Once you’ve requested your credentials from Office Ally and have also requested that CentralReach turn on the insurance verification functionality within your account you’ll then need to update your settings.  This must be done within your main organizational account.  To do so see the steps below:

  1.  Go to your profile and then click the settings tab.
  2.  Click the last tab at the bottom ‘Insurance Verification’.
  3.  Enter the following fields, which would be received from Office Ally:
    1. Sender ID (ISA06)
    2. Username
    3. Password
    4. Confirm Password
  4. Click the ‘Enable Insurance Verification Requests’ icon.
  5. Save settings.