CUSTOMER STORY
Soar Autism Center
By replacing a legacy clearinghouse and manual eligibility checks with Office Ally’s Eligibility Verification and Insurance Discovery, Soar Autism Center was able to reduce denied or underpaid claims, protect patient families from high costs and free staff to focus on patient care rather than rework.
Finding Hidden Secondary Coverage
Soar’s early‑intervention model means each child may have multiple active plans hat change frequently. Oftentimes, secondary sources of coverage come from a state Medicaid plan or other commercial plan.
“The most common thing we discover is either the family forgot to tell us about something,” said Ian Goldstein, Co-Founder & CEO at Soar. “Or, often with Medicaid, the plan has gone inactive; there are a lot of reasons why the family may not be aware of coverage.”
Rapid expansion from 1 to 20+ centers multiplied the risk of missed coverage, slower cash flow and higher out‑of‑pocket costs for families. Soar billing staff found out about secondary sources of coverage after already billing the primary insurer, leading to hours of rework on claims.
Making a Change
Soar previously used a common EHR solution in autism care. That solution’s built‑in eligibility check ran exclusively through another clearinghouse, but a cyberattack forced Soar to switch vendors.
“We kind of hung on for a little bit,” said Goldstein. “We kept waiting and waiting. Then, eventually, we decided that we needed to make a change.”
Soar services a small number of young patients who come often for regular therapy. This unique setup means most off-the-shelf tools, suited for larger hospitals and health systems, are not as effective in autism care.
Goldstein needed a tool that made sense for Soar’s patient population while being easy to set up and customize. After all, Soar had not planned to change vendors or tools at all, so a low-friction transition became a high priority.
Beneficial for All Parties
Soar Autism Center has used Office Ally’s Eligibility Verification and Insurance Discovery for over a year, reporting great satisfaction.
“Even though we know our families very, very well, we are finding insurance coverage things that we did not know about,” said Goldstein. “And sometimes even the family didn’t know about it. That helps us from a financial perspective by making sure that we’re able to collect for the services that we deliver.”
Goldstein’s team also appreciates the reduction in out-of-pocket costs for families. Steep deductibles can be challenging, but secondary insurance sources can ease the burden and allow therapy services to continue without interruption.
Soar continues to grow, with plans to expand into new states. The center will continue using Office Ally to protect reimbursement and save families money with insurance checks.
“As you grow, your needs evolve,” Goldstein said. “There’s just more. There are more people, there are more teammates and there’s more risk of things falling through the cracks. These tools are a nice secondary check to ensure that we’re capturing everything that we can, we’re meeting our compliance guidelines and we’re reducing rework down the line for our team.”
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Office Ally helps greatly with the financial health of our practice. It streamlines every step of our revenue cycle from intake to claim submission, billing and reimbursement.
Joy Makela
Licensed Mental Health Counselor, Founder and Owner True Joy Counseling and Consulting
I am a third party medical billing company…I use [Office Ally] every day for a dozen of my solo providers…The ERAs come in seamlessly from other platforms.
Ilene K.
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My overall experience with Office Ally Suite, not just the EHR 24/7, has been great. I definitely recommend Office Ally to other practices.
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The program is intuitive and easy to navigate. It makes managing claims and patients easier by having clear concise screens and fast processing times. I have done billing and insurance for years and have been pleasantly surprised with the ease of use and on the odd occasion when a problem arises (usually user error on my part), customer support is quick to provide information. We are also saving money every month compared to our previous processor.
Shima F
Shima F., Registered Dietitian
The program is intuitive and easy to navigate. It makes managing claims and patients easier by having clear concise screens and fast processing times. I have done billing and insurance for years and have been pleasantly surprised with the ease of use and on the odd occasion when a problem arises (usually user error on my part), customer support is quick to provide information. We are also saving money every month compared to our previous processor.
Thomas P
Thomas P., Owner
The program is intuitive and easy to navigate. It makes managing claims and patients easier by having clear concise screens and fast processing times. I have done billing and insurance for years and have been pleasantly surprised with the ease of use and on the odd occasion when a problem arises (usually user error on my part), customer support is quick to provide information. We are also saving money every month compared to our previous processor.
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Donna D, Office Manager
Long time user and would recommend to any small practice. I am able to retrieve Electronic remittance advise (ERA) for every available payer. Office Ally continues to improve the features.
Laura B.
