Insurance

Guides to help you connect to clearinghouses and submit claims through PQ.

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• Office Ally - Set Up Integration
• Creating a Claim (CMS 1500 Form)
• Manually Add Insurance Payments
• TriZetto - Set Up Integration
• Display Current Diagnosis Codes in Treatment Notes
• Define a Copayment
• Add a Custom Insurance Payer
• Track Appointment Balances
• Claim Defaults for Clients
• Add Secondary Insurance to Claims
• Claim Payer Settings
• Insurance Payer Billing Types
• Resubmit Claims Rejected by Clearinghouse
• Export Claim Information to CSV
• Manually Add Additional Insurance Payments
• Claim Review Status
• Automatically Update Client Invoices when an ERA Returns
• IntakeQ Claims API
• Set Custom Copay and Coinsurance by Code
• Set Up Claim Settings: Payers

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