There are two types of insurance payers in Office Ally. Participating Payers (Par or “P”) pay a fee to Office Ally for pre-processing claims submitted to the payer. Non-Participating Payers (Non-Par or “NP”), on the other hand, do not pay this fee, so the fee is incurred upon the provider instead.
![]() |
Integrating zHealth Software with Office Ally (OA) will allow you to submit claims to insurance payers without leaving your zHealth account. The claim statuses will automatically update within your zHealth account as information is received from Office Ally for a seamless and automated tracking process. Additionally, zHealth will capture the EOB (Explanation of Benefits) from your payers as they become available and automatically allocate insurance payments to claims and appointments.
If you need a brand new Office Ally account, our Customer Success Team will do it for you. Here is what we need from you to get started:
![]() a. Visit the official website of Office Ally. Click here: https://cms.officeally.com/. On the Office Ally website, click the "Start Today" button on the top right corner. |
![]() b. On the next page, sign up only with the Clearinghouse. You will be directed to the next page where you need to enter your email address. Enter your email address and click the "Create an Account" button. On the next screen, you will see a message asking you to verify your email. |
![]() c. Log into your email account and find the following email from Office Ally. Click "Verify My Email" to get started. |
![]() d. After clicking the Verify My Email link, you will automatically get redirected to the following page. Fill out information about your practice and set a password for your account |
![]() e. Continue filling out information about the practice. For the “Healthcare Entity”, choose what is most appropriate for your practice. Click “Continue” to proceed. |
![]() f. After clicking “Continue” you should automatically get rerouted to the login screen. Proceed with entering in your Username and Password. Note: *If you are not rerouted automatically, proceed to Office Ally’s main website “cms.officeally.com”, and then click on “Log In”, and finally selecting “Service Center”. |
![]() g. Once you are logged into your Office Ally account, select the option in the upper right hand corner “Return to Classic” to complete the account set up. Once selected it will automatically load the following screen. Click “Get Started”. |
![]() h. On the next page, you will see the list of included services in your Office Ally account. ![]() Note: Depending on whether you want paper claims or not, you have the option to turn the button on and off. |
![]() i. On the next screen, click "Create claims using my current system". A pop-up screen will appear. On the pop-up screen, start typing zHealth in the box. Select zHealthEHR from the auto-populated result. On the next screen, click on "Professional Claims" as you will be submitting professional claims. Click "Done". Next, you will receive a message saying that Office Ally will email your SFTP login credentials once your SFTP account is created. It might take 2-3 business days. Click "Done" |
![]() Once you receive the SFTP username and password in your registered email address, enter those details in zHealth. Login to your zHealth account. Hover the cursor over your name at the top right corner. Click Update Info > Provider > Provider Details. Scroll down to the bottom of the page to the section "FTP credentials for the Office Ally". Enter the login credentials you received in your email. Click "Update". |
It is our recommendation to ask Office Ally to split ERAs by check so each will be sent in a separate file into zHealth. Here are their ERA splitting options:
No Splitting (OA default)
By Provider
By Payer
Both Provider and Payer
By Check (our recommendation)
By Payer (with TRN03 in ERA Filename)
![]() | |
![]() b. EDI Enrollment: Some payers require pre-enrollment before permitting the provider to submit electronic claims to them. Click this link to check the payers that require pre-enrollment. Click on any state name to view the insurance payers. Check their EDI enrollment form. Read the instructions carefully to know how to fill the form, where to send the form, how to check the status of EDI enrollment, and what is the turnaround time. | |
![]() | |
![]() ![]() | |
![]() e. VA Enrollment: Click the following links to enroll yourself for EDI and ERA: |
Step 1: If you already have an existing Office Ally account, we need to verify a date that you would like to start submitting claims through zHealth as you can’t have two different EHRs connected to Office Ally at the same time.
Once we have a date, we need your Office Ally SFTP credentials so we can connect zHealth and your Office Ally accounts.
Here's a template email you can send to Office Ally to get SFTP credentials. Please copy the below information and paste it into your email and send the email* to Office Ally at Support@officeally.com.
Dear Office Ally Support,
I would like to have SFTP enabled on my account in order to submit HCFA claims via zHealth Electronic Health Records. Here are the details needed:
Office Ally Username: XXXXXXX
Contact Name: Dr. Your Name
Contact Email: Your Email Address
Software Name: zHealth Electronic Health Records
Form Type Submitted (HCFA/UB/ADA): HCFA
Turn on ANSI reports (999 & 277CA): Yes
Please let me know when SFTP access has been enabled.
Thank you,
--------------------------------------- Email to Office Ally -------------------------------------------
Step 2: If you followed the instructions in the section above, you will receive an email from Office Ally containing your SFTP username and password. Please forward those to support@zhealthehr.com and will add them to your portal in order to integrate Office Ally. Once the accounts have been connected, you will be ready to submit your claims electronically via zHealth.