Creating an Account with Office Ally: TA Electronic Claims Submission
Please follow these 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 easily within our software, allowing for a quicker claim submission turnaround time!
Exclusive .15 cents per claim offer with Office Ally!
Once you connect your Office Ally account within TherapyAppointment, send us an email to support@therapyappointment.com and ask for the Office Ally 15 cent per claim discount paperwork. Our team will send it to you for e-signing and request that Office Ally give you this discounted pricing on claims.Create your account with Office Ally
- First, click here to go to Office Ally's website
- At the very bottom right, click shown below
- On the next page, click (bottom right), then enter your email on the next page.
- Once entering your email you'll then be prompted for your username & password
- This is only your password used to sign into Office Ally's main website, this is not used to connect your Office Ally credentials to TherapyAppointment, those will come in a future email
- After this step, enter your name and company details and click
- Enter some other demographic details and click → your email will be sent after this
- Check your email, you should see something similar:
- Click Verify my email and then sign in with the username & password you created above
- First you'll be prompted with a pop up, scroll to the bottom and click next
When completing this registration process, you'll come across these steps near the end:
- Below, pick Create claims using my current system:
- Then at the search, type a portion of therapyappointment (no spaces)
- Find "TherapyAppointment.com" → click Select to the right:
- For claim types, check off Professional Claims (CMS-1500)
- You should then see this message, indicating they'll be sending your SFTP connection information to you automatically via email.
- Complete any other steps, like signing any paperwork or last steps to finish fully signing in.
Please allow Office Ally 3 business days to create your SFTP account, the one you use to integrate claims processing with us.
Once created, Office Ally will send you 2 emails, follow these steps: Connecting an Office Ally account to TherapyAppointment
Last Step: 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 client and income accounting.
You can set up this feature at any time by going to www.officeally.com > Payer ERA Enrollment Forms
- Click on the first letter of the insurance company, then click the insurance company name
- Follow the directions on the form
Example enrollment form:
