EDI Agreement and Enrollment Status Available on IVR

Published 04/29/2022

Palmetto GBA is pleased to bring two new self-service Electronic Data Interchange (EDI) tools to our Interactive Voice Response (IVR):

  • EDI Agreement Tool: Use this option to see if your EDI agreement is on file with Palmetto GBA
    • You must have an EDI agreement on file to register for eServices or complete any transactions
  • EDI Enrollment Status Tool: Use this option to check the status of your EDI enrollment 
    • You will need the EDI tracking number to check status. The Palmetto GBA EDI Operations Department will send a tracking number via email once your EDI Enrollment request has been processed
    • Application status details are available on our website (PDF)

These tools are currently available as self-service options on the Palmetto GBA website. The addition to the IVR makes it easy to obtain EDI Agreement and EDI Enrollment Status with the touch of a few buttons.

To access these features, dial the IVR number for your Jurisdiction and line of business, then:

EDI Agreement Tool
  • Press 1 or say EDI
  • Follow the prompts to verify your state
  • Press 1 or say EDI Agreement Tool
  • Enter PTAN to verify Y or N for an EDI agreement on file and the enrollment date
EDI Enrollment Status Tool
  • Press 1 or say EDI
  • Follow the prompts to verify your state
  • Press 2 or say EDI Enrollment Status Tool

Enter the EDI (tracking) number to verify the status of enrollment applications on file and enrollment date.

 


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