What is a health insurance member ID card. How do you use your member ID card. What information is included on a member ID card. Why is protecting your member ID card important. How can you access a digital version of your member ID card.
The Importance of Your Health Insurance Member ID Card
Your health insurance member ID card is a crucial document that serves as proof of your insurance coverage. It contains essential information that healthcare providers use to verify your coverage and bill your health plan for services rendered. Understanding the details on your card and knowing how to use it effectively can help you navigate the healthcare system more smoothly and ensure you receive the benefits you’re entitled to.
Key Components of Your Member ID Card
Every health insurance member ID card contains specific information that identifies you and your coverage. Here are the primary elements you’ll find:
- Member ID number: A unique identifier linked to your specific health insurance benefits
- Group number: A code that represents your employer’s group plan (if applicable)
- Member/dependents names: Your name and any covered family members
- Primary Care Provider (PCP): Listed if your plan requires you to choose one
- Copay amounts: Fixed payments for certain services, if applicable to your plan
- Network information: Details about your plan’s provider network
- Referral requirements: Indicates if referrals are needed for specialist care
- Pharmacy benefits: Information for prescription coverage, if included
Do you know how to interpret all the information on your member ID card? If not, don’t worry. Many people find their cards confusing at first glance. Let’s break down each component to help you better understand what it means for your healthcare.
Understanding Your Member ID Number
Your member ID number is perhaps the most critical piece of information on your card. It’s a unique identifier that links directly to your specific health insurance benefits and coverage. Healthcare providers use this number to verify your insurance and submit claims for services. Always keep this number confidential, as it’s a key to accessing your health benefits.
Decoding the Group Number
If you have insurance through your employer, you’ll see a group number on your card. This number is the same for all employees participating in the same insurance plan. It helps providers and insurers quickly identify which set of benefits applies to you.
When and How to Use Your Member ID Card
Your health insurance member ID card is essential in various healthcare situations. You should have it readily available when:
- Visiting a doctor or specialist
- Going to the hospital or emergency room
- Having laboratory work done
- Filling a prescription (if your plan includes drug coverage)
Is it necessary to carry your physical card at all times? Not necessarily. Many insurance providers now offer digital versions of your member ID card through mobile apps or online portals. These digital cards contain the same information as your physical card and are accepted by most healthcare providers.
Accessing Your Digital Member ID Card
In today’s digital age, many insurance companies provide convenient ways to access your member ID card electronically. For instance, UnitedHealthcare offers a mobile app that allows members to view and share their ID cards on smartphones or tablets. This digital option ensures you always have your insurance information at your fingertips, even if you forget your physical card.
How can you access your digital member ID card? Usually, you’ll need to:
- Download your insurance provider’s mobile app
- Log in with your account credentials
- Navigate to the section for your member ID card
Once you’ve accessed your digital card, you can easily share it with healthcare providers via email, fax, or by allowing them to scan it directly from your device.
Protecting Your Member ID Card and Personal Information
Your health insurance member ID card contains sensitive information that could be misused if it falls into the wrong hands. Treating it with the same care as you would a credit card is crucial. Here are some tips to protect your information:
- Never provide your member ID number or other personal information on unsolicited phone calls
- Only share your card information with trusted healthcare providers and pharmacies
- Be wary of offers for “free” medical equipment or services in exchange for your member ID number
- Regularly monitor your insurance statements and reports for any suspicious activity
- Shred old member ID cards and insurance documents before discarding them
Are you taking all necessary precautions to protect your health insurance information? If not, implementing these practices can significantly reduce your risk of becoming a victim of medical identity theft.
What to Do If You Lose Your Member ID Card
Losing your health insurance member ID card can be stressful, but it’s a common occurrence that insurance providers are prepared to handle. If you find yourself without your card, here’s what you should do:
- Contact your insurance provider immediately
- Request a replacement card
- Ask about temporary proof of insurance options
- Update any digital versions of your card if necessary
Most insurance companies can issue a replacement card within a few business days. In the meantime, they may provide you with temporary proof of insurance or guide you on accessing your digital ID card.
Understanding Your Network and Referral Requirements
Your member ID card often includes information about your plan’s network and referral requirements. Understanding these details can help you avoid unexpected costs and ensure you’re seeing the right providers for your needs.
