Create the claim
From the appointment or the client's Claims tab, PracticeQ fills the claim with diagnosis codes, CPT codes from the appointment, insurance details, and your default settings.
Billing out of PracticeQ? Hand off the claims.
Insurance claims live in PracticeQ, the name IntakeQ gave its practice management product in 2021, while IntakeQ Forms covers intake. PracticeQ builds a claim from an appointment and can send it through a connected clearinghouse. Taiga can own what happens after that, from rejections to patient balances.
Book a demoCheck your plan first. Claims need PracticeQ with the Insurance Claims feature turned on, so a forms-only IntakeQ account has no claims to hand off.
Appointment
Session booked and charted in PracticeQ
Claim
Built from the appointment, validated, sent
ERA and follow-up
Payments matched, denials worked by Taiga
How claims run in PracticeQ
PracticeQ keeps billing close to scheduling, which makes the handoff points easy to see.
Validate and send
A validation check moves the claim to Validated. It can then be printed as a CMS 1500, exported as an EDI file, or sent through one of the clearinghouses PracticeQ supports.
Receive remittances
PracticeQ updates claim status and allocates payments only when ERA reports are enabled for each payer. Some payers need an enrollment form first, and that can take a month or more.
Follow up
Taiga takes rejections, denials, and appeals, including small-dollar ones, and handles patient statements and follow-up.
Why PracticeQ practices hand off billing
The software makes claims quick to create. Getting them paid still takes follow-up.
Secondary claims get a plan
PracticeQ's clearinghouse setup guides say secondary and institutional claims are not supported through those connections. Agree who sends them.
ERA gaps get caught
When a payer's ERA enrollment is missing, claim status stops updating. A team watching aging claims spots that early.
Clinicians approve codes
Taiga drafts ICD-10 and CPT codes from session notes for the clinician to approve before submission.
Check these PracticeQ details first
Most of the scope comes down to plan, clearinghouse, and user access.
Plan and features
Confirm you are on a PracticeQ plan with Insurance Claims enabled under Settings, then Features.
Clearinghouse path
Note whether you submit through a clearinghouse PracticeQ supports, upload EDI files elsewhere, or print CMS 1500 forms.
ERA enrollment
List which payers send ERAs to your clearinghouse and which still need enrollment.
User access
Decide which team account and permissions a Taiga biller would use, without sharing a clinician's login.
A fit for small practices billing insurance
Therapists, counselors, and other small practices that bill insurance from PracticeQ and want claims, denials, and patient balances owned by a billing team. Mental health is on Taiga's public specialty list. For other services, bring your service mix and Taiga will tell you straight whether it fits.
Scope of this guide
Taiga does not have an IntakeQ or PracticeQ integration, listing, or automatic sync, and access is confirmed on a call. Plan names and clearinghouse options change, so check them in your own account.
Questions from IntakeQ practices
Is IntakeQ the same as PracticeQ?
They are two products from the same company. IntakeQ Forms handles intake, and PracticeQ, renamed in 2021, adds scheduling, payments, and insurance billing.
Do we have to switch clearinghouses?
Not as a starting point. Taiga works alongside your existing system, and the clearinghouse path is confirmed during onboarding.
Can Taiga handle secondary claims for PracticeQ clients?
Secondary claims can be part of the scope. Because PracticeQ's clearinghouse connections may not carry them, agree on how they will be sent.
What happens to claims we already sent?
Taiga can take over open A/R or run in parallel with your current process. Start with a list of unpaid claims by payer.
Bring your PracticeQ claims list
Share claim statuses, your clearinghouse setup, and de-identified examples of recent denials. Taiga will outline what it could take over.