1. GO TO WWW.OFFICEALLY.COM

  2. CLICK LOGIN

  3. ENTER YOUR USER ID AND PASSWORD AND CLICK ENTER

  4. CLICK ON CLAIMS UPLOAD HCFA FILE

  5. CLICK SELECT FILE

  6. GO TO THE ‘T’ DRIVE

  7. DOUBLE CLICK ON THE BILLING EDI FOLDER

  8. DOUBLE CLICK ON THE 837 FILES FOLDER

  9. DOUBLE CLICK ON THE OUTGOING FOLDER

  10. SELECT 837 FILES THAT YOU WANT TO UPLOAD. THEY SHOULD BEGIN AS FOLLOWS: 837P-OA

  11. ONCE THE FILES HAVE BEEN UPLOADED THEY MUST BE MOVED FROM T:\BillingEDI\837 FILES TO T:\Billing EDI\837 FILES\OFFICE_ALLY\YYYY WHERE YYYY IS THE YEAR OF THE FILE.12.2 Open V:\Export Billing Log

  12. Open V:\Export Billing Log

  13. SELECT THE TAB FOR THE FILE THAT WAS UPLOADED AND ENTER THE REQUIRED INFORMATION.

STEPS TO DOWNLOAD THE TXN RESPONSE FILES

  1. ONCE YOU RECEIVE THE EMAIL FROM OFFICE ALLY THAT IS TITLED “OfficeAlly.com File Summary” or after a few hours LOGIN TO OFFICE ALLY to see whether you have received a response.

  2. CLICK ON “Download File Summary”

  3. SELECT THE DATE THAT IS UNDERLINED AND THE BOX IS PINK – ANY PINK BOX SIGNIFIES THAT THE FILE HAS NOT BEEN DOWNLOADED.

  4. SELECT VIEW

  5. CLICK ON THE DROPDOWN NEXT TO SAVE AND CHOOSE SAVE AS

  6. Go to T:\Billing EDI\837 FILES\OFFICE_ALLY\TXN\YYYY – Where YYYY is the 4 digit year.

  7. CLICK SAVE

  8. REPEAT FOR ALL FILES THAT HAVE BEEN UPLOADED