Network Information
Your card may indicate whether you have an HMO, PPO, or another type of plan. This information is crucial because it determines which healthcare providers you can see at in-network rates. Always verify that a provider is in your network before receiving care to avoid higher out-of-pocket costs.
Referral Requirements
Some plans require referrals from your primary care provider (PCP) for specialist visits or certain procedures. If your card indicates “Referrals Required,” make sure to obtain necessary referrals before seeking specialized care to ensure coverage.
Are you familiar with your plan’s network and referral requirements? If not, take a moment to review this information on your card or contact your insurance provider for clarification.
Leveraging Your Member ID Card for Better Healthcare Management
Your health insurance member ID card is more than just a piece of plastic or a digital image. It’s a tool that can help you manage your healthcare more effectively. Here’s how you can make the most of your card:
- Use the contact information on your card to reach out to your insurance provider with questions about your coverage
- Reference your card when scheduling appointments to ensure you’re seeing in-network providers
- Keep track of your copay amounts to budget for healthcare expenses
- Utilize your member ID number to access online portals for claims information and benefit details
By familiarizing yourself with all aspects of your member ID card and using it proactively, you can navigate the healthcare system more confidently and make informed decisions about your care.
Remember, your health insurance member ID card is a valuable resource in managing your healthcare. Take the time to understand all the information it contains, keep it secure, and don’t hesitate to contact your insurance provider if you have any questions about your coverage or how to use your card effectively.
Your member ID card | UnitedHealthcare
What you need to know about using your card
When you sign up for health insurance, your health plan will send a member identification (ID) card to you and your covered family members. Your member ID card (or health plan ID card) is proof that you have health insurance. Health care providers use the information from your member ID card to confirm they are part of your plan’s network and to bill your health plan for your care. Some plans have mobile apps that let you share the member ID card on your smartphone or tablet. Keep your member ID card handy when you:
- Go to the doctor
- Go to the hospital
- Have lab work done
- Get a prescription filled (if your plan has drug coverage)
Sign in to get a digital member ID card
Member ID card available on the UnitedHealthcare app
UnitedHealthcare® members with plans through an employer may use the UnitedHealthcare app to view and show their member ID card on their smartphone or tablet.
Download the app
Request a new member ID card
If your card is damaged, or if you find a mistake on your member ID card, call the number on your card to request a new card. If you have lost your member ID card, contact us.
Examples of information found on member ID cards
Here are some examples of UnitedHealthcare member ID cards. Your member ID card may vary depending on your specific health plan and coverage.
Your member ID number and group number allow healthcare providers to verify your coverage and file claims for health care services. These numbers also help UnitedHealthcare advocates answer questions about your benefits and claims.
- Member ID number: A unique member ID number that links to your specific health insurance benefits and coverage.
- Group number: This number is unique to your company and is the same for all employees who participate in the insurance plan.
- Member/dependents: Your name (if you’re the policyholder) and other family members covered under your health plan.
- PCP: Primary Care Provider. Some plans require members to choose a primary care provider (PCP). If required, your PCP will be listed on your member ID card. A PCP is your main point of contact for most health issues or concerns. It can be a licensed physician, nurse practitioner, clinical nurse specialist or physician assistant.
- Copay: If your plan has copays, the copay for certain services may be listed on your member ID card. Your copay is the fixed amount you pay for certain covered health care services. It is usually paid when you receive the service.
- Your network: Before selecting a primary care provider (PCP), check that they are in your plan network. You can call the service number on your member ID card, or sign in to your health plan account and search the provider directory.
- Referrals required: If this appears on your card, check your benefit plan documents to see which services may require a referral (or recommendation) from your PCP for medical care beyond what your PCP can provide.
- Pharmacy benefits: If your plan includes pharmacy benefits from OptumRx®, your member ID card lists the numbers your pharmacy will need to verify your insurance coverage when filling prescriptions.
You can call the service number on your member ID card, or sign in to your health plan account and search the provider directory.The back of your UCard includes contact information for providers and pharmacists to submit claims. It also includes the member website and health plan phone number, where you can check benefits, view claims, find a doctor, ask questions and more.
Preventing medical identity theft
Unfortunately, new health care fraud and abuse schemes are constantly occurring.
Thankfully, they are also regularly uncovered. You can help protect yourself and your family by staying informed.
