Before filing claims, you must have a clearinghouse account with Office Ally and then connect that Office Ally account with your CounSol.com account.
Note: You can move on to entering all your Insurance Details and Settings and completing your payer list in the Insurance section of your CounSol.com account while waiting for activation of your Office Ally account.
How to set up your clearinghouse account and connect it with your CounSol.com account:
1. Go to Office Ally's Clearinghouse sign up page. Enter your email where indicated and click the "Create an account" button to create a free* Service Center account.
*The Service Center account is free to create. Office Ally may issue fees later based on claims filed.
2. Complete the Registration Form.
Registration Form FAQs:
- System Information - Select the "We will be using another billing software" option. Enter "Counsol.com" in the Software Name box.
- Office Ally Representative - Select "Other".
3. After Registration is complete, follow any additional instructions given. It generally takes about 24 hours to receive confirmation of your account activation.
4. Once your account is activated, call Office Ally at (360) 975-7000.
5. Select option #1 to speak to a representative and request (1) an SFTP be created, (2) 999/277 reports be enabled for your Office Ally Username, and (3) ask about any ERA enrollment forms required by each Payer with which you are filing.
Note: If you are already filing through Office Ally, and an SFTP account already exists for your Office Ally Username, please let them know you are switching to Counsol.com and need the password reset.
6. In about 24 hours, you will receive one email with your SFTP username, and another with your SFTP password. You are now able to Connect to Clearinghouse.
