Submit Claims Manually via Office Ally,Trizetto, or Availity

Noterro is not 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 would be best to reference the Generate an HCFA 1500/CMS-1500 Claim Form support article.

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 you can download the EDI file. It would be best if you referenced Add a Claim to an Invoice support article before trying to download the EDI file.

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.

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’ll be able to see the claims by clicking Claim Fix/ Claims Awaiting Batch.