Setting Up Your Claim.MD Integration

📍 Note: The Claim.MD integration is available to practitioners in the USA only. You'll need both a Practice Better account and a Claim.MD account to get started.

In this article:

• Before You Begin
• Signing Up for a Claim.MD Account
• Configuring Your Claim.MD Account Settings
• Generating Your API Key
• Linking Claim.MD to Practice Better
  • Linking Claim.MD on the Team Plan
• Relinking or Updating Your API Key

Before You Begin

The Claim.MD integration allows you to check client eligibility, submit claims, view claim acknowledgments, and manage rejections directly from your Practice Better portal.

Before setting up the integration, keep the following in mind:

• Each practitioner on your team must complete provider enrollment with Claim.MD before submitting claims through Practice Better. Provider enrollment is managed directly in Claim.MD. Learn more about provider enrollment →
• Claim.MD is Practice Better's only integrated clearinghouse partner. Without this integration, claims can be created in Practice Better but cannot be submitted or managed through the portal.

Signing Up for a Claim.MD Account

If you don't yet have a Claim.MD account, start here.

Learn more about Claim.MD accounts and pricing →

New to Claim.MD and want a walkthrough before committing? Click Schedule Demo on the Claim.MD website to book a one-on-one or group demo with their support team.

Ready to register? Sign up for a Claim.MD account →

For questions about using the Claim.MD integration within Practice Better specifically, contact our support team →

For broader Claim.MD documentation, visit the Claim.MD help docs →

Configuring Your Claim.MD Account Settings

Before generating your API key, configure two settings in your Claim.MD account to ensure claims transmit correctly.

Disabling Transmit Approval Required

This setting controls whether claims require manual approval before being transmitted to payers. Disabling it ensures valid claims are marked for transmission immediately and reflected in Practice Better without requiring an extra step each time.

1. Log in to your Claim.MD account.
    
2. Go to Settings in the bottom left corner and click the Account Settings tab.
    
3. Find the Transmit Approval Required field and ensure it is unchecked and Save your settings.
   

Setting Vendor Access to No Access

Practice Better connects to Claim.MD using your API key directly, so Vendor Access is not required.

1. In Claim.MD go to your Settings, locate the Vendor Settings section.
    
2. Set it to No Access and Save your settings. 

Generating Your API Key

To link Claim.MD to Practice Better, you'll need to generate an API key in Claim.MD. The API key is only displayed once, so copy it before leaving the page.

1. In your Claim.MD account, click Settings from the account menu.
    
2. Click the Account Settings tab and locate the API Key (Account Key) section.
    
3. Click Generate API Key.
    
4. Enter your Claim.MD login password and click Confirm Generate.
    
5. Copy the API key displayed on screen before navigating away.

⚠️ Important: Your API key is only visible once in Claim.MD. If you leave this page without copying it, you'll need to delete the key and generate a new one.

Linking Claim.MD to Practice Better

Once you have your API key, you're ready to connect Claim.MD to your Practice Better account.

1. Log in to your Practice Better account and go to Settings > Integrations.
    
2. Scroll down to the Insurance section and click Link next to Claim.MD.
    
3. Paste the API key you copied from Claim.MD and click Link.
   
    
4. Enter the API key you generated from your Claim.MD account and click Link.
   

✅ When the integration is successfully linked, the button on your Practice Better Integrations page will change from "Link" to "Unlink."

Linking Claim.MD on the Team Plan

On the Team plan, the account owner can link a single Claim.MD account for the entire team. Team members do not link their own individual Claim.MD accounts.

1. Follow the same steps above to paste your API key.
    
2. Before clicking Link, use the Link Claim.MD for these team members dropdown to select which team members to include.
   
    
3. Click Link.

📍 Note: This option appears during initial setup if your team members don't yet have Claim.MD integrated. Each practitioner on your team must still complete their own provider enrollment with Claim.MD before submitting claims.

Relinking or Updating Your API Key

If you need to update your API key (for example, if you regenerated it in Claim.MD or the integration stopped working), you can unlink and relink from Practice Better.

In Practice Better

1. Go to Settings > Integrations.
    
2. Scroll to the Insurance section and click Unlink next to Claim.MD.
   
    
3. Follow the linking steps above to reconnect using your updated API key.

In Claim.MD

If you need to generate a new API key in Claim.MD:

1. Go to Settings > Account Settings > API Key (AccountKey).
    
2. Click Delete Key to remove the existing key.
    
3. Click Generate API Key and follow the prompts to create a new one.
    
4. Copy the new key and use it to relink in Practice Better.