Consider these tips to help safeguard your personal information:
- Treat your member ID card as you would a credit card
- Never provide personal information, such as your member ID number, credit or debit card number (or other personal information) on a phone call you did not initiate
- Do not let anyone except your physician’s office or pharmacy handle your member ID card. If anyone else requests your personal information, do not provide it.
- Never accept “free” medical equipment or services in exchange for your member ID number
- Shred financial documents before discarding
- Monitor your financial accounts regularly
Learn more about fraud and abuse and how to report a concern
Related content
Your Member ID Card | Anthem
Your Anthem Digital ID Card — Always At Your Fingertips
With a digital ID card, you’ll never have to search for your member ID card because it’s always available on your mobile device or computer.
Share it with your doctor over email, fax, or by download. It’s convenient, and you can be confident that your health plan information and details are always up to date.
- If you need your plan information at home, log in to your Anthem account.
- You can also download the Anthem SydneySM app and access your Anthem plan information on your phone.
How Do You Switch To An Anthem Digital ID Card?
Opt in to a digital ID card on the Sydney Health app:
- Select “More”
- Go to “Profile” under “Personal info”
- Select “Mobile ID cards” under “Communication preferences”
- Select preference and update (On=Digital, Off=Printed cards mailed)
How Do You Use Your Digital Anthem Insurance Card For Appointments?
In addition to being able to bring your Anthem insurance card up on your phone, you can also provide information from your mobile device or computer in one of the following ways:
- Email or fax your digital insurance card information to your healthcare provider.
- Upload your information to a patient portal.
- Upload a digital copy at an online check-in.
Key Information About Your Anthem Insurance Card
ID Number (Anthem Policy Number)
This is your unique ID number for your benefits and health insurance coverage. A doctor will ask for this information when you first visit.
Group Number
If you receive health insurance through an employer, your unique group number is the same for all employees who participate in the insurance plan.
Copay
Copays for certain services may be listed on your Anthem ID card. Your copay is the fixed amount you pay for certain covered healthcare services.
Do You Have To Carry Your Anthem Insurance Card?
You don’t have to keep your Anthem insurance card in your purse or wallet. With a digital Anthem ID card, you only need your phone or computer to access your Anthem policy number.
You can use it when you visit the doctor or pay for services or care.
What If You Need A Printed Anthem Insurance Card For An Appointment?
Before the appointment, you can print a temporary card.
- Log in to your Anthem account
- Click on “Customer Care”
- Select “Print an ID card”
What If You Lose Your Anthem Insurance Card?
The My Health Records feature in the Anthem Sydney app gives you access to your health data. You can request a new Anthem ID card by calling 800-676-BLUE (2583) or print a new card online. Here’s how:
- Log in to your Anthem account
- Click on “Customer Care”
- Select “Request an ID card” and follow the instructions. Your insurance card will be delivered within 10-14 business days
EDI identifier – Diadoc
We will answer all questions and help you switch to EDI
connect
The number of documents transmitted through EDI systems is in the hundreds of millions.
Only clients of Kontur.Diadoc sent 237 million documents in 2020. The pandemic has increased business interest in digital technologies, which means that in the coming years more and more companies will switch to digital.
In this regard, the issue of identification is especially important. After all, if the electronic document management system cannot accurately determine who sends documents to whom, confusion can arise. This will lead at least to failures and waste of users’ time, and at most to the loss of confidential data, violation of trade secrets, deterioration of reputation, and financial costs.
In modern EDI services, this issue is resolved with the help of an identifier, or ID, of an EDI participant. It is a unique number that each user of the system receives. It is assigned upon registration by the electronic document management operator, who is responsible for the smooth operation and security of information transfer.
Among the features of the identifier:
- it has a uniform structure for all users,
- it cannot be chosen – it is issued to the organization by TIN-KPP,
- one pair of TIN-KPP relies on one code,
- if companies have the same TIN and different KPP, each will have its own EDF participant ID,
- code is a sequence of numbers and Latin letters of different case,
- , the first three characters are the identifier (ID) of the EDI operator whose services the company uses, and the rest are the user code itself.
Thus, the identification number of an electronic document management participant looks like this: 2BM-9617641160-961701000-201808150446459104749. 2BM – EDI supplier ID, in this case – SKB Kontur. The remaining characters (there can be no more than 43) identify the user.
