• 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

EOD Posting File X12 835 2.0

Version 2.0 of the X12 835 EOD Posting File leverages the ASC X12N standard format for Electronic Remittance Advice for the purpose of posting patient to provider payments. The primary functional differences from version 1.0 are:

  • Separate file is generated for each payment type (Card, eCheck, Cash/Manual Check)

The following transactions for any tender type are not included in the file:

  • Declined and voided sale transactions
  • Refund transactions

File Name Standards:

  • Card: [Account Name]_dpa_creditcard_[YYYYMMDD].txt
  • eCheck: [Account Name]_dpa_echeck_[YYYYMMDD].txt
  • Cash/Manual Check: [Account Name]_dpa_cash_[YYYYMMDD].txt

The file contains a single header (ST/SE) for all payment records (CLP). In contrast, version 1.0 of the file contains ST/SE segments for each CLP segment.

SEGField IDField NameFormatRequired?Config?Expected ValueComments
BPRFinancial Information
BPR01Transaction Handling CodeANYY"H"
BPR02Payment AmountDECYAmount
BPR03Credit/Debit Flag CodeANY"C" or "D"Payment Transaction action - sale = C; refund = D.
BPR04Payment Method CodeANYY"CHK"Payment method is inferred by file name.
BPR05Payment Format CodeSNot currently used.
BPR06(DFI) ID Number QualifierSNot currently used.
BPR07(DFI) Identification NumberSNot currently used.
BPR08Account Number QualifierSNot currently used.
BPR09Account NumberSNot currently used.
BPR10Originating Company IdentifierANSY"1999999999"
BPR11Originating Company Supplemental CodeANSY"credit card," "eCheck," "cash," "manual check"Transaction Type: Credit Card, eCheck, cash, manual check.
BPR12Depository Financial InstitutionSNot currently used.
BPR13Provider Bank ID NumberSNot currently used.
BPR14Account Number QualifierSNot currently used.
BPR15Provider Account NumberYNot currently used.
BPR16Check Issue or EFT Effective DateDTSBusiness Date
TRNReassociation Trace Number
TRN01Trace Type CodeANY"1"
TRN02Check or EFT Trace NumberANYYAuthorization Number
TRN03Originating Company IdentifierANYY"1999999999"
TRN04Originating Company Supplemental CodeANSY"credit card," "eCheck," "cash," "manual check"Transaction Type: Credit Card, eCheck, cash, manual check.
N1Payer Identification
N101Entity Identifier CodeANY"PR"
N102NameANYPatient First Name + Patient Last NameIf not available, use "Patient," max 60 characters.
N103Identification Code QualifierANY"XV"
N104Payer IdentifierANYYPatient Account NumberIf not available, use "9999".
N3Payer Address
N301Payer Address LineANYYPatient Address 1
N302Payer Address LineANSYPatient Address 2 if available
N4Payer City, State, ZIP Code
N401Payer City NameANYYPatient CityIf not available, use "City".
N402State or Province CodeANYYPatient StateIf not available, use "CA".
N403Payer Postal ZoneANYYPatient Zip CodeIf not available, use "9999".
N1Payee Identification
N101Entity Identifier CodeANY"PE"
N102Payee NameANSMerchant Name
N103Identification Code QualifierANY"FI"
N104Payee Identification CodeANYMerchant IDThe unique ID associated with your merchant processing account, which will be given by your Implementations Manager.
REFPayee Additional Identification
REF01Reference Identification QualifierANY"PQ"
REF02Additional Payee IdentifierANYMerchant|Store|Terminal IDThe unique ID associated with your merchant processing account, which will be given by your Implementations Manager.
CLPClaim Payment Information
CLP01Claim Submitter's IdentifierANYYPatient Account NumberIf not available, use "9999".
CLP02Claim Status CodeANY"0" OR "1" OR "22"Sale = 1; Refund = 22; Default = 0.
CLP03Total Claim Charge AmountDECYAmount
CLP04Claim Payment AmountDECYAmount
CLP05Patient Responsibility AmountDECS"0"
CLP06Claim Filing Indicator CodeANYY"13"
CLP07Payer Claim Control NumberANSYTransaction ID
CLP08Facility Code ValueSNot currently used.
CLP09Claim Frequency CodeSNot currently used.
CLP10Patient Status CodeSNot currently used.
CLP11Diagnosis Related Group (DRG) CodeSNot currently used.
CLP12Diagnosis Related Group (DRG) WeightSNot currently used.
CLP13Discharge FractionSNot currently used.
NM1Patient Name
NM101Entity Identifier CodeANY"QC"
NM102Entity Type QualifierANY"1"
NM103Patient Last NameANYPatient Last NameIf not available, use "Patient Last".
NM104Patient First NameANSPatient First NameIf not available, use "Patient First".
NM105Patient Middle NameANSPatient Middle NameIf not available, use "Patient Middle".
NM106Name PrefixSNot currently used.
NM107Name SuffixSNot currently used.
NM108Identification Code QualifierANY"MI"
NM109Patient IdentifierANYYPatient Account NumberIf not available, use "9999".
REFOther Claim Related Identification
REF01QualifierANY"BB" OR "EA"BB = Auth Code; EA = Med Rec#.
REF02IdentifierANYAuthorization Number/Medical Record #
DTMClaim Date
DTM01QualifierANY232/233 to convey service start and end dateIf not available, use transaction date.
DTM02DateDTYService start and end date
PERClaim Contact Information
PER01Contact Function CodeANYCX - Payers Claim Office
PER02Claim Contact NameANSUser ID
PER03Communication Number QualifierSNot currently used.
PER04Claim Contact Communications NumberSNot currently used.
PER05Communication Number QualifierSNot currently used.
PER06Claim Contact Communications NumberSNot currently used.
PER07Telephone ExtensionSNot currently used.
PER08Communication NumberSNot currently used.

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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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