To ensure that you do not have to re-send your file, please read the following:
In order for this system to understand what data is in each columns of the CSV file,
a header row must be added to the beginning of the file
which has keywords in each of the columns describing what the column is.
Using this method, the columns in the CSV file
can be in any order as long as the header row defines what the column is.
Below is a list of recognized keywords we recommend to title the top (header row) of each column.
That which is in red font is required on the CSV file, the rest are optional.
| Keyword |
Column Data |
| ExternalId |
External Id |
| FirstName |
First name |
| LastName |
Last name |
| FirstLastName |
First and last name in one column |
| LastFirstName |
Last name and first name in one column |
| MiddleName |
Middle name |
| Address |
Street address |
| Address2 |
Suite or apt |
| Address 2 |
Suite or apt |
| City |
City |
| State |
State |
| Zip |
Zip |
| CityStateZip |
City State Zip combined in one column. (i.e., Davie FL 33324) |
| SSN |
Social security number |
| HomePhone |
Home phone |
| WorkPhone |
Work phone |
| CellPhone |
Cell phone |
| DOB |
Date of birth |
| DateOfBirth |
Date of birth |
| DriversLicense |
Drivers license number |
| Email |
Email address |
| Gender |
Gender |
| Wellness Id |
Wellness Id |
| GroupName |
Group Name |
| RxBin |
Insurance BIN |
| PCN |
Insurance Processor Control Number (PCN) |
| Group |
Insurance Group |
| CardId |
Insurance Card Id |
| CardName |
Insurance Cardholder Name |
| PersonCode |
Insurance Person Code |
| RelationCode |
Insurance Relation Code |
| DOI |
Date of Injury |
| Date of Injury |
Date of Injury |
| Claim # |
Claim Number |
| Claim Number |
Claim Number |
| ICD9 |
ICD9s, separated by commas for multiple |
| ICD10 |
ICD10s, separated by commas for multiple |
| Notes |
Patient Notes |
| Employer Name |
Employer Name |
| Employer Address |
Employer Address |
| Employer Address2 |
Employer Suite |
| Employer City |
Employer City |
| Employer State |
Employer State |
| Employer Zip |
Employer Zip |
| Employer Phone |
Employer Phone |
| Payer Name |
Payer Name |
| Payer Address |
Payer Address |
| Payer Address2 |
Payer Suite |
| Payer City |
Payer City |
| Payer State |
Payer State |
| Payer Zip |
Payer Zip |
| Payer Phone |
Payer Phone |
| Attorney Practice Name |
Attorney Practice Name |
| Attorney Name |
Attorney Name |
| Attorney Address |
Attorney Address |
| Attorney City |
Attorney City |
| Attorney State |
Attorney State |
| Attorney Zip |
Attorney Zip |
| Attorney Phone |
Attorney Phone |
| Attorney Fax |
Attorney Fax |
| Attorney Email |
Attorney Email |
