Home Forums Discussions General Discussion Export to Office Ally

Hi all,
I've just started a new practice and loving AC. I'm trying to get it to export correctly to office ally. The folks at OA say lots of docs use them w/ AC, but I can't get AC to export to OA and say "yes" to the signature on file boxes 12 and 13, to put the insured's middle initial when the insured is not the patient, or to put my practice npi into box 32 under facility. How are the people who are doing this doing it?
Thanks,
Art Treiman, MD
Family Practice

You have to make sure the info is entered correctly under the patient demographics. When the info is populated right in this area it will then be right in the cms 1500.

To export to office ally go under billing and pull bills by date. Highlight the bill you want to export or choose export all options as needed. When the next box pops up pick office ally from the drop down menu. Choose export now and it will go to the desktop folder you should have created to send office ally files to before the above mentioned steps. You then go to office alli and choose upload (ac will automatically take you here if you pick yes when asked) and browse to find the chart and file and upload.

We're going to be doing our own billing when our contract with MTBC runs out in Dec.

How do you like Office Ally? Would anyone be willing to accept a call from our doc to discuss it?

I have been using Office Ally and Practice Mate since 7/1/09.

We are doing well with package, but the bottom line is that we are waiting for the PMR in AC to come out.

I would be willing to speak to your doc about it.
Email me at nhdoc57@yahoo.com.

Good stop gap for me as well. I will speak with the doctor too or he can send me private messages/ emails. Will give the doc a phone number when he contacts me.

Thank you both - I have jotted down your emails so my doc can contact you. It may be awhile though since it seems there's a new bump in the road every few days that puts non-immediate stuff on the back burner. If I knew more about medical offices, I could make the decision, but I haven't the first clue what to look for.

I just wanted to let you know so you didn't think I'd asked for help then disappeared.

for those using practice mate-are you doing double entry?

Yes, I do double entry.

I was hoping that this would be a short term measure as I was waiting for the AC PMR, but that looks like it will take a bit of time.

We use practice mate for the numbers, we still generate the HCFA's and bills out of AC.

To Barb, check out our BasicPlus Service that integrates AC with medisoft, and then you can have use of a full PMR AND be able to send claims to either Office Ally or to Availity. Our website is www.mbpros.com...and access your PMR records and your AC records from any computer with Internet access.

A month later we are doing reasonbly well with AC to Office ally. Not an ideal solution; but workable till we get AC5 w/practice management. I don't do double data entry, but perhaps 1.3x data entry. The AC export has a few flaws when imported into OA; the "signature on file" lines don't autopopulate, -25 modifiers don't carry correctly, the sex of the guarantor clia numebers do not autopopulate. There are also occasional glitches attaching the correct icd9 to the cpt. So, our solution is to leave the the practice tax id off the exported claims by not having it in the practice demographics (main administrator screen). This will cause OA to automatically bounce the claims. The day after upload we go in and quickly review the HCFA claim fix screens and correct the errors and add the tax id. A little cumbersome? yes. But, better than paper or double data entry. Hope this helps.
Art

ArtT, hey thanks for the info on the extract from AC to OA. Is this a limitation of OA? or AC? Seems like a text, tab-delimited format could be picked up any which way by a clearing house. I'm thinking that the fields just don't generate period? Also, if it is in fact a text, tab-delimited file, are you able to manipulate the file itsself before sending from your local machine to OA website? Such as fill in signature on file and auto fill down.(Basically auto fill in an enironment *excel* that you could do more than 1 claim at a time) When I spoke to Office Ally previously about the modifier issue, they are able to drop the - characters form modifiers, leaving the valid 2 character modifier. Still seems like there might be a few issues (you had mentioned cpt/icd9) but may more ideal then going claim by claim in the claim fix screens no? Thanks in advance

Hi, catching on to the thread a bit late. I was wondering why people are doing double entry? Does AC and OA each have strong points, that you decide to use certain parts of each?


Also, *for anyone to answer* are there plans to either A) setup an extract that may be more suitable for a clearinghouse? or B) use an 837 extract type? or C) I hate to even mention, but a print image? In essence a complete format, whichever format that may be...