Today, Dart Health releases self-service eligibility uploads in Data Nexus. Employers and benefits teams can upload their eligibility roster directly, in our template or in the layout their HR system already exports, without setting up an SFTP feed or opening a support ticket.
For a group of a few hundred people, a recurring file feed is often more setup than anyone has time for, so rosters end up traded by email, and adjusted by hand. Self-service uploads provide the same secure validation and processing as a full integration, but from a web browser, and without having to hand edit additional spreadsheets together. You also don't have to recruit a whole IT team just to get it set up.
What you can do
- Securely authenticate using Google auth, Microsoft auth, or magic link.
- Upload a roster as a .csv or .xlsx file, up to 25 MB
- Start from the Data Nexus template, or upload your own production data to create your own data template.
- Create members from as few as four columns: your own unique member ID, date of birth, first name, and last name
- Once the data template is set, upload supplemental details that your roster doesn't carry, such as contact or insurance information from another system, without resending the roster. Data Nexus combines the data for you.
- See each upload's status and any row-level errors, with line numbers, on its own page
Data checks are built in
Data Nexus treats a primary roster as the complete list, so anyone missing is treated as no longer eligible. That's why Data Nexus checks before acting:
- Headers are checked against the file's format, so a reordered or inserted column stops the upload for human review instead of putting data in the wrong field
- If an upload shows changes for a large share of active members, you confirm before anything changes
- A file with a name resembling a test file isn't processed
- A supplemental file never adds or removes anyone, it only adds extra information
Data Nexus is SOC 2 Type II and HIPAA compliant.
Contact your Dart Health account team to turn on self-service uploads for your group.