An example of an EDF identifier
As mentioned above, the unique numbers of participants in electronic document management make it possible to identify users. With the help of this digital “address”, operators and contractors can always find the right company.
Registration with an EDF operator and receipt of an identification code are necessary for the exchange of invoices and other formalized documents. The identifier of the sender and the recipient is indicated in the corresponding fields of the xml files:
- of the invoice,
- invoice,
- of the act of acceptance and delivery of works or services and any documents whose format is approved by the Federal Tax Service.
This requirement is specified, for example, in the orders of the Federal Tax Service of Russia dated December 19, 2018 No. ММВ-7-15/820@, November 30, 2015 No. ММВ-7-10/551@, November 30, 2015 No. ММВ-7-10/552 @. Thanks to non-repeating user codes, the tax service, as well as electronic document management providers, determine a specific company in their systems. This avoids failures and errors, incorrect addressing of documents and other difficulties.
In addition, the identifier is needed when setting up roaming, which allows clients of different EDI operators to exchange legally significant documentation with each other. The personal number of the counterparty in the process of connecting roaming – for example, between Diadoc and VLIS systems – will be required by your provider for quick and correct communication.
After setting up roaming, you can conduct electronic document management with any company. At the same time, all key features of electronic document management in Diadoc will remain available:
- creation and sending of legally significant documents,
- coordination of documents within the organization,
- endorsement of documents with a qualified electronic signature,
- confidential exchange without the risk of file spoofing or interception,
- search and upload of documents for subsequent sending to the tax authority upon request,
- incoming distribution, flexible routing,
- access control,
- automatic verification of the format of invoices, acts, waybills,
- secure storage of data on multiple servers,
- fixing actions with documents,
- round the clock technical support.
The cost of services in roaming also does not differ from the exchange of documents within the network.
To set up roaming, make sure that the counterparty’s operator is included in the list of providers with which Kontura has roaming configured, and send a request on the page. The setup goes through both sides, when it is completed, the user will receive a notification. The status of the application can be tracked independently online.
With some operators, roaming is set up automatically, and the list of these providers is growing. You can find out about the availability of auto-roaming in the counterparty search section: the desired company marked “Roaming” will have the “Send invitation” button. In this case, an application is not needed – it is enough to send a regular invitation to the counterparty. If the counterparty sends it, the application will appear in the “Invite you” section.
We will answer all questions about EDI and help with connection
Submit your application
Before starting electronic document management, each EDF user must notify the Federal Tax Service of Russia about the start of such office work.
To do this, an application for an EDF participant is filled out. After that, formalized documents, that is, sent and received invoices, waybills, acts, will have legal force and be taken into account.
The application contains the following data:
- name of the organization or full name of the individual entrepreneur,
- address of the organization or place of residence of the individual entrepreneur,
- TIN/KPP,
- contact details,
- information about the owners and details of the signing key certificates,
- data on the tax authority to which the company or individual entrepreneur belongs.
Diadoc users can receive the code almost imperceptibly. An application to the Federal Tax Service is created automatically at the moment when the organization sends or signs a formalized document for the first time. The user checks the details and confirms the submission of the application, and the operator generates a special information message within three days.
It just indicates the details of the company and the ID of the EDF participant.
Our experts spoke about the start of work in the service and the formation of an application for an EDF participant at the DiadocDay conference:
The identifier, together with the application and company details, is submitted to the tax authority at the place of registration of the company. This process is regulated by the order of the Federal Tax Service of Russia dated September 12, 2012 No. ММВ-7-6/619@. This is how the tax authority learns about the presence of electronic documents in the organization that can be claimed in digital form, and through which operator they are transmitted and received. After that, the user can freely start a full-fledged exchange of documents with contractors.
You can fill out and send an application for an EDF participant yourself when setting up details or a personal account in Diadoc before starting work. To do this, you need to open the menu next to the user name – “Settings” – and go to “Organization details”.
If the application has already been sent before, it will be displayed under the link “History of applications”.
If sending is for the first time, check the correctness of the filled in fields – PSRN, IFTS (MRI), legal address. If everything is correct, click Submit. You can also update the application if you signed in with a certificate that was not included in the application.
