- Log in to Office Ally website
- Go to menu, DOWNLOAD-Download EOB/ERA 835
- Click on the date then view
- Cut and transfer the zip file to 835 folder training
- Extract files (Update and extract file)
- Cut and transfer the zip file to “.835”
- Check the file for insplan name and insplan ID (Control F)
Note: If there are 2 or more ins in one 835 file, insplan ID is 664
Once file name is determined, cut and transfer the 835 file in LOOK AT THE FILE then rename
Renaming is OA_insplanID_EOB
After renaming, copy the file name to the 835 spreadsheet for back up.