CAQH Account and User Account Setup Instructions

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.

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

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

4. Enter the follow details:

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

Adding CAQH Utility as a Standard PO user

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

5. In the User Type drop-down, select PO Standard User

6. Select Yes to the Also Directory User? question

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.