Office Ally - Set Up Integration

An Office Ally integration allows you to submit insurance claims without leaving your PracticeQ account. PracticeQ will capture the EOBs (Explanation of Benefits) from your payers as they become available and automatically allocate insurance payments to claims and appointments. Office Ally has a very extensive payers list and it's quite likely that all your electronic claims can be submitted through them.

At this time PracticeQ does not offer support for secondary or institutional claims.

Before starting the integration process, we encourage you to become familiar with our Claims module. The following article will give you a thorough overview of how to create claims: How to Create a Claim

PracticeQ does not charge fees for claim submissions; Office Ally bills you for this service. Please contact them for any questions related to their pricing.

Prepare Your Office Ally Account

• Before connecting PracticeQ to Office Ally, Secure FTP access needs to be enabled in your Office Ally account. Currently, this is done by contacting their support. Additionally, in order for PracticeQ to receive insurance payment information and keep the claim status up-to-date, you will need to ask Office Ally support to enable ERA and 277CA reports.
• Below is a template email you can send to Office Ally.
  
  
  To: support@officeally.com
  Dear Office Ally Support,
  I would like to have SFTP enabled on my account in order to submit HCFA claims via IntakeQ. I would also like you to enable 277CA and ERA reports for my payers. 
  The contact name for my Office Ally account is ... and the email address is ...
  Please let me know when SFTP access has been enabled. 
  Thank you,
  ...
• It typically takes 24-48 hours for Office Ally to enable SFTP access, and they will likely give you instructions on how to enable ERA reports for each payer. Some payers require pre-enrollment, which will require you to submit a form. We recommend doing that as soon as possible because some payers take 30+ days to enable ERA reports.
• Regardless of how long ERA reports take to be enabled, you can connect your practiceQ to Office Ally as soon as SFTP access has enabled. This will allow you to start submitting claims from your practiceQ account.
• ‼️ IMPORTANT: Without an ERA setup between each of your insurance payers and Office Ally, claims will not be updated in the PracticeQ system, as they have no way to send us the ERA. Contact Office Ally or the insurance payer for more info on setting those up.
• ERA Delivery Change Form - You may need to complete and submit this form. Please verify with Office Ally for your practice.

Connect PracticeQ to Office Ally

If you followed the instructions in the section above, you will receive an email from Office Ally containing your SFTP User Name and SFTP Password. Log into your PracticeQ account and follow the steps below:

1. Navigate to More → Settings → Integrations.
2. Select Office Ally.
3. Enter the SFTP User Name and SFTP Password provided by Office Ally. Note: This will not be the same user name and password that you use to access the Office Ally portal.
4. Adjust the FTP Address if the one they provided is different than the default one. 
5. Click Connect to Office Ally.
6. Once the accounts have been connected, you will be ready to submit your claims via PracticeQ. If you experience issues connecting to Office Ally, please contact us at hello@intakeq.com.