Set up integrated accounts

Integrated accounts allow your providers to create their own Stedi accounts that act as a co-branded extension of your product's functionality.

This guide explains how to set up integrated accounts for your providers.

Step 1: Publish your app

Your providers will install a Stedi app to link their Stedi account to your product. Contact us to discuss adding your business to the Stedi app directory. The process is simple and typically takes 1-2 days:

1. Meet with our team to align on how your customers' accounts will map to Stedi organizations. During this process, you can request to automatically add one or more support users (members) with a Developer role to accounts that install your app. This allows your support team to troubleshoot issues directly within customer accounts and help with implementation.
2. Confirm that existing services contracts and a partner or platform integration agreement are in place.
3. Supply your company logo, URL, support email, and description.
4. We publish your app listing to the directory and make it discoverable to customers.

Once your app is published, your providers can install it from within their Stedi accounts.

Step 2: Your providers create Stedi accounts

Each of your providers must sign up for a free Stedi account on the Basic plan. To sign up, providers will:

1. Go to stedi.com and click Sign up free on the top right.
2. Select Create a healthcare clearinghouse account.
3. Follow the sign-up process, which includes:
   • Filling out the sign-up form.
   • Setting up multi-factor authentication (MFA).
   • Naming their Stedi account.
   • Choosing the Basic plan option
   • Agreeing to a Business Associate Agreement (BAA).

After completing these steps, Stedi begins provisioning the account. This process takes approximately 20-30 minutes, and your providers will need to wait until it's complete before proceeding to Step 3.

Step 3: Your providers install your app

Providers will be able to install your app once their Stedi accounts are fully provisioned (20-30 minutes). To install your app, providers will:

1. Click Apps in the navigation bar to go to the Apps page in their Account settings.

2. Find and click on your app from the available list.

3. Click Install to begin the installation process.

4. Read the installation details and then click Confirm and install. This action sends an email invitation to the support email you specified for your Stedi app.

   Stedi displays new API and SFTP credentials that the provider can copy and paste into your system to complete the integration. We generally recommend that providers ignore these credentials during installation - you will generate and manage credentials for them in Step 4.

5. (Optional) Check the box next to I've added these details to my [Your Company Name] account and click Done.

   You'll get invited to the integrated account as a support regardless of whether the provider completes this final step.

The app is now installed, and the provider can start using the functionality within Stedi's portal.

Step 4: You configure each integrated account

After your providers install your app, you can use the Stedi portal to manage each integrated account.

Accept email invitation

Stedi automatically invites the specified support email to the integrated account when providers install your app. Accept the email invitation and log in to complete the setup.

This process also allows your support team to troubleshoot issues directly as needed.

Generate API or SFTP credentials

You can generate credentials manually at any time within each integrated account. You can also revoke or rotate credentials as needed, without reinstalling the app.

To generate credentials:

1. Log in to the integrated account using your support email.
2. Click Apps in the navigation bar. Stedi opens a side panel with a list of installed apps.
3. Click Settings next to your app to open the app settings page.
4. Generate new API or SFTP credentials.

Create webhooks to monitor processed transactions

We strongly recommend setting up webhooks in each integrated account to monitor claim processing events.

These events contain the information you need to retrieve 277CA claim acknowledgment and 835 Electronic Remittance Advice (ERA) responses through Stedi APIs. They can also help you monitor your claims pipeline when submitting claims through Stedi SFTP.

To configure webhooks:

1. Log in to the integrated account using your support email.
2. Click Apps in the navigation bar. Stedi opens a side panel with a list of installed apps.
3. Click Settings next to your app to open the app settings page.
4. Scroll to the Webhooks section and click Configure webhooks.

Stedi takes you to the webhooks configuration page, where you can create and manage webhooks for the integrated account. Our Configure webhooks docs explain how to set up webhooks and which events to monitor for your use case.

Next steps

We maintain a separate set of Provider docs that you can share with your providers to help them get started with Stedi. You can also use our docs as a starting point for your own documentation about how to use Stedi. The docs include information on:

• 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 helpful Stedi UI features

You may want to refer to the following resources as you build your integration with Stedi:

• Developer guides
• API reference