Submitting to BMI Benefits
Table of Contents
Submitting to BMI Benefits
This integration allows system users to flag athlete incident reports for automatic submission to BMI Benefits.
A minimum set of data is required for each record sent. If any of the required fields are missing, a notification will be sent to the account owner. Each night, the system will attempt to re-send any incomplete entries—provided the missing data has been updated.
Required data fields include:
- Student Name (First and Last)
- Student Date of Birth
- Student ID (SSN or Unique ID)
- Student Phone Number
- Student Email Address
- Student Gender
- Date of Injury
- Primary Insurance Company
- Primary Insurance Policy Number
- Account (School) Name
- Account (School) Address
- Sport
- Injury Body Part
- Injury Description
- Affected Side
- Activity Description (Notes)
Most of these fields are required by our system when creating a student or injury record and should always be completed.
Insurance details can be added during student import or by editing the student’s profile.
Primary Insurance Company and Policy Number are also required for submission, but if a student does not have primary insurance, the provider or student may enter “No Other Insurance” in the company field and “N/A” in the policy number field.
Step-By-Step Tutorial
- When creating a new Incident Report you will see the option to "Send to BMI", select “yes”

- Once you have completed your SOAP note select "Save Incident Report"
- An overnight process will run and look for all injuries that have been marked for "Send to BMI". A file containing this information will be generated and sent via SFTP to BMI Benefits.
If an injury has already been sent, then it will not be sent multiple times.
There is no way to “un-send” an injury.
- If data is missing, the account owner will get a notification detailing the reason for error. Updating the missing information will allow the record to be sent again overnight.