CAQH CORE has resources and tools available at no cost to assist entities with implementing the CAQH CORE Payment & Remittance Operating Rules.
- The Sample Provider EFT Reassociation Data Request Letter contains instructions and a letter template that a provider receiving EFT payments may customize and email to its banks or use as talking points for a phone or in person meeting with its bank contacts to request delivery of the ACH Payment Related Information via a secure, electronic means. The ACH Payment Related Information contains the necessary data to reassociate EFTs and ERAs and is not automatically delivered to providers unless requested by the provider.
- The CAQH CORE Analysis & Planning Guide for Implementing the CAQH CORE Payment & Remittance Operating Rules assists entities in determining which CAQH CORE rule requirements are applicable to their organization. This Analysis & Planning Guide helps organizations to identify which CAQH CORE Rule requirements may be outsourced to a Business Associate or vendor, and the system and/or process remediation necessary to ensure conformance with the CAQH CORE Rules. The Analysis & Planning Guide includes three tools:
- CAQH CORE Stakeholder & Business Type Evaluation to determine your organization’s stakeholder type(s) and understand the role of your vendors, intermediaries, or Business Associates in conducting the EFT and/or ERA transactions
- CAQH CORE Systems Inventory & Impact Assessment Worksheet to assess your organization’s external and internal systems that conduct EFT and/or ERA transactions and are impacted by the CAQH CORE Operating Rules
- CAQH CORE Gap Analysis Worksheet to determine the level of system and/or process remediation necessary for your organization to adopt the business and technical requirements of the CAQH CORE Operating Rules
- CAQH CORE holds frequent education sessions with various industry partners on implementation of the CAQH CORE Operating Rules. Information on upcoming sessions and materials (both slides & audio) from past sessions is available on the CAQH website.
- CORE Certification offers a useful resource for entities to ensure successful implementation of applicable CAQH CORE Payment & Remittance Operating Rule requirements. CORE Certification has been embraced by many entities given its value in assisting with CAQH CORE Operating Rule implementation and ensuring the greatest ROI is achieved with trading partners. CORE Certification testing with a CAQH CORE-authorized testing vendor is available online at no cost to entities.