Start EDI/ERA enrollments in Office Ally (WebABA Legacy)

This article shows how to start EDI/ERA enrollments in Office Ally.

1. Go to Officeally.com
2. Do not login. Click the Resource Center tab and the Payer EDI Enrollment Forms link.
   
   
   
3. Choose your state and click to open, example Michigan.
   
   
   

4. If there are EDI enrollments that you need to fill out depending on how you are credentialed click on the insurance name.  Example BCBS Michigan (Part B)

   The enrollment form will populate.  Make sure it is the correct Payer ID number that you need per your credentialing. In this case it is 00710.
   
   

5. Follow the instructions on each enrollment.

   The EDI is the Electronic Data Interchange, which means that the insurance is wanting to know where claims are coming from PRIOR to you submitting claims electronically through the WebABA system.  You will not be able to submit claims to the insurance until this connection has been made and you have verified it per the enrollment form.

   There are lots of states that do not require EDI enrollments so if you choose a state that does not have any insurances listed you can simply start submitting your electronic claims immediately from WebABA. Move on to the ERA Enrollments.

   Example: Montana  (ABA does not pertain to Medicare) so there would be nothing to fill out.
   
   
   
   

6. ERA is the Electronic Remits Advise (EOB) that comes back into the clearinghouse once the claim has been processed by the insurance.

   Click on Resource Center, Payer ERA Enrollment Forms.
   

7. Click on a letter: Example B for BCBS.
   
   
   

8. Click on the BCBS for your state.

   Example: Arizona

   Follow the instructions and fill out the form.

   You will fill out the ERA Enrollments for each insurance you are credentialed with.
   
   
   

9.  The ERA will allow the EOB to come back into the Office Ally clearinghouse once it has been processed from the payer.  This will speed up the amount of time you receive it by about two weeks. (Remember you can only receive ERA’s into one clearinghouse at a time, but you can submit claims to payers out of multiple clearinghouses)

   Go to the payer portals and complete EFT setup which is the Electronic Funds Transfer. This allows you to receive money directly in your bank account within two weeks or less vs a paper check which is mailed and can take up to 30 days. If you have questions on EFT’s please contact your insurance and ask for guidance. 

   Google Optum EFT Enrollment for an example: