ERAs from Availity are not being posted back to Aloha automatically to the Payment Center at this time. If you'd like your ERAs to be auto posted, please see the following steps at the bottom of this article. They will need to be routed from Availity to Office Ally in order for our system to be able to recognize and receive the ERA files from claims billed out through Availity. There is no extra charge associated with receiving the ERAs from Office Ally. 

Aloha Set-up

1.  On all your payer profiles that you plan to bill using Availity, make sure you select “Availity” in the clearinghouse field.

2.  In Aloha, all addresses that will be included on the CMS1500 form need to have 9 digit zip codes. You can use this link to easily search for the zip code: USPS Zip Code Locator 

1. Client profile  
   

2. Client contact (if the insured name is a parent)  
   

3. Payer profile 
   

4. Organization and all offices   

1. Go to www.availity.com and click Register  

1. Review the Availity Payer List at Availity Payer List to obtain payer IDs and to check if your payers are participating payers 
   

2. Upgrade your plan if necessary:  Next to the 837P transaction type, you may see "Get EDI Plan" or "Available" here. 
   

1. Available means that no further action is needed in order to bill this payer through the clearinghouse.  The base plan (free) will suffice in this scenario.
2. Get EDI Plan means that you need to upgrade your Availity account to be able to bill this payer electronically through the clearinghouse. Clicking this link will prompt you to upgrade your account if you have not done so already.  From here you can chose a "comprehensive plan" based on the number of transactions you will likely need.

1. Log in to your Availity account  
   
2. At the top, click “Claims & Payments” 
   

3. Under the “EDI Clearinghouse” section, select “FTP and EDI Connection Services” 

4. Click “Manage your FTP Mailbox” 
   
5. Select your organization  
   

6. Create your FTP username and password and save.  

7. This information will need to be added to your Aloha site in order to connect the clearinghouse and allow you to start billing. Copy and paste this username/password and email it to your Customer Success Manager at Aloha so we can add this to your site for you.  

You must forward your credentials (username and password) to your CSM and they will help you complete this step.  

1. In Aloha, go to Settings > System Settings  
   

1. Under “Clearing House Integration” edit the Availity integration.  
   

2. 
   

   
    
   

3. The following values need to match:  
   

1. Sender ID: AV09311993 
   

2. Sender ID Type: Mutually Defined 
   

3. Receiver ID: 030240928 
   

4. Receiver ID Type: Duns (Duns & Bradstreet)  
   

5. SFTP Host: files.availity.com

6. Port: 22 
   

7. SFTP Username and password: the account information you created in the previous section  
   

8. SFTP Download Folder: ReceiveFiles 
   

9. SFTP Upload Folder: SendFiles  
   

3. Once finished, click "Test Connection" and it should be successful. Save. 

1. On Availity, click on “Claims & Payments” at the top. 

2. Select “EDI Reporting Preferences”  

3. Select your organization name 

There are many settings that can be adjusted here, but please copy the following settings from the screenshots below. Don’t forget to click save when you’re done!  

 

 

 

Enroll in 277/999 Files in Availity

Follow these instructions.

Route ERAs from Availity to Office Ally in order to Auto-post payments in Aloha

At this time, ERAs will need to be filled out through Office Ally, even if you are using Availity as your clearing house.  In addition to setting up your Availity integration, please use the following steps to complete your ERAs in Office Ally in order to auto-post your payments.  This will save a lot of time when large payment start coming in!

1. Set up an account with Office Ally:  Office Ally Integration
   
2. Fill out ERAs for your payers in Office Ally
   
   1. ERAs can be found under the Resources tab on the top of the Office Ally page 
      
   2. ERAs need to be filled out for EVERY payer and are listed alphabetically by payer.  Payer ERA Enrollment Forms 
      
   3. If you cannot find the ERA instructions for a payer please feel free to reach out to your Customer Success Manager. 
      
3. Fill out ERA Delivery Change Form (attached to this article) to ensure that using Availity as a clearinghouse will not disrupt the return of the ERAs through Office Ally.  
   
4. Once you begin getting paid, ERAs will appear automatically in Aloha under the "Payment Center". You can double click each ERA that you see here to auto post the payment.  
   

You will not be charged by Office Ally for this since your claims will be going through Availity.