Employee Uploads Template (Publicly Shared)

	A	B	C	D	E	F	G
1		Alias	Required for automated files using SFTP (Eligibility AutoSync) files?	Required for non-SFTP files?	Field Type	Format	Description

2	External ID	Unique ID	yes	no	string		Unchangeable unique id for each life / belly button (not family); this CAN NOT be the SSN. An External ID allows us to match the patient in the file to the patient in Hint regardless of any demographic changes on subsequent uploads. Otherwise, you run the risk of creating duplicate patients. For automated files uploaded via SFTP (i.e. Eligibility AutoSync), this field is REQUIRED. For non-SFTP files, in which we assume there is manual review of the file prior to upload, it is OPTIONAL. If no ID is given, records will be matched based on First Name, Last Name, and DOB.
3	First name		yes	yes	string
4	Middle name		no	no	string
5	Last name		yes	yes	string
6	DOB	Date of Birth	yes	yes	date	US (MM/DD/YYYY) or ISO8601 International (YYYY-MM-DD)
7	Gender	Sex	no	no	string or char	m, f, o, male, female, other¹
8	Member Type	Relationship	yes	yes	string or char	Employee, Spouse, Child
9	Subscriber ID	Dependent Of	yes³	yes³			Subscriber ID allows Hint to group dependents under an employee. For automated files uploaded via SFTP (i.e. Eligibility AutoSync): Please populate this column on dependent rows with the External ID of the employee. For non-SFTP files: Please populate this column on dependent rows with the External ID of the employee OR the name of the employee (if you are not populating External ID).
10	SSN	Social Security Number	no	no	string or numeric	9 digits or ###-##-####	https://secure.ssa.gov/poms.nsf/lnx/0110201035
11	Division		no	no	string²		Division within a company an employee should be assigned - dependent's division must match employee's division or be left blank
12	Plan	Plan Design	no	no	string²		The name, code or hint id of the plan
13	Effective Date	Membership Start Date	yes⁴	yes⁴	date	US (MM/DD/YYYY) or ISO8601 International (YYYY-MM-DD)	Date membership or benefit coverage starts or become effective. If this field is null, the patient is created but not enrolled. Not required for eligibility-only files.
14	Term Date	Membership End Date	no	no	date	US (MM/DD/YYYY) or ISO8601 International (YYYY-MM-DD)	Date membership or benefit coverage stops or terminates. If an employee is terminated, all dependents must have a termination date - either the same as the employees or earlier.
15	Email	Email Address	no	no	email		Email is a unique field among companies. No two employees can share the same email address.
16	Mobile Phone	Cell Phone	no	no	numeric	10 digits (or 11 if first is 1)	We will ignore all non digit characters
17	Home Phone		no	no	numeric	10 digits (or 11 if first is 1)	We will ignore all non digit characters
18	Work Phone	Office Phone		no	numeric	10 digits (or 11 if first is 1)	We will ignore all non digit characters
19	Address 1	Street line 1, Address Line 1	no	no	string
20	Address 2	Street line 2, Address Line 2	no	no	string
21	City		no	no	string
22	State		no	no	2 characters	USPS 2 Character Abbreviations	https://pe.usps.com/text/pub28/28apb.htm
23	Zip	Zip Code	no	no	numeric	5 or 9 digits	Five or nine digit zip code with or without the dash (##### or #####-#### or #########)
24	Insurance Payer		no	no	string		Payer Name from the member's insurance card
25	Insurance Group Number	Group Number, Company ID	no	no	string		Group number from the member's insurance card
26	Insurance Member ID	Member ID	no	no	string		Member id from the member's insurance card
27	Insurance high deductible	Health Insurance High Deductible	no	no	string		High Deductible (Y/N)
28	Location		no	no	string		An exact name match for the location this patient is assigned
29	Provider		no	no	string		An exact name match for the provider caring for this patient
30	Company	Group Name	yes	no	string²		The name or hint id of the company, for multi-company files this field should contain the name of the 'child' company in Hint
31	Bill From Date		no	no	date	US (MM/DD/YYYY) or ISO8601 International (YYYY-MM-DD)	The specific billing start date on the membership. This field is optional and only needed if the billing start date is different than the Effective Date. If they are the same, no need to include this field. We will honor this date as long as it is the 1st of the month and doesn't violate the Backbilling rules set in Hint on the Company's Account & Pricing tab.
32	Dependent Code		no	no	numeric	3 digits (or 4 if first is 1)	Dependent Code can be used to create unique External ID when needed for For automated files uploaded Only. We will combine the Subscriber ID with the Dependet Code to create an External ID within Hint. The Dependent Code would remain the same for each patient between files.
33	Eligibility End Date		no	no	date	US (MM/DD/YYYY) or ISO8601 International (YYYY-MM-DD)	Optional field. This sets a specific date when someone will become ineligible (future or past). If they’re ineligible, it will terminate the membership unless the practice is using the term cutoff date.
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36	¹ These will be matched case insensitive
37	² Must match an existing record in our system
38	³ Only required for dependent rows
39	⁴ Only required for enrollment
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