Introducing CSV uploads for batch eligibility checks

You can now run batch 270/271 eligibility checks by uploading a CSV file in the Stedi portal.

Batch checks refresh patient eligibility between visits. Run them weekly or monthly to catch insurance issues early – before they cause problems.

You can use the new Eligibility check batches page to run batch checks using a bulk CSV. Each file can include up to 1,000 checks. You can upload and run more than one file at a time.

Before, you could only run batch refreshes using the Batch Eligibility Check API.

Like the API, CSV batch checks run asynchronously. They don’t count against your concurrency limit. And they won’t slow down real-time checks.

You can pull the results of a CSV or API batch check using the Poll Batch Eligibility Checks API. You can also now track the real-time status of every batch check – whether API or CSV – directly on the Eligibility check batches page.

How to run a CSV batch check

1. Log in to Stedi.

2. Go to the Eligibility check batches page. You can also select Eligibility > Batch eligibility checks in the Stedi portal’s nav.

3. Click New CSV batch and give it a name.

4. Download the template and fill it out. Use one row per check.

5. Upload your file.

6. Click Verify file to check for errors. You can fix and re-upload a file as many times as you need.

7. Click Execute batch to run the checks.

The batch will move to In progress. When all checks are done, it will show Completed. Some checks may fail – that’s normal. You can review and debug them in Stedi’s Eligibility Manager.

All batch checks in one place

The Eligibility check batches page shows all your batch checks – whether you used the API or uploaded a CSV.

Click the batch name to view its details. Here, you can see the status of each check – including any errors – as well as the payer, subscriber, and provider.

If the batch was submitted using the portal, it’ll use the name you entered. If the batch was submitted via the API, it’ll use the name value from the request, if provided. If no name is provided, it’ll default to the auto-generated batchId.

If the batch was submitted as a CSV file, you can also download the original CSV input.

You can pull results from any batch using the API – even ones uploaded in the portal. Just use the batchId.

What’s in the CSV

The template covers the most common fields for eligibility checks, including (non-exhaustively):

• Patient name

• Date of birth

• Member ID

• Provider NPI

• Payer ID

• Service Type Codes (STCs)

If you need extra fields, use the API or contact Stedi Support to request them.

Costs

The price for running a batch eligibility check – using API or CSV – is the same as real-time eligibility check. If you run a batch with 500 checks, it will cost the same as running 500 real-time eligibility checks.

Try it now

We built CSV uploads for teams who need to move fast – whether you're testing a new workflow or keeping things simple.

If you're ready to go deeper, reach out. We'll help you get set up.