Submit transaction enrollment requests

You can submit transaction enrollment requests either individually or in bulk through CSV import.

You must create one enrollment request for each combination of payer and transaction type. For example, you'd need two separate requests to enroll for 835 Electronic Remittance Advice (ERAs) and 270/271 eligibility checks with the same payer.

To help the process go faster, we recommend enabling delegated signature authority.

(Recommended) Delegated signature authority

Delegated signature authority allows Stedi to sign PDF enrollment documents on your behalf. This can reduce the work you have to do for enrollments by 90%.

To authorize delegated signature authority:

1. Check whether delegated signature authority is allowed according to your practice's policies and legal requirements.
2. Contact Stedi support to obtain the delegated signature authority agreement.
3. Complete a one-time delegated signature authority agreement that gives Stedi permission to sign enrollment forms for you.

Stedi checks whether delegated signing is allowed when a payer requires a signature on an enrollment form.

• If allowed, Stedi signs and submits the form automatically.
• If not allowed, you must sign the form directly. Stedi notifies you on the enrollment request and provides instructions to complete the process.

Individual submission

Individual submission is the simplest way to complete transaction enrollment. It involves two steps: creating a provider record and submitting enrollment requests.

Step 1: Create a provider record

You must create a provider record with the name, tax ID, NPI, and contact information of the billing provider you plan to use in claims. Stedi submits this information to the payer as part of the enrollment process.

If you're a solo provider, this is likely your information. If you're enrolling a group practice, you only need to create provider records for the NPIs and the tax IDs you use for billing. You don't need to create provider records for individual rendering providers.

To create a provider record:

1. Go to the Providers page.
2. Click New provider.
3. Enter the required information:
   • Display name: A name to help you identify the provider record in your account. For example, "XYZ Medical Group". We don't share this name with payers.
   • NPI: The National Provider Identifier (NPI) on file with the payer that you use for billing. If you're enrolling a group practice, this is typically the group's NPI.
   • Tax ID: The tax ID, which can be an EIN or SSN. This should be the tax ID on file with the payer that you use for billing.
   • Contacts: This is where the payer will send communications about the enrollment, if needed. For many providers, Stedi can fetch contact information from the NPI registry. The name and address should exactly match what the payer has on file. However, the email and phone number can be set to wherever you want to receive payer communications.
4. Click Create provider.

The provider record is created and appears in the list of providers on the Providers page.

Step 2: Create enrollment requests

Once you've created a provider record, you can attach it to one or more enrollment requests.

To create an enrollment request:

1. Go to the Enrollments page.
2. Click New enrollment.
3. Complete the required information:
   • Provider name: Select an existing provider record. The form automatically populates the provider's information, including the designated contact.
   • Payer: Select the payer you want to enroll with. Start typing the payer's name to filter the list.
   • Transaction: Select the transaction type you want to enroll for. The form populates the list of transaction types that the payer supports, and you'll only be able to select transaction types that require enrollment.
   • Person for Stedi to contact: This is the email address where Stedi will send updates about the enrollment request. We'll use it to notify you when there are next steps and send updates on the enrollment's status. This email address can be different from the contact information you provided in the provider record. Set it to wherever you want to receive Stedi's communications about the enrollment.
4. Click Submit enrollment. Stedi asks you to confirm the information.
5. Review the enrollment information carefully and then click Submit enrollment.

The enrollment request is created and appears in the list of enrollments on the Enrollments page.

When Stedi begins the enrollment process with the payer, we'll set the enrollment status to PROVISIONING and send you a notification email.

Bulk submission - CSV import

You can import enrollment requests from a CSV file. This is a great option if you need to submit many requests at once.

To submit enrollment requests through bulk CSV import:

1. Go to the Bulk imports page.
2. Click New bulk import. The upload page contains detailed instructions for formatting the CSV file and provides a template you can download.
3. Prepare your CSV file according to the provided instructions. We also recommend reviewing the instructions about contact information and practices and facilities with multiple providers or locations to ensure your file is set up correctly.
4. Click Upload CSV and select your file.
5. Click Verify file. Stedi checks for errors and flags any rows that require adjustments. If there are errors, you can either fix them and re-upload the CSV file or click Continue anyway to proceed with importing valid rows.
6. Click Execute import. Stedi processes the import and creates the enrollment requests.

