• General Integration
  • Consumer Payments
  • Consumer Billing
  • Healthcare
  • Claims Settlement
  • Blockchain

Consumer Payments

  • Consumer Initiated Payments
  • Staff Initiated Payments
  • Payment Plans
  • Tokenization
  • Automatic Payment Collection
    • Automatic Payments Enrollment
    • Automatic Payments Trigger
      • Balance File Specification
    • Auto Payment Collect Batch Enrollment
      • Batch Unenrollment
    • Automatic Payments Sign Up File
  • Receipts
  • Voids
  • Refunds
  • Payment Posting
    • Polling Payment Response
    • Posting File Formats
      • EOD Posting File 1.4
      • EOD Posting File 1.3
      • EOD Posting File 1.2.2
      • EOD Posting File 1.2/1.2 CR
      • EOD Posting File 1.2.1
      • EOD Posting File 1.1/1.1 CR
      • EOD Posting File 1.1.1
      • EOD Posting File 1.0
      • EOD Posting File X12 835 1.0
      • EOD Posting File X12 835 2.0
      • EOD Posting File Lockbox A
      • EOD Posting File Lockbox A1.1
      • EOD Posting File Lockbox B
      • EOD Posting File Lockbox C
      • EOD Posting File Lockbox C v2
      • EOD Posting File Lockbox D
      • EOD Posting File Lockbox E
      • EOD Posting File Lockbox F
      • EOD Posting File Lockbox G
      • EOD Posting File Lockbox I v1
      • Member Payments EOD Posting File v1.0
      • Payment Deposit File
    • Webhook
  • PCI Compliance
    • Recommended Options for PCI Compliance
    • Software Development Impact of PCI Compliance
    • Hosting Impact of PCI Compliance
    • P2PE Devices
  • Consumer Profile
    • Consumer Experience
    • Staff Experience
  • Member Payments
    • Manage Member Payment Methods
    • New Member Payment
    • View Member Payment History
    • View Member Payment Receipt
    • Member Payments Webhook
  • Member Effectuation
  • Request Sandbox API Key
  • Contact
  • Terms of Service
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InstaMed Developer Portal
  • General Integration
  • Consumer Payments
  • Consumer Billing
  • Healthcare
  • Claims Settlement
  • Blockchain
  • Consumer Initiated
    • In App Apple Pay
  • Staff Initiated
  • Payment Plans
  • Tokenization
  • Automatic Payment Collection
    • Enrollment
    • Trigger
      • Balance File Specification
    • Batch Enrollment
      • Batch Unenrollment
    • Sign Up File
  • Receipts
  • Voids
  • Refunds
  • Payment Posting
    • Polling Payment Response
    • Posting File Formats
      • EOD Posting File 1.4
      • EOD Posting File 1.3
      • EOD Posting File 1.2.2
      • EOD Posting File 1.2/1.2 CR
      • EOD Posting File 1.2.1
      • EOD Posting File 1.1/1.1 CR
      • EOD Posting File 1.1.1
      • EOD Posting File 1.0
      • EOD Posting File X12 835 1.0
      • EOD Posting File X12 835 2.0
      • EOD Posting File Lockbox A
      • EOD Posting File Lockbox A1.1
      • EOD Posting File Lockbox B
      • EOD Posting File Lockbox C
      • EOD Posting File Lockbox C v2
      • EOD Posting File Lockbox D
      • EOD Posting File Lockbox E
      • EOD Posting File Lockbox F
      • EOD Posting File Lockbox G
      • EOD Posting File Lockbox I v1
      • Member Payments EOD Posting File v1.0
      • Payment Deposit File
    • Webhook
  • PCI Compliance
    • Recommended Options
    • Software Development Impact
    • Hosting Impact
    • P2PE Devices
  • Consumer Profile
    • Consumer Experience
    • Staff Experience
  • Member Payments
    • Manage Payment Methods
    • New Payment
    • View Payment History
    • View Receipt
    • Webhook
  • Member Effectuation
  • Request Sandbox API Key
  • Contact
  • Terms of Service

Automatic Payments Sign Up File

InstaMed will output a daily full extract of those who signed up for Automatic payment solution.

By default, the daily output is all who signed up for Automatic Payments. This can be configured so that only the information that has changed (either enrolled or unenrolled) would be included in the output file.

Member Sign Up File

Field #Field NameFormatMinMaxReq'dComment
1RecordID66YIMPSPO
2MemberIDAN180Y
3ClientIDAN180Y Assigned by InstaMed
4MemberLastNameAN135N
5MemberFirstNameAN125N
6MemberMiddleNameDT125N
7MemberDOBDT135N
8MemberEmailAN150N
9Payer IDAN180NNot used
10Enrollment StatusA120NEnrolled / Not Enrolled. Default = Not Enrolled

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InstaMed is a registered ISO of Wells Fargo Bank, N.A., Walnut Creek, CA.; a registered ISO of U.S. Bank, N.A.; and a registered MSP/ISO of Elavon, Inc. Georgia

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