Reimbursify: Set Up Integration

Here is how to set up your IntakeQ/Reimbursify Integration.

✅ Step 1: Pay for the Integration

1. Visit the Reimbursify EHR Integration payment page.
2. Note the cost: $250/year per practitioner.
3. Submit your payment information.

🔑 Step 2: Enable API Access Send API Key

1. Open the More menu.
2. Select Settings, then Integrations.
3. Find Developer API Integration; click Settings.
4. Enable API Access and click Display API Key.
5. Copy the API key and send it via Reimbursify’s secure form.

📄 Step 3: Create "Reimbursify Opt-In" Custom Field

1. Go to: Lists > Clients > Profile Settings
2. Click “Add New Field”
   • Field Name: Reimbursify Opt-In (must match exactly)
   • Field Type: Dropdown List
   • Options:

     <div><div>pgsql</div> <div><div><div><button><svg></svg>Copy</button><button><svg></svg>Edit</button></div> </div></div><div><code>Yes - I have out-of-network benefits. Please submit reimbursement claims on my behalf. No - I donot have out-of-network benefits and/ordonot wish my claim to be submitted for me.
     		

3. Save Settings

📋 Step 4: Add Opt-In Question to Intake Form

1. Go to: My Forms > Questionnaires
2. Choose your intake form
3. Add a Radio Button question and use this Item Label:

   “Do you have a PPO-type health insurance plan or one that provides out-of-network coverage? If so, we can submit a reimbursement claim for your services at our practice at no cost to you through our partner, Reimbursify…”

4. Options (enter 1 per line):

   <div><div>pgsql</div> <div><div><div><button><svg></svg>Copy</button><button><svg></svg>Edit</button></div> </div></div><div><code>Yes - I have out-of-network benefits. Please submit reimbursement claims on my behalf. No - I donot have out-of-network benefits and/ordonot wish my claim to be submitted for me.
   	

🔗 Step 5: Map Questionnaire Field to Custom Field

1. Click the gear icon on the new field
2. Set:
   • Type: Radio Buttons
   • Profile Mapping: Reimbursify Opt-In
3. Click OK

💡 Preview the form via the “...” → “Get URL” option in IntakeQ

🖼️ Step 6 (Optional but Recommended): Add Insurance Card Upload Fields

For Front of Card:

• Type: File Attachment
• Label: Upload Your Insurance Card Image (Front)
• ID: insurance_front

⚠️ If ID field not visible, contact: hello@intakeq.com

For Back of Card:

• Type: File Attachment
• Label: Upload Your Insurance Card Image (Back)
• ID: insurance_back

⚠️ Use exact spelling and quotes as shown