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[2.0] ERA - Set Up

Last Updated: Dec 10, 2018 09:59AM EST
Many insurance companies offer an electronic version of the Explanation of Benefits called an ERA ("Electronic Remittance Advice").  If your insurance company provides these types of files, they can be routed to your Office Ally clearinghouse account, where they will automatically post for sessions billed out of TherapyAppointment . Here’s the procedure:
Go to and click on ‘Resource Center’ then 'Payer Lists’. Search for the insurance company by entering the Insurance Company name or by entering the Insurance Payer ID number into fields provided. Once the insurance company info is displayed, look for the column labeled "ERA". If there is a "Y" in that column, your insurance company can forward ERA files to us.
Click on Resource Center again and then select Payer ERA Enrollment forms from the drop down list. Here is a direct link: Electronic Remittance / ERA / 835 Enrollment Forms.
Scroll down the list and locate the first letter of the insurance company name and click on it. Locate the insurance company and click on it. A PDF form with instructions will pop up. Follow the instructions outlined in the form exactly. Once completed, submit the form according to the instructions given.
 In most instances, all the information needed for the insurance company to route an ERA to Office Ally (including Office Ally’s Vendor and Trading Partner information) will be pre-filled so you usually do not have obtain this information separately.
NOTE: Many ERA applications offer the option to sign up for Electronic Funds Transfer (EFT’s) at the same time as you are setting up the ERA file. However, signing up for EFT’s is totally optional.  You do not have to sign up for EFT’s to receive ERA’s.
Setting up ERA’s will not change how you currently receive payments from the insurance companies – that will still occur as normal. It will, however, stop you from getting paper EOB’s in the mail.
Contact Office Ally customer service if you have any questions about transitioning to ERA's: their phone number is (866)575-4120, Option 1
Typically, it takes an insurance company up to 30-days to process an ERA application.
The original application form will usually include the insurance company’s contact information so you can follow up on the status of enrollment, if needed.  In some cases you can contact Office Ally directly. You can also resubmit the form if you have not received any correspondence from the insurance company within two weeks.

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