SFTP Eligibility File Guidelines
Overview of requirements and guidelines for SFTP Eligibility Files.
Eligibility Files are how health plans and other clients can communicate to Roundtrip their population of members that are eligible for a transportation benefit. These guidelines ensure the data is collected in an efficient and standardized way in order to reduce the chance of errors.
Want to see an example template of an eligibility file? View our template for the Member Eligibility File here.
Supported File Formats
Roundtrip can support the following file formats when processing an Eligibility File via SFTP:
- Excel (.xlsx)
- Pipe-delimited text (.txt)
- Comma-separated values (.csv)
Supported File Naming Convention
Eligibility Files must be named according to the following convention:
- The file must have an extension matching one of the supported file formats (listed above)
- Only the following characters are supported within the file name:
- Uppercase letters (A-Z)
- Lowercase letters (a-z)
- Numbers (0-9)
- Underscore (_)
- Dash ( - )
- Please note that spaces in the files name are NOT supported, so please remove them before transferring the file to Roundtrip
Other Considerations
Header and Field Formats
The Eligibility file consists of the following fields (click to zoom in):
File Processing Notes
This file should be treated as a full replacement. In other words, if a member record is not present on the file, the system will deactivate it.