Transaction enrollment overview

Transaction enrollment is the process of registering a provider to exchange:

• a specific healthcare transaction (like 835 Electronic Remittance Advice ERAs)
• with a specific payer (like Cigna or UnitedHealthcare)
• through a specific clearinghouse (Stedi).

When a payer requires transaction enrollment, you must complete the process before you can begin exchanging that transaction type through Stedi. It typically takes 24-48 hours.

Do I need to enroll?

All payers require transaction enrollment for 835 Electronic Remittance Advice (ERAs). For other transactions, like claims and eligibility checks, it depends on the payer.

Check the Payer Network to determine whether your payers require enrollment for the transaction types you want to send and receive. For transactions marked as Supported, enrollment required, you must complete the transaction enrollment process before you can begin exchanging that transaction type through Stedi.

Transaction enrollment is specific to each clearinghouse. If you're already enrolled with a payer through another clearinghouse, you still need to complete enrollment with Stedi.

Don't enroll for 835 ERAs until you're ready to switch to Stedi. Once you enroll, all ERAs from that payer will come through Stedi exclusively. You'll no longer receive ERAs from that payer through your previous clearinghouse.

Transaction enrollment process

Stedi handles most of the transaction enrollment process for you. Here's how it works:

1

Submit transaction enrollment requests to Stedi.

You can submit transaction enrollment requests either individually or in bulk through CSV import. With both methods, you'll:

1. Create a provider record with the billing provider's tax ID, NPI, and contact information.
2. Submit enrollment requests containing the provider record, the payer, and the transaction type.

2

Stedi begins the enrollment process with the payer.

When we begin the enrollment process with the payer, we'll set the enrollment status to PROVISIONING and send you notifications. You can manage your notification preferences to control which notifications you receive.

3

Complete any payer-specific requirements.

For some payers, such as those with one-click enrollment, Stedi can complete the entire enrollment process for you. We sign enrollment PDF forms on your behalf, when possible, to speed up the process and eliminate extra work for your team.

Some enrollments may require you to complete additional steps. If there are additional steps, we'll set the enrollment status to PROVIDER ACTION REQUIRED and add a task to the enrollment request with clear instructions. The enrollment process continues once you complete the required tasks.

4

Enrollment is live.

Once a transaction enrollment request is in LIVE status, you can start exchanging that transaction type through Stedi.

ERAs can only be sent to one clearinghouse, so you'll start receiving them through Stedi exclusively. Your enrollment with any other clearinghouses will be canceled.

For most payers that require enrollment for claim submission, eligibility checks, or claim status checks, enrolling through Stedi won't impact your ability to send transactions to your original clearinghouse. Only a few payers require the 837 claim to be sent to the same clearinghouse as the 835 ERA enrollment. For any questions on payer nuances, contact Stedi's support team.

Check out our Enrollment FAQ for answers to common questions.