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Before you can check a client’s coverage or send a claim, the insurance company has to exist in your practice and your providers have to be enrolled with it. That is what this tab is for. This tab exists only on Solo and Team. It is absent on Enterprise, which runs a different insurance system entirely — so an enterprise colleague genuinely cannot see the screen you are describing to them.

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What this tab controls

Three sub-tabs run along the top. Enrolments cover the transaction types a payer supports — claim status, professional claims, eligibility and remittance — and each one moves through Draft, Stedi Processing, Action Required, Provisioning, then Live, Rejected or Canceled.

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Set it up

1

Fill in your insurance profile

Open Insurance Profile Settings and complete your practice’s filing details and at least one billing profile. Claims are submitted under this identity, so a wrong value here fails every claim, not one.
2

Add your first payer

Go to Payers, select Add Payer › Payer search, and search by name, payer ID or alias. Select the payer and it is added to your practice — a “{Payer} added to your clinic” toast confirms it.
3

Check what that payer supports

Open the row menu and select View Stedi Details. This tells you which transactions the payer supports and whether enrolment is required for each — a payer marked “No enrollment required” for claim filing needs no further work.
4

Enrol your providers

Move to Provider Enrollment and create an enrolment for the provider and payer, choosing the transaction types you need. It starts as a Draft.
5

Submit it

Submit the draft. It moves to Stedi Processing and leaves your hands.
6

Clear anything asked of you

A status of Action Required means the payer needs something from you — usually a signed form. Upload it against the task (“Upload PDF”), then use the sync action to refresh the status. Enrolments do not update themselves on a schedule.

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What changes once you save

Adding a payer makes it selectable in two places: when you record a client’s insurance coverage on their chart, and when you create a claim. An inactive payer stays in the list, greyed, and drops out of both pickers — that is how you retire a payer you no longer bill without losing its claim history. Enrolment is the part that actually permits submission. Adding a payer alone does not let you file with it. Until the enrolment for that provider, payer and transaction type reaches Live, claims to that payer will fail — and they fail at submission, not at the point you build them, so the first sign is usually a rejected claim rather than a blocked button. Plan for it: enrolment is a real-world approval process measured in days or weeks, not a save. Removing a payer behaves differently depending on its history. If it has claims against it, the confirmation says so — “This payer has existing claims and will be deactivated (not deleted)” — and it is deactivated so the claim record stays intact. A payer with no claims is removed permanently. Nothing on this tab changes an existing claim. Claims already submitted keep the payer and profile they were filed with.
Eligibility checks and claim submissions are charged per use. What each one costs depends on your plan — see Plans overview. Adding payers and creating enrolments costs nothing; running checks and filing claims does.

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Check it worked

Open any client’s chart and start recording insurance coverage. The payer you added should appear in the picker. Then return to Provider Enrollment — the enrolment you submitted should show a status other than Draft, and the Payers tab’s Total Payers and Active counters should have moved.

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Common issues

Insurance Settings only exists on Solo and Team plans. If your practice is on Enterprise, insurance is handled elsewhere and this tab is deliberately hidden.
It is inactive. Open the row menu on the Payers list and select Activate — only active payers appear in the coverage and claim pickers.
Check the enrolment for that provider and payer under Provider Enrollment. Anything short of Live — especially Action Required — means you are not yet cleared to file with them. Clear the outstanding task, upload the document it asks for, then sync the status.
Statuses do not refresh on their own. Use the sync action on the enrolment to pull the current state. If it genuinely has not moved, Action Required is the status worth re-reading — it usually names a document only you can supply.
That is deliberate. A payer with claims against it is deactivated rather than deleted so the claim history stays readable and auditable. Only a payer with no claims is removed outright.
For building, submitting and chasing the claims themselves, see Insurance claims.