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I've been very happy with the software, and we used it for several years. Medium size provider group with a handful of administrative users, and the learning curve to start the program is very small.
Kate W.
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I really find the office Ally Service Center excellent in the areas of letting me know which claims have failed to be submitted.
Alysha S.
LMFT
Sooo much easier to file my claims. Thank you! I really love that it is no longer stressful to file claims and, especially, the ease with which to find out the problems with my claims.
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The convenience of filling out billing statements and having them electronically sent. It’s just wonderful.
Mark W.
Office Ally meets my needs. I appreciate that everything is in one place - reminders, calendar, clients' charts, billing. There are still improvements to be made.
NT
I have used other EHR and this format took some time to adjust. Overall I enjoy the features and a few things I wish could be revamped. Id recommend to a colleague.
Ta'Shanne H.
I find Office Ally easy to use, quick and reliable...It is always easy to reach them, they are polite and prompt when I need to contact them.
Rosa J.
I’ve used Office Ally for about 10 years...The customer support at that time was amazing. I did a screen share many times successfully resolving any issue. I’ve not needed customer support in the past few years so can’t comment on the changes which may have taken place.
Debra E.
I’ve used OA for the past 13 years. This program is very easy to navigate and is reasonably priced. There are many features that can be used and the tech support are beyond helpful.
MG
Amazing customer service. Product is great, but there are some improvements to be made. Definitely a solid product I will continue to use.
Harman V.
As a solo practitioner, I rely on tools that make my practice run efficiently and smoothly, while not consuming a tremendous amount of time. Office Ally takes care of the most essential components of the insurance billing and posting, as well as claims submission...Overall, if you need a clearinghouse that handles many more functions beyond just that, Office Ally is a logical choice.
Michael C.
I use Office Ally on a daily basis for the billing company I work for. We have a lot of providers that use a wide range of software but for handling every aspect of the billing process - I find Office Ally the most efficient and easiest to use. Some software programs are fancy/flashy and all, but can't handle clients with 2 insurances. Office Alley is my preferred billing software.
Kelley S.
Very functional website to use for submitting claims. It allows the practitioner to store all patient information necessary for proper submission. [Office Ally] provides status updates and reports on accepted/non accepted claims.
Dina B.
Affordable & great for billing side. UI gets the job done but is bare-bones on provider side...Overall very good option for private practices & smaller practices. Will get you everything you need at an affordable, scalable rate. I have had a very positive experience.
Preston H.
They have been wonderful. Every phone call was a good experience and the issue was resolved...I love that OA will inform you of most claim errors so that you can fix them before they send them to each insurance.
Jennifer K.
Office Ally is a godsend! User friendly and a lot of great free claims processing access. I needed customer service a while back and they were incredibly helpful and kind.
Amy G.
User Friendly Office Ally. Practice Mate is so user friendly. I have tried to work with others and this by far is the easiest and the fact that it is an all in one is the best. It has been the best! The support is awesome as well.
Kimberly A.
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Office Ally has made billing easy. I love using Office Ally. I have not had to contact customer service much at all but when I have, Customer service has been superb! Very quick to respond to any question and or inquiry that I have had. The program is available 24/7 unless updates are being done and I have always received notification as to when the updates will occur. I would highly recommend Office Ally. It is great and a less expensive way to manage your office with the trust and reliability that you need.
Kathy
Wonderful experience. The most influential part of my review has to be the ease at which we were able to transition over to Office Ally from another clearinghouse. We opted for the premium assistance where we were assigned a specific person to help us through each step of the process...The transition went so smoothly, and I learned so much. Since the transition we have been using Office Ally and everything has been efficient and user friendly.
Juls
Office Ally is the definitive financial partner for solo and small practices...It's incredibly user-friendly for daily tasks, includes smart tools like real-time eligibility checks to minimize denials, and their support team is consistently excellent. If you're a startup or solo provider prioritizing compliance and low overhead, this platform is highly recommended.
Bloom Home Care
Bloom Home Care
I've used Office Ally's Practice Mate since 2008. While I have always loved it because of its low cost and value for the money, I was recently impressed with the level of security that Office Ally has for its products...Overall, it is an invaluable product! I would recommend to any small private practice.
Laura B
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Wish I would have switched a long time ago!! Service center streamlines everything and makes submitting billing super easy...The cost is about a third of what we were paying some clearinghouse to do the same thing...We can now focus on other things with our patients. Our only regret is that we didn't do this a long time ago!
