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Enrollment spreadsheet user guide

The enrollment spreadsheet is an interactive Excel document that allows you to quickly and easily collect enrollment data for your new groups with 50+ contracts and submit it securely. As a result, your clients experience faster, more accurate enrollment, and members get their ID cards in the mail sooner.

How to fill out and submit the enrollment spreadsheet

Filling it out

  1. Download the spreadsheet (1.5MB XLS).
  2. Enter enrollment information as outlined below. (You can also roll your mouse over each column heading to show instructions.)
  3. Save it to your computer, renaming it with your client's group name and number.

Sending it to Priority Health

NOTE: The completed spreadsheet is considered protected health information (PHI) and must be submitted securely via your Mailbox.
  1. Click "Mailbox" in the top green navigation bar of this website.
  2. Complete the email and attach the spreadsheet.
  3. Send the email to: enroll@priorityhealth.com

Call your sales representative with questions.

General tips

  • Each row represents the data for a single member.
  • Be sure to group dependents and spouses directly under the contract holder.
  • All information will automatically be entered in all caps.
  • All fields may contain letters, spaces, numbers and periods, except where noted.
  • For fields that include a drop-down menu, you must click on the cell to see the drop-down menu.

Enrollment spreadsheet outline


FieldInstructions
Group number Employee's 6-digit employer group number
SSN Member's 9-digit Social Security number (no hyphens or spaces)
Member first name Member's first name. May contain only letters, spaces or hyphens.
Member middle initial Member's middle initial. Must be a single initial only.
Member last name Member's last name. May contain only letters, spaces or hyphens.
Title
Member's title, such as Jr, Sr, II, IV, etc. No punctuation.
Gender Use the drop-down menu to pick M for male or F for female 
Date of birth Member's date of birth (mm/dd/yyyy)
Relationship Use the drop-down menu to pick a relationship to the employee: self (contract holder), spouse or child
Full-time student? Optional field. Due to health care reform, student validation is no longer required.
Use the drop-down menu to select YES if member is full-time student. Leave blank if the member is not a full-time student.
School name Optional field. Due to health care reform, student validation is no longer required.
Name of the school the full-time student is attending.
Enrollment date Optional field. Due to health care reform, student validation is no longer required.
Date the full-time student began full-time status. (mm/dd/yyyy)
Address 1 Member's mailing address, whether it's a street address, apartment or PO Box. May contain only letters, numbers and spaces.
Address 2 Continue member's address if they live in Canada or another country. May contain only letters, numbers and spaces.
City Member's city
State Member's state (pick the 2-letter abbreviation from the drop-down menu)
Zip Member's 5-digit zip code
Phone number
Member's 10-digit primary phone number (no hyphens, periods or spaces)
Hire date The employee's hire date (mm/dd/yyyy). Required for the employee only.
Effective date The date the employee can start receiving benefits (mm/dd/yyyy)
Subgroup Priority Health use only – no input needed
Class Priority Health use only – no input needed
MedPlan Priority Health use only – no input needed
RxPlan Priority Health use only – no input needed
HSA Priority Health use only – no input needed
HRA Priority Health use only – no input needed
HealthbyChoice Enter HBC if the member is participating in HealthbyChoiceSM
Dental Enter DENTAL if the member is selecting dental coverage
Vision Enter VISION if the member is selecting vision coverage
Other benefit Identify additional benefits. For information on what types of benefits to enter, contact your sales representative.
Employee/spouse type Use the drop-down menu to select the choice that best describes the employee or surviving spouse type
Benefit type Use the drop-down menu to select the employee's plan
Primary Care Provider (PCP) ID # Enter the PCP identification number (up to 10 digits) for the member's PCP. You can find this number using Find a Doctor.
(HMO and POS plans: Per our standard procedure, we'll auto assign a PCP if one isn't selected.)
Are you a current patient? Use the drop-down menu to select YES or NO to indicate if the member is a current patient of the PCP
Comments
Enter additional information for that member, such as an original start date for COBRA coverage. This field is for reference only.
Last modified: 4/14/2011
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