Red boxes in a bulk list

Before a bulk list runs, we check every row for the details a carrier needs and turn any blank required box red. One warning above the sheet says how many patients have empty boxes.

The required fields

• The patient's legal name (first and last)
• The patient's date of birth
• The carrier
• The member ID
• The policy holder's Social Security number, all 9 digits (the last four alone counts as blank)
• The policy holder's home address: street, city, state and ZIP
• For a dependent (a spouse or child on someone else's plan): the policy holder's name and date of birth

Boxes that hold the whole list

A few boxes must be filled before anything runs, because without them there is nobody to look up: the patient's first name, last name, date of birth and carrier, plus any box with a value we can't read. Until they're fixed, the button says how many are left (for example "3 to fill in first"). Fill them in, or remove that row with the × next to its line number.

Every other red box does not stop the run.

Why it matters

Rows with blank required boxes are more likely to come back not found, and a not-found check only costs $0 when every required box was filled in. A row with a blank required box that comes back not found is billed, since we can't tell whether the carrier didn't have the patient or simply didn't have enough information to look.

Red boxes that only ask a question

Three red boxes are questions, not blanks. None of them stops the list from running, and a check we can't find is never billed because of them.

• Relationship, when your file left it blank. Type self, spouse or child. Left blank, the patient is checked as the policy holder.
• Carrier, when the name in your file doesn't match exactly one carrier we know. Pick the carrier in the Pick the carrier box under the sheet, and every row with that name changes.
• Holder date of birth, when it's the same as the patient's on a row where the patient is not the policy holder. A child's plan needs the parent's date of birth.

Rows with no insurance

A row with no carrier, no member ID and no group number is set aside in grey and not checked, so a self-pay patient never holds up the list. Type a carrier into that row if you do want it checked.

Fixing red boxes

1. Click the red box and type the missing detail straight into the sheet, or use the list under the sheet. You can also fix your source file and upload it again.
2. The sheet re-checks itself as you type; a filled box stops being red.
3. Once nothing holds the list, press Verify (the button shows how many patients will run). You can run it with some red boxes left if you're comfortable with a few coming back not found.

Up to 250 patients run at a time. If your list is longer, only the first 250 run in that pass.