Dan M
Owner
A dream come true. We like Office Ally because it has streamlined our billing processes and ability to submit our claims to almost all our payers. The real time verification feature is terrific.
Sue Z
Business Manager
Outstanding Service Claims Management is one of the best review section, and electronic remittance review and detailed EOB can be review to understand the transactions.
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Love, Love the Service Center at OA! It is so easy to use, very user friendly. Easy to get our claims submitted and EFT's and they have amazing customer support. I cannot say enough about how easy it is!
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Office Ally service center: a big ally for my private practice. Ease of submitting claims; reports of submissions and payments easy to access, with helpful email prompts when something is available to review
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Easy to navigate. We've been using it for around 10 years. Easy to make macros so when we enter notes, makes it efficient not to have to type again.
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Office Ally is Top Tier Patient portal is very helpful, great way to keep in touch with patient care. Avoiding less phone calls
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HIGHLY RECOMMEND It is so customizable! It was very easy to learn. The live chat for when I have a question that I need answered right now.
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COA
Practice Mate is Truly Awesome I have been using Practice Mate for quite some time now. I love the ease of using the program. It is secure and a great priced valued for all that it provides for our office.
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Office Ally helps greatly with the financial health of our practice. It streamlines every step of our revenue cycle from intake to claim submission, billing and reimbursement.
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This has been my almost singular source for billing since I entered into private practice many years ago; the service has been almost entirely at no cost to me and has been great.
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It makes claim entry very efficient. Submits to a wide range of insurance companies very efficiently.
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How I love my Office Ally! The customability for all fields. The ability to just click on a sentence i use so often is great. I think its great. I know it so well I feel as if I could be one of your techs.
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We have been using office ally as a PMP and a clearing house for over 8 years. It is a great program and you cannot beat the price.
Opel
Originally posted on Softwareadvice.com
Great practice management. Ease of use and great at letting track of visits and payments. Is been great for all medical billing and makes repeat visits easy to manage.
Melissa E.
Licensed Massage Therapist
“Small business is the backbone of the United States. Healthcare providers are very fortunate to have a system that is as robust as the hospital and the big major clinics without the big price tag.”
Marie M.
MS LMT CHt
Great for submitting claims and excellent customer service. Cost effective, easy to use, good customer service
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"Important tool for my practice. The ease of use with calendar and billing."
Kristy K.
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EHR 24/7 makes easy to connect with patient from any location. It also make it easy to cater for large number of patients. Assist in controlling patients under clinical medication..
Lucy N.
Originally posted on G2.com
Office Ally is the best! I've been using Office Ally for many years and it helps keep my practice organized and on-track. I find it easy to use.
Karin N.
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I love that I set up my practice in Practice Mate in 2007 and haven't ever felt the need to switch. It meets my needs for managing my practice calendar, visits, claims, and payments.
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My errors are caught in time for me to correct before the claim goes out the door. Customer Service is courteous, smart, and patient.
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Office ally is great because ... their customer service is excellent, as well as their tutorial videos and they offer training one on one.
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Easy to use and great customer service and technical support very helpful. Great program and great tech support.
Evelyn L.
Medical Billing | Capterra.com
"Best practice management software use. Ease of use. Serves the purpose for my practice. Been using this software since office opened 23 years ago."
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Psychiatric Nurse Practitioner
"This is the most reasonably priced and helpful Clearinghouse out there and by far the popular for that reason! They have tech support you can make an appointment with to learn it or give them a call and save your place and they will call you back."
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Comprehensive. One platform for everything. The repairable claims feature is great.
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I get quick replies on status of my claims submitted for my providers. Excellent customer service.
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"Amazing Product, Super Easy to use and navigate. It is so easy to navigate and find claims and batches, to upload and download claims and fix claims."
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Office Manager
"I'm satisfied. I truly have zero issues with the the software works and the customer service has always treated me exceptionally well. I use this service to seamlessly enter in all my medical claims. I have been using the service for over 10 years and it is the best."
A Service Center User
Owner
Customer service is exceptional at trouble shooting claims that fail to process for remittance. Professionalism, knowledge and competence of office ally staff. Excellent. No complaints. Highly recommend.
Carrie M.
Carrie M., Clinical Psychologist | Capterra.com
Practice Mate-Great for the smaller clinic. I love this program. Easy to learn and use. Multiple people can use it at once [and it’s] Web based.
Cathy C.
Owner, Accounting
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Barbara S.
Therapist