In case of changes in the details – change of name, TIN or KPP – contact Diadoc’s technical support, write to chat, request a call or choose another convenient method in the “Support Center”. This is important, because on the basis of the adjustments, a new application will be drawn up and sent to the Federal Tax Service. In Diadoc, you do not need to configure anything for this – everything happens automatically.
Note that, according to the order of the Ministry of Finance of the Russian Federation dated February 5, 2021 No. 14N, participants in electronic document management in their applications must also express their consent or disagreement to provide information to another EDI operator for exchanging documents with counterparties from roaming.
In Diadoc, by default, all users are considered to agree to the transfer of information. However, this can be changed: if you do not agree to provide data to another provider, contact the technical support of the service.
In a situation where you need to find out your ID of an electronic document management participant in the EDI Kontur.Diadoc system, you need to perform just a few steps.
- First, log in to Diadoc for authorization. To enter, you will need an electronic signature or a login with a password.
- Then open the “Settings” menu in the upper right corner of the screen. In the field “EDF Participant Identifier (GUID)” the ID you need will be indicated.
Here you can not only view it, but also copy it to transfer it to its intended purpose. You can also find the identifier at the address “Settings” – “Details of the organization”.
Counterparty identification code will be required to activate roaming. You can recognize it in several ways.
For example, you can ask the partner or client himself. He will find his ID in the settings of the electronic document management system used or in the details of the organization.
You can independently find out the counterparty’s EDF identifier as follows:
- Log in to the Diadoka portal using a valid electronic signature certificate.
- In the left menu, select the section “Accounts”, and then – “Search and invitation”.
- Specify the TIN of the required company in the search bar that appears and start the search.
- Click on the name of the organization and open its personal card.
Immediately after the name of the company and specifying whether it works in Diadoc, there will be a line indicating the TIN, KPP and ID. In order to view and copy the code, just click on the active link.
In addition, by the first three characters of the identifier, it is easy to determine which provider of electronic document management your counterparty uses, for example, it can be Task or Kontur.
Diadoc.
In order to determine the provider, you should go to the website of the Federal Tax Service of Russia. It contains a list of trusted operators of legally significant electronic document management, as well as information about them. The identifiers that the Federal Tax Service assigns to each trusted provider are also indicated in accordance with the “Regulations on the Register of Trusted Operators of Legally Significant Electronic Document Management”, approved by order of the Federal Tax Service of Russia dated October 23, 2020 No. ED-7-26/775@. The operator receives an identifier only after passing all accreditations and assigning an official status with the Federal Tax Service. If you know the unique code of the EDF participant, you will also determine the operator by the first three digits.
In Diadoc you will easily get an identification code and will be able to use all the possibilities of electronic document management. EDI in Diadoc is a safe, fast, convenient way to exchange electronic documents.
Service experts will help with connection and answer all your questions.
We will provide legally significant document flow with counterparties online
connect
To find out the ID in Diadoc, you need:
- log in to Diadoc,
- go to “Settings”,
- examine the field “EDF Participant Identifier (GUID)”, this is your identification number in the EDF.
You can also find the identifier at the address “Settings” – “Details of the organization”. There are screenshots in the article above.
EDF ID in VLSI can be viewed in the organization card. Open the “Settings / Our company” tab, go to the “Document management” section. An information window will appear with a code – this is the identifier.
Identifier is a unique code of an electronic document management participant, which consists of a combination of numbers and letters, where:
- the first three characters are an ID assigned by the Federal Tax Service of Russia to an EDF operator;
- the remaining 43 characters are the participant’s ID.
EDF participant ID – a unique number that each user of the system receives. It consists of letters and numbers. The identifier is assigned by the electronic document management operator when registering a company.
EDI identifier – Diadoc
We will answer all questions and help you switch to EDI
connect
The number of documents transmitted through EDI systems is in the hundreds of millions. Only clients of Kontur.Diadoc sent 237 million documents in 2020. The pandemic has increased business interest in digital technologies, which means that in the coming years more and more companies will switch to digital.
In this regard, the issue of identification is especially important. After all, if the electronic document management system cannot accurately determine who sends documents to whom, confusion can arise. This will lead at least to failures and waste of users’ time, and at most to the loss of confidential data, violation of trade secrets, deterioration of reputation, and financial costs.
