Overview

Integrated accounts are Stedi accounts on the Basic plan 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 claim 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. Each provider or practice creates their own Stedi account on the Basic plan.
2. Providers install your app in their account. As part of the installation, you receive an invite to join their account as a support user.
3. You log into each integrated account to generate API or SFTP credentials that you'll use to link the account to your system. These credentials are scoped to that provider or practice. You can also configure webhooks to monitor claim processing events.
4. 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 might 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 simplifies usage tracking and billing by provider or practice.
• Support access: Your support team can log into integrated accounts to troubleshoot issues directly.

Stedi apps

Stedi apps are prebuilt integrations between Stedi and your system. After you publish your app to the Stedi app directory, your providers can install it from within their Stedi accounts. Then, you can log into each integrated account to generate credentials and configure webhooks to link the account to your system.

As an app developer, you can offer your app for free on the Basic plan or require a paid upgrade. Visit Publish your app for more details.