Office Ally

Find Known and Unknown Billable Insurance

Eligibility & Benefits and Insurance Discovery FC work together inside Service Center and Practice Mate to verify known coverage and identify additional billable coverage when eligibility checks come back inactive or incomplete. No extra systems. No manual chasing. Just cleaner claims and fewer missed reimbursement opportunities. 

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Start Verifying and Discovering Coverage Today

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Find Coverage Beyond the Eligibility Check

Eligibility & Benefits and Insurance Discovery FC are built directly into Service Center and Practice Mate. Your team can verifiy known coverage and uncover unknown billable coverage without switching platforms or chasing down patient details. 

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Resolve Coverage Issues Before They Become Claim Problems

When coverage gaps are caught before a claim goes out, your team is more likely to bill active coverage on the first submission, reducing downstream rework and payment delays.  

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Help Patients Avoid Unexpected Bills

When billable coverage is verified or discovered before billing, patients are less likely to receive statements for balances their insurance should have covered. That means fewer billing questions and greater confidence in your practice. 

Eligibility & Benefits + Insurance Discovery FC: Smarter Together

See How It Works

Learn More on Our On-demand Webinar

Watch how the workflow verifies and discovers coverage in a single, seamless process.

Reduce Claim Rejections and A/R Days

Eligibility & Benefits verifies insurance in real time, catching eligibility issues before they become rejections. When a response comes back as “Patient Not Found” or “Inactive Coverage,” your team can use Insurance Discovery FC to search for additional billable coverage before the claim is submitted. The result is more first-pass claim success and fewer accounts delayed by preventable coverage issues. 

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Accelerate Reimbursement

The sooner coverage issues are resolved, the sooner claims can be submitted with confidence. Eligibility & Benefits and Insurance Discovery FC help your team identify billable coverage before claims go out, reducing manual follow-up and avoidable reimbursement delays. 

Everything You Need in One Platform

Eligibility & Benefits and Insurance Discovery FC are built directly into Service Center and Practice Mate, so your staff can verify known coverage and search for additional billable coverage from a single workflow. No separate applications. No disconnected processes.  

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Improve Patient Satisfaction

Identifying billable coverage before claims are submitted helps ensure insurance is billed before the patient. That means fewer unexpected billing issues, fewer follow-up questions and a better financial experience. 

Log into Your Account and Start Verifying and Discovering Coverage Today

Getting started with Eligibility & Benefits and Insurance Discovery FC requires no sales call and no lengthy setup. Select your product below and follow the steps to run your first eligibility and insurance discovery transactions.

1
Log into Your Service Center Account

Eligibility & Benefits is included with Service Center. Log into your account and start verifying patient coverage right away—no sales call needed.

For eligibility transaction pricing, view the Service Center Data Sheet.

Log into Service Center
2
Connect to Your Payers
Some payers require enrollment before you can begin submitting electronic eligibility requests. Check the Office Ally Payer List to see which payers require enrollment and whether your payers are already connected. If enrollment is required, visit our EDI Enrollment page for step-by-step instructions.
3
Open Eligibility & Benefits
While logged into your Service Center account, select Eligibility & Benefits from the left-hand navigation menu. This opens the verification screen where you'll submit your first eligibility request.
Opening Eligibility and Benefits in Service Center
4
Submit an Eligibility Request
On the Eligibility & Benefits screen you'll find several fields to help return the most accurate coverage details. At minimum, have the following information ready before submitting: Payer Name, National Provider Identifier (NPI), and Date of Service. Once your fields are populated, select Submit to send your eligibility request.
Submitting an eligibility request in Service Center
5
Review Your Eligibility Results
Once submitted, your eligibility results will appear on screen. Check the top right corner for a quick status summary—coverage will display active, inactive, not found, or provide you with other quick details. Keep in mind that eligibility and benefits information is returned directly by the payer, so the details will vary depending on which payer you're verifying with.
Reviewing eligibility results in Service Center
For a complete walkthrough of all available fields and features of Eligibility & Benefits, review the Eligibility & Benefits User Guide.
Insurance Discovery FC is an optional add-on available within Service Center that uncovers active coverage patients may not know they have. For pricing details, view the Insurance Discovery FC Data Sheet.
1
Open Account Management
Before getting started, confirm that your Service Center account has Security Access or Admin privileges—these are required to enable Insurance Discovery FC. Once confirmed, log into your Service Center account and select Product from the Account Management dropdown in the left-hand navigation.
Opening Account Management in Service Center
2
Enable Insurance Discovery FC
From the Products screen, select Insurance Discovery FC and then select Enable Insurance Discovery FC. Review and agree to the terms, then choose your preferred processing mode before completing activation.
Enabling Insurance Discovery FC in Service Center
Single Inquiry  allows you to verify one patient at a time and is available immediately upon activation.
Batch Processing  allows you to upload patient files and run multiple inquiries at once. If you select batch mode, an Office Ally support representative will reach out with file upload setup instructions. You can still run single inquiries while batch setup is in progress.
3
Open Insurance Discovery FC
Once enabled, access Insurance Discovery FC by selecting Eligibility & Benefits from the left-hand navigation menu, then choosing Insurance Discovery FC from the submenu. This opens the Insurance Discovery FC dashboard where you'll submit your first inquiry.
Opening Insurance Discovery FC in Service Center
4
Submit an Insurance Discovery FC Inquiry
On the Insurance Discovery FC screen you'll find several fields to help return the most accurate results. The more patient information you provide, the better your match results will be. At minimum, have the following information ready before submitting: National Provider Identifier (NPI), patient's first and last name, date of birth, gender, and date of service. Once your fields are complete, select Submit to send your inquiry.
Submitting an Insurance Discovery FC inquiry in Service Center
5
Review Your Insurance Discovery FC Findings
Your results will display any active insurance coverage found for the patient. Insurance Discovery FC can return multiple active policies in a single inquiry, along with any Coordination of Benefits (COB) information needed to determine which payer pays primary.
Reviewing Insurance Discovery FC findings in Service Center
For questions or help enabling Insurance Discovery FC, contact our support team.
1
Log into Your Practice Mate Account

