Office Ally Integration - Form Type & Reports

Day-to-Day Users
1

I am trying to set my account with Office Ally, I reached out to support to enable SFTP they asked be few question, I am not sure what to say for these questions?

  • Form Type Submitted (HCFA/UB/ADA):
  • Enable 227 and 999 Reports?

Appreciate your thoughts.

Edit:
I will share my setup here to help people in the future.

  1. Send a request to Office Ally requesting SFTP.
  2. Filled few questions:
    I am trying to set my account with Office Ally, I reached out to support to enable SFTP they asked be few question, I am not sure what to say for these questions?
  • Form Type Submitted (HCFA/UB/ADA):
  • Enable 227 and 999 Reports?

Appreciate your thoughts.

Edit:
I will share my setup here to help people in the future.

  1. Send a request to Office Ally requesting SFTP.
  2. Filled few questions:
  • Office Ally Username:
  • Contact Name:
  • Contact Email:
  • Software Name: openEMR
  • Form Type Submitted (HCFA/UB/ADA): HCFA
  • Enable 227 and 999 Reports? Yes.
  1. I got an email with the password. Used OA username for SFTP

rect5051
rect50511023×1552 157 KB

2

hi @moussa , it’s HCFA and good to enable 277 and 999 reports.

1 Like
3

Thank you Stephen. I found this information and I am including it here to provide additional context.

Filename keywords are required when submitting multiple form types (HCFA/UB/ADA)
o Professional (HCFA) keyword: “837P”
o Institutional (UB) keyword: “837I”
o Dental (ADA) keyword: “837D”

OA_SFTP_Server_Information_20151116.pdf (88.7 KB)