Office Ally Forms/Manuals

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Enrollment Documents:

• Authorization Sheet
• Business Associate Agreement
• Practice Mate™ User Agreement
• Reminder Mate User Agreement
• EHR 24/7™ User Agreement
• eRx Renewal Request User Agreement
• Eligibility Verification User Agreement

Account Management:

• Separate Username Request
• Update Printing Option
• Update Email or Contact Address
• Printed Claims Detail Report
• Credit Card / E-Check Authorization Form
• Cancellation Form

System Requirements/Recommendations:

• System Requirements & Recommendations 

Service Center Manuals / Instructions:

• Office Ally User Manual
• Quick Guide to Office Ally
• File Submission Guide
• Online Entry Tool Instructions
• Inventory Reporting Instructions
• Downloading ERA Instructions
• Secondary Billing Instructions – Certain Payers
• Credit Card Instructions
• Claim Attachments' User Manual
• PM160 Instructions
• Inquiries and Appeals Instructions– Users
• Inquiries and Appeals Instructions– Payers
• Workers Compensation - Attachments Instructions and Cover Page
• Workers Compensation - Attachments Cover Page
• Blue Shield of CA PPO Referral Instructions

Companion Guides:

• Office Ally 837P Companion Guide
• Office Ally 837I Companion Guide

Practice Mate / Reminder Mate:

• Practice Mate – Credit Card Instructions
• Practice Mate – FAQ
• Practice Mate – Product Inventory Instructions
• Practice Mate – User Agreement
• Reminder Mate – New User Packet
• Reminder Mate – User Manual

EHR 24/7:

• EHR – User Agreement
• EHR - Backup Disk Request Form
• EHR - Guideline Request Form

Patient Ally / E-Visits:

• Electronic Visits – User Agreement
• Patient Ally – eVisit Guide
• Patient Ally – FAQ

Eligibility Verification:

• Eligibility Verification - User Agreement
• Eligibility Verification - User Instructions