Upload History - Template Correction Re-Upload

The Upload History page not only serves as historical record and reference of Client User uploads, but also is crucial in the User's follow through of an uploading of bulk Template submissions to determine that all were successfully uploaded (Results).  Upon upload of an applicable Template (CAQH Credentialing Application, Terminations, Approvals) the User may subsequently access the Upload History page to see the results of each record (line item / Provider) within the Template uploaded.  The Template uploaded may be identified by the date submitted and naming convention of the Template, issued by the User.  The first indicator to the User that 1 or more records (line item / Provider) may not have been successfully uploaded will be the number 1 (or greater) in the Invalid Records  field related to that Template upload.  If the Invalid Records field related to that Template shows "0', then all records (line item / Provider) were correctly formatted according to the Template field requirements and Field Dictionary, as shown and included within the Template.

Should the Invalid Records field related to the Template upload show the number 1 (or greater), this is an indication to the User that record(s) (line item/Provider) within the Template were incorrectly formatted according to the Template field requirements and Field Dictionary, as shown and included within the Template.  By clicking the link within the Results field for the related Template in the Upload History listing, the User may download the original Template uploaded which will also include specific reason as to why the applicable Invalid Records did not successfully upload.  Once the User has identified and downloaded the Template upload results, corrections may be made following the steps below.

Template Correction - Re-Upload of Invalid Records (Line Item/Provider) INSTRUCTIONS

A.    Click on Upload History

B.     Locate the targeted Template submission needed for re-submission (1 or more Invalid Records)

C.     Download the report in the Results Field  

D.    Remove ALL line items from the original Template that were successfully submitted, per the Results download (i.e. "Submission Successful" shown in the Results field of the Excel/csv downloaded Results report)

E.   For the remaining Invalid Records from the original Template submitted, make necessary corrections to the record(s) (line item(s)/Providers) per the rejection reason shown in the Results field of the Excel/csv downloaded Results report

F.    Save and rename corrected Template (ONLY INCLUDE CORRECTED RECORDS LINE ITEMS/PROVIDERS - DO NOT INCLUDE SUBMISSION "SUCCESSFUL" PROVIDERS FROM ORIGINAL TEMPLATE) 

E.   Upload the corrected Template (include only records needing corrected)

**Re-uploading Template that includes Submission Successful (Valid) records with corrected records will cause delay in processing**