For partner organisations
The order template
Register the orders you'd like us to fulfil in this spreadsheet, then send it over. It's built to stop the most common problems before they happen.
Download the templateExcel workbook (.xlsx) · version 2026.09
Dropdowns where they help
Program, box size and frequency are pick-lists, so the codes are always right.
ZIP codes stay intact
The ZIP and phone columns are formatted as Text, so Excel can't eat a leading zero.
Notes stay non-clinical
The notes column is for gate codes and delivery instructions, not medical details.
What you'll need for each order
These 17 columns are required. Everything else is optional but useful.
Member ID
The member's ID from their health plan. Format: PFB followed by 8 digits.
First Name
The member's first name as it appears on their plan.
Last Name
The member's last name as it appears on their plan.
Date of Birth
Used to confirm we matched the right member. Format the cell as a date.
Phone
10-digit US number. Format the column as Text so Excel keeps it intact.
Address Line 1
Street number and name. We cannot deliver perishable food to a PO Box.
City
City name, spelled out.
State
Two-letter state code.
ZIP Code
5 digits. Format the column as Text so Excel keeps leading zeros.
Health Plan
The plan authorising this order.
Authorization #
The plan's authorisation number for this member's food benefit.
Program
MTM = Medically Tailored Meals, MTG = Medically Tailored Groceries, MSF = Medically Supportive Food.
Box Size
S = 1–2 people, M = 3–4, L = 5 or more.
Boxes per Delivery
How many boxes to drop each visit. Between 1 and 4.
First Delivery Date
The first delivery. Must be a weekday at least 3 days from today.
Frequency
How often the member receives a box.
Number of Deliveries
Total deliveries in this authorisation. Between 1 and 26.
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