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Electronic Billing with DELPHI

DELPHI allows you to submit your insurance claims electronically, and in most cases, this can be done for FREE.  In order to accomplish this, DELPHI uses a "clearinghouse" called Office Ally.  Electronic billing is totally integrated into DELPHI and allows you to submit claims to over 4500+ insurance companies.  Here's a complete list if you're interested. (Office Ally Payer List) 

As stated above, electronic billing is free in most cases.  Very simply put, if over half of your total claim volume for any given month is COMMERCIAL, then electronic billing is free.  If over half of your total claim volume for any given month is GOVERNMENT (Medicare, Medicaid, and a few others,) then you will pay Office Ally a monthly fee of approximately $20 dollars.  Either way, it is a great deal, and we find that only about 1 in 30 of our practices/customers actually have to pay the fee.  Unfortunately, that is little comfort to the people who have to pay, but it is still cheaper than your alternatives.

Follow the directions below to begin setting up your version of DELPHI for electronic billing.

The instructions assume you are familiar with how to create insurance bills in DELPHI.  You can watch an Insurance Billing Overview video if needed, but do not attempt these instructions until you understand how DELPHI creates insurance claims.

Electronic Billing Checklist:

1. Office Ally Enrollment Form.  Although you may fill out the form to the left, we highly recommend that you call us so we can guide your through an electronic enrollment form.  Enrolling electronically (with our help) greatly speeds up the enrollment process and help you avoid being "up sold" to other products that you are not really interested in.  Please trust us on this "free" advice.   Once the enrollment is completed, you will be provided a User Name, and Password.  If you are asked to schedule an appointment sometime within the next week or two, DO NOT make the appointment.  You are much better off by letting us train you directly.
2. Office Ally requests that you set aside 10 claims for your initial test.  We will show you how to do this in the following instructions.
3. In DELPHI, setup your Insurance Carriers for electronic billing.  Watch this video for instructions.  Please note: At the time of these video instruction were made, the type of claim for was, "CMS-Electronic", but this is no longer the case.  When selecting the type of claim form, please make sure you select "NEW CMS-Electronic."
4. In DELPHI, verify the Claim Form Type as "NEW CMS-Electronic" for each client that you intend to electronically bill.  Watch this video for instructions.  Please note: At the time of these video instruction were made, the type of claim for was, "CMS-Electronic", but this is no longer the case.  When selecting the type of claim form, please make sure you select "NEW CMS-Electronic."
5. In DELPHI, create a batch of electronic claims.  Watch this video for instructions.  Again, you should be familiar with the Insurance Billing Overview.  Note: If this is your first time creating electronic claims, we suggest you call us at this point so we can review your claims and point out any obvious errors.  Please do not attempt to upload your first batch of claims without first speaking with us directly.  We will look at your claims, quickly identify any obvious errors, and provide you instructions on fixing your claims so that they get paid the first or second time you submit them.
6. Upload your claims to Office Ally.  Watch this video for instructions.