Enrollment FAQs
Enrollment FAQs
Enrollments
How do I create an Enrollment?
Why is my Enrollment Packet not downloading?
Do all Payers require Enrollments?
No, not all Payers require Enrollments.
- There are multiple ways within the System to determine which Payers do and do not require Enrollments:
- Use the Enrollment Dashboard to search for the Payers who DO require an Enrollment.
- Set the Enrollment Required filter and the Insurance in Library filter to Only and then select Search.
- Any Payer who does not require an Enrollment will not appear in the search results.
- To check the Enrollment requirement of an individual Payer, navigate to the Insurance Dashboard.
- Select the Load Enrollments button in the Enrollments panel to see which Line of Business requires an Enrollment, if any.
- You can create an Enrollment from the Insurance Dashboard as long as you have created your Enrollment Template.
Do I need more than one Enrollment Template?
Depending on how a Provider is credentialed, you may need more than one Template.
- If a Provider is credentialed the same way with all Payers, you will only need one Template.
- If a Provider is credentialed as an Individual with some Payers and as a Group with other Payers, you will need at least two Templates.
- If you need to enroll multiple PTANs you will need to create two Templates.
How do I cancel an Enrollment?
- To cancel an Enrollment that is Waiting on Practice, select Cancel Enrollment in the Action dropdown.
- To cancel an Enrollment that is Waiting on Clearinghouse or Waiting on Payer, send a message to EDI.
- If the Enrollment was rejected, you will be able to cancel the Enrollment using the Cancel Enrollment link.
- To cancel an Enrollment that is Closed, contact Support.