Sign Up File v1.1

InstaMed will output a daily full extract of consumers who signed up for automatic payments.

By default, the daily output of the Member Sign Up File v1.1 is every consumer who is currently enrolled for Automatic Payments. This full file will report new enrollments only. Consumers who have cancelled their APC enrollment will be removed from the report.

Alternatively, this file can be configured so that only the information that has changed would be included in the output file. Changed information includes updates to payment methods and explicitly reports on un-enrollments.

Member Sign Up File v1.1

Field #Field NameFormatMinMaxAPC Member Sign-Up File v1.0Comment
1RecordID66YIMPSPO
2MemberIDAN180Y
3ClientIDAN180YID assigned by InstaMed
4MemberLastNameAN135Y
5MemberFirstNameAN125N
6MemberMiddleNameAN125N
7MemberDOBDT135N
8MemberEmailAN150N
9Payer IDAN180NID assigned by InstaMed
10Enrollment StatusAN120NEnrolled / Not Enrolled. Default = Not Enrolled
11TypeAN150YValues: eCheck or CC
12Card TypeAN150NConditional if CC. Values: Visa, MC, Discover, AmEx
13Bank Account TypeAN150NConditional if bank account. Values: Savings or Checking
14Card Last 4 DigitsAN150NConditional, if CC
15Bank Account Last 4AN150NConditional, if Bank Acct
16APC Status DateDT150YMM/DD/YYYY or M/D/YYYY
17Draft DateDT150NCondtional but not required. MM/DD/YYYY or M/D/YYYY
18APC LimitAN150NConditional
19ReservedAN1100NReserved for Future Use
20ReservedAN1100NReserved for Future Use
21ReservedAN1100NReserved for Future Use