• Integration Overview
  • Consumer Payments
  • Consumer Billing
  • Healthcare
  • Disbursement Hub

Consumer Payments

  • Consumer Initiated Payments
  • Staff Initiated Payments
  • Payment Plans
  • Tokenization
  • Automatic Payment Collection
    • Automatic Payments Enrollment
    • Automatic Payments Trigger
      • Balance File Specification
      • Balance File Acknowledgement
    • Auto Payment Collect Batch Enrollment
      • Batch Unenrollment
    • Enhanced Enrollment File
    • 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 A v2
      • 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 G v2
      • EOD Posting File LockBox H
      • EOD Posting File Lockbox I v1
      • EOD Posting File Lockbox L
      • Member Payments EOD Posting File v1.0
      • Payment Deposit File 1.0
      • Payment Deposit File 2.0
    • Webhook
    • Payment Interface Testing
    • Payment Transaction Import
      • Payment Transaction Import Data Fields
      • IDF Acknowledgement Data Fields
  • 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
  • Digital Wallet
  • Google Pay
  • Member Payments
    • Manage Member Payment Methods
    • New Member Payment
    • View Member Payment History
    • View Member Payment Receipt
    • Member Payments Webhook
  • Member Effectuation
  • Member IDF Import v1.1
  • User Management
  • Request Sandbox API Key
  • Contact
  • Terms of Use
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InstaMed Developer Portal
  • Integration Overview
  • Consumer Payments
  • Consumer Billing
  • Healthcare
  • Disbursement Hub
  • Consumer Initiated
    • In App Apple Pay
  • Staff Initiated
  • Payment Plans
  • Tokenization
  • Automatic Payment Collection
    • Enrollment
    • Trigger
      • Balance File Specification
      • Balance File Acknowledgement
    • Batch Enrollment
      • Batch Unenrollment
    • Enhanced Enrollment File
    • 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 A v2
      • 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 G v2
      • EOD Posting File LockBox H
      • EOD Posting File Lockbox I v1
      • EOD Posting File Lockbox L
      • Member Payments EOD Posting File v1.0
      • Payment Deposit File 1.0
      • Payment Deposit File 2.0
    • Webhook
    • Payment Interface Testing
    • Payment Transaction Import
      • Payment Transaction Import Data Fields
      • IDF Acknowledgement Data Fields
  • PCI Compliance
    • Recommended Options
    • Software Development Impact
    • Hosting Impact
    • P2PE Devices
  • Consumer Profile
    • Consumer Experience
    • Staff Experience
  • Digital Wallet
  • Google Pay
  • Member Payments
    • Manage Payment Methods
    • New Payment
    • View Payment History
    • View Receipt
    • Webhook
  • Member Effectuation
  • Member IDF Import v1.1
  • User Management
  • Request Sandbox API Key
  • Contact
  • Terms of Use

Member IDF Import v1.1

Version 1.1 of the member demographics import interface supports the ability to import and maintain member balance information.

Record ID: IMPAT11

Field # Field Name Format Min Max Required Comment 
1 Record ID AN 7 7 Y IMPAT11 
2 Member Account Number AN 1 30 C Required if Member Date of Birth is not entered 
3 Member Last Name AN 1 35 Y   
4 Member First Name AN 1 25 Y   
5 Member Middle Name AN 1 25 O   
6 Member Prefix AN 1 10 O   
7 Member Suffix AN 1 10 O   
8 Member Date Of Birth DT 8 8 C Required if Member Account Number is not entered. CCYYMMDD format req’d
9 Member Gender AN 1 1 O   
10 Member Street 1 AN 1 30 O   
11 Member Street 2 AN 1 30 O   
12 Member City AN 1 30 O   
13 Member State AN 2 2 O   
14 Member Zip 1 AN 5 5 O   
15 Member Zip 2 AN 4 4 O   
16 Member Phone Number Num 10 10 O Phone number without punctuation 
17 Insurance Rank AN 1 1 C P – Primary, S – Secondary, O- Other; required if other conditional insurance and subscriber fields are given. 
18 Insurance Name AN 1 35 C Required if other conditional insurance and subscriber fields are given. 
19 Insurance ID Qualifier AN 1 2 C Required if other conditional insurance and subscriber fields are given. 
20 Insurance ID AN 1 80 C Required if other conditional insurance and subscriber fields are given. Note: InstaMed Payers IDs are available in InstaMed Online under User Guide - InstaMed Payer List or using Payer List Search in EDI Enrollment. 
21 Insurance Type AN 2 2 O   
22 Insurance Filing Indicator AN 2 2 O   
23 Insurance Street 1 AN 1 30 O   
24 Insurance Street 2 AN 1 30 O   
25 Insurance City AN 1 30 O   
26 Insurance State AN 2 2 O   
27 Group ID AN 2 80 O Recommended – [DEFAULT] if no Group ID available. 
28 Insurance Zip 1 AN 5 5 O   
29 Insurance Phone Number Num 10 10 O Phone number without punctuation 
30 Relationship To Member AN 2 2 C Required if other conditional insurance and subscriber fields are given. 
31 Policy Number AN 2 80 C Required if other conditional insurance and subscriber fields are given. 
32 Group Number AN 2 80 O Subscriber Group Number. 
33 Subscriber Last Name AN 1 35 C Required if other conditional insurance and subscriber fields are given. 
34 Subscriber First Name AN 1 25 C Required if other conditional insurance and subscriber fields are given. 
35 Subscriber Middle Name AN 1 25 O   
36 Subscriber Prefix AN 1 10 O   
37 Subscriber Suffix AN 1 10 O   
38 Subscriber Street 1 AN 1 30 O   
39 Subscriber Street 2 AN 1 30 O   
40 Subscriber City AN 1 30 O   
41 Subscriber State AN 2 2 O   
42 Subscriber Zip 1 AN 5 5 O   
43 Subscriber Zip 2 AN 4 4 O   
44 Subscriber Phone Number Num 10 10 O Phone number without punctuation. 
45 Active Flag AN 1 1 O Set to "N" in order to inactivate a Member. 
46 Member Balance Due Dec 1 25 O   
47 Member Balance Due Effective Date DT 1 35 C Required if Member Balance Due populated. 
48 Medical Record Number AN 1 100 O   
49 Member Email Address EM 1 50 O   
50 Guarantor ID AN 1 80 O   
51 Guarantor First Name AN 1 25 O   
52 Guarantor Last Name AN 1 80 O   
53 Additional Field 6   1 100 O Reserved for future use. 
54 Additional Field 7   1 100 O Reserved for future use. 
55 Additional Field 8   1 100 O Reserved for future use. 
56 Additional Field 9   1 100 O Reserved for future use. 
57 Additional Field 10   1 100 O Reserved for future use. 
58 Recipient First Name AN 1 25 O   
59 Recipient Middle Name AN 1 25 O   
60 Recipient Last Name AN 1 80 O   
61 Recipient Street 1 AN 1 30 O   
62 Recipient Street 2 AN 1 30 O   
63 Recipient City AN 1 30 O   
64 Recipient State AN 2 2 O   
65 Recipient Zip 1 AN 5 5 O   
66 Recipient Zip 2 AN 4 4 O   
67 Guarantor ID AN 1 80 O   
68 Guarantor First Name AN 1 25 O   
69 Guarantor Last Name AN 1 80 O   
70 Master Member Account ID AN 1 80 O   

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InstaMed is a wholly owned subsidiary and is a registered MSP/ISO of JPMorgan Chase Bank, N.A. Additionally, InstaMed is a registered ISO of U.S. Bank, N.A. and a registered MSP/ISO of Elavon, Inc., Georgia.

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