Reimbursify Integration: How It Works

The  Reimbursify + IntakeQ integration allows for automated claim submission for out-of-network reimbursement. Each night, appointment data from completed and paid appointments in IntakeQ is sent to Reimbursify, provided the client has opted in. Claims are not submitted for missed appointments or for clients who have not opted in.

🛑  Important: Clients must provide insurance details (Member ID + card images), and opt-in via intake forms or client profile to be eligible for automatic submissions.

⚙️ How It Works

1. Nightly Sync via API: Reimbursify accesses IntakeQ via API and reviews appointments for that day.
2. Eligibility Criteria:
   • Client has opted in via the Reimbursify Opt-In custom field.
   • Appointment is marked as Paid.
   • Appointment includes valid diagnosis codes, treatment codes, and fee(s).
3. Claim Handling:
   • If insurance information is available, a claim is submitted automatically.
   • If insurance information is incomplete, a draft claim is created and the client receives an email prompting them to complete it via the Reimbursify mobile app.