Printer Friendly PDFUsing Office Ally as Your Clearing House
How to use the new capability for submitting electronic claims directly to Office Ally from within TheraQuick, and how to update the insurance payer list with Office Ally's (or any other supported clearing house's) payers.
Location for placement of the InsurancePayerList.fp7 file
A new file, InsurancePayerList.fp7, was distributed with the 1.8.0 updater. You need to move this file to the same location as your TheraQuick.fp7 file. On a Mac, your TheraQuick.fp7 file was originally installed in a TheraQuick Folder on your desktop. On Windows, your TheraQuick.fp7 file was orignally installed in a TheraQuick Folder at the root level of your C drive.
Open the Insurance Payer window
Navigate to your User Settings > System Settings > System Preferences tab, and click on the "View Insurance Co. List" button to open the Insurance Payer List window.
Remove unnecessary Insurance Payers from your file
Select "Yes" for Keep "Show in List?" if you want to have the Insurance Companies that you have selected to show in the drop-down list retained in your file. All others will be deleted when you click on "Delete Current Payer List."
Proceed with deleting Payers in the current list
Click "Proceed" to confirm you want to delete the unnecessary Payers from your list.
Choose the new clearing house to use for importing a Payer List
If you selected "Yes" to Keep "Show in LIst?" then only those Payers marked "Show in List" will remain at this point. Make your selection of the clearing house whose Payer List you now wish to import. In this case, we're switching to Office Ally. Click on the "Import New Payer List" button.
Import of the new Payer List
When the import of the new Payer List is complete, click "OK."
New Payer List
The Insurance Companies in the new Payer List will appear in the list, along with any you elected to keep from the previous list. (The ID is displayed in red if the clearing house for the Payer does not match your current choice in your User Settings.)
Change your clearing house choice to Office Ally
Navigate to your User Settings > Claim Submit Info tab, and select Office Ally as your clearing house choice. Enter the account information you use to login to your Office Ally account. Now, in the Manage Electronic Claims window, when you choose the "Create Batch and Submit Claim" to submit an electronic claim, the batch EDI file will be securely uploaded to your Office Ally account.
Using Office Ally to submit claims via FTP
Now, in the Manage Electronic Claims window, when you click on "Create Batch and Submit Claim" to submit an electronic claim, the batch EDI file will be securely uploaded to your Office Ally account. When responses are ready (Office Ally can take up to 24 hours), you can click on "Get Responses for Batch" under the Submission Review tab. TheraQuick will retrieve the response files and will automatically indicate which claims have been accepted or rejected.