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EDI Enrollments

How to request new enrollments and view enrollment status

Aubree Dorr avatar
Written by Aubree Dorr
Updated over 3 weeks ago

Electronic Data Interchange (EDI) enrollment is a crucial step for healthcare providers submitting medical claims electronically. This process establishes secure, standardized connections between your organization and insurance payers, enabling the electronic submission of claims and receipt of payments.

Without proper EDI enrollment, organizations cannot:

  • Submit claims electronically to some payers

  • Receive Electronic Remittance Advice (ERA) for payment reconciliation

  • Check eligibility electronically

  • Process claims efficiently at scale

DocStation streamlines the traditionally complex EDI enrollment process by providing a centralized platform to manage all your enrollment requests and track their status. This feature eliminates the need for manual email requests and provides real-time visibility into the enrollment process.

How to Request EDI Enrollments

  1. Navigate to Organization Settings in DocStation

  2. Select the EDI Enrollments tab

  3. Click the blue plus (+) button in the top right corner to start a new enrollment request

  4. Complete the enrollment request form:

    • Your organization's information will be auto-filled where available

    • Select the transactions you need to enroll in (these are pre-selected by default)

    • If any fields are blank, look for grey tags below the line item that can auto-fill the information

  5. Review your information and click Submit

Note: If you see "Available Immediately" for any transaction, this means no EDI enrollment is required, and these options cannot be selected in the enrollment form.

After submission, your enrollment request will be processed by the DocStation Enrollments team. You can monitor the status of your request in the Enrollments tab.

Understanding the EDI Enrollments Dashboard

The EDI Enrollments section contains two main tabs:

Payers Tab

This tab displays all enrollment activity organized by location. You can quickly see which payers are enrolled for each of your locations.

Enrollments Tab

This tab shows the status of all your enrollment requests, both current and pending. You can track the progress of your enrollments here.

Any notes from the DocStation Enrollments team can be seen on the enrollment request.

Documents can be uploaded directly to the enrollment request.

This feature is currently available to our beta testing group. Reach out via Chat or to support@docstation.co if you're interested in learning more or joining our beta testing group!

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