Secondary Billing Instructions in Office Ally
Aloha Secondary Billing:
Secondary billing within Aloha is now available. The steps in this current article below are to show you how to bill to secondary within Office Ally's site. You can access the instructions to complete your Secondary Billing in AlohaABA here.
Add a Secondary Payer
Before you do secondary billing, be sure to add the Secondary Payer to your client's profile and add an authorization. Then, select the Secondary Payer from the secondary dropdown list on the Client's primary insurance information after the secondary payer has been entered, and proceed with the following steps below.
In order to make your Aloha account match the secondary claims it is necessary to complete Fake Billing in Secondary in Aloha. Please follow the instructions for secondary billing in Aloha here.Bill the claims in Office Ally
1. Log into Office Ally. Locate the claim(s) that went to the primary by clicking on “Manage Claims”.
2. Search for the claim by client and/or date of service and click "View".
3. Toggle over to secondary.
4. Change the payer information that will be on file to secondary payer info AND make sure to change the insured ID (1A) to the secondary payer ID number
5. Update Box 9 with Primary payer information. Box 9a should have the Primary Payer ID.
6. Scroll down to the secondary payment information. Enter the primary name and payer ID.
7. Make sure that you enter the adjustments based on the EOB information from the ERA. Careful when you reading the ERA, sometimes they reverse the dates of service. Your dates of service should match the original claim order of chargelines.
8. Once you have confirmed all the information, then click “Send” and the claim has been sent!
You may receive an error message. Follow Office Ally instructions and error messages to navigate you to the correct box. Any missing information will be highlighted in Orange on the claim. Fill it in and click "send" again.
9. Make sure that you check back for rejections after 24-48 hours.