Set up your account

This guide walks you through creating and configuring a new Stedi account. You can complete this process in under 5 minutes.

If you're new to Stedi, visit About Stedi to learn what Stedi is and how it works.

Create a Stedi account

To create a Stedi account:

1. Do one of the following:
   • Go to the Stedi signup page to create a free sandbox account. To upgrade to a production account later, click Upgrade account in the side navigation.
   • Go to the custom signup link your vendor provided. This creates a production account. Some vendors install their app as part of signup. Otherwise, install your vendor's app after you sign up to connect their software to Stedi.
2. Follow the signup process, which includes:
   • Filling out the signup form.
   • Confirming your email address.
   • Providing your company name.
   • Setting up Multi-Factor Authentication (MFA) and agreeing to a Business Associate Agreement (BAA) if signing up through your vendor's custom link.

Stedi begins provisioning your account. You'll be able to submit transaction enrollment requests in about 15 minutes. However, you can start running eligibility checks immediately.

Join existing account

During sign up, Stedi checks whether your email domain is associated with an existing Stedi account. If it is, you can request to join that account instead of creating a new one.

For example, if you sign up with john.doe@example.com and your company already has a Stedi account for example.com, you'll see the option to request to join it. This helps prevent duplicate accounts for the same organization.

You'll receive an email when the account admin invites you to join the account and log in.

(Optional) Add members

Your Stedi account can have many members - a member represents an individual email address used to log into the account. You may want to add additional members so that other individuals in your organization can help manage transactions and troubleshoot issues. Your vendor may also request to be invited to your account, so they can investigate and troubleshoot issues directly during support sessions.

Members can have different roles, depending on the permissions you want them to have within your account. An Admin has the highest permissions, and they can access and update all resources in your account, including members and billing details.

To add members to your account:

1. Go to the Members page in your account settings.
2. Click Invite member.
3. Enter the email address of the member you want to add.
4. Select the member's role from the dropdown. We recommend assigning most members to the Operator role. This role allows them to manage transactions (like claims and eligibility checks) and submit transaction enrollments requests, but not change account settings or billing information.
5. Click Send invitation.

The invited member will receive an email with instructions about how to accept the invitation and log into the account.

Visit Account settings and security for complete details about managing your account, including member roles, Multi-Factor Authentication (MFA), Single Sign-On (SSO), and other security settings.

Install and approve your vendor's app

You can install apps for third-party vendor systems like Revenue Cycle Management (RCM), Practice Management Systems (PMS), Electronic Health Record (EHR) platforms, and other Platform Partners.

Installing an app gives your vendor access to your account, so they can connect it to their product and log in as needed to help you troubleshoot.

Some vendors provide a sign-up link. If yours does, use that link and follow your vendor's instructions.

You can also install apps from the Apps page in the Stedi portal:

1. In the side navigation, click Apps to go to the Apps page.
2. Browse the list of apps and click the one you want to install.
3. Click Install to begin the installation process. The steps vary depending on your vendor's app, but generally you:

   • Read the installation details.

   • If prompted, review and approve the permissions the app requests.

   • Complete the installation.

     For some installations, Stedi displays new API and SFTP credentials. You can ignore these. In these cases, check the box next to I've added these details to my [Vendor] account and click Done.

The app is now installed, and your vendor completes the setup process.

Next step: Transaction enrollment

Are you planning to process claims through Stedi?

If so, you must complete transaction enrollment with each payer before you can receive 835 Electronic Remittance Advice (ERAs). Transaction enrollment is also required for some other types of transactions, like claims and eligibility checks, depending on the payer.

Start transaction enrollment ->