Note becomes a claim
When a clinician creates a note, ICANotes adds a matching claim to the Claims tab of the Billing Worklist with a status of Not Generated.
Keep ICANotes. Hand off the Billing Worklist.
ICANotes turns each note into a claim in its Billing Worklist, ready to generate and submit through the clearinghouse that comes with ICANotes+. The hard part comes after, with validation errors, payer denials, and balances nobody chases. Taiga can take that work while your clinicians keep charting in ICANotes.
Book a demoStart with roles. ICANotes controls Billing Worklist, ledger, and payment access through Roles & Permissions, so the practice decides what a Taiga biller can see.
Clinical note
Each note creates a Not Generated claim
Billing Worklist
Generate, fix errors, then submit to Billed
Denials and A/R
Taiga works payer responses and balances
From note to payment in ICANotes
ICANotes sorts claims into status buckets, which makes ownership easy to assign.
Generate and validate
Generating a claim runs a check. Complete claims move to Ready, while claims with missing or invalid data land in the Error bucket with a downloadable list of reasons.
Submit
Ready claims are submitted and move to Billed. Clearinghouse submission needs an ICANotes+ subscription and a session with an ICANotes trainer.
Follow up
Taiga picks up here, working rejections, denials, and appeals, including small-dollar ones, and sending patient statements and follow-up.
What a handoff gives an ICANotes practice
Your team keeps the clinical side. The billing queue gets a dedicated owner.
No Error bucket backlog
Someone is responsible for clearing validation errors on a schedule, not only when staff find time.
Codes checked before submission
Taiga drafts ICD-10 and CPT codes from the note, and the clinician approves them before the claim goes out.
Secondary claims billed
ICANotes supports secondary claim submission. Taiga can own those claims so the remaining balance gets billed.
Confirm these ICANotes settings first
A short review of your account settles most of the scope.
Is ICANotes+ active?
Electronic claims through the ICANotes clearinghouse need ICANotes+. Confirm your subscription and whether the trainer session is done.
Which role will Taiga use?
An administrator grants Billing Worklist, Account Ledger, and Payments/Adjustments access by role in Settings. Agree on the smallest set that covers the work.
How do remittances post?
ICANotes advertises automatic posting of remittances. Check which payers post that way and which still need manual entry.
What is outstanding?
List Billed claims without payment and current Error bucket items so open A/R has a clear owner at cutover.
A fit for therapy and psychiatry practices
Independent mental health practices that chart in ICANotes and want coding review, claim follow-up, and appeals handled for them. Mental health is one of the specialties Taiga names publicly.
What this page does not claim
Taiga has no ICANotes integration, partnership, or automatic write-back, and the exact access is confirmed on a call. ICANotes also offers its own full-service RCM option, which you can weigh against an independent partner.
Questions from ICANotes practices
Do we need ICANotes+ to work with Taiga?
ICANotes requires ICANotes+ to submit claims through its clearinghouse. Confirm on a fit call whether that is the right path for your handoff.
Will Taiga see our therapy notes?
Your administrator sets access by role in ICANotes. Because Taiga drafts codes from clinical notes, agree on what note access the coding work needs.
Can Taiga clear claims stuck in the Error bucket?
Yes. Correcting and resubmitting rejected claims is part of the work Taiga takes on, using the access your practice grants.
How long until Taiga is submitting our claims?
Onboarding takes about two weeks to the first claim. Taiga can take over open A/R or run in parallel with your current biller during that time.
Bring your ICANotes Billing Worklist
Share a snapshot of your claim buckets and recent denials, using de-identified examples. Taiga will show what it would own from day one.