You can review the status of each bulk import on the Bulk imports page. The overview shows the number of rows that were successfully imported, the number of rows that were skipped due to errors or duplicates, and the date and time of the import. Click an import to view more details and download the import status report.

Imported enrollment requests appear in the list of enrollments on the Enrollments page. When Stedi begins the enrollment process with the payer, we'll set the enrollment status to PROVISIONING and send you a notification email.

Importing behavior

Stedi automatically does the following when importing enrollment requests from a CSV file:

• Creates a new provider record for each unique combination of NPI and tax ID in the CSV file. For example, these two providers would be created as separate records even though they have the same name and NPI:
  • John Doe, NPI: 1999999984, Tax ID: 987654321
  • John Doe, NPI: 1999999984, Tax ID: 123456789
    When a row in your CSV file contains an NPI and tax ID that match an existing provider record in your account, Stedi overwrites the existing provider record with the information in the CSV file. Any changes (such as updated address or contact information) aren't automatically applied to existing enrollment requests for that provider, only to requests created after Stedi updated the record.

• Creates and submits enrollment requests.
• Removes duplicate rows to prevent duplicate requests.
• Skips rows that contain errors. For example, if a row contains an invalid NPI, Stedi skips that row and imports the rest of the file. Review the import status report to understand which rows were skipped and why.

Import status report

After importing, you can download a report that shows the status of each row in the CSV file. For example, duplicate rows are marked as Duplicate: Enrollment already exists in the result column.

To download the report:

1. Go to the Bulk imports page.
2. Click an import to view its details.
3. Click the ... (ellipses) and then select Download full report.

Rows with errors display a clear inline error message to help you make the necessary adjustments. You can fix rows with errors and re-upload the CSV file as many times as needed until all imports are successful.

Contact information

When you submit an enrollment requests, you'll need to provide two types of contact information. It's important to understand the difference between them.

Provider contact

This is where the payer will send communications about the enrollment, if needed.

• The name and address should match exactly what the payer has on file for the provider. Some payers reject enrollment requests with addresses that don't match their records.
• However, you may want to set the phone number or email to a different contact - for example, a credentialing or general inbox - to ensure payer communications go to the right place.
• If you're enrolling a group practice, select a single administrative entity as the contact - don't use individual provider emails.

Submitter email

This is the email address where Stedi will send updates about the enrollment. We'll use it to notify you when there are next steps and send updates on the enrollment's status.

This is called the Person for Stedi to contact on the enrollment request form, and it's the user_email column in the CSV file for bulk imports.

This email address can be different from the contact information you provided in the provider record. Set it to wherever you want to receive Stedi's communications about the enrollment.

Practices and facilities with multiple providers or locations

Some healthcare organizations operate multiple facilities or practices under a shared structure. This is common in hospital systems, clinic networks, or large medical groups where multiple service locations operate under the same billing entity.

Transaction enrollment requires the billing provider's tax ID and NPI that you plan to use in claims and Electronic Remittance Advice (ERAs). When the same group NPI and tax ID are used as the billing provider throughout the healthcare organization, you should:

• Create a single provider record with that NPI and the tax ID. You don't need to create provider records for individual rendering providers.
• Create enrollment requests with the billing provider record attached. You don't need to submit additional enrollment requests for individual rendering providers. Select a single administrative entity as the contact - don't include individual provider emails. This should be a credentialing or general inbox.
• Use the taxonomy code that matches the billing provider's credentials when submitting claims.

One-click enrollment

We offer one-click enrollment for eligible payers. Once you submit the enrollment request, Stedi handles the entire process without any additional action from you. These payers don't require any signatures or documentation other than what is included in the enrollment request.

To determine whether a payer is eligible for one-click enrollment:

1. Go to the Payer Network.
2. Search for the payer you want to enroll with.
3. Click the payer's name to view its details. Stedi lists the Type as One-click for transaction types that support one-click enrollment.

The following example shows that one-click enrollment is available for 835 ERAs with Blue Cross Blue Shield of Illinois.