1. GO TO THE INTERNET EXPLORER OR GOOGLE CHROME

  2. TYPE – http://2. https://www.officeally.com/slogin.aspx – TO BRING UP TE LOGIN FOR OFFICE ALLY.

  3. TYPE IN YOUR USER ID AND PASSWORD and HIT ENTER

  4. SELECT Download EOB/ERA 825 – left side of the screen

  5. A calendar will appear. Any date that is pink with the underline is a day that we have 835 files that have to be downloaded.

  6. Click on the date and a list will appear with the file(s) that need to be downloaded.

  7. Select View

  8. At the bottom of the screen you will be prompted to open, save or cancel. Select the drop down arrow next to Save and choose SAVE AS

  9. GO TO T:\BIlling EDI\825 Reports\RAs To Import\Downloaded Files\Office Ally

  10. SAVE THE FILE (it is a ZIP file)

  11. RIGHT CLICK ON THE ZIP FILE YOU CREATED AND CHOOSE EXTRACT ALL

  12. CLICK EXTRACT

  13. You should now see a FOLDER with the name of the Zip file on your computer

  14. Delete the ZIP file folder – so that you aren’t confused later.

  15. Click on the extracted folder and there should be 2 files one an 835 and the other a text file.

  16. Open Medicare Remit Easy Print – if you have files in Remit Easy select DELETE button at the top and CHECK ALL to delete all the files in Remit Easy – don’t worry this will not delete them from their directories, only from Remit Easy.

  17. Click on the Import

  18. Go to the T:\Billing EDI\835 Reports\RAs To Import\Downloaded Files\OfficeAlly folder that you created in step 15 and select the 835 file that was just downloaded.

  19. Now you should see the RA file(s) that were downloaded from Office Ally. There can be more than 1 file. Make note of the Payer, the date and the amount paid – you will use this to create the remittance file name.

  20. Select the remittance file that you want to create a report for and choose the Report button, next to the Import Button.

  21. Select Entire Remittance – The last item on the selection item.

  22. Select Print and click the drop down button next to the printer name and

  23. SELECT PRIMO PDF

  24. Choose the … button next to the file location

  25. Go to V:\ElecRAs_HMO-3rd Party-COMM and select the folder for the file that you are downloading.

  26. Click the folder and save the file as:
    • Payer Name_MM-DD-YYYY$9999.99
    • INS-MM-DD-YY$9999.99
      • INS – AN ABBREVIATION OF THE INSURANCE NAME
      • MM – MONTH
      • DD – DAY
      • YY – YEAR
      • $
      • 9999.99 – AMOUNT PAID – IS 0 ENTER $0.00
      • EX: UHCCPDE_07-31-2015$4205.54

  27. Click Save

  28. Click Create PDF – the PDF file should appear shortly – close the file

  29. Go to the PDF file that you just created on the V drive – Make sure there is a PDF file with the name you create and then delete the duplicate file name that has a TXT extension.

  30. Repeat steps 20-29 until all the files in the 835 have equivalent RA’s,

  31. Go to the V drive and copy a;; the PDF files that you just created to the V:\Downloaded RAs\Office Ally

  32. GO BACK TO the T:\Billing EDI\835 Reports\RAs To Import\Downloaded Files\OfficeAlly to the folder with the 835 that you just downloaded.

  33. Right click on the file and select RENAME

  34. Rename the file to adhere to the naming convention:
    • 835_OA_XXXXXX_MMDDYYHHMMSS
      • where is XXXXXX – is the abbreviation of the insurance name – please be consistent with the existing files name and if it is a new insurance please be thoughtful in picking an abbreviation.
      • MM – MONTH
      • DD – DAY
      • YY – YEAR
      • HH – HOURS
      • MM – MINUTES
      • SS – SECONDS
    • SS – are needed in case there is more than one file for the same insurance on the same day.

  35. Right click on the file that you just renamed and select cut.

  36. Go to the folder on the T:\Billing EDI\835 Reports of the file you just created and right click and paste the new file to the correct folder.

  37. Right click on the 835 file that you just copied and select copy.

  38. Go to the T:\Billing EDI\835 Reports\Incoming 835s

  39. Right click on the Incoming835s folder and select PASTE

  40. Verify that the file you just created has been copied into the Incoming 835s folder – this file will be used to update the MSI Billing system with the Remittance information.

  41. Once done, delete the extract folder you created in step 13.

  42. If there is more than 1 file repeats steps 7-41.