In modern EDI services, this issue is resolved with the help of an identifier, or ID, of an EDI participant. It is a unique number that each user of the system receives. It is assigned upon registration by the electronic document management operator, who is responsible for the smooth operation and security of information transfer.
Among the features of the identifier:
- it has a uniform structure for all users,
- it cannot be chosen – it is issued to the organization by TIN-KPP,
- one pair of TIN-KPP relies on one code,
- if companies have the same TIN and different KPP, each will have its own EDF participant ID,
- code is a sequence of numbers and Latin letters of different case,
- , the first three characters are the identifier (ID) of the EDI operator whose services the company uses, and the rest are the user code itself.
Thus, the identification number of an electronic document management participant looks like this: 2BM-9617641160-961701000-201808150446459104749.
2BM – EDI supplier ID, in this case – SKB Kontur. The remaining characters (there can be no more than 43) identify the user.
An example of an EDF identifier
As mentioned above, the unique numbers of participants in electronic document management make it possible to identify users. With the help of this digital “address”, operators and contractors can always find the right company.
Registration with an EDF operator and receipt of an identification code are necessary for the exchange of invoices and other formalized documents. The identifier of the sender and the recipient is indicated in the corresponding fields of the xml files:
- of the invoice,
- invoice,
- of the act of acceptance and delivery of works or services and any documents whose format is approved by the Federal Tax Service.
This requirement is specified, for example, in the orders of the Federal Tax Service of Russia dated December 19, 2018 No. ММВ-7-15/820@, November 30, 2015 No.
ММВ-7-10/551@, November 30, 2015 No. ММВ-7-10/552 @. Thanks to non-repeating user codes, the tax service, as well as electronic document management providers, determine a specific company in their systems. This avoids failures and errors, incorrect addressing of documents and other difficulties.
In addition, the identifier is needed when setting up roaming, which allows clients of different EDI operators to exchange legally significant documentation with each other. The personal number of the counterparty in the process of connecting roaming – for example, between Diadoc and VLIS systems – will be required by your provider for quick and correct communication.
After setting up roaming, you can conduct electronic document management with any company. At the same time, all key features of electronic document management in Diadoc will remain available:
- creation and sending of legally significant documents,
- coordination of documents within the organization,
- endorsement of documents with a qualified electronic signature,
- confidential exchange without the risk of file spoofing or interception,
- search and upload of documents for subsequent sending to the tax authority upon request,
- incoming distribution, flexible routing,
- access control,
- automatic verification of the format of invoices, acts, waybills,
- secure storage of data on multiple servers,
- fixing actions with documents,
- round the clock technical support.
The cost of services in roaming also does not differ from the exchange of documents within the network.
To set up roaming, make sure that the counterparty’s operator is included in the list of providers with which Kontura has roaming configured, and send a request on the page. The setup goes through both sides, when it is completed, the user will receive a notification. The status of the application can be tracked independently online.
With some operators, roaming is set up automatically, and the list of these providers is growing. You can find out about the availability of auto-roaming in the counterparty search section: the desired company marked “Roaming” will have the “Send invitation” button. In this case, an application is not needed – it is enough to send a regular invitation to the counterparty. If the counterparty sends it, the application will appear in the “Invite you” section.
We will answer all questions about EDI and help with connection
Submit your application
Before starting electronic document management, each EDF user must notify the Federal Tax Service of Russia about the start of such office work.
To do this, an application for an EDF participant is filled out. After that, formalized documents, that is, sent and received invoices, waybills, acts, will have legal force and be taken into account.
The application contains the following data:
- name of the organization or full name of the individual entrepreneur,
- address of the organization or place of residence of the individual entrepreneur,
- TIN/KPP,
- contact details,
- information about the owners and details of the signing key certificates,
- data on the tax authority to which the company or individual entrepreneur belongs.
Diadoc users can receive the code almost imperceptibly. An application to the Federal Tax Service is created automatically at the moment when the organization sends or signs a formalized document for the first time. The user checks the details and confirms the submission of the application, and the operator generates a special information message within three days.
It just indicates the details of the company and the ID of the EDF participant.
