To integrate with Office Ally, you will need to contact their Support team and request the following information:
SFTP credentials
Send the following email to support@officeally.com
- "Hi, I am authorizing an SFTP account to be created for CodeMetro.
Please see the below information:Office Ally Main Account Username: _____
Contact Name: _____
Contact Email: _____
Software Name: CodeMetro
Form Type Submitted: HCFA
All forms and reports should be turned on (999, 277ca, etc)." - This lets us "talk" to OA to send claims and receive payment information (ERA's).
- Add these credentials to the Billing Module setup panel.
Sub-Account
Send the following email to support@officeally.com
- "Hi, I am authorizing a Sub-Account to be created for CodeMetro.
Our Office Ally main account username is _____.
Thank you and have a great day!" - If Office Ally replies stating you can create the sub-account yourself, we need this account to be an Admin-level user.
- This account's username & password can be whatever you like, however, please be sure to also provide us the Security Question answer, as Office Ally will periodically reset/lock these accounts and the Security Question will be needed for us to regain access.
- This way we can log in to troubleshoot issues on both sides if any issues ever occur with sending claims over, without needing to use your admin account.