Work with Applications

Note Access to this section is based on the type of your subscription. If you do not have access permissions, contact a CAQH administrator.

The CAQH Endpoint Directory is a platform where vendor organizations can register their applications for payers (health plans) to choose the ones they would like to work with. You, as a vendor, can register an application you offer and create a profile for your application with all the supporting documentation, as well as edit the application profile when updates are required. With the page My Applications, you, as an administrator, can:

Note Only an account administrator can work with applications. If you do not have access permissions, contact your account administrator.

  • Register your applications.
  • Create an application profile and add all the supporting documentation, such as application and submitter information.
  • View and edit application(s) you have registered.
  • Delete an application you registered (but that has not been published to the Directory yet).
  • Validate your application against the set of scenarios.
  • Submit your applications for approval.

    Note Your applications and/or endpoints can be published only after you publish your organization profile.

After you have registered the application and have created an application profile, your application must pass through the following stages:

  1. Profile Creation: At this stage, you retain the ability to edit the application and submitter information and provide answers for the questionnaire on the tab Application Profile. The application is assigned the status In Progress. For review and approval, complete all the application and submitter information and answer the questionnaire. You may also validate your application against CAQH/Edifecs scenarios. Or you can add test scenarios for a certain application in the status Pending Approval after the application's review is complete.
  2. Test Execution: At this stage, the execution of a test scenario is verified. At this stage, the application is assigned the status Pending Approval.
  3. Application Review: At this stage, all the information on the application is reviewed by CAQH/Edifecs. The application can be assigned the status Approved or Rejected.
  4. Published: After the application is approved, it gets automatically published to the Directory.The application is assigned the status Published. Once published, the application cannot be deleted or modified. You can add test scenarios for the application in the status Published. To do this, click Recall Publish to unpublish your application from the Directory.

    Note Once the application is published to the Directory, you are not allowed to edit the application anymore. To edit your application, unpublish your application from the Directory.

    Note You cannot publish your applications and/or endpoints if the organization profile is in the statuses In Progress, Pending Approval, Accepted, Rejected.

The section Application Profile contains the following:

Application Information

In Application Information, provide or update the details on the application for publishing. Once the application is published to the Directory, you no longer have the ability to edit this information.

In General, provide or edit the following information on the application:

  • an application logo,
  • the name and version of the application,
  • the name of the organization that develops the application.

The authorization details, such as:

  • OAuth - Client Type (Confidential, Public, Default),
  • Authentication Grant Type (Authorization Code, Implicit).

The URLs for the application, such as: 

  • Redirect URL(s),
  • Application URL,
  • Terms and Conditions URL,
  • Privacy Policy URL.

The details on the supported platforms, such as Android, Web, iOS.

The short (About) and extended (Learn More) descriptions of the application that you provided during the registration.

In Contacts, provide the following:

  • Business Contact: the first and last name of a contact person for cooperation, partnerships, and so on, their role, an email, and a phone number.
  • Technical Contact: the first and last name of a person to contact regarding technical matters, their role, an email, and phone number.

In Application Preview, upload the images that demonstrate the features, functionality, and user interface of your application.

Submitter Information

This section contains the questions regarding the submitter information that is a security and compliance evaluation that you complete as a self-assessment of your application's data handling, security, and compliance practices. Before you submit your application for a review and approval, you have to attest whether you are willing to follow the principles specified in the CARIN Code of Conduct in your terms and conditions and privacy practices, answer a set of questions, and sign the legal documents. The information you provide must cover the entire application functionality that is exposed when the application is published. This information is presented to other users, so they can better evaluate your application before they start using it. Also, you can confirm if your organization has received the EHNAC Trusted Dynamic Registration and Authentication Accreditation Program (TDRAAP) accreditation.

In the section Submitter Information, follow the instructions on how to see the CARIN Code of Conduct, download, examine, sign, upload the complete submitter documents to the service. Also, enter the information on the person who fills out the application profile and questionnaire.

Questionnaire

This section contains a set of mandatory and optional questions that you, on behalf of your organization, have to answer about your application regarding the following:

  • Application information
  • Privacy policy
  • Data security
  • User consent
  • Employees
  • Vendor and contractors
  • Certifications
  • Miscellaneous

You can edit this information until the application is published to the Directory.