On-Demand Learning | Office Ally

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.

EHR 24/7 - 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.

EHR 24/7 - 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 24/7 - 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 24/7 - 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.

EHR 24/7 - 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 24/7 - Customizing Your SOAP Note Layout

In this video, you’ll learn how to create, customize, and manage Custom SOAP Note Layouts in Office Ally’s EHR 24/7. The tutorial covers how to select relevant note sections, add and name custom fields, and configure settings to optimize your documentation. You’ll also see how these custom layouts can support features like ePrescribe and help streamline your clinical workflow.

EHR 24/7 - 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 24/7 - 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.

EHR 24/7 - 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.

EHR 24/7 - 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.

EHR 24/7 - 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.

EHR 24/7 - 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 24/7 - How to View Lab/Radiology Results

In this video, you’ll learn how to access lab or radiology results in Office Ally’s EHR 24/7 from centers linked to your account. The tutorial shows you how to efficiently view and manage incoming results to keep patient records accurate and up-to-date.

EHR 24/7 - 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 24/7 - 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.

EHR 24/7 - 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.

EHR 24/7 - 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.

Practice Mate - 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.

Patient Ally Part l - Foundation

Welcome to Part 1 of the Patient Ally training series! Learn the basics, main features, and benefits for both providers and patients. Discover how Patient Ally helps your practice work smarter, stay connected, and give patients secure access to their health information anytime, anywhere.

Patient Ally Part II - User Interface

In Part 2 of the Patient Ally training series, learn how to navigate the user interface, enroll providers and patients, and manage communication through Practice Mate and EHR. This video covers how to invite patients, share documents, send messages and attachments, and utilize intake forms and lab results within Patient Ally. By the end, you’ll know how to seamlessly connect your practice and patients for efficient, secure communication and information sharing.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

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 - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Practice Mate - 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.

Service center - Account Management

Service Centers Account Management Account Management and Service Center is your central hub primarily for paying your office ally bill as well as managing your software, understanding your data privacy, and accessing helpful tools.

Service Center - Resources Menu

This video introduces the Resources menu in Service Center and how this essential tool simplifies daily tasks to help your practice run efficiently.

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.

Service Center - Account Management

Service Center - Resources Menu

This video introduces the Resources menu in Service Center and how this essential tool simplifies daily tasks to help your practice run efficiently.

Complete EDI Enrollment with Office Ally

Complete ERA Enrollment with Office Ally

Practice Mate – Exploring the Office Ally Payer List

Practice Mate – Apply a Payment

Practice Mate – Book An Appointment

Practice Mate – Create a Visit Manually

Practice Mate – Create a Visit within the Templates Tab

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 – Creating a Visit from an Appointment

Practice Mate – Generate Billing Statements

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

Practice Mate – Manage Insurance List

Practice Mate – Patient Ally Introduction

Practice Mate – Record a Payment

Practice Mate – Set Up Time Schedules

Practice Mate – Set Up Your Practice Details

Practice Mate – Submit Your First Claim

Practice Mate – The Role of Patient Visits

Practice Mate – User Types Overview

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.

EHR 24/7 - Accessing Patient Charts Overview

EHR 24/7 - Building SOAP Note Guidelines

EHR 24/7 - 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.