If an employer provides you with an eligibility file or an enrolled employees list that you would like to upload into Hint, please follow the below directions:
Navigate to 'Employers/Sponsors' in the main menu and click into the employer's account
Ensure that the Company's default enrollment/billing and termination settings meet your expectation. These settings are found on the Account & Pricing section, under Employee Sign Up.
3. Go to the tab 'Employee Uploads'
4. Click '+ Upload file'
5. Search/select the file from your computer
The file must be a CSV. Click here to access the upload template. The following fields are required when uploading a roster of employees:
First name (required)
Last name (required)
Date of birth (required)
Member type (required)
Dependent Of (required for dependents, leave blank for employees)
If you are uploading an eligibility file, meaning you want employees to show as eligible but not yet enrolled, omit the 'Membership Start Date'.
To term patients in bulk, use the column 'Term Date'.
6. Click 'Process Upload'. The file will take a moment to process. You may need to refresh your browser to see the processed file.
7. Click into the file name to review the results of your file in HintOS.
The 'Status' column indicates if the file processed successfully or failed.
If the file fails, click into the file name to see the failure reason (files usually fail due to an unknown column name or a missing required column. Please update the column headers to match our template.)
For successfully processed files, click into the file name to review errors and audit changes including termination and enrollments.
If you need assistance uploading a roster please email firstname.lastname@example.org.