Configuring Your SFTP Connection

Need to make updates to your SFTP connection with Office Ally? Whether you're adjusting claim types, updating email notifications, or changing how files are received, all SFTP connection updates must be requested through Support. Contact Support here.

What you Can Change:

1. Activating a new SFTP Connection or Disabling an SFTP Connection

To activate or disable your SFTP connection, just Contact Support and we’ll make the change for you.

2. Updating the Email Address

You can update the email address used for claim submission notifications by submitting a Company Information / Authorized Contact Form.  

3. Enabling or Disabling Claim Types

We can configure your SFTP connection to accept any combination of the following claim types:

• Professional (837P, CMS1500)

• Institutional (837I, UB04)  

• Dental (837D, ADA)  

4. Using Filename Keywords to Differentiate Claim Types

If you're submitting more than one claim type (e.g., Professional and Institutional), we will need specific keywords to differentiate between them. These keywords should be included in the file name to help our system properly assign the correct claim type.

• Keywords are not fixed, and we can adjust them if needed to make it easier for you to distinguish between claim types. Please Contact Support with the requested keywords and any other relevant details.

• 837P', ''837I, and '837D' are our default keywords.

• 5. Enable or Disable Report Types

Choose which reports you’d like to receive via SFTP:

• 999/997: File Receipt Reports (if submitting claims in 837 format)

• 277: Claim Acknowledgement Reports

6. Changing Your Software Configuration

If your software requires special SFTP settings or you’re making a platform change, our Support Team can help ensure your configuration remains compatible.

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