How Do I Verify the Status of My Claim Within Office Ally?

Managing and tracking claims is an essential part of your workflow on the Office Ally platform. In this article, we’ll walk you through the steps to manage your claims in Service Center.  

Manage Claims in Service Center:‍

1. Log in to the Service Center
2. Go to Claims: Manage Claims
   • Navigate to the Claims section and click Manage Claims. The All Claims tab is where you can organize and review your claims.
     

• View What’s Important to You
  Using the various options available on the page, you can narrow down the claim list to find what you’re looking for.‍
  • ‍‍Adjust the Date Range
    • The system defaults to show claims received in the past 90 days, but you can adjust the date range to extend it up to one year.
    • You can also change the date type to search by Date of Service (DOS).
  • Search for Claims
    • Use the search bar to locate claims by entering relevant criteria into any available field (e.g. Patient Name, Claim ID or Payer Name).
  • Customize Columns/Filters
    • Click the column header to sort by a column.
    • Click the … next to a column header to filter using the information in that column or to add/remove columns.
    • Click the "+" icon on the far right to add/remove columns.
    • NOTE: Depending on the number of columns you display and your monitor size, you may need to use the scroll bar across the bottom to view all of the columns.
  • Review the Status
    • The Status column displays the current status of the claim in Office Ally’s system. Hover over the ? next to the Status column header to view the possible statuses.
      
      • Passed: The claim has passed OA and has been sent to the payer (either electronically or by paper).
      • Pending: The claim is pending review and processing at Office Ally.
      • Rejected: The claim has been rejected and requires corrections.
      • Rejected+: The claim was rejected but corrections have since been made.
      • Rejected*: The claim has been identified as a duplicate in OA.
• Handle Rejected Claims
  
  • If the claim status is Rejected (and it does not have a "+" or "*"), the claim is correctable.
  • To correct and resubmit correctable claims directly in Service Center, click on the Correctable Claims tab, locate the claim you wish to correct and click the Correct Claim icon.

Additional Information:

• Printed Column: Indicates if the claim was sent by paper.
• Claim Status: If the claim shows as "Passed", it means the claim has passed Office Ally and has been sent to the payer. To verify the current claim status in the payer's system, you can utilize our Check Claim Status feature. You can also call the payer or check the payer's website.
• Awaiting Batch: Claims you've recently entered/corrected will show up under the Awaiting Batch tab until they are picked up by Office Ally for processing. If needed, you can still edit/remove claims from Awaiting Batch, as they have not been picked up by Office Ally yet.