Most claims flow into Taiga automatically from your EHR. Use the Patients page to find a patient’s record, collect an outstanding balance, or add a patient so you can submit a claim directly from the dashboard.
Adding patients
New patient — add one patient with their demographics and insurance.
Bulk upload — bring in many patients at once from a file.
When adding a new patient, you can enter an optional middle name alongside their first and last name. To add or change it later, open the patient's detail page and click Edit in Demographics, or edit the patient's demographics from a claim's detail page. Clear the Middle name (optional) field and save to remove the saved middle name.
Search the list by name or MRN. Each row shows the patient's name, MRN, date of birth, and sex.
To filter by date of birth, pick a date from the Date of birth calendar; the list updates as soon as you choose. To remove only that filter, open the calendar and click Clear.
Working in a patient record
Clicking a row opens the patient record over the list. The header shows the patient's balance, and tabs below it hold the details:
Demographics — click Edit on the Patient, Contact, or Additional fields card, change the fields, and click Save. Names, dates, contacts, guarantor, and identity details all save from here; a card you leave untouched keeps its stored values.
Insurance & Payers — the patient's coverages, each with its latest eligibility result. See Eligibility checks for how to read a result and run a new check.
Appointments, Authorizations & Referrals, Providers & Facilities, and Attachments — the patient's visits, authorizations and referral details, care team and offices, and uploaded files.
Payments & Invoices — the patient's balance and payment history. See Patient balances and walk-in payments below.
Claims — the patient's claims, for staff with full dashboard access.
The panel beside the tabs holds Notes and History. Leave a note for your colleagues with New note; History lists the patient's eligibility events over time. Tags next to the balance cards label the patient so colleagues see the flag at a glance.
Actions in the header collects the record-level choices. Most are reversible, but three change how the patient is billed, so confirm the reason before choosing them:
Set to self pay turns off insurance billing for the patient until you choose Remove self pay.
Manage invoicing stops statements going to the patient for a reason such as bankruptcy or hardship. Clear it from the same menu when the situation changes.
Manage Patient → Delete removes the patient and needs a confirmation. It is available only to staff with full dashboard access.
New claim in the same menu starts a manual claim for this patient with their demographics and insurance already filled in; see Submitting a claim manually.
Patient balances and walk-in payments
Open the patient record, then Payments & Invoices → Current Balance, to see the patient's outstanding visits, then Payment Actions → Record payment for a walk-in bill payment by card reader, cash, check, or money order. Saved payments appear under Payments on the same tab for staff with full dashboard access. See Collecting patient balances for the card reader requirement, cash and check steps, and receipts.
Submitting a claim manually
From a patient's row (or Actions → New claim on their record), click New claim. You'll enter the visit details — diagnosis and procedure codes, date of service, rendering provider, and place of service — and submit.
Before you submit:
Review the insurance order. New Claim lists every saved plan as primary, secondary, or tertiary insurance. Claims use that saved order; Taiga does not determine coordination of benefits. To edit a plan or change the order, open the patient record’s Insurance & Payers tab.
Add insurance from the form. Add secondary insurance or Add tertiary insurance saves another plan to the patient without leaving New Claim. If the patient is covered by a spouse’s plan, choose Spouse and enter the spouse’s subscriber details.
Reload after an insurance change. If plans are edited, added, removed, or reordered while the form is open, submission stops. Click Reload insurance and review the order again; your visit details stay in the form. If a saved plan cannot be loaded, open the patient record and click Review filing order. Confirm the available plans are complete before saving; saving removes unavailable plans from the filing order.
Submitting is real. A claim marked billable is submitted to the payer right away — there's no separate "send" step later. Review codes, payer, and insurance before confirming.
"Not billable" is a write-off, not a way to save a draft. Only use it for visits you've deliberately decided not to bill.
After submission the claim appears on the Claims page like any other, with its status and money tracked the same way.