Office Ally FAQs

Office Ally FAQs

Office Ally - Frequently Asked Questions

Q: What is Office Ally’s Submitter ID?

A: This depends on the Payer and how they set up Office Ally. ERA/EDI forms will show Office Ally’s submitter ID or Trading Partner #.


Q: How can I find or verify the NPI of a provider is correct?

A: You can check info related to NPI’s here: https://npiregistry.cms.hhs.gov/


Q: If a clinic or Dr. has insurance (medicare, VA, or any other) with a previous vendor or clearinghouse, do they simply need to let Office Ally know or do they have to go through the full enrollment process via OA forms?

A: New forms need to be filled out UNLESS they are existing Office Ally users. Any ERAs received can be transferred to zHealth by filling out the ERA Transfer form.


Q: How long does it take to set-up my insurance claims?

A: This process usually takes 30-45 days. American Speciality Health is the fastest offering 2 weeks. Cigna takes about 2-3 weeks. Medicare may take 4 weeks or longer.


Q: We are having issues with having combined ERA's coming into zHealth (for instance, an ERA came into Office Ally as 3 separate insurances/transactions/ERAs/checks however when transmitted to zHealth it came in as 1), is there any way to separate the ERA's by check number?

A: Yes, this is an option in Office Ally and the main subscriber can reach out to Office Ally (support@officeally.com or 360-975-7000) and provide the username of the account and ask them to split ERAs by check number so each will come into zHealth as a separate file. Here are the ERA splitting options Office Ally offers:

 

  • No Splitting (OA default)

  • By Provider

  • By Payer

  • Both Provider and Payer

  • By Check (our recommendation)

  • By Payer (with TRN03 in ERA Filename)


The default is no splitting so if OA receives the ERAs around the same time as other check/payer’s ERAs, then they’ll go into one file out to zHealth.


Q: Does Office Ally offer verification of benefits?

A: Office Ally used to offer 3 options for eligibility verification (a free and 2 paid versions). However, that changed in on July 1, 2023. Now they only offer paid versions. Here is more info: https://assets-global.website-files.com/63167bd0b4cc9f9b0f328964/64ee6bd1b02e6e6e1a1dc281_20230821%20Eligibility%20and%20Benefits%20User%20Guide.pdf 


Q: How to set-up AutoPay In Office Ally?

A: Please refer to the below link.

https://cdn.prod.website-files.com/63167bd0b4cc9f9b0f328964/639b843d8a927f77ba530c30_AutopayFAQ_08222022_Final.pdf



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