Office Ally

To enroll with Office Ally™, please contact their sales department at:

URL: http://www.officeally.com

Phone: 1-866-575-4120

EDI makes use of several data identifiers that define key entities included on the exchanged documents. These include site, doctors, patients, payers, and trading partners. Using identifiers instead of names greatly reduces data entry mistakes and removes naming discrepancies between different organizations. The following section describes all data elements that need to be configured for successful EDI. Please refer to the ChiroTouch Manual for more information on how to use the EDI configuration screens.

Trading Partner Configuration

Office Ally is considered an electronic document trading partner for your organization. A trading partner in ChiroTouch is defined by few data elements that are specified on the Trading Partners screen.

The table below shows all data elements that need to be specified for Office Ally. It does not show any elements that can be left with their default values.

Partner Name and Identifier:
Organization Name	Office Ally
Identifier Qualifier	Federal Tax ID [30]
Identifier Value	330897513
ETIN	330897513
Application Code	OA
Site Name and Identifiers
Organization Name	Site name is used automatically and it cannot be changed here
Identifier Qualifier	Federal Tax ID [30]
Identifier Value	Practice Tax ID
ETIN	Practice Tax ID (same as above)
Application Code	Practice Tax ID (same as above)
Transaction Options
Usage Indicator	Set to “Test” initially, before creating first test claims file. Set to “Production” after that
835 File Name Mask	*.835
Registered Payers
Primary Identifier	Use Payer ID from the Payer List available at http://officeally.com/payerList.aspx
Claim Filing Indicator	Selected the value that matches the payer type. It is important to use “Medicare B” for Medicare and “Blue Cross/Blue Shield” for BCBS. Other payers may use “Commercial Insurance” or whatever matches their type.
Designated Partner	Office Ally

Site Configuration

Your site in many cases will be used as the EDI Billing Provider and Pay-To Provider for claims and remits. The table below shows all the data elements that need to be specified on the Site screen. It does not show any elements that can be left with their default values.

Billing Name and Address
Name	You site billing name (same as in ChiroTouch Maintenance)
Address Line 1	You site billing address line 1 (same as in ChiroTouch Maintenance) Note: PO box is no longer accepted as a valid billing address
Address Line 2	You site billing address line 2 (same as in ChiroTouch Maintenance)
City, State, and Zip	You site billing address city, state, and zip code Note: a 9-digit code is required in all provider or facility addresses
NPI (type 2)	A type 2 (organization) NPI assigned to your practice / site
Employer Number / Tax ID	A Tax ID assigned to your practice / site
Taxonomy Code	A specialty code for you practice / site The default taxonomy code for Chiropractor specialty is 111N00000X. Other codes are available at http://www.wpc-edi.com/codes/taxonomy
EDI Administrative Contact
Name	The name of the contact person in your office for EDI transmissions
E-Mail	The e-mail of the contact person in your office for EDI transmissions Use valid e-mail format (ex: john@doe.com)
Phone	The phone of the contact person in your office for EDI transmissions Omit punctuation (ex: 2061231234)
Fax	The fax of the contact person in your office for EDI transmissions Omit punctuation (ex: 2061231234)

Provider Configuration

Each provider that appears on the claim must be configured for EDI using the Providers screen. Other practitioners do not need to be configured. The table below shows common data elements that need to be specified for each provider. It does not show any elements that can be left with their default values.

EDI Rendering Provider
Last Name	Provider last name
First Name	Provider first name
Middle Name	Provider middle name (optional)
Suffix	Provider suffix Omit punctuation (ex: DC)
NPI (type 1)	A type 1 (personal) NPI assigned to the provider
SSN	Social Security Number of the provider
Taxonomy Code	A specialty code The default taxonomy code for the chiropractic specialty is 111N00000X Other codes are available at http://www.wpc-edi.com/codes/taxonomy

Upload and Download File Locations

Office Ally provides several ways to upload claim files and download ERA files. For more information please refer to the Office Ally User Manual listed on the Resource Center page (http://officeally.com/resourcecenter.aspx).

When uploading claim files, pick them from the path specified below (replace “servername” with the actual server name):

\\yourservername\CTData\EDI\OfficeAlly\OUT

When downloading ERA files, place them in path specified below (replace “servername” with the actual server name):

\\yourservername\CTData\EDI\OfficeAlly \IN

Please ask your IT professional if you don’t know your ChiroTouch server name.

There is no need to create and validate any test claim files with Office Ally as a site. ChiroTouch has already been tested with Office Ally and has been approved as a vendor.

Once Office Ally announces that they are accepting 5010 claims live into production, you may switch the version of claims from 4010 to 5010 under the “Trading Partner” screen. Please do not submit 5010 claims until this time.

ChiroTouch has already been tested and approved to use 5010 claims.