Account Management

Learn about login credentials, profile settings and access preferences

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How to Set Up Preferences in Practice Mate

Setting up your Preferences in Practice Mate helps streamline workflows by

System Preferences in EHR 24/7

If you need to adjust how EHR 24/7 behaves for your office workflow

List of Accounting Reports

The Accounting tab contains a wide variety of reports to help manage your

How to Add Non-Billable Items to Your Inventory List and Patient Visits in Practice Mate

If you need to track non-billable products or services for accounting or in

How can I add Printing Services?

Office Ally offers printing services for claims that are not accepted elect

How to Add or Remove EHR 24/7 Access for a User on Your Account

Need to give a user access to EHR 24/7—or remove it? You can manage EHR acc

What is the Transfer of Ownership Process?

If you need to transfer ownership of your entire Office Ally account

How to Add or Remove EHR 24/7 Access for a User on Your Account

Managing user access is key to keeping your Office Ally account secure and

How Do I Retrieve My Username?

Forgot your username? Follow these quick steps to recover it

How Do I Reset My Password? (+What To Do If the Password Reset Link Is Not Working)

If you're unable to login, easily reset your password by following these...

How Do I Cancel My Office Ally Account?

If you're thinking about closing your Office Ally account, we’re here to...

How Do I Update My Company Information?

Company Information refers to the company name, address, phone, fax and...

How Do I Disable Reminder Mate in Practice Mate?

If you've decided to disable the Reminder Mate feature, this article will..

How Do I Disable the Insurance Discovery Tool?

If you’ve decided you no longer wish to use the Insurance Discovery FC...

Common Login Issues

If you're experiencing issues logging into your Office Ally account...

How Do I Cancel My EHR 24/7 Service Entirely?

If you've decided to fully cancel the EHR 24/7 service and remove it...