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Sandbox accounts

A sandbox account is a test environment where you can explore integrating with the Stedi clearinghouse. It allows you to realistically simulate transactions without PHI/PII and evaluate Stedi's functionality without sending any data to payers.

You can create a sandbox account in under five minutes for free without talking to our team or entering any payment information. When you're ready, contact customer support to upgrade your account to a paid plan and start sending production data.

Mock transactions you send in the sandbox environment are free for testing purposes and won’t incur any charges from Stedi.

Send mock eligibility checks

You can submit mock real-time eligibility checks through the manual eligibility check form. You can choose from a variety of predefined requests for well-known payers, including:

  • Aetna
  • Cigna
  • UnitedHealthcare
  • National Centers for Medicare & Medicaid Services (CMS)
  • Many more - Visit Eligibility mock requests for a complete list

For each mock request, Stedi returns a realistic mock benefits response for that payer so you can get a sense for the kinds of data you'll receive in production. The benefits responses include examples of copays, deductibles, and other patient payment responsibilities, as well as active coverage.

You can also submit a mock Medicare Beneficiary Identifier (MBI) lookup. MBI lookups allow you to use a patient's Social Security Number (SSN) to retrieve their MBI and complete benefits information from the Centers for Medicare and Medicaid Services (CMS).

Test the Stedi Agent

The Stedi Agent resolves recoverable eligibility check errors automatically with the same best practices our Support team uses for troubleshooting. You can run a specific mock eligibility check to evaluate the Stedi Agent:

  1. Create a new eligibility check and select Stedi Agent as the payer. Keep all other properties set to their defaults.
  2. Submit the check. It's designed to fail so you can watch the agent resolve issues in real time. Specifically, it returns AAA error 73 (Invalid/Missing Subscriber/Insured Name).
  3. Click Resolve with Stedi Agent. The agent runs in Debug view to fix the error and eventually produce a successful mock eligibility response.

Review eligibility check results

After you submit a mock eligibility check, you can review all of the request and response details in Eligibility Manager. This includes:

  • A list of historical eligibility checks that you can filter by status, payer ID, date, and error code.
  • The raw API request and response.
  • A user-friendly benefits view designed to help you quickly understand the patient's active coverage and payment responsibilities, such as co-pay and deductible amounts.
  • Eligibility check Debug view, which allows you to to systematically troubleshoot failed checks until you receive a successful response from the payer.

Explore the Stedi portal

The test environment allows you to get familiar with Stedi's UI tools and learn more about how you can use Stedi to automate claims and eligibility check workflows.

Not supported

The following features aren't currently supported:

If you need to test these features, contact us to request a free production trial. Most users are up and running in less than a day.

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