Create Enrollment

Creates a new enrollment request for a provider with a payer. This operation registers a provider to exchange specific transaction types with a payer through Stedi.

This is a beta endpoint. We may make backwards incompatible changes.

This endpoint allows you to submit a transaction enrollment request for a specific provider. 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).

Before you can submit an enrollment request, you must add the provider’s details through either the Providers page or the Create Provider endpoint.

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

Authorization · string · header · required

A Stedi API Key for authentication.

Body

application/json

Input for CreateEnrollment.

transactions · object · required

The type of transactions included in the enrollment.

eligibilityCheck

Show child attributes

primaryContact · object · required

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.

Show child attributes

userEmail · string · required

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.

Minimum length: 5

provider · object · required

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.

Show child attributes

payer · object · required

Information about the payer the provider is enrolling with.

Show child attributes

status · enum<string>

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.

Available options:

DRAFT,

SUBMITTED,

PROVISIONING,

LIVE,

REJECTED,

CANCELED

source · enum<string>

The source of this enrollment.

Available options:

API,

UI,

IMPORT

reason · string

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.

internal_note · string

Internal notes about the enrollment. Only Stedi can read, set, or update this property.

providerTransactionAccessNumber · string

This property is required for payers that require a Provider Transaction Access Number (PTAN).

The PTAN is a Medicare-issued number given to providers upon enrollment with Medicare. This number is usually six digits and is assigned based on the type of service and the location of the provider. Upon enrollment, Medicare Administrating Contracting (MAC) providers should receive their assigned PTAN number in their approval letter.

Required string length: 5 - 10

Response

200

application/json

CreateEnrollment 200 response

Output containing the created enrollment details.

id · string · required

The Stedi-assigned identifier for the enrollment request.

primaryContact · object · required

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.

Show child attributes

statusLastUpdatedAt · string<date-time> · required

The date and time when the enrollment status was last updated. This timestamp is used to track enrollment processing durations and enables filtering to identify recently changed enrollments. It automatically updates whenever an enrollment's status changes but remains unchanged during other updates.

transactions · object · required

The type of transactions included in the enrollment.

eligibilityCheck

Show child attributes

userEmail · string · required

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.

Minimum length: 5

provider · object · required

Information about the provider enrolling with the payer.

Show child attributes

payer · object · required

Information about the payer the provider is enrolling with.

Show child attributes

createdAt · string<date-time>

The date and time when the enrollment was created within Stedi.

updatedAt · string<date-time>

The date and time when the enrollment was updated.

submittedAt · string<date-time>

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.

history · object[]

The history of updates to this enrollment, such as status changes. This property is experimental and may change in the future.

Show child attributes

status · enum<string>

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.

Available options:

DRAFT,

SUBMITTED,

PROVISIONING,

LIVE,

REJECTED,

CANCELED

source · enum<string>

The source of this enrollment.

Available options:

API,

UI,

IMPORT

reason · string

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.

internal_note · string

Internal notes about the enrollment. Only Stedi can read, set, or update this property.

providerTransactionAccessNumber · string

This property is required for payers that require a Provider Transaction Access Number (PTAN).

The PTAN is a Medicare-issued number given to providers upon enrollment with Medicare. This number is usually six digits and is assigned based on the type of service and the location of the provider. Upon enrollment, Medicare Administrating Contracting (MAC) providers should receive their assigned PTAN number in their approval letter.

Required string length: 5 - 10