Passport has .xlsx formatted reports that can be scheduled on a daily basis to a client's SFTP Reports folder. The following article outlines the fields for the Providers Export, which can be delivered to the previously mentioned SFTP Reports folder. From there, clients can utilize the export as they see fit, including ingesting the data back into a system of record, such as an HRIS or EHR. An example report is attached at the bottom of this article.
Key Details
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Certificate and Document Fields:
Certificate and document columns will appear in the report only if these credentials have been added to the system. -
Verified and Unverified Data:
The Providers Export includes both verified and unverified data, such as licenses undergoing initial verification.
SFTP Delivery File Specifications
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Header Row:
The header row of the report begins on row 1. -
File Name Format:
The exported file name will follow this format:[Prefix].passport.provider.[username scheduling report].YYYYMMDD-HHMMSS.csv
Components:
- Prefix: Customized during implementation and required for scheduling exports. It ensures file names remain unique to prevent overwrites.
- Application and Export Type: The name includes the application (Passport) and export type (provider).
- Username: Pre-configured SFTP username.
- Timestamp: Displays the UTC 'last modified time' in the file name.
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File Format:
Files are exported in .csv format when scheduled to SFTP. -
Excel Tab Naming:
The single-tab value name includes the file name, but Excel enforces a character limit.
Credential Column Details
Headers for licenses, certificates, and documents are sequentially ordered based on the number of each credential type a provider has. For example, if a provider has two licenses, the License Columns will repeat for License 1 and License 2 details.
Provider Export Columns and Descriptions
Column Header | Description |
Facility Name |
Name of Facility in Passport, determined during Implementation Exported data has a 255-character limit |
Facility ID |
Client-specified input identifier for each facility Exported data has a 255-character limit |
Facility State |
State location of the facility Exported data has a 255-character limit |
Passport Number |
Passport generated unique identifier for each monitored individual by ProviderTrust Exported data has a 255-character limit |
Company User ID |
Provider Data provided by the client. For clients using a bi-directional interface, many opt to use a Company User ID to represent a unique identifier that can be integrated back into an HRIS. Exported data has a 255-character limit |
NPI |
National Provider Identification number Exported data has a 255-character limit |
Last 4 SSN |
The last 4 digits of the provider's SSN Exported data has a 255-character limit |
Last Name |
Last name of the provider Exported data has a 255-character limit |
First Name |
First name of provider Exported data has a 255-character limit |
Middle Name |
Middle name of provider Exported data has a 255-character limit |
Former Last Name |
Any former last names of the provider Exported data has a 255-character limit |
Address Line 1 |
Optional data field provided by the client Exported data has a 255-character limit |
Address Line 2 |
Optional data field provided by the client Exported data has a 255-character limit |
City |
Optional data field provided by the client Exported data has a 255-character limit |
State |
Optional data field provided by the client Exported data has a 255-character limit |
Zip |
Optional data field provided by the client Exported data has a 255-character limit |
DOB |
Date of Birth provided by the client Dates will be exported in MM/DD/YYYY format and have a 255-character limit |
Gender |
Optional data field provided by the client Exported data has a 255-character limit |
Email Address 1 |
Optional data field provided by the client Exported data has a 255-character limit |
Company Dept Code |
Optional data field provided by the client Exported data has a 255-character limit |
Company Dept Name |
Optional data field provided by the client Exported data has a 255-character limit |
Job Code |
Provider Data provided by the client. For clients using a bi-directional interface, many opt to use a Job Code to represent a unique identifier that can be integrated back into an HRIS. Exported data has a 255-character limit |
Job Title |
Provider Data provided by the client. For clients using a bi-directional interface, many opt to use a Job Title to represent a unique identifier that can be integrated back into an HRIS. Exported data has a 255-character limit |
Hire Date |
Hire Date provided by the client Dates will be exported in MM/DD/YYYY format |
Unit 1 |
Name of Unit in Passport, determined during Implementation. Additional unit columns will be added sequentially (ex. Unit 2, Unit 3) if these columns are being utilized on the provider file. Exported data has a 255-character limit |
User Note |
The last note made by the User Notes will export up to 1GB of text |
User Note Created By |
User Name who created the last note Exported data has a 255-character limit |
Discipline ID |
This field dictates the type of monitoring a provider receives as well as what credentials are required for their job if a requirement policy has been contracted. Exported data has a 255-character limit |
Monitor Status |
Overall monitoring status, statuses include: Active Pending (Need More Info) System Error Occurred Ready to Process Not Monitored |
Monitor Package | Name of the designated monitoring package that the provider is receiving |
License Name 1 | Name of client-provided license type |
License Number 1 | License number submitted by client License numbers can be any alphanumeric string, including special characters such as hyphens. There is a 255-character limit. |
License Credential Tag 1 |
Optional data field provided by the client Exported data has a 255-character limit |
License Identifier 1 |
Optional data field provided by the client Exported data has a 255-character limit |
License Issuer 1 | License issuer submitted by client |
License Issue Date 1 |
License issue date submitted by client Dates will be exported in MM/DD/YYYY format |
License Expiration Date 1 |
License expiration date submitted by the client Dates will be exported in MM/DD/YYYY format |
License 1 Expired Y or N | License expiration status indicated by Y (is expired) or N (not expired) |
Number of Days until Expiration 1 | The calculated number of days to expiration based on the verified expiration date |
License Update Date 1 |
The last date any license information was updated (via file or manual) Dates will be exported in MM/DD/YYYY format |
Certificate Type 1 | Name of the certificate type. |
Certificate Number 1 |
Certificate number submitted by the client Certificate numbers can be any alphanumeric string, including special characters such as hyphens. There is a 255-character limit. |
Certificate Credential Tag 1 |
Optional data field provided by the client Exported data has a 255-character limit |
Certificate Issue Date 1 |
The certificate issue date submitted by the client Dates will be exported in MM/DD/YYYY format |
Certificate Expiration Date 1 |
The certificate expiration date submitted by the client Dates will be exported in MM/DD/YYYY format |
Certificate 1 Expired Y or N | Certificate expiration status indicated by Y (is expired) or N (not expired) |
Number of Days until Expiration 1 | The calculated number of days to expiration based on the client-provided expiration date. |
Certificate Update Date 1 |
The last date any certificate information was updated (via file or manual) Dates will be exported in MM/DD/YYYY format |
Document Type 1 | Name of the document type |
Document Credential Tag 1 |
Optional data field provided by the client Exported data has a 255-character limit |
Document Issue Date 1 |
Document issue date submitted by client Dates will be exported in MM/DD/YYYY format |
Document Expiration Date 1 |
Document expiration date submitted by client Dates will be exported in MM/DD/YYYY format |
Document 1 Expired Y or N | Document expiration status indicated by Y (is expired) or N (not expired) |
Number of Days until Expiration 1 |
The calculated number of days to expiration is based on the client-provided expiration date. |
Document Update Date 1 |
The last date any document information was updated (via file or manual) Dates will be exported in MM/DD/YYYY format |