Customer Referral Program
Overview
As an Office Ally Advocate you can start earning statement credits by referring friends, colleagues, and peers. When someone you refer signs up and uses Office Ally services, you could earn as much as $150 in statement credits as a thank-you. Here’s what you can get for each referral:
- $50 when your referral signs up and submits transactions through the Office Ally Clearinghouse for 3 straight months
- $100 when they sign up and pays for EHR 24/7 for 3 months.
You can earn both rewards for the same referral, for a total of $150.
It’s easy—just share your unique link.
Frequently Asked Questions
Q. What is the Office Ally Customer Referral Program?
A. The referral program rewards customers with statement credits when they refer colleagues who sign up and use eligible Office Ally services. As an Office Ally Advocate, you can earn up to $150 in statement credits per referral.
Q. When did the Customer Referral Program launch?
A. The referral program was officially announced on August 12, 2025.
Q. Who is eligible to participate in the referral program?
A. The referral program is open to all Office Ally customers who sign up as an Office Ally Advocate, with a few exceptions. If your account is already part of a custom or contracted program, you may not be eligible. If you're unsure, feel free to contact us.
Q. What if I have multiple Office Ally accounts using the same email address?
A. An Advocate enrollment is tied to one unique email address, and only one Office Ally account can be linked to that enrollment. If you sign into different Office Ally account(s) that share the same email and click the “$150 Referral Credit” button, the system will always show the Advocate link for the first Office Ally account enrolled in the program. Any referral credits you earn will be applied to that first Office Ally account—not the others.
Q. Who should I refer to Office Ally?
A. Healthcare provider colleagues who are looking for practice management software or a solution to submit their claims, eligibility verifications and/or claim status checks.
Earning Rewards
Q. How much can I earn per referral?
A. You can earn:
- $50 if your referral signs up for an Office Ally clearinghouse solution and submits transactions for 3 consecutive months.
- $100 if the referral also signs up and pays for EHR 24/7 for 3 consecutive months.
Both rewards can be earned for a single referral, for a total of$150.
Is there a limit to how many people I can refer?
A. Nope! You can refer as many peers as you like. Each qualified referral earns you additional credits.
How it Works
Q. How do I join the referral program?
A. Click the “$150 Referral Credit” button in your Office Ally account (Service Center, Practice Mate, or EHR 24/7) and you will instantly be signed up as an Office Ally Advocate.
Q. How do I refer someone?
A. When you sign up as an Office Ally Advocate, a unique referral link will be displayed on the screen. You can share it via email, social media, or directly with colleagues.
Q. Where can I track my referrals and rewards?
A. Log in to your Referral Dashboard (https://referrals.officeally.com/login). You’ll receive an email with your login information after signing up. You’ll be able to view your referral status, pending credits, and earned credits.
Q. Does the referral program apply to the creation of new sub-accounts?
A. No. This program only applies to brand new Office Ally accounts created using the Advocate’s unique referral link.
Qualification Details
Q. What counts as a “successful” referral?
A. Your referral is considered successful when they:
- Are new to Office Ally (not a current or past customer or previously referred) using a unique email address that has not been used in the Office Ally system previously.
- Use your unique referral link to begin signup.
- Stay active and in good standing with their Office Ally solution(s) for 3 consecutive months within the first 12-months after sign-up.
- For clearinghouse credit: submit successful transactions for 3 consecutive months.
- For EHR 24/7 credit: make full payments for 3 consecutive months.
Q. Does the person I refer need to use the product immediately and remain active for me to qualify for the reward?
A. To qualify for the referral reward, the new customer must remain active for three consecutive months within the first 12-months after sign-up.
Q. What happens if my referral doesn’t qualify?
A. You’ll receive an email notifying you if a referral doesn’t meet the requirements and no statement credit will be issued.
Q. Do both par and non-par claims qualify for the clearinghouse incentive?
A. Yes. If your referral submits any type of successful transaction (claim [par or non-par], eligibility, or claim status inquiry) for three consecutive months after signing up you, the Advocate, will earn a $50 statement credit.
Q. What if my referral only signs up for EHR 24/7 and does not submit transactions?
A. Once the referral pays for three months of EHR 24/7, you, the Advocate, will be eligible for a $100 statement credit.
Q. What qualifies as a successful transaction?
A. Successful claim, eligibility, or claim status transactions are defined as:
- Any par or non-par claim that successfully transmits to a payer.
- An eligibility transaction with one of the following responses:
- Unable to Determine Coverage, Active Coverage, Inactive Coverage, Active and Inactive Coverage, Member Not Found, Active Coverage - Medicare Part A and Part B, Inactive Coverage - Medicare Part A and Part B, Active Coverage -Medicare Part A Only, Active Coverage - Medicare Part B Only, Active Coverage -Medicare Advantage Plan, Duplicate Member Record Found, Active and Inactive Medicare Coverage, Unsuccessful Response
- A claim status transaction with one of the following responses:
- Acknowledgement, Data Reporting Acknowledgement, Pending, Finalized, Request for Additional Information, Data Search Unsuccessful, Unable to Determine Status
Statement Credits
Q. How will I receive my reward?
A. Rewards are issued as a statement credit on your Office Ally account. Once approved, you’ll see the credit applied to your next invoice.
Q. What could cause a delay or denial of my reward?
A. Statement credits will not be issued if:
- Your referral doesn’t meet the eligibility criteria.
- There is evidence of duplicate or fraudulent accounts.
- Your account is closed at the time the credit is to be applied.
Q. If I cancel my account, can a statement credit be refunded or paid out to me?
A. No. Statement credits can only be applied to current or future invoices and have no cash value.
Support
Q. What if I forgot my referral dashboard password?
A. No problem. You can reset it using the "Forgot your password" link in your referral email or on the referral dashboard page.
