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 and Send API Key

  1. Click More → Settings → Integrations.
  2. Find Developer API Integration; click Settings.
  3. Enable API Access and click Display API Key.
  4. Copy the API key and send it via Reimbursify’s secure form.

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

  1. Open the Lists menu.
  2. Click Clients, then Profile Settings.
  3. Click Add New Field.
  • Field Name: Reimbursify Opt-In
  • Field Label: Dropdown List
  • Enter the following two options: 
  1. <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.

4. Click Save Settings.

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

  1. Open the My Forms menu.
  2. Choose the intake form.
  3. Click the plus sign icon and select Add Blank Question.
  4. For Question Type, select Mixed Controls.
  5. Three Items will generate. Click the gear icon for two of them and select Delete. You should have only one Item.
  6. Do not enter Block Instructions.
  7. 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.

  8. In the Enter 1 option per line: text box, copy and paste the following: 
    Yes - I have out-of-network benefits. Please submit reimbursement claims on my behalf. 
No - I do not have out-of-network benefits and/or do not wish for my claims to be submitted for me.

🔗 Step 5: Map Questionnaire Field to Custom Field

  1. Stay in the same question you just created. Click the gear icon at the top right of the Items field.
  2. In the Type dropdown menu, select Radio Buttons.
  3. In the Profile Mapping dropdown menu, select Reimbursify Opt-In.
  4. Click OK.

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

🖼️ Step 6: Add Insurance Card Upload Fields

This step is optional, but recommended. GET INFO FROM SME

For Front of Card:

  1. Open the My Forms menu.
  2. Choose the intake form.
  3. Click the plus sign icon and select Add Blank Question.
  4. For Question Type, select File Attachment.
  5. In the Question field, type Upload Your Insurance Card Image (Front)
  • 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:

  1. Open the My Forms menu.
  2. Choose the intake form.
  3. Click the plus sign icon and select Add Blank Question.
  4. For Question Type, select File Attachment.
  5. In the Question field, type Upload Your Insurance Card Image (Back)
  • Type: File Attachment
  • Label: Upload Your Insurance Card Image (Back)
  • ID: insurance_back

⚠️ Use exact spelling and quotes as shown

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