Office Ally is a full-service clearinghouse that connects to over 5,000 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 outlined in the article accessible using the below button.

While Kalix does not have a direct integration with Availity, Kalix creates insurance claims (837P files) for Availity Clearinghouse.

Availity Essentials provides a convenient and free portal for healthcare providers to upload and submit insurance claims to thousands of insurers. View insurer list

To create a free Availity account, please use the button below:

Kalix allows you to create CMS 1500 forms (the standard insurance claim form) quickly and easily. If you set up your Kalix account and client's details correctly, Kalix should autocomplete insurance bills for you.
 

Kalix's batching feature allows you to submit multiple CMS 1500 forms at one time.

There is no limit to the number of insurance bills that can be added to a batch. Bills can be for different clients and different insurance companies.

Note: All insurance bills with the status - Ready to Batch (as shown below) selected on the Billing payments screen can be added to the batch. Kalix automatically assigns this status to all new insurance bills yet to be added to a batch.

To create a batch, click Billing -> New -> Batch on the top header. All insurance bills with the status - Ready to Batch will be listed.

Click on the button Create New Batch at the bottom of the page.

For insurance bills to be included in batches, their status needs to be set to "Ready to Batch."

When you click on Create a new batch, this alert will appear. If you are sure, click on Create.

Once the batch is created, you will see the list of bills included in the batch.

Click the Send Button if using Office Ally.

You need an Office Ally account to submit claims using Office Ally. Click here to register for one.

After creating the batch shown above, you will need to export the file to upload to Availity.

Kalix creates 837P files for both individual bills and batch claims. For instructions, please take a look at the sections below.

1) Once an insurance bill is created, on the bill's Payment screen (as shown below), under the subsection Insurance, click on the menu icon (3 dots) and then select Availity (837P).

2) The file will be saved to your download folder.

3) For instructions on submitting 837P files to Availity, see the Creating a New Batch section.

Create a batch using Kalix's Batching feature to save multiple CMS 1500 forms in a single file.

Uploading batches to Availity Essential takes much less time than uploading each bill individually. There is no limit to the number of insurance bills that can be added to a batch. Bills can be for different clients and different insurance companies.

Kalix allows you to select which claims to add to a particular batch through the use of two different methods:

Click on Billing on the top header, followed by New, and then Batches.

Kalix will list all insurance bills with the status Ready to Batch.

Kalix allows you to select which claims to add to a particular batch. Here are two ways to do this:

At the top of the new batches page is a filter option allowing you to choose which insurers, providers, and/or locations you wish to export claims for.

Kalix also allows you to remove specific bills from batches via the cross icon. When the next batch is created, any bills you may have removed will be readded.

When you are ready to create a batch, click on the Create a new batch button.

The notification message will appear. Click Create. Kalix will begin to build the batch file.

When Kalix finishes creating the batch, click on the Download button at the bottom right of the screen. Choose the option Availity (837P).

The file will appear in your downloads.

Upload this file to Availity.

For insurance bills to be included in batches, their status must be set to "Ready to Batch." Kalix automatically assigns this status to all new insurance bills that haven't been added to a batch yet.

Once you have downloaded the 837P file from Kalix, whether it is a batch or a single claim, it is time to submit it to Availity.

While Kalix does not have a direct integration with Availity, the Availity (837P) files from Kalix can be uploaded to the Availity Essentials portal & submitted to hundreds of insurers for free. Also, remittance files from Availity can be quickly uploaded back into Kalix.

Please take a look at the video below for the entire workflow or the step-by-step instructions that follow.

4. The Send and Receive EDI Files page will appear. First, select the organization you are billing for, followed by Submit.

5. On the next screen, select Send Files.

6. Select the Choose Files button (as shown below) and then locate the downloaded 837P File from Kalix. It should be saved in your computer's download folder.

7. Once the file is selected, click Upload File.

8. The uploaded file will be listed within the table of this page. When the file has been accepted, "Success" will be added to the file name (see below).

9. Availity will send the claims to the applicable insurance companies.

Electronic Remittance Advice (or payment information) is sent back from billed insurers to your Availity Essential account.

While Kalix does not have a direct integration with Availity, you can upload received files ERA 835 files) from Availity into your Kalix account. Kalix will automatically save payment details, adjustments & error codes to the applicable bills.

1) To upload remittance, navigate to the Remittance section of your Created Batch page in Kalix.

2) Click on the Upload 835 button (see below) and select the 835 file from Availity.

3) Kalix will save all remittance information to their applicable bills.