Enrollment Census Specification
Enrolling members or setting up groups in bulk
Member enrollments can be added to our system through a bulk upload. We accept enrollments in a standard EDI 834 document or CSV file. For automated integrations, we can work with any predefined file format. Planstin is a technology company and we are able to integrate with just about anything or anyone!
The Planstin Enrollment Census Specification includes an 834 companion, Member Enrollment CSV template, and all data specifications and requirements.
Download our Planstin Enrollment Census Specification 01-18-2021.xlsx here.