Welcome to the Aloha family! We're super excited for you to move forward with using Aloha's billing services. Before you meet your assigned RCM manager from the Aloha Billing team, please complete the following steps:

Required Steps to ensure accurate billing:

1. Review the status of your payers on Office Ally or Availity and verify if they are non-participating members to determine the best clearinghouse to use.
   
1. Article to help in deciding which clearinghouse to use: Understanding Payers in Office Ally and Availity
   
2. Create your account with the appropriate Clearinghouse— we will need your SFTP username and password.
   
1. If using Office Ally: Complete all steps here: Office Ally Integration
   
2. If using Availity: Complete all steps here: Availity EDI Clearinghouse Integration  
   
3. Scheduled appointments on the Aloha calendar must be completed. 
   
1. Scheduling Appointments
   
4. Upload copies of your payer contracts and fee schedules into the "Payer Cabinet" for your RCM manager to easily access.
   
1. When adding a new payer, we need the contract(s) added to Aloha with how the payer was contracted at the in or out-of-network level. The information includes taxonomy codes, fee schedules, and modifiers they should use.
   
5. Upload insurance cards and authorizations to your client’s profiles.
   
1. The information will be useful for your biller to know exactly where to bill and verify authorizations as needed.
   
6. Have ready a list of employees' credentials for RCM manager so they know the correct modifier to use with each payer.
   
7. Modifiers added at the payer level should be defaulted on as much as possible.
   
1. To reduce manual work of attaching a modifier each time, please attach modifiers correctly on each payer service. 
   
2. During onboarding with your CSM, they will double check your modifiers to ensure they've been added in correctly. If you need assistance ensuring you set your default modifiers correctly, please get in touch with your CSM.