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 Name | Format | Min | Max | Req'd | Comment |
|---|---|---|---|---|---|---|
| 1 | RecordID | AN | 7 | 7 | Y | IMPSCIF |
| 2 | Patient ID | AN | 2 | 80 | Y | |
| 3 | Patient First | AN | 1 | 25 | O | |
| 4 | Patient Middle | AN | 1 | 25 | O | |
| 5 | Patient Last | AN | 1 | 80 | O | If name cannot be parsed, include full name in this field |
| 6 | Patient DOB | DT | 1 | 35 | O | |
| 7 | Patient Phone Number | AN | 10 | 10 | O | |
| 8 | Invoice Number | AN | 2 | 80 | O | |
| 9 | Amount Due | DEC | 1 | 25 | Y | |
| 10 | Invoice Date | DT | 1 | 35 | Y | |
| 11 | Client ID | AN | 1 | 80 | Y | Assigned by InstaMed |
| 12 | Provider ID | AN | 2 | 80 | O | |
| 13 | Provider Name | AN | 2 | 80 | O | |
| 14 | Provider Street1 Address | AN | 1 | 200 | O | |
| 15 | Provider Street2 Address | AN | 1 | 200 | O | |
| 16 | Provider City | AN | 1 | 100 | O | |
| 17 | Provider State | AN | 2 | 2 | O | |
| 18 | Provider Zip | AN | 5 | 5 | O | |
| 19 | Dynamic Field 1 | AN | 1 | -1 | O | |
| 20 | Dynamic Field 2 | AN | 1 | -1 | O | |
| 21 | Dynamic Field 3 | AN | 1 | -1 | O | |
| 22 | Dynamic Field 4 | AN | 1 | -1 | O | |
| 23 | Status | AN | 1 | 1 | Y | S (summary only – no PDF provided) |
| 24 | Status Description | AN | 1 | 30 | O | (summary only – no PDF provided) |
| 25 | PDF Start Page | NUM | 1 | 30 | O | Not used |
| 26 | PDF End Page | NUM | 1 | 30 | O | Not used |
| 27 | PDF File Name | AN | 1 | -1 | O | Not used |
| 28 | Patient Email Address | AN | 1 | 100 | N | |
| 29 | Recipient First Name | AN | 1 | 25 | O | |
| 30 | Recipient Middle Name | AN | 1 | 25 | O | |
| 31 | Recipient Last Name | AN | 1 | 80 | O | |
| 32 | Recipient Street 1 | AN | 1 | -1 | O | |
| 33 | Recipient Street 2 | AN | 1 | -1 | O | |
| 34 | Recipient City | AN | 1 | -1 | O | |
| 35 | Recipient State | AN | 2 | 2 | O | |
| 36 | Recipient Zip 1 | AN | 5 | 5 | O | |
| 37 | Recipient Zip 2 | AN | 4 | 4 | O | |
| 38 | Guarantor ID | AN | 1 | 80 | O | |
| 39 | Guarantor First Name | AN | 1 | 25 | O | |
| 40 | Guarantor Last Name | AN | 1 | 80 | O | |
| 41 | Master Patient Account ID | AN | 1 | 80 | O | |
| 42 | Total Charge | DEC | 1 | 25 | O | |
| 43 | Discount | DEC | 1 | 25 | O | |
| 44 | Payer Paid | DEC | 1 | 25 | O | |
| 45 | Payer Adjustment | DEC | 1 | 25 | O | |
| 46 | Patient Paid | DEC | 1 | 25 | O | |
| 47 | Previous Balance | DEC | 1 | 25 | O | |
| 48 | Statement Reference Number | AN | 36 | 36 | O |