Creating an Account with Office Ally: TA Electronic Claims Submission

Please follow these 9 steps which will take you through the process of setting up an Office Ally clearinghouse account for your practice.

This will make submitting electronic claims an intuitive process and allowing for a quicker claim submission turn-around time!

STEP 1: Go to Office Ally's Website 

Go to and click Enroll Today.

NOTE: If you already have an Office Ally Account, please follow these steps to connect your Office Ally SFTP account to TherapyAppointment: Connecting an Office Ally account to TherapyAppointment

Step 2: Complete the online enrollment form

Step 3: Within the 'System Information' section, check the last option, making sure to include our TA website URL. 

  • Within the 'Office Ally Representative' section check Therapy Appt as the representative. 
  • Make sure to also check the Referral option.

Step 4: Include Provider/Group information within each section. The 'Add Another' button offers space for additional group NPI/Tax ID numbers. 

NOTE: Typically this is not necessary for most groups, as they will have only one group NPI/Tax ID.

Step 5: Select No when asked if you are a OneHealth Port user. 

To receive new account information quickly, after clicking Submit, fill out and fax the Authorization Sheet that appears (click on the word 'Authorization Sheet' to access).

STEP 6: Complete the attached authorization sheet and fax to 360-314-2184.

For questions regarding this, please contact Office Ally directly at (360) 975-7000, option 3.

Step 7: Complete Office Ally's Customer Authorization Recurring Auto Payment Form and fax to: 360-953-8427.

NOTE: Please allow Office Ally 3 business days to create your account, then send the connection information to TherapyAppointment (open a support ticket, or email

Last Step (8): Take advantage of our FREE EOB Auto-Posting! 

TherapyAppointment can receive most insurance company Explanation of Benefits reports as an 835 File and automatically update your patient and income accounting accordingly

You can set up this feature at any time by going to / Resource Center / Payer ERA Enrollment Forms and click on the insurance company name, then following the directions on the form.