On-Demand Learning | Office Ally

Get Started - Eligibility and Benefits

Streamline your practice’s insurance verification with Service Center’s Eligibility & Benefits! This powerful tool gives your staff instant access to patient coverage details, including eligibility, plan benefits, deductibles, co-pays, and coverage history. Easily verify insurance, discover missing coverage with Insurance Discovery FC, and track all responses in a searchable history. With real-time data, editable records, and stored provider profiles, you can reduce claim denials, speed up verification, and manage patient interactions with confidence—all from one centralized dashboard.

Service Center Payments

Simplify and secure your practice’s payments with Service Center! This video walks you through setting up and processing in-office card payments, sending mobile-friendly Text-to-Pay requests, and managing all transactions from one centralized dashboard. With the Stripe integration, you can track, view, and customize every payment while keeping patient convenience and security top of mind. Get ready to streamline your payment process and keep your financial operations running smoothly—all from your Service Center dashboard.

EHR - How to Add Patients

In this video, you’ll learn how to add new patients and their information in Office Ally’s EHR 24/7 using either the Add New Patient button or the Import Data Wizard. The tutorial explains each method step-by-step and highlights why accurate patient entry is essential for maintaining organized records, supporting downstream workflows, and improving overall practice efficiency.

User Types Overview

The video explains Practice Mate user types: Security Admin (ending in _SA) manages users, permissions, and account settings; Parent Admin handles daily scheduling, billing, and patient tasks; staff use child logins with role-limited access.

EHR - How to Use the Patient Summary Page

In this video, you’ll learn how to use the Patient Summary Page Settings in Office Ally’s EHR 24/7 to configure the layout and content of patient charts. The tutorial covers how to organize key sections like Demographics and Vital Signs to match your workflow and preferences. You’ll also see why properly setting up the patient chart is an important step for supporting other workflows and maintaining overall system efficiency.

EHR - Accessing Patient Charts Overview

In this video, you’ll learn how to access patient charts in Office Ally’s EHR 24/7 using several different methods. We’ll show you how to open charts through the Desktop, Appointments, Document Center, and Patient Charts tabs, helping you navigate the system more efficiently and quickly locate the information you need.

How to Add and Reset Passwords for Users in Your Account

The video shows how a Practice Mate Security Administrator uses Manage Users to add a new user by entering details, assigning roles and office access, optionally granting admin rights, and how to reset a user’s password via the Reset Security Credentials option.

Set Up Your Practice Details

The video shows how a Practice Mate parent admin sets up practice details by going to Manage Office → Company Settings → Company Information, completing required account holder fields, and configuring the statement header that appears on billing statements and receipts.

EHR - Creating Your First Progress

In this video, you’ll learn how to navigate to the default SOAP Note layout in Office Ally’s EHR 24/7. We’ll walk you through its structure and components, explaining how each section works and how the SOAP Note functions within the system to support efficient and accurate clinical documentation.

EHR - Building SOAP Note Guidelines

In this video, you’ll learn how to create, edit, and apply SOAP guidelines in Office Ally’s EHR 24/7. We’ll show you how to manually insert linked phrases, avoid common formatting errors, and import templates from the guideline library. By the end of the tutorial, you’ll know how to use SOAP guidelines to enhance accuracy and efficiency in your clinical documentation.

EHR - Creating Superbills

In this video, you’ll learn how to set up and use Superbills in Office Ally’s EHR 24/7. The tutorial explains why Superbills are essential for streamlining billing and improving claim accuracy, and walks you through adding company and billing information, organizing CPT and diagnosis code categories for quick access during visits, and customizing, saving, and previewing your Superbill layout to support efficient clinical and administrative workflows.

Understanding Payer Enrollment for Electronic Transactions

In this video, discover the four types of EDI enrollment and how each streamlines claims processing and payment tracking to enhance your practice’s efficiency, accuracy, and cash flow.

