Clearinghouse

The Clearinghouse tab in Admin allows users to modify a Clearinghouse SFTP user name and password so that you can enter its credentials without assistance from Uprise support. If you need to setup your SFTP credentials for the first time, please reach out to your clearinghouse for instructions. During your clearinghouse implementation, you are provided the necessary instructions via email.

Once you have the SFTP username and password created from your clearinghouse portal, you will then need to setup the SFTP username and password in your Uprise.

Once you have SFTP credentials that have been set up, you will need to add them in Uprise

Admin > Setup > Clearinghouse

Uprise - Google Chrome

Enter SiteID and Password

SiteID can also be known as SFTP username or account name, depending on the clearinghouse being used.

Username Examples:

  • Trizetto - SiteID XY12 (four digit alphanumeric)
  • Zirmed/Waystar - Account Number 68457 (five digit numeric)
Uprise - Google Chrome

"Save" will save any edits made and test the connection to SFTP  (Uprise will notify users if the connection has failed.)

If connection fails, check to make sure the SiteID and password you entered are correct.