Accessing the Organization (Practice) Enrollments
1. Open Organization Settings
Go to the upper-right corner of the screen.
Click Settings.
From the dropdown menu, select Organizations.
2. Select and Open the Account
From the Organizations list, click the organization you need to manage.
Make sure the account is assigned the Practice role and has the correct access permissions.
3. Organization (Practice) Dashboard
Once inside the organization, the Practice Dashboard displays several tabs that control different aspects of the account.
Enrollments Tab
Click on the Enrollments Tab
In the enrollments tab, you will see an overview list of all the payers, the transaction type, status, date of submission and date of last submission.
You will also have the option to Enroll with All Payers.
Start the enrollment process with all payers that require enrollment for the eligibility check. This will create draft enrollments ready for your review and submission.
This process will run in background.
Just click the Enroll with All Payers button, and select Continue to proceed.
Add New Enrollment
You can also add a new enrollment manually. Go to the upper right and click the Add New Enrollment button.
This will take you to the enrollment form where you can select transactions from a selection, and submit it for enrollment.
The enrollment will be subject for eligibility check and will be available to the list once it's done.
