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.
You can search who is a Participating or Non-Participating Payer by searching the insurance name in this link and checking the type (P or NP) as shown below. |
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 "Sign up" button on the top right corner. |
b. On the sign up page, enter your email address and click on "Create an Account". On the next screen, you will get a message from Office Ally - "We have sent you a secure link to continue creating your account." Check your email account. You will get an email from Office Ally. Click on the "Verify my email" link/button to verify your email address. |
c. Once you click "Verify my email", you will be taken to the next screen where you need to enter the following details: (i) Enter the name of your clinic or practice (ii) Enter your first and last name (iii) Select username* from the drop-down (iv) Set your password** and enter it again in the "Confirm password" box (v) Click "Continue" *Note: Save this username in a notepad as you will need this to login to your Office Ally account later on. **Note: Read the Office Ally instructions to set a password. The password must contain 10-30 characters. It must contain three of the four following character classes - English Upper Case Characters, English Lower Case Characters, Numeric, and Punctuation. Save this password in a notepad as you will need this to login to your Office Ally account later on. |
d. On the next screen, enter the following details: (i) Enter your clinic's phone number (ii) Enter your mailing address (Street Address 1 and 2, City, State, and Zip Code) (iii) Click the check box to accept the Office Ally Terms and Conditions. (iv) Click "Continue" |
e. On the next screen, you will get a Business Associate Agreement. To sign it, click "I'am authorized to sign". |
f. Next, you will see the Business Associate Agreement. Read the agreement carefully. Once you've read the agreement, scroll down to Page 6.
Once these details are filled and signed. Click "Confirm" to proceed. You will be redirected automatically to the login page. |
g. On the Office Ally login page, enter the username and password. Click "Continue". |
h. Once you login, you will get a few options. Check the features/services Office Ally gives you and click "Next". Note: Depending on whether you want paper claims or not, you have 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" |
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)
a. Add Insurances to your zHealth Account: Login to your zHealth account and go to Update Info > Insurances. Add the insurances one by one to your account. Click the help link here to learn how to add insurances to your insurance master list. You must enter the Insurance Name, Payor ID, and the Claim Filling Indicator Code for each insurance company you want to submit claims to (other fields are optional). Insurance Name and Payor ID are required and can be found here. | |
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. | |
c. ERA Enrollment: ERA enrollment is MUST for each insurance company you want to submit claims electronically and avoid paper EOBs (posted payments will come directly into the software). You will need to use this link to get details for each insurance company for ERA enrollment. Read the instructions carefully to know how to fill the form, where to send the form, how to check the status of ERA enrollment, and what is the turnaround time. | |
d. Medicare Enrollment: It is based on the state you want to submit claims electronically. If you want to accept Medicare patients, please use this link to search for Medicare pre-enrollment forms in your state. Be sure to complete the form(s) as indicated on the Instructions Cover Page to ensure applications are not denied for incorrect/missing information. IMPORTANT: Please note the 'turnaround time" indicated on the forms. Once enrollment has been approved, you MUST contact Office Ally at (360) 975-7000 Option 1 and notify them of the approval BEFORE submitting claims electronically or it won't be connected. | |
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.