EHR - How to Upload a Document

In this video, you’ll learn how to upload and attach supplemental documentation to a specific patient chart or encounter in Office Ally’s EHR 24/7. The tutorial shows how to keep records accurate, complete, and well-organized by properly linking additional documents to the correct patient information.

Exploring the Office Ally Payer List

The video shows how to use the Office Ally Payer List: access it, filter by transaction and claim type, search by name or ID, interpret key columns (enrollment, non-par, secondary, attachments, WC/Auto, notes), request a new payer, and proceed to EDI/ERA enrollment.

Complete EDI Enrollment with Office Ally

In this video, learn how to complete EDI enrollment using Office Ally's Service Center, with step-by-step guidance on finding payer-specific forms and instructions to help you submit electronic claims quickly and accurately.

Complete ERA Enrollment with Office Ally

In this video, you'll learn how to complete ERA enrollment using Office Ally's resources, with step-by-step guidance on locating payer-specific forms and instructions to start receiving electronic remittance advice quickly and efficiently.

Create Your First Patient Record

In this video, you'll learn how to create your first patient record in Practice Mate using the Manage Patients tab, with step-by-step guidance to accurately enter and save all required information.

EHR - Setting Up System Preferences

In this video, you’ll learn how to configure system-wide settings in Office Ally’s EHR 24/7 that apply to all users in your practice. The tutorial explains which preferences can be customized to support your workflow and how to apply these settings effectively to ensure consistency and efficiency across your practice.

Patient Ally Introduction

In this video, you'll get an introduction to Patient Ally, an optional Practice Mate feature for secure messaging, bill payments, and appointment requests, with a step-by-step guide to activating it, customizing settings, and inviting patients.

EHR - Setting Up User Preferences

In this video, you’ll learn how to navigate and customize the User Preferences section in Office Ally’s EHR 24/7. The tutorial covers settings under the General and Patient Chart tabs, showing you how to tailor the EHR experience to fit your individual workflow and documentation needs.

Book An Appointment

In this video, you'll learn how to schedule your first appointment in Practice Mate using the Appointments tab, including entering patient details, setting visit reasons, reserving resources, and completing the booking with ease.

EHR - How to Add and Manage CPT Codes

In this video, you’ll learn how to add, customize, and manage CPT codes in Office Ally’s EHR 24/7. The tutorial also covers handling duplicate codes with different modifiers and descriptions, helping you streamline billing processes and maintain accurate coding.

EHR - How to Create Templates

In this video, you’ll learn how to create, customize, and manage document templates in Office Ally’s EHR 24/7. The tutorial covers building forms from scratch, requesting custom templates, and using the built-in Template Library to streamline documentation and improve workflow efficiency.

Create a Visit Manually

In this video, you’ll learn how to manually create a patient visit in Practice Mate, including entering patient, provider, and billing details, with step-by-step guidance to ensure accurate documentation for billing.

Creating a Visit from an Appointment

In this video, you’ll learn how to create a patient visit from a scheduled appointment in Practice Mate, guiding you step-by-step through selecting the appointment, entering visit details, and completing the process with ease.

Create a Visit within the Templates Tab

In this video, you'll learn how to create your first visit template in Practice Mate by adding diagnosis and CPT codes. We walk you through saving and applying the template to make future visit creation faster and more consistent.

Submit Your First Claim

In this video, you'll learn how to create and submit your first claim in Practice Mate, with a focus on linking claims to visits for accurate accounting and streamlined payment processing. We guide you through reviewing and managing claim details to keep your workflow organized and efficient.

EHR - Lab_Radiology Interface Setup

In this video, you’ll learn how to set up connections with laboratories and radiology centers in Office Ally’s EHR 24/7. The tutorial explains how to configure these connections to send information and receive results, ensuring smooth and efficient communication with external facilities.

EHR - How to Submit Lab_Radiology Orders

In this video, you’ll learn how to submit lab or radiology orders in Office Ally’s EHR 24/7 to centers that are already linked to your account. The tutorial guides you through the process to ensure accurate and efficient order submission.

