Quick Start Guide

Quick Start Guide #

  1. Obtain Vendor oAuth credentials (client_id and secret) from us.

  2. Authenticate to the API via the POST oauth/token endpoint to get your API token.

  3. Optionally call the whoami endpoint to confirm your connection.

  4. Using your Vendor authentication, create a location for each site that will submit claims with the location endpoint. You will need to store the location ID or Minor ID for each group created. Sites will need to know their Minor ID when completing paperwork for Medicare.

  5. Add providers to each location, noting that you use the extended syntax of the location endpoint to do this in a single step, or you can add providers to an existing location with the provider endpoint.

  6. Once that’s all done, you can transmit verification requests and claims for your sites, using their location ID or Minor ID to identify the site.