# Introducing transaction enrollment tasks Feb 17, 2026 Products You can now use Stedi’s [Transaction Enrollment API](/content/docs/healthcare/api-reference/post-enrollment-create-enrollment/index.html) or the [Stedi portal](/content/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-tasks/index.html) to complete [enrollment tasks](/content/blog/introducing-transaction-enrollment-tasks#what-are-enrollment-tasks/index.html). As part of this release, we’ve: - Added a `tasks` object array to [List Enrollments](/content/docs/healthcare/api-reference/get-enrollment-list-enrollments/index.html) and [Retrieve Enrollment](/content/docs/healthcare/api-reference/get-enrollment/index.html) API responses - Released a new [Update Enrollment Task API](/content/docs/healthcare/api-reference/post-enrollment-update-task/index.html) endpoint - Updated the Stedi portal’s [Enrollment details page](/content/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-documents/index.html) to include enrollment tasks ## What is transaction enrollment? [Transaction enrollment](/content/docs/healthcare/transaction-enrollment/index.html) is the process of registering a provider to exchange a specific type of healthcare transaction with a payer. Transaction enrollment is always required for [Electronic Remittance Advice (ERAs)](/content/docs/healthcare/claim-responses-overview#835-electronic-remittance-advice-era/index.html). For other transaction types, like [eligibility checks](/content/docs/healthcare/intro-eligibility-checks/index.html) and [claim submissions](/content/docs/healthcare/intro-to-claims-processing/index.html), enrollment requirements vary by payer. Stedi offers fully managed, API-based transaction enrollment. You can submit and track enrollment requests using Stedi’s [Transaction Enrollment API](/content/docs/healthcare/api-reference/post-enrollment-create-enrollment/index.html) or the [Stedi portal](/content/docs/healthcare/transaction-enrollment#individual-ui-submission/index.html), which also supports [bulk CSV imports](/content/docs/healthcare/transaction-enrollment#bulk-csv-import/index.html). ## What are enrollment tasks? Stedi manages transaction enrollment – including required paperwork – for you whenever possible. However, some payers require the provider (or their delegate) to complete specific steps. We call those steps tasks. A task is any action that must be completed by the provider or the provider’s delegate to move an enrollment forward. Examples include: - Electronic funds transfer (EFT) enrollment with ERA enrollment, which involves giving the payer the provider’s bank information - Completing an action in the payer’s portal Previously, completing these tasks required contacting Stedi by email or through a support channel. Now, you can complete these steps in the [Stedi portal](/content/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-tasks/index.html) or build your own enrollment UI using the [Transaction Enrollment API](/content/docs/healthcare/api-reference/post-enrollment-create-enrollment/index.html). ## Notifications for new provider tasks When there's a new task that requires the provider to take action, Stedi adds a task to the enrollment request with instructions and sets the [enrollment status](/content/docs/healthcare/transaction-enrollment#enrollment-statuses/index.html) to `PROVIDER_ACTION_REQUIRED`. The email address listed as the `userEmail` (called **Person for Stedi to contact** in the Stedi portal) will also receive a notification that there's a new task to complete. ## Manage tasks using the API You can now programmatically retrieve and manage enrollment tasks using the [Transaction Enrollment API](/content/docs/healthcare/api-reference/post-enrollment-create-enrollment/index.html). ### Retrieve tasks Responses from the [List Enrollments](/content/docs/healthcare/api-reference/get-enrollment-list-enrollments/index.html) and [Retrieve Enrollment](/content/docs/healthcare/api-reference/get-enrollment/index.html) API now return a `tasks` object array. For example: ### Task types Each `task` object’s `definition` property indicates its task type: - `followInstructions` – A task where the provider must follow specific instructions, such as completing an action in a payer portal. - `provideInformation` – A task where the provider must supply specific information, such as banking information for EFT enrollment. ### Update tasks You can use the new [Update Enrollment Task API](/content/docs/healthcare/api-reference/post-enrollment-update-task/index.html) endpoint to provide free-text information or mark a task as complete. To complete a task, call the endpoint with the `completed` request body field set to `true`. You can provide free-text information, such as banking information for EFT enrollment, in the request’s `responseData` object: **Important:** Only provide `responseData` for `definition.provideInformation` tasks. Stedi ignores `responseData` for other task types. You must complete tasks in `rank` order, from lowest to highest. ## View and manage tasks in the Stedi portal You can review and manage tasks assigned to the provider in the **Tasks** section at the top of the enrollment request's [details page](/content/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-documents/index.html) in the [Stedi portal](/content/docs/providers/providers-manage-transaction-enrollments#manage-enrollment-documents/index.html). Tasks are automatically sorted by rank, with tasks to complete first at the top. If a task requires information from the provider, click **Provide information** and enter the details in the free-text field. Once you've taken the required action, check the box next to the task to mark it as complete. Stedi is automatically notified when you complete a task, and the enrollment process continues. ## Security You must have the [Operator role](/content/docs/healthcare/accounts-and-billing#assigning-member-roles/index.html) or above to complete enrollment tasks in the Stedi portal. Information shared through enrollment tasks is encrypted and stored securely. ## Get started Transaction enrollment through the [Stedi portal](/content/docs/healthcare/transaction-enrollment#individual-ui-submission/index.html) is free for all Stedi accounts. Stedi’s [Transaction Enrollment API](/content/docs/healthcare/api-reference/post-enrollment-create-enrollment/index.html) is available on the [Developer plan](/content/pricing/index.html) and above. [Signup](https://portal.stedi.com/auth/sign-up-intent) takes less than two minutes. No credit card is needed for accounts on Stedi’s [free Basic plan](/content/pricing/index.html).