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 Name | Format | Min | Max | APC Member Sign-Up File v1.0 | Comment |
|---|---|---|---|---|---|---|
| 1 | RecordID | 6 | 6 | Y | IMPSPO | |
| 2 | MemberID | AN | 1 | 80 | Y | |
| 3 | ClientID | AN | 1 | 80 | Y | ID assigned by InstaMed |
| 4 | MemberLastName | AN | 1 | 35 | Y | |
| 5 | MemberFirstName | AN | 1 | 25 | N | |
| 6 | MemberMiddleName | AN | 1 | 25 | N | |
| 7 | MemberDOB | DT | 1 | 35 | N | |
| 8 | MemberEmail | AN | 1 | 50 | N | |
| 9 | Payer ID | AN | 1 | 80 | N | ID assigned by InstaMed |
| 10 | Enrollment Status | AN | 1 | 20 | N | Enrolled / Not Enrolled. Default = Not Enrolled |
| 11 | Type | AN | 1 | 50 | Y | Values: eCheck or CC |
| 12 | Card Type | AN | 1 | 50 | N | Conditional if CC. Values: Visa, MC, Discover, AmEx |
| 13 | Bank Account Type | AN | 1 | 50 | N | Conditional if bank account. Values: Savings or Checking |
| 14 | Card Last 4 Digits | AN | 1 | 50 | N | Conditional, if CC |
| 15 | Bank Account Last 4 | AN | 1 | 50 | N | Conditional, if Bank Acct |
| 16 | APC Status Date | DT | 1 | 50 | Y | MM/DD/YYYY or M/D/YYYY |
| 17 | Draft Date | DT | 1 | 50 | N | Condtional but not required. MM/DD/YYYY or M/D/YYYY |
| 18 | APC Limit | AN | 1 | 50 | N | Conditional |
| 19 | Reserved | AN | 1 | 100 | N | Reserved for Future Use |
| 20 | Reserved | AN | 1 | 100 | N | Reserved for Future Use |
| 21 | Reserved | AN | 1 | 100 | N | Reserved for Future Use |