How To Upload a New Batch?

To upload a new batch search, you must first go to the Batch Search Dashboard and select Start New Batch. 

You must next select the types of searches you wish to conduct. For more information on the types of searches available, please read: What Types of Searches Can I Perform?

Once you've selected your searches, you can drag and drop your .csv file or click the grey box to choose your .csv file you wish to upload and press Upload and Continue.

Important Note: In the Other Search Types section, you will only see the monitoring packages included in your organization’s contract. In the screen recording below, the organization is contracted for SSDMF, NPI Medicare Opt Out, and NPI Validation. If a monitoring package is not listed, it means your organization does not currently have that service in your contract. To add a monitoring package, please reach out to your Account Manager. 

As batch search no longer requires a specific template, you must next select which columns on your .csv file correspond to the types of searches you selected.

The following data is required by search type:

Column Label from CSV, will show you the headers on your uploaded file, Preview Data will display the first row of data after the headers, and Pick A Search Criteria will allow you to identify which columns relate to your search. 

Finally, you can identify which column you'll use as a Unique ID and press Continue.

For more information on unique ids, you can read What's a Unique ID?

Next, choose what additional data you wish to display on your file when reviewing potential matches and select Review Selections.

Finally, review the types of searches you selected, the criteria for your search and any additional info you wish to display. Press Start Search and you will return to your dashboard where your search will display at the top of your list with the status of Submitted. 

Encounter any errors on your file? Please read the following article: New Batch File Upload Errors 

Next: For instructions on reviewing your results, please read the following article: How To Review Batch Search Results?

Need more support? Follow along with our Batch Search Training Video available: New Batch Search Video Walkthrough