Our experts spoke about the start of work in the service and the formation of an application for an EDF participant at the DiadocDay conference:
The identifier, together with the application and company details, is submitted to the tax authority at the place of registration of the company. This process is regulated by the order of the Federal Tax Service of Russia dated September 12, 2012 No. ММВ-7-6/619@. This is how the tax authority learns about the presence of electronic documents in the organization that can be claimed in digital form, and through which operator they are transmitted and received. After that, the user can freely start a full-fledged exchange of documents with contractors.
You can fill out and send an application for an EDF participant yourself when setting up details or a personal account in Diadoc before starting work. To do this, you need to open the menu next to the user name – “Settings” – and go to “Organization details”.
If the application has already been sent before, it will be displayed under the link “History of applications”.
If sending is for the first time, check the correctness of the filled in fields – PSRN, IFTS (MRI), legal address. If everything is correct, click Submit. You can also update the application if you signed in with a certificate that was not included in the application.
In case of changes in the details – change of name, TIN or KPP – contact Diadoc’s technical support, write to chat, request a call or choose another convenient method in the “Support Center”. This is important, because on the basis of the adjustments, a new application will be drawn up and sent to the Federal Tax Service. In Diadoc, you do not need to configure anything for this – everything happens automatically.
Note that, according to the order of the Ministry of Finance of the Russian Federation dated February 5, 2021 No. 14N, participants in electronic document management in their applications must also express their consent or disagreement to provide information to another EDI operator for exchanging documents with counterparties from roaming.
In Diadoc, by default, all users are considered to agree to the transfer of information. However, this can be changed: if you do not agree to provide data to another provider, contact the technical support of the service.
In a situation where you need to find out your ID of an electronic document management participant in the EDI Kontur.Diadoc system, you need to perform just a few steps.
- First, log in to Diadoc for authorization. To enter, you will need an electronic signature or a login with a password.
- Then open the “Settings” menu in the upper right corner of the screen. In the field “EDF Participant Identifier (GUID)” the ID you need will be indicated.
Here you can not only view it, but also copy it to transfer it to its intended purpose. You can also find the identifier at the address “Settings” – “Details of the organization”.
Counterparty identification code will be required to activate roaming. You can recognize it in several ways.
For example, you can ask the partner or client himself. He will find his ID in the settings of the electronic document management system used or in the details of the organization.
You can independently find out the counterparty’s EDF identifier as follows:
- Log in to the Diadoka portal using a valid electronic signature certificate.
- In the left menu, select the section “Accounts”, and then – “Search and invitation”.
- Specify the TIN of the required company in the search bar that appears and start the search.
- Click on the name of the organization and open its personal card.
Immediately after the name of the company and specifying whether it works in Diadoc, there will be a line indicating the TIN, KPP and ID. In order to view and copy the code, just click on the active link.
In addition, by the first three characters of the identifier, it is easy to determine which provider of electronic document management your counterparty uses, for example, it can be Task or Kontur.
Diadoc.
In order to determine the provider, you should go to the website of the Federal Tax Service of Russia. It contains a list of trusted operators of legally significant electronic document management, as well as information about them. The identifiers that the Federal Tax Service assigns to each trusted provider are also indicated in accordance with the “Regulations on the Register of Trusted Operators of Legally Significant Electronic Document Management”, approved by order of the Federal Tax Service of Russia dated October 23, 2020 No. ED-7-26/775@. The operator receives an identifier only after passing all accreditations and assigning an official status with the Federal Tax Service. If you know the unique code of the EDF participant, you will also determine the operator by the first three digits.
In Diadoc you will easily get an identification code and will be able to use all the possibilities of electronic document management. EDI in Diadoc is a safe, fast, convenient way to exchange electronic documents. Service experts will help with connection and answer all your questions.
We will provide legally significant document flow with counterparties online
connect
To find out the ID in Diadoc, you need:
- log in to Diadoc,
- go to “Settings”,
- examine the field “EDF Participant Identifier (GUID)”, this is your identification number in the EDF.
You can also find the identifier at the address “Settings” – “Details of the organization”. There are screenshots in the article above.
EDF ID in VLSI can be viewed in the organization card. Open the “Settings / Our company” tab, go to the “Document management” section. An information window will appear with a code – this is the identifier.
Identifier is a unique code of an electronic document management participant, which consists of a combination of numbers and letters, where:
- the first three characters are an ID assigned by the Federal Tax Service of Russia to an EDF operator;
- the remaining 43 characters are the participant’s ID.
