Candid Setup and Configuration

Welkin Health offers centralized billing through its integration with Candid Health. This allows organizations to automate the entire RCM and billing process.

Setup overview

Deliverable / Step	Responsible party
Contracting	Both
Enable integration	Welkin
Enable and permission API/Webhook	Customer
Add User Attributes	Customer
Create Automation in Designer	Customer
Create Encounter Disposition Field	Welkin
Create Profile Fields for Billing	Welkin
Create CDTs for Billing	Welkin
Testing	Both

Step 1: Contracting

Complete the contracting process with the Welkin Sales or CSM team.

Step 2: Enable integration

Welkin's CSM and integration team will enable the integration internally.

Step 3: Enter credentials in Admin

1. Obtain your API Client and API Secret from Candid Health

2. Log in to the Welkin Admin portal

3. Navigate to Integrations → Candid tab

4. Enter the API Client and API Secret

5. Save

Step 4: Add User Attributes

Enable and add the following User Attributes for each user in Admin:

• Billing Zip

• Billing Zip4

• Billing Address

• Billing City

• Billing State

• Zip

• NPI

• Self-Pay Billing Organization NPI

• Insurance Billing Organization NPI

• Billing Tax Code

Step 5: Create Profiles, CDTs, Encounter Dispositions, and Billing Form Assessment in Designer

Welkin will create the required Profile fields, CDTs, and the Encounter Disposition field. The customer is responsible for:

1. Create an Automation with:

   • Trigger Event Type: Encounter Finalized

   • Action: Create Candid Claim

   This sends encounter data to Candid when an encounter is finalized. You can optionally target a specific Encounter Template in the trigger if claims should only be sent for certain encounter types.

   Optionally, create a second automation with Trigger Event: Encounter Cancelled and Action: Create Candid Claim if needed.

2. Create a "Submit to Candid" Encounter Disposition Field:

   • Field Name: Submit to Candid

   • Type: Boolean

   • Display Type: Checkbox

3. Create a Billing Form Assessment (optional) — a form completed with each encounter to send claim information to Candid. If not used, information will be taken directly from User Attributes, CDTs, and Encounter Disposition fields.

Important: Candid requires fields to be named in a specific format. Element names must exactly match the field names listed in Candid Integration Required Fields.

Step 6: Testing

Coordinate testing with your Integration or CSM Manager to verify your workflows are working as expected.

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More Questions? Contact [e-mail] or your Implementation/CSM directly.