Enrollment
- About Enrollment
- Enrollment Screen Element Reference
  Describes key screen fields in Enrollment
- Selecting a Payer for Enrollment Form Completion
  Use this task to select a payer for enrollment form completion.
- Selecting and Creating an Account for Enrollment Form Completion
  Use this task when completing form completion and needing to create a new account.
- Creating a New Route Request for athenaIDX and athenaPractice
- Creating a New GR Route Request for Group Management
  This task allows you to create a GR route request including providing a practice code to associate with the request.
- Completing Enrollment Form(s)
  Completing enrollment forms is a required step for payers to accept electronic transactions. This task allows you to edit and complete enrollment forms.
- Editing Existing Accounts
  Edit an existing account.
- Creating New Accounts
  Use this task to create new enrollment accounts.
- Linking Payers
- Reviewing Linked Payers
- Searching Enrollment Forms
  Use this task to search and view enrollment forms as well as make edits to the form status.
- Creating a New Payer Connection Request Form
  Use this task to create a new payer connection request form. New forms are only created for a unique combination of Payer ID and Transaction Type.
- Searching New Payer Connection Request Forms
- Copying Payers
  This functionality saves you time when you want to copy payers from one account to another or from one database to another (with the proper security).
- E-mailing Enrollment Form
- Export Data to Excel for Further Analysis

E-mailing Enrollment Form

Use this task to e-mail enrollment forms.

Select Email in the Enrollment Form Status Message box window when you are finalizing the form.
Select the Email action under Search Enrollment Forms.

The system e-mails the form as a PDF attachment to the logged-in user e-mail ID.