Office information – Make sure you mark the ‘type of practice’ correctly – ‘solo’ if you are in practice by yourself, and ‘group’ if you are part of a group practice that has its own Tax ID number.
Billing information – The “billing contact person” is the person in your office that Office Ally should contact if they have any problems with the account.
Provider/Group information – note the instructions there; if you are an individual provider, your name goes in BOTH places. Click the “Add” button after filling in the information there.
System Information – check the box ‘we will be using another billing software’ and then enter ‘TherapyAppointment’ in the box that appears. This identifies you as our customer and ensures access to Office Ally trainers who are familiar with our system.
Credit card Processing Utility – Ignore!! Office Ally’s credit card system will not integrate with TherapyAppointment. Our system is integrated only with Cayan, and requires a separate form to be completed.
Office Ally Representative: Choose Therapy Appt
OneHealth Port Users – ignore – leave set to ‘no’.
What to expect next:
- Office Ally will provide you a contract via email/fax that you must sign and submit back to them.
- They will then create a username and password for your free Office Ally account and email it to you.
- They will automatically send us your SFTP information to connect your Office Ally account to your TherapyAppointment Account. You will receive an email from us about the process being completed.
- Please allow up to three business days after you return your signed contract for that step to happen.
- Office Ally will contact you to arrange training on their system. Remind them that you are a TherapyAppointment customer. This training should only take 10-15 minutes of your time, and can be scheduled at any time in the future.