Office Ally: Review, Features, and FAQs

Considering Office Ally for your practice? Although most Office Ally features come free of charge, some users find it has a steeper learning curve than some other platforms on the market.

Either way, we know that deciding which billing and software tool is right for your practice takes time and careful consideration – that’s why we put together this comprehensive guide to Office Ally. Learn more about features and pricing, and read some first-hand reviews from Office Ally users in the Zencare community. Once you’ve gotten a good overview, you might want to read what other therapists prefer, too!

1. What is Office Ally?

2. What does an Office Ally plan include?

3. Where can I find more information about Office Ally?

4. What is not included in Office Ally?

5. How much does Office Ally cost?

6. Where is the Office Ally login?

7. Is Office Ally HIPAA-compliant?

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What is Office Ally?

Office Ally is a full-service clearinghouse and Electronic Health Record (EHR) software with web-based service. It is a cloud-based platform. Users have the option of creating CMS1500, UB04, and ADA claims on the Office Ally website, or using existing software to create and submit claims electronically.  

What does an Office Ally plan include?


Using Intake Pro (free, with startup fee), patients can complete intake forms and check in for appointments online.

This information integrates into Practice Mate (free) and EHR 24/7 (paid).

Billing & Invoicing

Office Ally offers billing and invoicing through Practice Mate, which is their free, web-based system.


Users can create appointments, manage a calendar, and use color coding for time slots with the scheduling module in the “appointments tab.”

Users also have the option of appointment reminders, which cost:

Client Portal

Patients can request appointments via Office Ally’s patient portal, Patient Ally.

Practice Management

Office Ally has tools for fixing, entering, and tracking claims, running reports, checking eligibility, verifying codes such as ICD9/ICD10, POS, and Modifiers, and sending electronic attachments.

There is also a free, online entry tool that allows access to a blank, electronic HCFA on the Office Ally website. Using this tool, you can also store patient, facility, and provider information.  

Where can I find more information about Office Ally?

More than any other billing and/or practice management platform on the market, we’ve found that the website for Office Ally appears to have limited information.

For more information, we suggest visiting their Vimeo website, which has video instructions for multiple features.

What is not included in Office Ally?

Mobile Features

Office Ally does not have a mobile app.


Office Ally does not have a platform for telehealth.

How much does Office Ally cost?

Office Ally is free to use. There are no setup fees, monthly fees, or per-claim fees for electronic claims submission to Participating Payers.

Users have the option of purchasing EHR 24/7, which costs $29.99 per month.

Where in the Office Ally login?

You can find the login for Office Ally here:

Is Office Ally HIPAA-compliant?

Yes, Office Ally is certified HIPAA compliant.

Still not sure which billing and practice management platform is right for your practice? Read the survey we conducted of 100 Zencare therapists, with honest, firsthand insight on cost, ease of use, and overall experiences with different platforms!

And if you’re starting or looking to grow your private practice, and want to join a supportive community of vetted providers, join the Zencare therapist network. You can ask questions via our active email listserv, build a professional online presence, and receive referrals for clients who are a great fit your practice! Schedule a free call with our Therapist Success Team today to learn more.

This is part of our series on the best billing and practice management software. For further reading, visit our reviews of TherapyNotes, TheraNest, and SimplePractice. We also have a guide to choosing the right therapy billing + practice management platform for you.