Which InstaMed role should I give Bomi?

InstaMed’s public documentation does not publish the current role label. Choose the role or rights whose description allows George Ruan to view payer payments and remittances and manage payer-payment, EFT, and remittance-delivery settings. If the role descriptions are unclear, use the Help Center inside your account or contact InstaMed Provider Support before saving.

Which email address should I use for Bomi?

Use the practice-specific address from your Bomi correspondence. It follows the format credentialing. @billwithbomi.com, with your real practice slug in place of the example text.

Do I need to share my InstaMed password or a login code?

No. Add Bomi as a separate InstaMed user. Bomi completes its own login and multi-factor authentication setup, so you do not need to share your password or forward verification codes.

What if I cannot find an option to add a user?

Your login may not have user-management rights, or your account may use different labels. Open the Help Center after signing in or contact InstaMed Provider Support and ask how an administrator adds a second user with payer-payment and remittance-management access.

Billing

Credentialing

Add Your Biller (Bomi) as an InstaMed User

By George Ruan • August 18, 2026

Last updated: August 18, 2026.

Use this guide if your practice already has an InstaMed Online for Providers account and Bomi needs its own access to payer payments, EFT, or remittance settings. Add Bomi as a separate user instead of sharing the practice owner’s login.

A note about InstaMed’s labels: Public InstaMed registration material confirms that an activated account can add individual users and customize each user’s rights. InstaMed does not publish the current role names or every button in the add-user form. Your account may show Users & Groups or Manage Users. Use the permission descriptions on your screen to match the access listed below.

Bulk User Upload is a separate, optional feature for organizations that need to create many users. You do not need a CSV file to follow this guide; you are adding one user from your account’s user-management area.

Sections

Before You Start
Add Bomi as a Separate User
What Happens Next
If Your Screen Looks Different
Sources

Before You Start

Sign in with an administrator or other user who can manage users for the organization.
Have your own InstaMed User ID, Password, and Corporate ID ready.
Find the Bomi credentialing email in your Bomi correspondence. Each practice receives its own alias in this format: credentialing.<practice-slug>@billwithbomi.com. Replace <practice-slug> with the value Bomi gave your practice; do not type the example literally.

Add Bomi as a Separate User

Sign in to InstaMed Online for Providers. Go to online.instamed.com/providers and enter your User ID, Password, and Corporate ID.
Open user management. From the main menu, open Configure, then look for Users & Groups or Manage Users.
Start a new user. Choose the option on that page to add a user. If no add-user option appears, your login may not have user-management rights; use the in-portal Help Center or contact InstaMed Support.
Enter Bomi’s user details. Use George Ruan as the display name and credentialing.<practice-slug>@billwithbomi.com as the email, using the exact practice-specific alias from your Bomi correspondence. If InstaMed asks for a User ID, create a separate one for George rather than reusing yours.
Choose the group. If InstaMed asks for a Primary Group and your practice has not created restricted groups, select [Default].
Grant payer-payment access. Select the role or rights that let George view payer payments and remittances and manage payer-payment, EFT, and remittance-delivery settings. InstaMed’s public documentation does not name the current role label, so confirm these capabilities in the permission description before saving. Do not add unrelated refund or patient-payment rights unless Bomi asked for them.
Save or activate the user. Finish the form, then let Bomi know the separate InstaMed user has been added. Never send Bomi your own InstaMed password.

What Happens Next

Any setup or verification message InstaMed sends to the new user arrives at your practice’s Bomi credentialing alias.
Bomi completes the new user’s login setup and configures its own multi-factor authentication.
Future verification codes for Bomi’s user go to Bomi. You do not need to wait by your phone or forward a code.

If Your Screen Looks Different

InstaMed makes more help articles available after login. Open the Help Center in your provider account and search for user management. You can also contact InstaMed Provider Support and ask how an administrator adds a second user with payer-payment and remittance-management access.

Sources

InstaMed online-registration guide in a public provider training manual — confirms that an activated account can add individual users, customize user rights, and use one Corporate ID for multiple users.
InstaMed Developer Portal: User Management — documents Bulk Import Users as an optional feature for customers who require bulk upload, not as the only way to create users.
InstaMed Provider Solutions — describes InstaMed Online for Providers as using role-based security.
InstaMed Provider Support — links to the provider login and directs users to the in-account Help Center for additional articles.

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