CAQH Account and User Account Setup Instructions

Overview

This guide provides instructions for setting up and managing a CAQH user account 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?

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 an automated access, you must configure a set of credentials:

• 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 a CAQH API User

You must configure a user account in CAQH for accessing CAQH's API.

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.

 

2. Adding CAQH Utility as a Standard PO user

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

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

4. Enter the follow details:

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

6. Select Active for User Status

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

3. In the dropdown menu, select Client Configuration

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

7. Click Update to save your credentials
8. 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.