Create Enrollment
This endpoint allows you to submit a request to enroll a provider for a transaction type with a payer. For example, you might need to enroll a provider with Medicaid for 835 ERAs (claim payments). Submitting enrollment requests through Stedi’s API is especially useful when you need to submit bulk enrollments for many providers at once, or if you want to embed enrollment capabilities into your own software platform.
Before you can submit an enrollment request, you must add the provider’s details through either the Providers page or the Create Provider endpoint. Then, you must create one enrollment request for each transaction type. For example, you would create three separate requests to enroll a provider for 837P claims (professional), 270 real-time eligibility checks, and 835 ERAs (claim payments).
Once submitted, Stedi handles the entire enrollment process for you, including submitting the enrollment to the payer, following up as needed, and giving clear guidance for any additional steps that might be required.
After you submit an enrollment request, you can review its details and status on the Enrollments page in Stedi. Alternatively, you can retrieve enrollment details programmatically using the Get Enrollment and List Enrollments endpoints.
What is transaction enrollment?
All payers require providers to complete an enrollment process before they can start receiving claim remittances (ERAs). Some payers also require enrollment before allowing providers to submit transactions like claims and eligibility checks.
Transaction enrollment involves submitting information about the provider that will send or receive transactions, including the provider’s name, tax ID, NPI, billing address, and contact information.
Visit Transaction enrollment for more details.
You can find out if a payer requires enrollment for a particular transaction type in the Stedi Payer Network.
Enrollment status
You can create enrollment requests in DRAFT status first and change the status to SUBMITTED later when you’re ready to submit them to Stedi. Stedi only gets alerted about new enrollment requests once they’re in SUBMITTED status. Once an enrollment is set to SUBMITTED, only Stedi can set or update its status.
Stedi changes the status to PROVISIONING when we begin the enrollment process with the payer.
When an enrollment status is set to LIVE, the provider can start exchanging the enrolled transaction type with the payer.
In rare cases, the enrollment status might be set to REJECTED if the payer denies the enrollment request. Rejections can happen for many reasons, but the most common are that the provider isn’t credentialed with the payer and that there was incorrect data in the enrollment submission. If this happens, Stedi will contact you in Slack to help resolve the issue.
You can cancel an enrollment at any time by contacting Stedi support. Once an enrollment is canceled, Stedi sets its status to CANCELED and stops the enrollment process.
Contacts
You must add a contact to an enrollment request. The payer may reach out to this contact with updates or questions about the enrollment. If you’re a provider, this should be your information. If you’re a vendor representing a provider, you can submit your contact information instead of the provider’s information.
Authorizations
A Stedi API Key for authentication.
Body
Information about the payer the provider is enrolling with.
The contact information for the provider or the entity completing the enrollment on the provider's behalf. Either organizationName or firstName and lastName are required. Payers may use this information to contact the provider or their representative directly regarding the status of the enrollment.
Information about the provider enrolling with the payer. You must use the Create Provider endpoint to add the provider to Stedi before you can enroll them with one or more payers.
The type of transactions included in the enrollment.
The email address of the user submitting the enrollment. This email will be used by Stedi staff to provide updates and communicate about the enrollment's progress. It is distinct from the primary contact's email, which is used by the payer to contact the provider directly.
5The authority of the enrollment. Only Stedi can read, set, or update this property.
Internal notes about the enrollment. Only Stedi can read, set, or update this property.
Reasons why the enrollment request is still in PROVISIONING status, may take additional time to process, or was rejected by the payer. Only Stedi can set or update this property.
May contain extra required steps for processing that are specific to the payer. For example, perhaps the provider needs to log into an online portal and enter additional information before the enrollment can continue. Contact Stedi customer support with questions.
The status of the enrollment. You can submit enrollments with either DRAFT or SUBMITTED status. However, once an enrollment is set to SUBMITTED status, only Stedi can set or update this property.
DRAFT- You are still editing the record and it has not been submitted to Stedi.SUBMITTED- You have successfully submitted the request and it is in Stedi's queue for review.PROVISIONING- Stedi has begun the process of completing the enrollment with the payer.LIVE- The enrollment process is complete, and the specified provider can begin exchanging the listed transaction types with the payer.REJECTED- The payer rejected the enrollment. Common reasons for rejection include incorrect details in the request and that the provider is not credentialed with the payer. Customer support will contact you with reasons for rejection and next steps.CANCELED- The enrollment has been terminated per customer or provider request.
DRAFT, SUBMITTED, PROVISIONING, LIVE, REJECTED, CANCELED Response
The Stedi-assigned identifier for the enrollment request.
Information about the payer the provider is enrolling with.
The contact information for the provider or the entity completing the enrollment on the provider's behalf. Either organizationName or firstName and lastName are required. Payers may use this information to contact the provider or their representative directly regarding the status of the enrollment.
Information about the provider enrolling with the payer.
The type of transactions included in the enrollment.
The email address of the user submitting the enrollment. This email will be used by Stedi staff to provide updates and communicate about the enrollment's progress. It is distinct from the primary contact's email, which is used by the payer to contact the provider directly.
5The authority of the enrollment. Only Stedi can read, set, or update this property.
The date and time when the enrollment was created within Stedi.
Internal notes about the enrollment. Only Stedi can read, set, or update this property.
Reasons why the enrollment request is still in PROVISIONING status, may take additional time to process, or was rejected by the payer. Only Stedi can set or update this property.
May contain extra required steps for processing that are specific to the payer. For example, perhaps the provider needs to log into an online portal and enter additional information before the enrollment can continue. Contact Stedi customer support with questions.
The status of the enrollment. You can submit enrollments with either DRAFT or SUBMITTED status. However, once an enrollment is set to SUBMITTED status, only Stedi can set or update this property.
DRAFT- You are still editing the record and it has not been submitted to Stedi.SUBMITTED- You have successfully submitted the request and it is in Stedi's queue for review.PROVISIONING- Stedi has begun the process of completing the enrollment with the payer.LIVE- The enrollment process is complete, and the specified provider can begin exchanging the listed transaction types with the payer.REJECTED- The payer rejected the enrollment. Common reasons for rejection include incorrect details in the request and that the provider is not credentialed with the payer. Customer support will contact you with reasons for rejection and next steps.CANCELED- The enrollment has been terminated per customer or provider request.
DRAFT, SUBMITTED, PROVISIONING, LIVE, REJECTED, CANCELED The date and time when the enrollment was submitted. If the enrollment is in draft status, submittedAt is not present. When the enrollment transitions from draft to submitted, submittedAt will be updated to the submission time. If the enrollment was created and submitted immediately, submittedAt will be equal or close to createdAt.
The date and time when the enrollment was updated.
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