File Builder

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:

	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.
	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.
	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.
	The template file is in .csv format and will need to be reformatted before you begin entering member data. To reformat the file, select the entire worksheet by clicking on the top left corner.
	Then right click your mouse and select Format Cells.
	Next, select the Text format option and then OK to save the formatting changes.
	The template file is now reformatted and you can begin entering member data. 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.
	Next, click on Upload File and select the saved .csv version your new MDC file.
	The uploaded file will be displayed under Uploaded File(s). Select Import Files to load and view the data.
	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.
	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.
	Correct the error and select Save to continue.
	Once all the input errors have been addressed, select Validate to initiate business validations.
	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.
	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.

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