Submitting Claims Manually Through Office Ally, Trizetto, or Availity

Submit claims through third-party clearinghouses by downloading an EDI file from Noterro and uploading it to platforms like Office Ally, Trizetto, Claim.MD, or Availity Essential. Ensure all required claim values are stored in Noterro for successful processing. Before downloading the EDI file, consider referencing 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, Claim.MD, 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. It's recommended to reference this support article: Add a Claim to an Invoice.

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

Important Note: Once you receive the Explanation of Benefits (EOB), reference the 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. To view the claims, click Claim Fix/Claims Awaiting Batch.