Connecting an 'Existing' Office Ally Account to TherapyAppointment

If you are already a customer of Office Ally prior to starting with TherapyAppointment, contact Office Ally via email: and let them know the following: 
  • Your Office Ally Username 
  • You need SFTP Set Up
  • You will be transmitting HCFA forms
  • Your software vendor is: TherapyAppointment
  • Include your name and indicate that you are the 'owner' of your business. 
Office Ally will send you connection information. Allow up to two business days for them to create that account connection for you. Once you receive it, you can connect it to your TherapyAppointment account following these steps: 
  1. Log into TherapyAppointment 
  2. Practice Settings
  3. Billing and Insurance - Claim Features Section
  4. Follow the step to enter your Office Ally username and SFTP connection information.

Once connected, send an email to and ask for the Office Ally 15 cent /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.