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. You can upgrade to a production account later.
   • Go to the custom signup link your vendor provided. This creates a production account. Once you've completed the sign-up process, you'll need to install your vendor's app 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 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 your vendor's app

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

Installing an app sends an invitation to the vendor, allowing them to access your account and connect it to their product.

To install an app:

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

2. Browse the list of apps and click the one you want to install.

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 app vendor. This will allow your vendor to log into your account, complete the setup process, and provide support as needed.

   Stedi displays new API and SFTP credentials. You can ignore these. Your vendor will log into your account and generate their own credentials to connect their system to Stedi.

5. 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 will complete 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 ->