Red boxes in a bulk list

Before a bulk list runs, we check every row for the fields a carrier needs and highlight any blank required box in red.

The required fields

• Legal name
• Date of birth
• Home address
• Either an SSN, or a member ID and carrier
• For a dependent: the policyholder's name, date of birth, and relationship to the patient

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 red 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.

Fixing red boxes

1. Open the row and fill in the missing box, or fix it in your source file and re-upload.
2. The list re-checks itself as you fix rows; a fixed row's red box clears.
3. Run the list once every row is filled in, or run it as-is if you're comfortable with a few coming back not found.