Best for | How it works | |
|---|---|---|
1. Pull the data yourself (recommended) | Any vendor that can call an API, take a file, or log in | You get group, plan and member data straight from Yuzu, when you need it |
2. Yuzu vendor forms | Vendors that require their own form for each new group | We fill your form from the group's data and email it to you |
Vendor forms are only for vendors whose process requires a form to be submitted. If you just need the data, option 1 is faster and stays up to date.
Option 1: Pull the data yourself
Yuzu is API-first. If you just need the data, this is faster than a form and never goes stale.
API: pull groups, plans, members, eligibility and more. Self-serve - generate a key under Settings → Developer. [link /docs/guides/api]
Webhooks: get notified when something changes instead of polling. [link /docs/guides/webhooks]
Standard outbound reports: eligibility, medical and pharmacy claims, and aggregate reports, by secure email or SFTP on your schedule. [link /docs/guides/reports]
Portal access: log in to the Yuzu portal to look up the groups you're on.
Option 2: Yuzu vendor forms
How it works
You send us your form once. We set it up as a template in Yuzu.
For every group that uses you, Yuzu fills the form from that group's data: employer details, group number, dates, plans, benefits, networks, PBM, contacts and so on.
The filled form is emailed to the address you give us, with any attachments you need (for example SBC, SPD or ID cards).
What vendors receive receive
Form Type | What’s in it | When it’s sent |
|---|---|---|
New implementation | New groups starting with you, and renewing groups whose plans changed | Before the group's start date |
Terminations & renewals | One spreadsheet of every group renewing with you and every group ending | Monthly, before the effective date |
When forms are sent
Automatically on the 25th and the last day of the month, for groups starting the next month. For example, 12/1 groups go out on 11/25.
Only complete forms send. If a group's details change after it was sent, you get an updated form.
The email subject shows the effective date, for example "12/01/2026 Implementation Groups" or "12/01/2026 Terminations and Renewals".
Urgent or out-of-cycle: our team can send a form at any time.
If your form needs the employer's signature
The employer signs it in Yuzu during group onboarding, alongside their other plan documents. We then send you the signed copy.
Request a new form, or change an existing one
Email partners@yuzu.health with:
Your form — Excel (.xlsx) or Word (.docx) works best. If you only have a PDF, send it and we'll rebuild it.
What it's for — new implementations, terminations & renewals, or both.
One group or many per form — for a list, say whether you want one row or one tab per group.
Where to send it — the email addresses that should receive it.
Attachments — for example SBC, SPD or ID cards.
Signature — whether the employer has to sign it.
We'll tell you which fields Yuzu fills automatically, flag anything we don't hold, and send you a test fill to review before it goes live. Use the same address if your form or recipient email changes.