Migrating from Office Ally to Claim.MD: A Step-by-Step Guide for Healthie Customers

Considering a switch from Office Ally? At Healthie, we recommend Claim.MD as a best-in-class alternative to Office Ally. With full integration into your Healthie account, Claim.MD makes it easy to manage billing from start to finish—without toggling between platforms or duplicating workflows.

This guide walks you through how to transition from Office Ally to Claim.MD, with tips to ensure no disruptions to your cash flow during the process.

Why Consider Migrating from Office Ally?

While Office Ally has long been a popular option for electronic claims submission, many practices are now looking for solutions that:

• Offer a more direct integration within Healthie
• Provide real-time eligibility checks and claim status updates
• Eliminate the need for manual workflows or data entry
• Deliver more responsive support and onboarding resources

Healthie + Claim.MD checks all these boxes — and more.

How Healthie + Claim.MD Improves Your Billing Experience

When you use Claim.MD through Healthie, you can do the following directly within your Healthie account:

✅ Batch submit and get real time claim status update

✅ Run real-time eligibility checks

✅ Receive ERAs and collect payments

✅ Automatically charge or invoice for copays, deductibles, or coinsurance amounts

✅ Invoice clients for outstanding client-owed balances

✅ View claim rejection details

✅ Run Payments and CMS 1500 reports to ensure your books are balanced

Step 1: Submit the Claim.MD Integration Request Form

To get started, submit a Claim.MD Integration Request Form through Healthie.

Pro Tip:

Continue submitting claims through Office Ally until your Claim.MD payer enrollments are fully complete. This overlap ensures uninterrupted cash flow during the transition.

Step 2: Complete Enrollment in Claim.MD

After submitting the form, the designated admin on your team will receive setup instructions from Healthie.

You’ll use the Claim.MD Quick Start Guide for Healthie Customers to:

• Add users and providers
• Complete payer-specific enrollments
• Track enrollment progress using Claim.MD’s comprehensive payer list

Enrollment Tips:

• Keep Office Ally active until you see claims moving through Claim.MD (typically 10+ business days).
• Enroll based on how you’re credentialed — either as an individual provider or a group.
• Some payers require extra steps (like confirmation emails or approvals). Always read the instructions at the bottom of each Claim.MD enrollment form.
• Not sure if Claim.MD is the right fit? Start with one payer—there’s no contract, so you can test before fully switching.

For a deeper dive, refer to this Claim.MD Enrollment Resource.

Step 3: Start Billing Through Healthie + Claim.MD

Once your enrollments are approved and active, you can begin submitting claims directly from your Healthie account.

Benefits of billing through Healthie + Claim.MD:

• Real-time eligibility checks before sessions
• Automatic claim status updates
• Automated invoicing for client responsibility (copays, deductibles, coinsurance)
• No need to toggle between platforms—your entire billing workflow lives in Healthie

📝 Note on Re-Submissions:

If a claim was originally submitted through Office Ally, and you’re resubmitting through Claim.MD, you’ll need to manually enter the original reference number in Claim.MD.

Final Considerations Before You Switch

Migrating clearinghouses is a strategic move—but it doesn’t have to disrupt your business. To ensure a smooth transition:

• Maintain overlap with Office Ally until enrollments are confirmed
• Track enrollment progress using a spreadsheet or Claim.MD’s payer list
• Consider starting with one payer if you’re unsure
• Rely on Healthie Support — we’re here to help with questions or troubleshooting

Upgrading from Office Ally to Claim.MD means you’re choosing a more modern, integrated, and efficient way to manage billing—directly within your EHR.

🎉 Start your Claim.MD integration request today.

Questions? Contact Healthie Support for help with clearinghouse transitions at hello@gethealthie.com