Eligibility & Benefits is included with Practice Mate. Log into your account and start verifying patient coverage right away—no sales call needed.

For eligibility transaction pricing, view the Practice Mate Data Sheet.

Log into Practice Mate
2
Connect to Your Payers
Some payers require enrollment before you can begin submitting electronic eligibility requests. Check the Office Ally Payer List to see which payers require enrollment and whether your payers are already connected. If enrollment is required, visit our EDI Enrollment page for step-by-step instructions.
3
Open Eligibility & Benefits
Start by accessing the Manage Patients screen and select the patient's information. With the patient's information up, click on the Insurance Tab and select Verify Eligibility & Benefits.
Opening Eligibility and Benefits in Practice Mate
4
Submit an Eligibility Request
On the Eligibility & Benefits screen you'll find several fields to help return the most accurate coverage details. At minimum, have the following information ready before submitting: Payer Name, National Provider Identifier (NPI), and Date of Service. Once your fields are populated, select Submit to send your eligibility request.
Submitting an eligibility request in Practice Mate
5
Review Your Eligibility Results
Once submitted, your eligibility results will appear on screen. Check the top right corner for a quick status summary—coverage will display active, inactive, not found, or provide you with other quick details. Keep in mind that eligibility and benefits information is returned directly by the payer, so the details will vary depending on which payer you're verifying with.
Reviewing eligibility results in Practice Mate
For a complete walkthrough of all available fields and features of Eligibility & Benefits, review the Eligibility & Benefits User Guide.
Insurance Discovery FC is an optional add-on available within Practice Mate that uncovers active coverage patients may not know they have. For pricing details, view the Insurance Discovery FC Data Sheet.
1
Log into Practice Mate

Before getting started, confirm that your Practice Mate account has Security Access or Admin privileges—these are required to enable Insurance Discovery FC. Once confirmed, log into Practice Mate and select Manage Patients at the top of the screen.

Log into Practice Mate
2
Open Your Patient's File
From the Manage Patients tab, search for and open the desired patient's file.
Opening a patient file in Practice Mate
3
Access Insurance Discovery FC
With the patient's file open, click on the Insurance tab to find and access Insurance Discovery FC.
Accessing Insurance Discovery FC in Practice Mate
4
Enable Insurance Discovery FC
Click the Find Insurance Coverage tab. If you have not previously enabled Insurance Discovery FC, Account Management will open and allow you to enable it directly from inside Practice Mate. From the Products screen, select Insurance Discovery FC and then select Enable Insurance Discovery FC. Review and agree to the terms, then choose your preferred processing mode before completing activation.
Enabling Insurance Discovery FC in Practice Mate
Single Inquiry  allows you to verify one patient at a time and is available immediately upon activation.
Batch Processing  allows you to upload patient files and run multiple inquiries at once. If you select batch mode, an Office Ally support representative will reach out with file upload setup instructions. You can still run single inquiries while batch setup is in progress.
5
Submit an Insurance Discovery FC Inquiry
Once enabled, click the Find Insurance Coverage tab again and the Insurance Discovery FC form will open. On the Insurance Discovery FC screen you'll find several fields to help return the most accurate results. The more patient information you provide, the better your match results will be. At minimum, have the following information ready before submitting: National Provider Identifier (NPI), patient's first and last name, date of birth, gender, and date of service. Once your fields are complete, select Submit to send your inquiry.
Submitting an Insurance Discovery FC inquiry in Practice Mate
6
Review Your Insurance Discovery FC Findings
Your results will display any active insurance coverage found for the patient. Insurance Discovery FC can return multiple active policies in a single inquiry, along with any Coordination of Benefits (COB) information needed to determine which payer pays primary.
Reviewing Insurance Discovery FC findings in Practice Mate
For questions or help enabling Insurance Discovery FC, contact our support team.

Ready to Start Verifying and Discover Coverage?

Log into your Office Ally account and run your first eligibility and insurance discovery transactions today.

Have questions about getting started? Our support team is here to help — contact us.