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Guide to Using the New Payer Setting Page for Self-Serve Stedi Enrollments

1. Overview of the New Payer Setting Page 0:00

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• Introduction to the new payer setting page.
• Features support for self-serve study enrollments.
• Displays additional information:
  • Payer primary ID
  • Payer logos
  • Enrollment status.

2. Understanding Enrollment Status 0:22

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• Enrollment status indicates:
  • Existing billing entities and payers in the system.
  • Ability to initiate new enrollments for newly added payers.

3. Selecting a Payer for Enrollment 0:44

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• Navigate to the payer selection.
• Enhanced information available when selecting a steady test payer:
  • Reduces confusion from previous dropdown options.
  • Displays additional details like aliases and transaction support.

4. Saving and Submitting Enrollment Requests 1:23

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• After selecting a payer, save changes and click 'Enroll with Clearing House'.
• Default transaction types requiring enrollment are enabled (e.g., 835).
• Information is pre-populated from the billing entity but can be modified.