Stedi Agent

The Stedi Agent is an AI assistant that helps you resolve common issues with eligibility checks and answers questions about supported payers.

The Stedi Agent is available in the Stedi portal for all plans. To use it, you must be at least an Operator role within your Stedi account.

To go to the Stedi Agent Chats page, click the agent icon at the top of the side navigation.

Get payer details

The Stedi Agent can answer your questions about supported payers. It can help you:

• Find the correct payer ID or payer name for a patient's insurance plan.
• Determine which payers require transaction enrollment.
• Identify which payers support medical, dental, or both use cases.
• Get help with other payer-related questions.

To start chatting with the Stedi Agent:

1. Go to the Chats page in the Stedi portal.
2. Click New chat and select Payer Finder.
3. Type your question in the chat window and press Enter. For example, you could ask "What is the payer ID for Aetna?" or "Does Cigna support dental eligibility checks?" You can also ask more complex questions, like "Which payers support dental eligibility checks and require transaction enrollment?" Talk to Stedi Agent like you would a human support agent.
4. Ask follow-up questions as needed. You can ask multiple questions about different payers in the same chat.

The Stedi Agent will respond to your questions and display its answers in the chat window.

Identify payer from member card

When you're unsure which payer ID to use based on the insurance information on the patient's card, you can upload the member card to the Stedi Agent. The agent analyzes the card and works to identify the correct payer ID, helping you avoid failed eligibility checks due to incorrect payer information.

This is particularly useful when:

• You have the patient's insurance card in front of you or have a scanned copy available
• The payer name on the card doesn't clearly match a payer in the Payer Network
• You want to verify the correct payer before submitting an eligibility check

To identify a payer from a member card:

1. Go to the Stedi Agent Chats page in the Stedi portal.
2. Click New chat and select the Upload member ID card option.
3. Upload a photo or scan of the front of the patient's insurance member card.
4. Review the results. The agent analyzes the card and either:
   • Successfully maps the information on the insurance card to a payer in Stedi's Payer Network. In this case, the agent returns information about the matching payer, including the payer's primary payer ID, Stedi payer ID, operating states, and supported transactions.
   • Indicates that it cannot read the information from the card. Try taking a clearer picture and resubmitting.
   • Indicates that it cannot determine the payer ID. Contact Stedi support.

Resolve failed eligibility checks

You can use the Stedi Agent to troubleshoot and resolve common recoverable eligibility check errors automatically.

To resolve an eligibility check failure with the Stedi Agent:

1. Go to the checks view or searches view.
2. Hover over a failed check or search to reveal the Resolve with Stedi Agent button. This button is only available for checks and searches with common recoverable errors.
3. Click Resolve with Stedi Agent. The Stedi Agent opens a side panel in Debug view.
4. The Stedi Agent analyzes the eligibility request and works through best practice recovery strategies based on the error type. For example, if the payer returned an error code 75 (Subscriber/Insured Not Found), the agent may try different combinations of patient data or adjust the name format to find a match in the payer's system.

Each time the agent retries the eligibility check, it stores the new request in the same eligibility search record and it shows up in Debug view in real time. This allows you to see the history of attempts and the progression of the agent's troubleshooting efforts.

The agent only accesses data from the eligibility search it's working on. It can't access data from other searches, customers, or systems.

Review chat history

You can review a list of all past chats with the Stedi Agent on the Chats page in the Stedi portal. Click any chat to open it and review the conversation history. You can restart any previous chat by sending a new message.

The chat history contains both your conversations about payer details and any recovery attempts the agent made while troubleshooting eligibility check failures.

Usage notes

Please note:

• The Stedi Agent is available on all paid Stedi plans at no additional cost beyond those for related API calls.
• The agent is assistive. Outputs can be incorrect or incomplete. Verify all responses before taking any action based on them.
• You are responsible for any actions you instruct or authorize the AI service to take, including generating billable requests on your behalf.
• Your chats with the Stedi Agent aren't private - they're visible to anyone with access to your Stedi account.