Route Requestor Roster

In this article:

Requestor Roster: Overview

The Requester Event Feed offers a way for community providers who don’t elect to upgrade to Pings to receive e-notifications for their patients from participating Route customer hospitals at no cost. Community providers can either integrate their EHR into Bamboo Health, manually enter patient events, or upload their patient rosters to the Requester Event Feed Web App. Once the rosters are uploaded, participating community providers can view their patients’ most recent events from Route customer hospitals directly in the Web App with an option for .csv downloads to view past events


How-to

Uploading a Requestor Roster is easy! Just follow the steps outlined below:

  1. Download the linked Route template on the page
  2. Open the csv file and fill out the following required fields: PATIENT_ID, PATIENT_FIRST_NAME, PATIENT_LAST_NAME, PATIENT_DOB, PATIENT_GENDER, DATE_CARE_RELATIONSHIP_ENDS
  3. If desired for better match accuracy, fill out the optional fields: PATIENT_SSN, PATIENT_STATE, PATIENT_ZIP
  4. Save the file as a .csv
  5. Upload the file
  6. Check for errors
  7. Publish the file

Best Practices
  • Requestors must conform to a standard submission template that can be downloaded via the Requestor Roster Upload tab
  • All files must be in .csv format NOT an .xls or .xlsx
  • The required date format is in YYYY-MM-DD format (sometimes Excel changes this to appear as MM/DD/YY)

Requestor Roster Columns
Below are the columns included in the roster requestor template. * indicates that the field is required.  
Note: After the Roster is uploaded through the Requestor Portal, it will be checked for errors: missing column headers, blank or incorrectly formatted data according to the specifications above, and missing required fields.
Name Description
PATIENT_ID* Must be unique and alphanumeric
PATIENT_FIRST_NAME* Not case sensitive, letters, spaces, dashes, commas, periods, and apostrophes ok.  Max 50 characters.
PATIENT_LAST_NAME* Not case sensitive, letters, spaces, dashes, commas, periods, and apostrophes are accepted.  Max 50 characters.
PATIENT_DOB* Patient Date of Birth in the following format: YYYY-MM-DD, MM-DD-YYYY, YYYYMMDD, MMDDYYYY
PATIENT_GENDER* M(“Male“), F(“Female“), O(“Other“), U(“Unknown“), X(“Non-Binary“). Case-insensitive.
DATE_CARE_RELATIONSHIP_ENDS* format: YYYY-MM-DD Must be in the future.
PATIENT_SSN full or last 4-digits, dashes are accepted.
PATIENT_STATE two-letter state abbreviation. 
PATIENT_ZIP 5 or 9 digit zip code, dashes are accepted.
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