Go to Member Dashboard
Go to CE Tracker
Insurance & Reimbursement Toolkit
Generate superbills, find billing codes, create medical necessity letters, and track reimbursements.
Billing Profile
Save your practice info — auto-fills every superbill.
Generate Superbill
Your first superbill in 5 minutes. Fill in client & service details below.
Client Information
Services Rendered
Past Superbills
Previously generated superbills
CPT Code Reference Library
Searchable database of CPT codes commonly used by holistic health practitioners.
ICD-10 Diagnosis Codes
Common diagnosis codes used alongside the CPT codes above.
Letter of Medical Necessity
Generate a professional letter supporting insurance reimbursement for your client's services.
Client Information
Clinical Details
Insurance Reimbursement Guide
Step-by-step: how to help your clients get reimbursed for holistic health services.
Verify Your Client's Coverage
Before providing services, ask your client to call their insurance and ask: "Does my plan cover out-of-network holistic health / wellness services?" Key questions:
- Do they have out-of-network benefits?
- What is the out-of-network deductible?
- What percentage is reimbursed after deductible?
- Do they need a referral or prior authorization?
Set Up Your Billing Profile
Complete your billing profile in the Superbill Generator tab above. Include your NPI number (if you have one), Tax ID, and practice details. This information auto-fills every superbill.
Select Appropriate CPT & ICD-10 Codes
Use the CPT Code Library tab to find the right billing codes for your services. Common codes for holistic practitioners include:
- 96156/96158 — Health behavior assessment/intervention
- 99401-99404 — Preventive medicine counseling
- 97802-97804 — Medical nutrition therapy
- 0591T-0593T — Health and well-being coaching
Generate & Provide Superbill
After each session, generate a superbill with the client's info, service codes, and fees. Give the PDF to your client — they submit it to their insurer for reimbursement.
Include a Letter of Medical Necessity (When Needed)
Some insurers require a letter of medical necessity. Use the Medical Necessity tab to generate one. This significantly increases approval rates for out-of-network claims.
Track Reimbursements
Log each submission in the Tracker tab. Tracking approval rates helps you guide future clients and identify which insurers are most receptive.
Most Receptive Payment Methods
HSA / FSA Accounts
Health Savings Accounts and Flexible Spending Accounts often cover holistic health services as qualified medical expenses under IRS Publication 502. Clients pay with their HSA/FSA card directly — no claim needed.
Out-of-Network Benefits
PPO and POS plans typically offer out-of-network coverage (60-80% after deductible). Client submits your superbill to their insurer. Higher deductible, but many holistic services qualify.
Direct Insurance Billing
Some practitioners with NPI numbers and panel credentialing can bill insurance directly. Requires CAQH enrollment and provider panel applications. Acupuncturists and licensed nutritionists have the best acceptance rates.
Frequently Asked Questions
Log Reimbursement Submission
Track a submitted superbill for reimbursement.
Reimbursement History
All logged submissions and their status.
Open Referral Dashboard
My Verification Page