• 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

Balance File Specification

When an automatic payment rule is set up, the Balance File is sent to InstaMed to trigger payment collection. InstaMed utilizes the Balance File and issues automatic payments for matched patients who enrolled in Automatic Payments.

File Name: PS_<ClientID>_<YYYYMMDD>_<UniqueID>SourceInterchangeID-SourceInterchangeQualifier-GroupID-<GUID>

Frequency: Processed as received.
Format: Pipe delimited with no header record.
Field #Field NameFormatMinMaxReq'dComment
1RecordIDAN77YIMPSCIF
2Patient IDAN280Y
3Patient FirstAN125O
4Patient MiddleAN125O
5Patient LastAN180OIf name cannot be parsed, include full name in this field
6Patient DOBDT135O
7Patient Phone NumberAN1010O
8Invoice NumberAN280O
9Amount DueDEC125Y
10Invoice DateDT135Y
11Client IDAN180Y Assigned by InstaMed
12Provider IDAN280O
13Provider NameAN280O
14Provider Street1 AddressAN1200O
15Provider Street2 AddressAN1200O
16Provider CityAN1100O
17Provider StateAN22O
18Provider ZipAN55O
19Dynamic Field 1AN1-1O
20Dynamic Field 2AN1-1O
21Dynamic Field 3AN1-1O
22Dynamic Field 4AN1-1O
23StatusAN11YS (summary only – no PDF provided)
24Status DescriptionAN130O (summary only – no PDF provided)
25PDF Start PageNUM130O Not used
26PDF End PageNUM130O Not used
27PDF File NameAN1-1ONot used
28Patient Email AddressAN1100N
29Recipient First NameAN125O
30Recipient Middle NameAN125O
31Recipient Last NameAN180O
32Recipient Street 1AN1-1O
33Recipient Street 2AN1-1O
34Recipient CityAN1-1O
35Recipient StateAN22O
36Recipient Zip 1AN55O
37Recipient Zip 2AN44O
38Guarantor IDAN180O
39Guarantor First NameAN125O
40Guarantor Last NameAN180O
41Master Patient Account IDAN180O
42Total ChargeDEC125O
43DiscountDEC125O
44Payer PaidDEC125O
45Payer AdjustmentDEC125O
46Patient PaidDEC125O
47Previous BalanceDEC125O
48Statement Reference NumberAN3636O

Build a better healthcare payments experience with InstaMed

Talk With an InstaMed Expert
  • Request Sandbox API Key
  • Contact
  • Terms of Use

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 Wells Fargo Bank, N.A., Concord, CA; a registered ISO of U.S. Bank, N.A.; and a registered MSP/ISO of Elavon, Inc. Georgia.

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