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Bring Stedi Data into Your Billing Workflows

Connect Stedi to Knack Health to automate eligibility checks, claims submission, and remittance tracking. Give billing teams a working app, not just an API.

 Talk to Us About Stedi
Learn More

Why Connect Stedi and Knack Health

Stedi is an API-first healthcare clearinghouse. It handles eligibility checks, claims submission, claim status, and electronic remittances across thousands of payers through modern JSON APIs rather than legacy EDI portals.

But the people who act on that data, billing coordinators, front desk staff, and revenue cycle managers, do not work in APIs. They need dashboards, task queues, and alerts.

Knack Health sits between Stedi and your team. When a transaction fires in Stedi, Knack can update a record, alert a staff member, or open a task automatically, without anyone logging into a separate portal.

What You Can Build

Stedi’s trigger fires the moment a transaction is processed. Knack Health turns that event into a screen your billing or operations team can act on.

For example:

  • Run a real time eligibility check the moment a new appointment is created in Knack
  • Pull in ERA payment details automatically when a remittance arrives, no login needed
  • Trigger an insurance discovery check when a patient’s coverage details are missing
  • Check claim status on any claim that has not received a response within your expected timeframe
  • Submit professional or institutional claims directly from a Knack billing record

Every one of these steps can run automatically based on data already in your Knack app.

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Built for How Stedi Actually Works

Stedi connects to over 3,500 U.S. payers and returns clean JSON responses for every transaction. Knack Health reads those responses and puts them where your team needs them.

The connection is set up using your Stedi API key and a webhook that Knack Flows generates. Once that webhook is added to your Stedi dashboard, every processed transaction fires into your Flows automatically.

  • No polling or scheduled jobs to maintain
  • Transactions fire in real time as Stedi processes them
  • Your billing logic lives in Knack, not in a separate script or spreadsheet

You control what happens next. Stedi handles the payer network. Knack handles the workflow.

Integration Approach

Stedi connects to Knack Health through Knack Flows, using an API key and webhook. Once connected, you get access to the following trigger and actions.

Stedi has one trigger and ten actions available in Flows. If you need an action that is not yet listed, you can use the Custom API Request action to reach any Stedi endpoint directly.

This lets you automate the full revenue cycle loop: check coverage before the visit, submit the claim after, track its status, and pull in the remittance when the payer responds.

nexhealth integration

Common Use Cases

Icon Infrastructure Monitorin

Eligibility Check on Appointment Creation

When a new appointment record is created in Knack, trigger a real time eligibility check automatically so staff see coverage and copay details before the patient arrives.

Icon Account Permission

Coverage Recovery for Incomplete Records

When an eligibility check fails because insurance details are missing, run an insurance discovery check using just the patient's name and date of birth to find their active coverage.

Automated Remittance Tracking

Use the new transaction processed trigger to fire a Flow when an ERA arrives, then pull in payment details and update the matching claim record in Knack automatically.

Claim Status Follow Up

Build a scheduled Flow that runs a claim status check on any claim that has not received a 277CA acknowledgment or ERA within your expected timeframe.

Straight Through Claims Submission

Submit professional or institutional claims directly from a Knack billing record without logging into a separate portal or re-entering data already in your app.

Why Knack Health

Stedi handles the payer network. Knack Health handles what your team does with the result.

Stedi’s APIs are powerful but they are built for developers. Knack Health gives billing coordinators, front desk staff, and revenue cycle managers an interface that matches how they actually work, without requiring them to understand JSON or API calls.

That means eligibility results that appear in a patient record the moment they come back, claim statuses that update a queue automatically, and ERA details that reconcile against your billing data without manual entry.

Knack Health Dashboard

Implementation

The Stedi connection in Knack Flows requires a Stedi API key and a webhook added to your Stedi dashboard. Webhooks require a paid Stedi plan.

Once the connection is live, most workflows can be built without code using Knack’s visual Flow builder. Start with a single use case, confirm it runs correctly, then expand to the rest of your billing process.

Full setup instructions are available in the Knack Flows Stedi documentation.

Need a workflow that fits your Stedi setup?

 We’ll help you build it. We’ll help you build it.
 Talk to the Knack Health Team

Stedi Integration FAQs

What is Stedi and why would I connect it to Knack?

Stedi is an API-first healthcare clearinghouse. It handles eligibility checks, claims submission, claim status, and electronic remittances across over 3,500 payers. Connecting it to Knack lets your billing team act on that data inside an app built around their workflow, without logging into a separate clearinghouse portal.

Stedi has one trigger in Knack Flows: new transaction processed, which fires when Stedi finishes processing any healthcare transaction. The available actions are: Real-Time Eligibility Check, Submit Professional Claim (837P), Submit Institutional Claim (837I), 835 ERA Report, Real-Time Claim Status (276/277), Insurance Discovery Check, MBI Lookup, Payer Search, Submit/Create Enrollment, and Custom API Request for anything not covered by the above.

Yes. Adding the Knack Flows webhook to your Stedi dashboard requires a paid Stedi plan. Triggers will not fire without this webhook in place.

Yes. Knack Flows includes separate actions for 837P professional claims and 837I institutional claims, so you can automate submission for physician services, hospital billing, and dental claims from the same platform.

The Insurance Discovery Check action can find a patient’s active coverage using just their name, date of birth, and address. This is especially useful for walk-in visits or urgent care situations where insurance details are incomplete.

For most workflows, no. You need to generate a Stedi API key and paste the Knack Flows webhook URL into your Stedi dashboard, then build your workflows visually in Flows. More advanced custom API calls may require some technical configuration.

Knack keeps record change logs so you can review edits made in your apps over time and see who changed what and when.