Batch Eligibility Checks
Run eligibility checks for multiple patients in a single upload. Prepare a CSV file with patient and provider details, upload it on the batch eligibility page, and Solum processes every row as an individual 270/271 transaction.Quick Start
- Download the CSV template from the batch creation page.
- Fill in your data — one row per eligibility check.
- Upload the CSV on the batch page.
- Review validation — fix any errors shown instantly.
- Submit — Solum sends the checks and you can track progress from the batches list.
CSV Format
Your CSV must include a header row with column names in camelCase exactly as shown below. Column order does not matter.Required Fields
| Column Name | Description | Format | Example |
|---|---|---|---|
subscriberFirstName | Patient first name | Text | John |
subscriberLastName | Patient last name | Text | Doe |
subscriberDateOfBirth | Patient date of birth | YYYY-MM-DD | 1990-01-15 |
subscriberMemberId | Insurance member / policy ID | Text | ABC123456789 |
tradingPartnerServiceId | Payer ID (trading partner) | Text | BCBSMA |
providerOrganizationName | Rendering provider name | Text | Acme Healthcare |
providerNpi or serviceProviderNumber | Provider identifier (see below) | 10-digit NPI or text | 1234567890 |
serviceTypeCodes | Service type code(s) | Comma-separated | 30 or 30,33 |
encounterDateOfService | Date of service | YYYY-MM-DD | 2026-01-23 |
Optional Fields
| Column Name | Description | Format | Example |
|---|---|---|---|
submitterTransactionIdentifier | Your unique ID for this row | Text | CHECK-001 |
dependentFirstName | Dependent first name | Text | Jane |
dependentLastName | Dependent last name | Text | Doe |
dependentDateOfBirth | Dependent date of birth | YYYY-MM-DD | 2015-06-20 |
dependentMemberId | Dependent member ID | Text | DEP987654 |
dependentRelationshipCode | Relationship to subscriber | Code | 19 |
Provider Identification
Every row requires exactly one of these two columns:providerNpi— The provider’s 10-digit National Provider Identifier.serviceProviderNumber— An alternative provider number assigned by the payer.
Service Type Codes
TheserviceTypeCodes column accepts a single code or multiple comma-separated codes.
| Value | Meaning |
|---|---|
30 | Health Benefit Plan Coverage |
33 | Chiropractic |
47 | Hospital |
88 | Pharmacy |
30,47 | Multiple codes in one check |
Date Formats
All date fields must use YYYY-MM-DD format (e.g.,2026-01-15).
If your CSV contains dates in YYYYMMDD format (e.g., 20260115), they are automatically converted during parsing. However, the recommended format is YYYY-MM-DD.
Duplicate Detection
Solum prevents accidental duplicate rows in two ways:With submitterTransactionIdentifier
If you provide this column, each value must be unique within the file. Two rows with the same identifier are flagged as duplicates.
Without submitterTransactionIdentifier
A composite key is built from these fields:
subscriberMemberIdsubscriberFirstNamesubscriberLastNamesubscriberDateOfBirthtradingPartnerServiceIdencounterDateOfServiceserviceTypeCodes
Validation
Validation runs instantly in your browser when you upload a file. No data is sent to the server until you click Submit.What is checked
- All required fields are present and non-empty
- Dates are in a valid format
- NPI is exactly 10 digits (if used)
- Exactly one provider identifier per row
- No duplicate rows
- At least one data row exists
Error report
If validation fails, you can download an error report — a CSV listing every error with its row number, column, and message. Fix the issues in your source file and re-upload.Troubleshooting
| Problem | Fix |
|---|---|
| ”Required field is empty” | Check that the column exists in your header row and the cell has a value. |
| ”Must have exactly one of provider_npi or service_provider_number” | Each row needs either providerNpi or serviceProviderNumber, but not both. |
| ”Invalid date format” | Use YYYY-MM-DD (e.g., 1990-01-15). |
| ”NPI must be exactly 10 digits” | Verify the NPI — it must be 10 numeric digits with no spaces or dashes. |
| ”Duplicate row data” | Two rows have identical key fields. Add a submitterTransactionIdentifier column or remove the duplicate. |
| ”Unknown columns will be ignored” | A column header doesn’t match any known field. Check for typos in the header name. |
| ”No data rows found” | The file has a header but no data rows, or is empty. |