Submitting Claims Manually Through Office Ally, Trizetto, or Availity

Noterro isn't directly integrated with Office Ally, Trizetto, or Availity Essential. However, you can submit claims by downloading an EDI file from the invoice in Noterro, logging into the Office Ally, Trizetto, or Availity Essential portal, and uploading the EDI file for processing. To ensure the claims process is successful, you should ensure all the required values for submitting a claim have been stored in Noterro. Before downloading the EDI file, it's best to reference the Generate an HCFA 1500/CMS-1500 Claim Form support article.

Clearinghouse Setup

1. Log in as the Admin.
2. Click on the Gear icon in the top right header.
3. Click on Insurance.
4. Scroll to the bottom of the page, and under the Clearinghouse section, select Office Ally, Trizetto, or Availity. 
5. Click Save.

Downloading an EDI file from an Invoice

You must add a claim to an invoice before downloading the EDI file. Before doing so, it would be best to reference this support article: Add a Claim to an Invoice.

1. Click on the Invoice.
2. Scroll to the Insurance section.
3. Click Click Download.
4. Upload the file to Office Ally, Trizetto, or Availity.

Important Note: Once you receive the Explanation of Benefits (EOB), you should reference Applying a Payment to Claims from an Insurer support article.

Office Ally Upload

1. Log in to Office Ally.
2. Select Upload Claims.
3. Select Upload Professional.
4. Click Choose File and select the EDI file from your device.
5. Click Upload.
6. Once you have uploaded the EDI file, you can see the claims by clicking Claim Fix/ Claims Awaiting Batch.