Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

For Plan Rules, please visit the Admin Manual: Link

The following are step-by-step instructions on how to submit your annual Member Data Collection (MDC) file via file builder. Follow the steps below and refer to the corresponding screenshots:


Image Removed

To view information about an error, select the member record, and details will be displayed on the right.

Select Edit to view and correct the error.


Panel


After logging into HOOPP Insight you will land on the Dashboard home page.

From the Data Collections tile, select the MDC Collection that has been initiated by HOOPP.


Panel


Select Upload File to begin the file builder process.

Note: You can return to this screen at any time to upload additional files or manually enter additional members.


Panel


From the Input Type drop-down menu, select MDC Data.

Then select Download a Template File and select Open from the pop-up window to open the MDC template file.


Panel


Then file will open up in Excel for you to work on. 


Panel



Once all member data has been entered, save the file in .csv format to your computer.

Note: Please DO NOT re-open the file once it has been saved in .csv format. Once the file is saved in .csv format, opening the file in Excel will delete the formatting changes and cause errors.


Panel


Next, click on Upload File and select the saved .csv version your new MDC file.


Panel


The uploaded file will be displayed under Uploaded File(s).

Select Import Files to load and view the data.


Panel
Image Removed

Image Added


Once the data has been imported, your member records will be displayed on the screen.

Any records containing input errors will be flagged with a red dot.

The File Summary indicates how many errors need to be corrected.

Panel


Panel


Correct the error and select Save to continue.


Panel


Once all the input errors have been addressed, select Validate to initiate business validations.


Panel


Business validations may take time depending on the number of member records.

During this time you can continue working within HOOPP Insight, or on other applications on your computer, as long as Insight is left running in the background.

You will receive an email alert when the validations are complete.


Panel


Once the validations are complete, you will be presented with members who have data warnings to address or data errors that need to be corrected.

You will need to address all warnings and errors in order to proceed.



Panel

View file
nameMDC Required Fields v2.m4v
height250

"Rather Watch? Click here to view the MDC Required Fields Video"


Panel

View file
name2 MDC - Clearing File Formatting Validations v1.m4v
height250

"Rather Watch? Click here to view the How to Clear Formatting Validations Video"