Insurance Verification

Claims / Insurance Verification Signing up for Insurance Verification with Office Ally

To sign up for insurance verification with Office Ally:

  1. Contact your CentralReach Customer Support Specialist to receive the service details and to turn on the functionality in your organization’s account
    • CentralReach charges $0.10 per individual insurance verification, on top of any Office Ally charges. Office Ally will invoice each organization separately
  2. If you are already an Office Ally customer, please provide your Office Ally account number/username to Realtime_Support@officeally.com. 
    • Indicate you are a CentralReach customer.
    • Identify who to email set up information/credentials to, if needed. 
  3. For new Office Ally customers, navigate to cms.officeally.com/pricing and select Sign up under “Service Center.” Once you have an account number, provide your Office Ally account number/username to Realtime_Support@officeally.com.
    • Indicate you are a CentralReach customer.
    • Identify who to email set up information/credentials to, if needed.

Click here to learn how to configure the employee account.

Claims / Insurance Verification Entering Office Ally Insurance Verification Credentials

To configure accounts for insurance verification, users need to complete the following tasks:

  1. Request credentials from Office Ally
  2. Request CentralReach to enable the insurance verification functionality within the account
  3. Set up permissions for the organization account and the necessary employee accounts:
    • In a permission group, navigate to the “Contacts” section to expand the permission list
    • Click the Insurance > Manage Verification Details  toggle

    • Click the Insurance > Request Verifications  toggle 
  4. Add the organization’s NPI number to the Basics section of the organization’s profile

To add credentials:

  1. In the organization account, click My Profile
  2. Select the Settings tab
  3. Click Insurance Verifications

  4. Enter the following information, which you should have received from Office Ally:
    • Sender ID (ISA06)
    • Username
    • Password
    • Confirm Password
  5. Click the Enable Insurance Verification Requests toggle
  6. Click Save Settings

Please note, CentralReach charges $0.10 per individual insurance verification, on top of any Office Ally charges, and Office Ally will invoice each organization separately.