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Contact Exceptions Report - Data Specification
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Contact Exceptions Report - Client Role Data Specification |
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File Name |
Contact Exceptions Report - Client Role |
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File Accessibility |
Available via Outcomes Client Reporting Platform |
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Last Updated |
10/21/2026 |
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Data Refresh Frequency |
Daily |
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Purpose |
Provides client-role users with member eligibility, CMR status, and phone-quality exception details to identify members who may need outreach and contact-data remediation. |
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Intended Use |
Use this report to filter client and policy populations, review members with invalid phone information, identify members who need a CMR, evaluate alternate phone availability, and support client reporting and operational follow-up. |
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Element Number |
Element Name on Report |
Business Definitions |
Example |
Change Log |
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1 |
Patient ID |
Outcomes patient identifier. |
SamplePatientID |
Element added |
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2 |
Member ID |
Client-provided identifier for the member. |
SampleMemberID |
Retained from requirements |
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3 |
MBI |
Medicare Beneficiary Identifier for the member. |
SampleMBI |
Element added |
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4 |
Sponsor |
Outcomes pillar or sponsor associated with the member. |
OutcomesSampleSponsor |
Element added |
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5 |
Program ID |
Identifier associated with the program. |
SampleProgramID |
Element added |
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6 |
Program Name |
Name of the program associated with the member. |
OutcomesSampleProgram |
Element added |
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7 |
Client ID |
Unique Outcomes identifier for the client associated with the member at report generation. |
SampleClientID |
Element added |
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8 |
Client Name |
Name of the client associated with the member at report generation. |
OutcomesSampleClient |
Element added |
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9 |
Policy ID |
Unique identifier for the policy associated with the member at report generation. |
SamplePolicyID |
Retained from requirements |
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10 |
Policy Name |
Name of the policy associated with the member at report generation. |
OutcomesSamplePolicy |
Element added |
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11 |
Carrier |
Carrier identifier for the member population. |
SampleCarrierID |
Element added |
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12 |
First Name |
Member first name. |
SampleFirstName |
Retained from requirements |
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13 |
Last Name |
Member last name. |
SampleLastName |
Retained from requirements |
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14 |
Gender |
Member gender as supplied in eligibility data. |
F |
Element added |
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15 |
DOB |
Member date of birth. |
01/01/1980 |
Retained from requirements |
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16 |
Patient Age as of Report Date |
Member age in years on the report generation date. |
46 |
Element added |
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17 |
Patient Age as of Start of Calendar Year |
Member age in years on the first day of the report calendar year. |
46 |
Element added |
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18 |
Phone |
Primary phone number associated with the member record. |
2025550100 |
Retained from requirements |
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19 |
Earliest Outcomes Active Date |
First date in the current calendar year the member became active in Outcomes, or the most recent qualifying date from prior years. |
01/01/2026 |
Element added |
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20 |
Outcomes End Date |
Date the member was or will be removed from the Outcomes platform. |
12/31/2026 |
Element added |
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21 |
Currently Outcomes Active |
Indicates whether the member is currently active in Outcomes. Y when Outcomes End Date is 12/31 of the report year; otherwise N. |
Y |
Element added |
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22 |
CMR Eligible |
Indicates whether the member had CMR eligibility during the report calendar year. Y when a CMR eligibility start date exists in the report year; otherwise N. |
Y |
Element added |
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23 |
Currently CMR Eligible |
Indicates whether a CMR can be documented for the member as of the report generation date. |
Y |
Element added |
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24 |
Need CMR |
Indicates whether a CMR can be completed for the member today. Members who already had a CMR in the report year are N. |
Y |
Element added |
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25 |
Last CMR Result Date |
Date of the member’s latest CMR claim in the report calendar year, including completed, patient refusal, or unable-to-reach results. |
06/01/2026 |
Element added |
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26 |
Last CMR Result Name |
Result name for the member’s latest CMR claim in the report calendar year. |
Sample CMR Result |
Element added |
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27 |
CMR Eligibility Start Date |
First date in the report calendar year that the member became eligible for a CMR in Outcomes. |
01/01/2026 |
Element added |
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28 |
CMR Eligibility End Date |
Date the member’s CMR eligibility was or will be removed. Null when no CMR eligibility start date exists. |
12/31/2026 |
Element added |
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29 |
Completed CMR Count |
Count of completed CMRs for the member. |
0 |
Element added |
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30 |
Invalid Phone Flag |
Indicates whether the primary phone is invalid for any supported reason, including missing/invalid format, IVR, DNC, or SWPN. |
Y |
Element added |
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31 |
Invalid Phone Flag: Format |
Indicates whether the primary phone is missing or has an invalid format. |
Y |
Element added |
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32 |
Invalid Phone Flag Format Reason |
Reason the primary phone failed format validation. |
Missing Data |
Element added |
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33 |
Invalid Phone Flag: IVR |
Indicates whether IVR data identifies the primary phone as invalid. |
N |
Element added |
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34 |
Last Invalid IVR Date |
Most recent date in the report calendar year the primary phone was flagged invalid in IVR data. |
06/01/2026 |
Element added |
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35 |
Last Valid IVR Date |
Most recent date in the report calendar year the primary phone was used in a successful IVR attempt. |
05/01/2026 |
Element added |
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36 |
Invalid Phone Flag: DNC |
Indicates whether the primary phone is present in Do Not Call data. |
N |
Element added |
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37 |
Last DNC Date |
Most recent date in the report calendar year the primary phone was flagged in DNC data. |
06/01/2026 |
Element added |
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38 |
Invalid Phone Flag: SWPN |
Indicates whether the primary phone is present in Suspected Wrong Phone Number data. |
N |
Element added |
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39 |
Last SWPN Date |
Most recent date in the report calendar year the primary phone was flagged in SWPN data. |
06/01/2026 |
Element added |
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40 |
Alternative Phone List |
Comma-delimited list of alternative phone numbers supplied by the client. |
2025550101, 2025550102 |
Element added |
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41 |
Alternative Phone List: Source |
Source of the alternative phone number list. |
Client eligibility file |
Element added |
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42 |
Alternative Phone Invalid Phone Flag List |
Comma-delimited validity flags aligned to Alternative Phone List. |
N, Y |
Element added |
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43 |
Alternative Phone Invalid Phone Flag: Format List |
Comma-delimited format-invalid flags aligned to Alternative Phone List. |
N, Y |
Element added |
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44 |
Alternative Phone Invalid Phone Flag: Format Reason List |
Comma-delimited format reasons aligned to Alternative Phone List. |
Valid, Repeating digits |
Element added |
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45 |
Alternative Phone Invalid Phone Flag: IVR List |
Comma-delimited IVR-invalid flags aligned to Alternative Phone List. |
N, N |
Element added |
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46 |
Alternative Phone Invalid Phone Flag: DNC List |
Comma-delimited DNC flags aligned to Alternative Phone List. |
N, N |
Element added |
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47 |
Alternative Phone Invalid Phone Flag: SWPN List |
Comma-delimited SWPN flags aligned to Alternative Phone List. |
N, N |
Element added |
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48 |
Has Valid Alternative Phone |
Indicates whether at least one alternative phone is valid. |
Y |
Element added |