NOTE: As of January 24, 2024 the article below explains the old method for filing courtesy claims in the Practice Portal

Click here for instructions on the new way for filing courtesy claims in the Practice Portal

Practitioners can file claims for your clients/patients in the Reimbursify Practice Portal.  Practitioners submitting fully completed claims through FileFAST should first reference the Reimbursify Practitioner Terms of Service.

Note: once you have already filed a claim for a client/patient, cloning a claim could save you a lot of time if you want to file additional claims for them. Click here to learn about cloning claims.

Navigate to Claims and click the "File A Claim" option. 

Enter the email address of the client/patient that you are filing for and click the "Submit" button. NOTE: This will open the claim-filing flow in a new browser window. If you don't see the claim-filing flow, you may have to modify your browser's pop-up blocker to allow pop-ups for 

Click here for a downloadable consent form that you can use in your practice.

Enter the information for the "responsible adult" at the top--this is usually the client/patient, but could also be a parent or guardian.  If it's a parent, select "NO" for question 2 and enter the client/patient's info there.  Finally, if the "responsible adult" is also the primary insured on the policy, answer "YES" to item 3.  If not, enter "NO" and complete the info for the primary insured.

The insurance ID number will be required to initiate/file a claim unless this client/patient has had previous claims filed through Reimbursify.

If the client/patient is new to the Reimbursify platform, you will see the option to upload an image of the front and back of their insurance card.  If you choose "Other Options," your client/patient will be notified to upload their card images through the Reimbursify app.

Type your name at the bottom of the final screen and submit the completed form.  Please include your credentials or title within the practice.

Your client/patient will receive an email confirming the claim submission, directing them to download the Reimbursify mobile app to track the status of their claim(s).

Here is an example of what the email that your client/patient will receive:

Next: Learn about viewing reimbursement insights from your dashboard

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