ExclusionCheck's Batch Search does not require a specific template when uploading a new file for searches. When a file is uploaded, each column is mapped to the required search criteria with the option to add additional criteria that is used when reviewing any potential matches. Any additional data included on your file will not be used during the ExclusionCheck search in determining the confidence of any potential matches. All determinations must be made by the user and working with the primary source directly.
The article below will outline what fields are required based on each type of search and additional recommended fields to aid in exclusion monitoring.
If searching for the same group every month, you must always remember to use a unique id. A unique ID will recall all search history from the previous exclusion search as well as create distinction between two individuals or companies with the same or similar names.
Individuals by Name and Company names must be searched in two separate batch uploads.
Your file must always be in .csv (comma separated values) format.
File Columns for Exclusion Monitoring for Individuals by Name
- Required: First Name
- Required: Last Name
- Required: Unique ID - Recommended ideas are:
- NPI
- SSN
- Employee ID
- The following are recommended but not required:
- Birthdate
- Address
- City
- State
- Zip
- Job Title
- SSN
- NPI
File Columns for Exclusion Monitoring for Companies by Name
- Required: Company Name
- Required: Unique ID - Recommended ideas are:
- NPI
- TIN
- Vendor Number
- The following are recommended but not required:
- Address
- City
- State
- Zip
- TIN
- NPI
- Owner Name
File Columns for Exclusion Monitoring by NPI
- Required: NPI
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