CAQH Account and User Account Setup Instructions

  • Updated

Overview

This guide provides instructions for setting up and managing CAQH user accounts to enable secure access to provider data and integration with the Andros platform. Whether you are setting up CAQH for the first time or updating existing credentials, follow the steps outlined below.

Not all users will need to complete every section. Please review the checklist below to determine which steps apply to your organization’s current setup.

 

Before You Begin: What Do You Need to Do?

If you need to... Go to...
Register your organization as a CAQH Participating Organization Step 1: Register Your Health Plan
Add a new manual Andros user to your existing CAQH account Step 2a: Adding a Manual Andros Account
Add an automation user for CAQH Utility Step 2b: Adding CAQH Utility as a Standard PO User
Configure or update your CAQH Utility credentials in the Andros platform Step 3: Configuring CAQH Utility Credentials



Accessing and creating CAQH user accounts

Why create a CAQH account?

A CAQH account allows your organization to securely access and manage provider data. To facilitate both manual and automated access, you must configure two sets of credentials:

  • Manual Account: Used by our internal team to manually download CAQH documents
  • Automation Account: Used by the CAQH Utility to pull data through automation

1. Register your health plan with CAQH

Skip this step if you already have a CAQH Participating Organization account and proceed to Step 2.

To register:

  1. Contact CAQH at (202)-517-0384 or email sales@caqh.org

A CAQH representative will assist in setting up your organization’s CAQH ProView account.

2. Setting Up Andros as a User

You must configure two accounts for Andros in CAQH to enable access and data downloads.

Please Note: If you already have a CAQH account linked to an andros.co email address for the manual account, you do not need to create a new user account. You only need to set up an automation account to enable the CAQH Utility.

 

2a. Adding a Manual Andros Account as a Standard PO user 

  1. Log in to CAQH ProView
  2. Navigate to the Account tab and select Manage Users

  1. From the left-hand navigation, click Add User

  1. Enter the follow details:
Required Field What to Enter
   First Name Andros
   Last Name CVO
   Phone 866-688-8881
   Email (Manual) Format: Clients+YourOrganization@andros.co
 (e.g., Clients+USHealth@andros.co)

Please Note: This is the email address provided to you during your implementation. If you no longer know the email address please reach out to our Product Support Team or your Account Manager, to receive a new email address.
   Work Address 169 Madison Avenue, #2222, New York, NY 10016
   User Type Standard PO

Please Note: Please provide your manual credentials to our Product Support Team, your Account Manager or your Implementation Coordinator. 

2b. Adding CAQH Utility as a Standard PO user

Repeat steps 1-3 from above, and begin step 4 below:

Required Field What to Enter
   First Name Andros
   Last Name API or Automated
   Phone Enter in your organizations phone number
   Email (CAQH      Utility) Format: Clients+YourOrganization_api@<yourorganizationdomain>.com
(e.g., Clients+USHealth_api@ushealth.com)

Please Note: This must be provisioned using your health plan’s email address and not an Andros email address to remain in compliance with CAQH’s data access rules to avoid additional potential charges.
   Work Address Enter in your organizations address
   User Type Standard PO

5. In the User Type drop-down, select PO Standard User (Provider Data Only)

usertype1.png

6. Select Active for User Status

usertype.png

7. Click Save to save the user account

For more information regarding creating a CAQH user account, sign into CAQH and click here.

Once you create each account, CAQH will send you an activation email. Follow the prompts in the email to set up your CAQH username. This username must be added to the Andros platform for the CAQH Utility to function properly. For detailed instructions on uploading credentials, see the next section.

Configuring CAQH Utility credentials

To ensure seamless integration with CAQH, you must properly configure your CAQH credentials in the Andros platform. This setup enables our CAQH Utility to access CAQH, allowing for efficient data retrieval and management.

Please Note: Only users with the role Network Managers/Managers can access the CAQH Configuration tab. If further assistance is needed please reach out to your organization's administrator or our Product Support team at support@andros.co.

Adding your user account information 

To enable our CAQH Utility, you must enter your account credentials into the Andros platform. 

Follow these steps to securely update and store your login information:

  1. Log in to the Andros platform
  2. Click on your Username in the top-right corner

  1. In the dropdown menu, select Client Configuration

  1. On the Client Configuration page, click the CAQH Configuration tab
  2. Enter in your CAQH username (this is the username you created when activating your CAQH account)
  3. Enter in your CAQH password

  1. Click Update to save your credentials
  2. Click Test Saved Password to verify that the Andros CAQH Utility can successfully connect to the CAQH ProView API
    • If successful, a confirmation message appears
    • If unsuccessful, an error message will guide troubleshooting steps

Your CAQH account information has been successfully added to the platform. The CAQH Utility will now use these credentials to retrieve provider data securely. 

Have more questions? Get help here.

 

 

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