Set up your account

You can create and configure your Stedi account in under 5 minutes.

Create a Stedi account

To create a Stedi account with the Basic plan:

1. Go to the Stedi sign-up page.
2. Select Create a healthcare clearinghouse account.
3. Fill out the sign-up form with your information.
4. On the Create account page:
   • Enter the legal name of your company or practice.
   • Select Basic as your plan.
   • Click Continue.

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.

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 members and settings for complete details about managing your account, including enabling Multi-Factor Authentication (MFA) and updating your billing information.

(Optional) Install Stedi apps

You can install Stedi apps to quickly connect your account to third-party Revenue Cycle Management (RCM) systems, Practice Management Systems (PMS), Electronic Healthcare Record (EHR) platforms, and other Platform Partners.

To install a Stedi app:

1. Go to the Apps page.
2. Search through the list of available apps.
3. Click the app you want to install.
4. Click Generate credentials to generate SFTP credentials and an API key.
5. Add the details to your vendor account now, because they won't be shown again. Contact your vendor with questions about where to enter this information in their platform.
6. Click Done.

The app is now installed, and your vendor can begin submitting transactions through Stedi on your behalf. You can review the transactions your vendor submits, such as new 837 claims, from within the Stedi portal.

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 ->