to build an app, what it can do in a customer's account, and a link to the full integration guide.

Stedi still supports legacy apps that authenticate with API keys. If you're building new apps, you must use OAuth.

Provider docs

To install your app, providers can follow Install and approve your vendor's app. Once they've installed it, you can share Stedi's provider docs to help them get started, or use them as a starting point for your own documentation. They cover:

• Managing a Stedi account
• Running eligibility checks
• Submitting and managing claims
• Accessing 277CA claim acknowledgments and 835 Electronic Remittance Advice (ERAs)
• Running claim status checks
• Other Stedi portal features