Batch and export claims for manual upload into Office Ally

If you do not have the SFTP integration between therapyzen and Office Ally, you can download and re-upload CMS 1500 claims from therapyzen into Office Ally, for electronic claims submission.


Within your therapyzen account:

  1. Select the claims you are seeking to export (by checking the checkbox to the left of each) and press the "Print CMS" button
  2. Download the pdf file to your computer
  3. Upload the pdf file into the Office Ally Service Center within your Office Ally account

Additional instructions on sending batched claims can be found here, particularly in the "How do I send claims to Office Ally" section.

Note:
the first time you upload files to Office Ally from therapyzen, you will need to have at least 3 claims to submit. 

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