Record a Payment

In this video, you'll learn how to accurately record payments in Practice Mate, helping you keep your accounting current and streamline billing. We guide you step-by-step—from choosing payment types to submitting and sending receipts—to ensure clear, accurate records for your practice and patients.

EHR - Creating and Connecting Immunization

In this video, you’ll learn how to access and use state registries. The tutorial demonstrates how to efficiently navigate these registries to support accurate and compliant patient care.

EHR - Recording Immunizations

In this video, you’ll learn how to accurately record immunizations in Office Ally’s EHR 24/7 using either the Immunization Record or SOAP Note. The tutorial covers selecting vaccines, completing required fields, and saving entries to the patient chart to ensure accurate and complete immunization documentation.

Apply a Payment

The video shows how to manually apply payments in Practice Mate by selecting a payment in Accounting, allocating partial or full amounts to line items, using adjustments and the optional reference field, marking patient responsibility or setting visit status, and finishing with Apply, Update, or Apply and Generate Statement.

Claims Functions and Features Part 1

Part 1 is a tour of the Service Center platform showing how to submit, track, correct, and manage claims from one dashboard, including uploading or creating claims, filtering with status indicators, and handling rejections and batch processing.

Claims Part 2

Part 2 shows how to use Service Center to check claim status, filter and export status history, review and rerun responses, and manage stored provider data so you can speed reimbursements and cut denials.

Remits

This video shows how to use Service Center’s Manage Remits to find, sort, filter, and download remittance files (ERA 835 and text), view summaries and details, adjust date ranges and columns, search by keywords, and export selected remits.

Resources Menu

This video walks through Service Center’s Resources menu, showing Code Search, the Payer List with filters and exports, the eligibility search, and links to ERA/EDI enrollment instructions to speed accurate billing and reduce delays.

Manage Insurance List

In this video, learn how to add insurance entries in Practice Mate’s Insurance List to streamline your workflow and improve claim accuracy. This simple setup step helps boost efficiency in your practice.

Set Up Time Schedules

In this video, learn how to set up office hours in Practice Mate using Time Schedules to define availability for your team and resources. This optional, customizable feature is perfect for practices using the Appointments tab.

The Role of Patient Visits

In this video, you'll discover how patient visits serve as the essential connection between care, billing, and accounting in Practice Mate, along with an overview of the various ways to create visits to optimize your workflow.

Generate Billing Statements

In this video, you'll learn how to generate a detailed billing statement in Practice Mate, covering charges, payments, and outstanding balances. We guide you step-by-step—from selecting visits to viewing, sending, and optionally mailing statements through PLD Group.

Service Center - Eligibility and Benefits

Service Center Payments

Service Center – Claims Functions and Features – Part 1

Service Center – Claims Part 2 (Final)

Service Center – Remits V3

Service Center – Resources Menu

Practice Mate – User Types Overview

Practice Mate – How to Add and Reset Passwords for Users in Your Account

Practice Mate – Set Up Your Practice Details

Practice Mate – Understanding Payer Enrollment for Electronic Transactions

In this video, discover the four types of EDI enrollment and how each streamlines claims processing and payment tracking to enhance your practice’s efficiency, accuracy, and cash flow.

Practice Mate – Exploring the Office Ally Payer List

Practice Mate – Complete EDI Enrollment with Office Ally

Practice Mate – Complete ERA Enrollment with Office Ally

Practice Mate – Create Your First Patient Record

In this video, you'll learn how to create your first patient record in Practice Mate using the Manage Patients tab, with step-by-step guidance to accurately enter and save all required information.

Practice Mate – Patient Ally Introduction

Practice Mate – Book An Appointment

Practice Mate – Create a Visit Manually

Practice Mate – Creating a Visit from an Appointment

Practice Mate – Create a Visit within the Templates Tab

Practice Mate – Submit Your First Claim

Practice Mate – Record a Payment

Practice Mate – Apply a Payment

Practice Mate – Manage Insurance List

Practice Mate – Set Up Time Schedules

Practice Mate – The Role of Patient Visits

Practice Mate – Generate Billing Statements