Principal

Rosanna Li Updated by Rosanna Li

This article will walk you through how to create a new Principal credential to be used with Eligibility AI.

  1. Go to https://www.principal.com/dental-providers and choose “Login or Register” to create an account for a new user.
  2. To start, remain on the “Create Account” tab and enter the TIN and provider’s last name before clicking “Next”. 
  3. Click “I consent” to agree to the terms and continue through the process.
  4. Next, enter the Administrator's (user's) first and last name followed by the email address generated in Eligibility AI.
  5. Then, click “Find Provider Office” and search using the zip code or city. When the office address is found, click “Select Location”. 
  6. Click “Next” to continue to the next step. 
  7. A success message appears. Go to the Eligibility AI Inbox to complete the process.
  8. View the email from Principal and click the “Get started now” link. 
  9. Click the checkbox to consent to doing business electronically and then click “Proceed”. 
  10. Enter the Eligibility AI email address and click “Submit”. 
  11. Create a username and password then click “Submit”. 
  12. Next, set the security questions and click “Submit”. 
  13. The account is now active and can be accessed with the username and password. Click “Log In”. 
  14. To set up security methods, log in and choose the “Google Authenticator” option.
  15. Click “Can’t Scan?” under the QR code to view the setup key. This key will be copied and entered into Eligibility AI.
  16. Go to Eligibility AI and navigate to Administration > Payer Credentials and click "New Payer Credential".
    1. Choose Principal as the payer and enter the required information. Paste the secret key into the Authenticator key field.
    2. Now that the authenticator key has been copied, go back to the account setup in Principal; click “Continue”.  Then in Eligibility AI, click "Get MFA Code". Copy and paste this code into Principal.
    3. Click "Complete Setup" to finish the verification process. 
  17. Your new Principal credential should now be ready to be used with Eligibility AI.

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