Collect coverage
Insurance details come in through intake forms, and Healthie's Insurance Eligibility Tracker records approved visits, visits used, and referral requirements.
Healthie creates the CMS 1500. Who works it?
Healthie can create CMS 1500 claims from intake, charting, and encounter data, then send them through a connected clearinghouse or export them. Healthie expects many practices to use in-house or third-party billers alongside it. Taiga can talk through which of that work it could take on.
Book a demoHealthie adds billers as Support members with assistant-level access in group practices. Confirm the plan and role before anyone touches claims.
Appointment
Session charted and marked complete in Healthie
CMS 1500
Claim created, reviewed, then submitted
ERA and balances
Payments posted, client balances invoiced
How insurance billing runs in Healthie
Healthie gives practices several billing paths. Know yours before planning a handoff.
Create the claim
CMS 1500 forms pull information from intake forms, charting notes, and encounters, and Healthie can batch submit claims in one step.
Submit and track
Claims go through a clearinghouse Healthie connects to, which sends back status updates and ERAs, or are exported for a clearinghouse of your choice.
Follow up
If the fit call confirms your services fit, Taiga can work the rejections, denials, and appeals that come back, plus patient statements and follow-up.
What a billing partner adds in Healthie
Healthie handles the paperwork. Getting paid takes persistence.
Visit limits watched
Healthie's tracker records approved and used visits. A billing team can watch those limits before claims go out.
Clinician-approved codes
Taiga drafts ICD-10 and CPT codes from notes, and the dietitian or clinician approves them before submission.
Balances followed up
When insurance pays part of a visit, the client balance still needs a statement and follow-up.
Check these Healthie settings first
Plan, insurance settings, and roles shape the handoff.
Plan level
Healthie offers CMS 1500 and superbill tools on the Essentials plan and above. Confirm your plan in Settings.
Insurance settings
Review which insurance features are on, including CMS 1500 creation and direct clearinghouse submission.
Biller role
In a group practice, add the biller under Manage Memberships with a Support role, then set the permissions you approve.
Open claims
Run Healthie's CMS 1500 report to list claims still waiting on payment.
A straight answer for nutrition practices
Dietitian and nutrition practices are not among Taiga's publicly named specialties. Bring your service mix and Taiga will tell you straight whether it fits.
What this guide does not claim
Taiga is not a Healthie marketplace partner and does not claim an integration or automatic sync, and access is confirmed on a call. Insurance features vary by Healthie plan.
Questions from Healthie practices
Can our outside biller log in to Healthie?
Yes. Healthie lets group practices add a biller as a Support member with assistant-level access to billing workflows.
Do we need a specific Healthie plan to bill insurance?
Healthie offers CMS 1500 and superbill tools on the Essentials plan and above.
Does Taiga work with dietitians?
Nutrition is not a specialty Taiga names publicly. Bring your services and payers, and you will get a straight answer.
Would we keep Healthie for charting and scheduling?
Yes. Taiga works alongside the system you already use, so your clinicians stay in Healthie.
Bring your Healthie billing setup
Share your plan, clearinghouse path, and de-identified examples of recent denials. Taiga will tell you whether and how it could help.