Integration Guidance

Integrating with Zuub IV ensures the flexibility of different organizational structures, allowing efficient and automated insurance verification requests. This is achieved through the secure storage and maintenance of a clinic's payer portal credentials. By using the endpoints, create the appropriate Organization and Clinic structure to represent the company or customers. Within each Clinic, can create, validate, store, and maintain Credentials, as well as access them for asynchronous IV requests.

Asynchronous insurance verifications are recommended and require payer portal credentials ("Credentials").

Credentials (username and password) can be created and securely stored and managed in Zuub for a clinic, then retrieved for IV requests.

1. Using customerId (provided by Zuub) to create organization, which returns organizationId
2. Using organizationId, create clinic, which returns clinicId
3. Use List Payer Network to discover the payer's automation capabilities and requirements:
   • Identify the portalId from the portal requirements
   • Review all requirements to understand what additional information is needed beyond portal credentials
   • Check for credential storage requirements such as:
     • Office name, address, or tax ID
     • Provider or organization NPIs
     • Provider first and last names
4. Collect all required information identified in the requirements array before proceeding:
   • Portal credentials (username and password)
   • Office information (name, address, suite number, tax ID) if required
   • Provider information (first name, last name, NPI) if required
   • Organization NPI if required
5. Skip to 6 if MFA is not required. For any payer portal requiring MFA,
   1. Using portalId, create payer portal registration, which returns email and phoneNumber
   2. Navigate to the payer portal, create the account using the email and phoneNumber provided
6. Using clinicId, portalId, email, phoneNumber, and any additional required information, store (create) payer portal credentials

For more information on navigating payer portals and creating accounts, click here.

Troubleshooting

422 Error

If you receive a 422 error (Request Validation Failed) on a request, please validate your request against the schema using a schema validator, such as JSON schema validator.

500 Internal Error

Contact Zuub Support with the correlationId for the request.