Setting Up Office Ally

Learn how to Set Up Your Office Ally Account

If you plan on uploading your claims to Office Ally and have not done so before, you will need to ask Office Ally to enable sftp for your account.

Here are the steps you will need to take:

1. If you do not already have an Office Ally account, please create one. (The product you need to register for is called "Office Ally Clearing House" since you only need the claim submission features)
2. Once you have an Office Ally account, call them to schedule a training appointment
3. On the training call, let the person training you know that your EHR software (Unified Practice) will upload your claims via a 'sftp server connection' and ask them to submit a request to enable sftp for your account. This should take 1-2 days. Once created, they will email you your sftp account details.
   
   

You will need this information to setup the sftp in Unified Practice:

                                                      Username:
                                                    Password
                                                    Port no:
                                                    Address (URL):

• Make sure you copy & paste your SFTP username and password, as any misspell or extra space will cause the SFTP connection to not work.
  
  
•  In the Clinic Settings > Billing Information page in your Unified Practice account, turn on Office Ally and enter your information. Be sure to click Save to preserve your information!
  
  
  
  
• Once you've set this up, you'll see an upload button under Billing > Claim list when selecting claims. This will allow you to submit the selected claims to Office Ally. 
  
  

To learn how to submit your claims to Office Ally, click on this article below: