| Data Review | Manual Uploads

How to get started with Manual Uploads

• Go to DATA REVIEW / Manual Uploads
• Select a FILE TYPE
• Click REFRESH
• Click the Export icon and select EXPORT TEMPLATE DATA-CSV
• If Vendor ID is needed also select EXPORT VENDOR LIST

NOTE: (*) Indicates the field is mandatory

Manual Uploads File Tips

• Save file as a .CSV (Comma Separated Value)
• Do NOT re-open the file once saved 
• Do NOT delete or change the order of column headers from downloaded templates, even if there is no data to populate the columns
• Do NOT use special characters and commas
• Must use TEXT format
• Select the correct date format for uploads
• Do NOT include time in the date format (ie: yyyymmddhhmmss), the file will not load

Below are data formats for successful manual uploads by FILE TYPE: 

Adjustments: 

• Status: 340B, GPO, WAC, or RTL
• NDC: Must be 11-digits, cannot be all 0s or 9s
• Pkgs: Numeric (negative number to subtract accumulations)
• Reason: A minimum of 3 characters

Hospital Crosswalk:

• CDM: Text
• CDM Description: Text
• NDC: Must be 11-digits, cannot be all 0s or 9s
• NDC Description: Text
• BUPP: Numeric
• VendorID: Numeric (export the Vendor List)
• Effective Date: Select the correct date format – Do not include time
• Do Not Sub: Text/numeric field. Only acceptable entries: “0, 1, Y, N” Leaving the field blank or entering any other value will result in Do Not Sub = NO.

Drug Catalog:

• VendorID: Numeric (export the Vendor List)
• Item Number: Text
• NDC: Must be 11-digits, cannot be all 0s or 9s.
• NDC Description: Text
• Category: Text
• Price340: Numeric, do not include special characters such as commas, dollar symbol, etc.
• PriceGPO: Numeric, do not include special characters such as commas, dollar symbol, etc.
• PriceWAC: Numeric, do not include special characters such as commas, dollar symbol, etc.
• PriceRTL: Numeric, do not include special characters such as commas, dollar symbol, etc.

Patient Charges:

• Service Date: Select the proper date format – Do not include time 
• MRNumber: Text
• VisitNumber: Text
• Type: Text
• CDM: Text
• CDMDesc: Text
• Quantity: Numeric, do not include special characters such as commas, dollar symbol, etc. 
• Payor1: Text
• Payor1: Text field
• Payor2: Text field
• Payor3: Text field
• Charge Amount: Numeric, do not include special characters such as commas, dollar symbol, etc.
• TransactionID: Text field. Do not include comma 
• DEA: Must contain 9 characters (first two must be alpha, rest are numeric) 
• NPI: Must contain 10 characters
• Location: Text field

Purchases:

• Purch Date: Select the proper date format – Do not include time 
• Account Number: Text
• Vendor Name: Numeric (export the Vendor List)
• PO Number: Text
• Inv Number: Numeric
• ItemNumber: Vendor specific number for the NDC. Include leading zeroes if applicable
• NDC: Must be 11-digits, cannot be all 0s or 9s
• NDC Description: Text
• Pkgs: Numeric, do not include special characters such as commas, dollar symbol, etc.
• Unit Price: Numeric, do not include special characters such as commas, dollar symbol, etc. 
• Status: Text (Only one of the following: 340B, GPO, WAC)

Retail Dispenses:

• Dispensed: Select the correct date format – Do not include time 
• RxNumber: Text
• NDC: Must be 11-digits, cannot be all 0s or 9s
• NDCDesc: Text
• PatientLast: Text
• PatientFirst: Text
• PatientDOB: Select the correct date format – Do not include time 
• PatientZip: Text
• Quantity: Numeric, do not include special characters such as commas, dollar symbol, etc.
• Revenue: Numeric, do not include special characters
• FillNumber: Numeric, do not include special characters
• DaysSupply: Numeric, do not include special characters  
• DEA: Must contain 9 characters
• NPI: Must contain 10 characters
• BIN: Must be 6 numbers if numeric. If alpha, no restriction 
• PCN: Text
• GroupNumber: Text
• DateWritten: Select the correct date format – Do not include time 

Written Locations:

• Location: Text field with no comma allowed
• LocationDesc: Text
• EffectiveDate: Select the proper date format – Do not include time 
• TerminatedDate: Select the proper date format – Do not include time