Availity PDM application is now the intake channel for all demographic change requests, including roster uploads

As we communicated in July, August, and September, the Provider Data Management (PDM) application on Availity Essentials* is now the only intake application to verify and initiate care provider demographic change requests, including submitting roster uploads, for all professional and facility care providers.** Previous intake channels are now retired as of October 1, 2023. 

If preferred, providers may continue to utilize the Provider Enrollment application in Availity to submit requests to add new practitioners under existing groups.

Training is available:

• PDM application specific trainings:
  • Learn about and attend one of our training opportunities by visiting here.
  • View the Availity PDM quick start guide here.

Note: An Availity account is required to access these training options. If not registered yet, see below for registration details.

• Roster Automation Standard Template and Roster Automation Rules of Engagement specific training:
  • Listen to our recorded webinar here.

Choice and flexibility to select the option that works best for you

Request data updates via either of the following options:

• Standard PDM experience
• Submitting a spreadsheet via a roster upload

Benefits to our care providers using Availity PDM

The Availity PDM application will ensure the following:

• Consistently updated data
• Decreased turnaround time for updates 
• Compliance with federal and/or state mandates
• Improved data quality through standardization
• Increased provider directory accuracy

Want to submit a roster using Availity PDM?

Roster Automation is our new technology solution designed to streamline and automate provider data additions, changes, and terminations that are submitted using a standardized Microsoft Excel submission. Any provider, whether an individual provider/practitioner, group, or facility, can use Roster Automation:***

1. Utilize the Roster Automation Standard Template:
   • For your convenience, there is a standard roster Excel document. Find it online here.
2. Follow the Roster Automation Rules of Engagement:
   • A reference document, Roster Automation Rules of Engagement, is available to ensure error-free submissions, driving accurate and more timely updates through automation. Find it online here.
   • More detailed instructions on formatting and submission requirements can also be found on the first tab of the Roster Automation Standard Template (User Reference Guide). 
3. Upload your completed roster via the Availity PDM application.

Availity PDM compatibility check for roster submissions

Availity PDM has been enhanced to incorporate a roster compatibility check. Providers can see if the roster was successfully submitted:

• If there is an error to the roster, providers will see an error rejection message with detailed reason for the rejection.
• Errors will need to be corrected. Then, the roster should be re-uploaded. Status will show as successfully submitted once corrected and re-submitted. 
• After successful submission of the roster, all accepted elements of the roster will be processed and only errors/rejections will fall out.
• Any elements that fall out will require manual intervention.

How to access the Availity PDM application

Log onto Availity.com and select My Providers > Provider Data Management to begin the attestation process. If submitting a roster, find the TIN/business name for which you want to verify and update information. Before you select the TIN/business name, select the three-bar menu option on the right side of the window, and select Upload Rosters (see screen shot below) and follow the prompts. 

Availity administrators will automatically be granted access to PDM. Additional staff may be given access to Provider Data Management by an administrator. To find your administrator, go to My Account Dashboard > My Account > Organization(s) > Administrator Information.

Not registered for Availity yet?

If you aren’t registered to use Availity Essentials, signing up is easy and 100% secure. There is no cost for your providers to register or to use any of our digital applications. Start by going to Availity.com and selecting New to Availity? Get Started at the top of the home screen to access the registration page. If you have more than one TIN, please ensure you have registered all TINs associated with your Availity account.

If you have questions regarding registration, reach out to Availity Client Services at 800‑AVAILITY (282-4548).

** Exclusions:

• Behavioral health providers assigned to Carelon Behavioral Health, Inc.* will continue to follow the process for demographic requests and/or roster submissions, as outlined by Carelon Behavioral Health. 
• Any specific state mandates or requirements for provider demographic updates.

*** If any roster data updates require credentialing, your submission will be routed appropriately for further action.

Note: The following requested adds, changes, or terminations will be routed to the Provider Contracting team for validation and impact to provider contracts and network adequacy:

• Change tax ID
• Change organization name
• Add a network to agreement
• Change provider specialty
• Terminate entire agreement