What is it? 

The Provider Import feature allows clients to upload their providers directly to the platform and provides immediate feedback on any discrepancies identified with the uploaded providers. 

Features

• Import a file of provider data to begin the credentialing or monitoring process for providers that have never been added to the client’s roster
• Files can be formatted as a CSV or XLSX
• Assign column headers to the corresponding fields so clients can use their own templates and headers if preferred
• Validate the minimum set of required fields for the following import scenarios:
• CAQH Application
• andros Application
• Clients who do not use a credentialing application
• Delegated monitoring
• Credentials due in more than 120 days that require additional fields for enrolling providers in NPDB monitoring
• Validate submitted data for formatting to prevent erroneous data from making it into the system
• Send imports and receive import response files via automated Secure File Transfer Protocol

How to import your roster?

In addition to directly importing your roster on our platform, andros offers an Automated File Delivery via SFTP process to import providers. To learn more about this process, click here.

If you are directly importing your roster onto the platform, you can prepare your roster for import to avoid errors. See Provider Import: File Template and Sample File for more information. Use your own layout and map the columns to what is needed on the system.

1. Go to our platform's home page.
2. Select 'Import Providers.'
   
   
3. Perform the following actions
   1. Create an Import Name. We recommend you keep it consistent for reference. Ex. MM.DD.YY_XX where XX is the import attempt for that day. 
   2. Select your roster type. Depending on your configuration you would select from Direct or Delegated.
      • Direct credentialing means andros will credential the provider.
      • Delegated credentialing andros does not credential the provider but will just monitor the provider.
   3. Select your Application type. There are 3 application types to choose from depending on your configuration.
      • CAQH
      • andros Application
      • No Application
   4. Select Upload file.

4. On the following screen, select which fields correspond to the data in your file. Once you select all of the fields select Import Providers.
Note - Depending on your application type, different fields may be required vs optional. See the template for more information about which fields are required. 

What does the status represent? 

• Created - the import was started by uploading a file and navigating to the “Header Assignment” page; the import was abandoned or never submitted for processing (by clicking “Import Providers”) 

• Queued - the import request is in queue and will begin processing shortly. This is rarely seen. Typically, the import goes straight to “Importing”

• Importing - the file is being validated and imported. Note: Depending on size of file and other factors, your file may take up to an hour to process. Please check back on your file if it appears in this status. 

• Processed - the import was completed and “valid” and “invalid” submissions are now available

What do I do next? 

There are 3 columns you can review that will provide you details about your import

• Total Providers - This is the total number of providers on the file loaded
• Valid Providers - Represents the number of providers that were valid and loaded to the system for credentialing 
• Invalid Providers -  These providers were not loaded. Please click on the invalid provider to download the file. Within the file the last column will contain the error explaining why the provider was unable to load

I have invalid providers, what do I do? 

1. Download the file by clicking on the number under the invalid providers column.
2. Open the file. Review the last column. The errors for each provider will be displayed.
3. Update the invalid file to correct the errors and save the file. See Provider Import: Fields and Valid Values for more information on the fields and valid values
4. Attempt to upload the file again. Note - You do not need to map the error column for the file to load

Need help? 

Watch the video below for a step-by-step guide on importing providers to androsCredentialing*

See our Provider Import: Frequently Asked Questions for more helpful information.

Have more questions? Get help here.