Office Ally is a full-service clearinghouse that connects to over 5000 health insurers.

Kalix directly integrates with Office Ally to submit claims with a click of a button. Set up electronic remittance advice to receive back payment information, adjustments, & final claim statuses.

To get set up with Office Ally, please follow the steps described below:

Step 1: Create an Office Ally SFTP Account

If you Have an Existing Office Ally Account

Step 2: Pre-enrolment

Step 3: Set up Electronic Remittance Advice (ERA)

Step 4: Connect Your Office Ally SFTP Account to Kalix

Step 1: Create an Office Ally SFTP Account

If you are new to Office Ally, please complete the online enrollment form by clicking here.

As part of the set-up process, you will be asked to select your billing software, make sure you choose Kalix.

Your Office Ally Accounts are Created

Office Ally staff will create your Office Ally accounts. There will be three accounts in total.

A regular Office Ally clearinghouse account
An Office Ally security admin account (for provider management etc.)
A SFTP account (this links to Kalix)

This process should take around two business days.

Initially, you will receive two emails:

A password set-up email for your Office Ally clearinghouse account
A password set-up email for your Office Ally security admin account (the username of this ends with "_sa," e.g., kalix_sa]).

Then, after 24 hours, the second set of emails:

with the SFTP login account information,
a separate email with the SFTP password is sent.

These are the details you need to enter into Kalix.

Note: if you do not receive the second set of emails titled "SFTP Accounts Created" within a few days, please get in touch with Office Ally support. To do this, follow the instructions in the section below, "If You Have an Existing Office Ally Account."

If You Have an Existing Office Ally Account

If you already use Office Ally, you still need to create a new type of Office Ally account to use the integration - an Office Ally SFTP account. This is different from your regular Office Ally account.

A request must be sent to Office Ally at [email protected] or through chat Live Chat.

You can use the example message template shown below:

Hi, I would like to set up an SFTP Account. I will use my billing software Kalix to submit HCFA files using SFTP. I would also like Kalix to receive back 999 and 277 reports. My details are as follows:

Office Ally username: XXX

Contact name: XXX

Contact email: XXX

Software name: Kalix

Form type: HCFA with 999 and 277 reports

* Where you see XXX, please input your own details.

You will receive back two email responses from Office Ally within 2 business days.

One email contains your SFTP username, address, and port. The second provides your SFTP password. These details need to be inputted into Kalix.

Step 2 Pre-enrollment (New Office Ally Accounts Only)

Some insurance companies require pre-enrollment forms to be completed before Office Ally can submit electronic claims on your behalf. Click here to view the insurance companies with this requirement.

After you have your Office Ally account set up, we recommend you fill out the forms (if required) as soon as possible.

Enrollment for most payers is usually complete within one week. However, the time for Medicare, Medi-Cal, and CHAMPUS/TriWest varies from 1 to 6 weeks.

Office Ally provides pre-enrollment forms pre-filled with Office Ally's information via their website.

Access EDI Pre-enrollment Forms

Click on the button above to navigate to the Office Ally EDI Enrollment Forms page.
Select your state and then the names of the insurance companies you are billing to.
Each form has a cover page with instructions. Please read and follow the instructions carefully to ensure your applications are not denied for incorrect or missing information.

Note: this is a one-time set-up step.

Step 3 Set up Electronic Remittance Advice (ERA)

Electronic remittance advice enrollment forms may need to be completed to receive payment information (ERA/835) automatically in your Kalix account against each associated bill.

Note: this is a separate process compared to EDI enrollment.

By completing this step, you will not need to go to Office Ally or insurance company portals (unless you want to) to check claim statuses. Everything will be visible in Kalix.

Office Ally has the paperwork available on their website with their details inputted for ease of completion. Click on the button below to access.

Access ERA 835 Enrollment Forms

Click on the button above to navigate to the Office Ally ERA 835 enrollment forms page.
Select the names of the insurance companies you are billing to.
Each form has a cover page with instructions. Please read and follow the instructions carefully to ensure your applications are not denied for incorrect or missing information.