Identifying and Fixing Data Errors in Readily

Once the template passes, Readily scrubs every row against the validation rules for that universe. There are two ways to review what it found: in the platform on the Data View, or in the Excel error report. Both show the same issues, so use whichever you prefer. The example below has 99 issues across 54 records.

Upload your file as usual. Readily checks the template, ingests the rows and validates them. When it finishes you are on the Data View tab of the submission.

On the right, Validate rows lists each kind of issue with a count of affected rows: for example Inconsistent Logic (27 rows), Blank Field (5), Whitespace (3) and Character Limit (1). The spreadsheet on the left shows your data with problem cells highlighted.

Click an issue type, such as Whitespace, and the grid narrows to only the rows with that problem ("Showing 3 rows where Whitespace..."). Working one issue type at a time is much easier than scanning the whole file. Clear filter takes you back to all rows.

Hover over any highlighted cell to read the specific error, for example "Column Enrollee Last Name has leading or trailing whitespace. Value: ' Anderson'". The message tells you the column, the rule and the offending value.

Large groups like Inconsistent Logic expand into a list of the columns involved (AOR/Equivalent notice Receipt Date, Time the request was received, and so on). Click one column to focus on just those rows and fix that issue completely before moving to the next column. Yellow Compliance Warning cells explain the rule that applies, such as when a field must be "None".

Warnings are flags to verify, not necessarily errors. When you have confirmed a value is correct, use Mark as reviewed; reviewed columns turn green in the list so you can see what is left.

Click Download error report to get the same findings as an Excel workbook. It opens with an Overview & Instructions sheet that explains the universe, the lookback period and how to read the report.

The Scrubbing Summary lists every check that ran, how many rows passed or failed, and the number of cell violations. Below it is a column-by-column breakdown so you can see, for example, that one row failed the Enrollee Last Name rule and which row it was.

The Scrubbing Data (PASS-FAIL) sheet is the most useful view: your data with failed cells shaded red (fail) or orange (warning). Scroll to the far right for the Scrubbing Notes column, which lists every issue found on that row in plain language.

Use Excel's Filter by Color on any column to show only the red fails or only the orange warnings, then fix each batch in your source file.

Make all corrections in your original file, not in the error report, and upload it as a new version on the same submission. Readily scrubs it again. Repeat until there are no fails and every warning has been checked.

The Comments section at the bottom of the submission is shared with the health plan. Tag their team members to ask about a rule, or to explain a value that is correct but looks unusual, so the conversation stays attached to the submission.