Office Ally Reviews 167

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.

This is a great format. HIPAA made easy. All inclusive including scheduling and billing.

The most influential part of my review has to be the ease at which we were able to transition over to OfficeAlly 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. Andrew was incredible. The transition went so smoothly, and I learned so much. Since the transition we have been using OfficeAlly and everything has been efficient and user friendly.

System is user-friendly

Office Ally is a versatile medical record. One can notate as much or as little as necessary, back it up, develop it, manage who sees it, etc. It is flexible, not flashy. One can document as much or as little as necessary, develop the record with great detail or by main points only. In short, Office Ally makes it easy to develop the medical record that is meaningful for both practitioner and client.

Antiquated and Incompetent. When I decided to restructure my practice by going back to OA, I thought I would save time and money by using a system that was more simplified - Biggest regret I've had since launching my business!

The system is completely antiquated. I cannot even do simple reporting, such as knowing what has been paid by the insurance companies. This is a simple feature that any EHR system in 2025 has.

Furthermore, when I call for assistance, I have to spend literally hours on the phone trying to convince them of what the problem is. It's as if they feel their system is so superior that there are no problems.

Additionally, my marketing firm needed them to open their API so we can do direct booking for the therapists. Again, this is a simple and standard feature that all EHR system have in 2025, except for them. They operate as if it's still 2005.

Do not use this software. Once you set your practice up onto an EHR system, it is very difficult to untangle yourself from it. Perhaps this is what they are counting on. Save yourself the money, time and frustration.

Having claim templates saves a lot of time.

Support is great, the simplicity and ease of the system and implementation is superior to other most other PM and/or EMR systems, and claims process with a faster DAR with Office Ally than any other system our clients are on. It is not a "fancy" bells and whistles system, but does effectively get the job done so it is great for small practices or practices just needing a way to submit and process claims without an EMR, though their EMR module is a good solid easy to use product too.

Good team, good schedule.

I have been paying Office Ally to do nothing for going on nine months. They have yet to be able to successfully submit a claim to Medicare Part B that is accepted. I only need them for Medicare and after months of getting contradictory information from different support staff it is time to just do my own billing.

Affordable. Outdated. Not user friendly.

(-) Office Ally (OA) has been the bane of my existence. I cannot convey the magnitude of frustration this EHR is currently causing me. I am but one PMHNP, who is also married to a software engineer, but I have heard 10+ unsolicited bad reviews of this EHR. I have prior experience with ~5 different EHRs throughout my RN and PMHNP career. OA is my least favorite.

My personal experience is isolated to the basic plan, please continue reading with this in mind. One example source of frustration with OA is there are tiny little text boxes for every section of your note and there is a tight word count max for each section that forces acronyms and omissions for HPI. I have permanent notification alert numbers at the top of my screen. I submitted a support ticket a month ago, with no resolution. There is no mobile app and it is not compatible with the AI scribe that I use: Heidi AI scribe - free version. Documentation takes at least three times as long as it should, and I have come to dread the tedious task of chart notes now. It took me less than a month to broach the subject of a different EHR with the owner of the private practice. I had permission to look into alternatives.

(+) The one star is for affordability. One thing I will say, is that OA is, by far, the cheapest option I have looked at, with decent billing through Practice Mate and e-prescribing services through Sure Script at no additional fee, other than $100 annual fee for ID.me authenticator service. I have looked at 15+ EHR options in my search for a better work-life balance. None come close to $45/mo. with billing and eRx included.

*Information on our OA plan obtained from owner of practice.

Office Ally has quite a few perks with billing and revenue management. I have been using this EHR for over 15 years and absolutely love the simplicity of billing and creating my own SOAP guidelines and templates. This is truly a custom system. As with any EHR there are challanges but for the most part pretty reliable system.

I am a one person practice. I have used OA for years. It is easy to bill. I receive payment very quickly.

I received clear guidance on getting set up. After that, using Office Ally is easy.

Office Ally has helped me streamline my billing and therefore made my payments process more quickly and consistently. Office Ally helps me stay on top of my bottom line. Highly recommend. Mark S

OfficeAlly meets my needs. I appreciate that everything is in one place - reminders, calendar, clients' charts, billing. There are still improvements to be made, as Patient Enrollment process can be clunky. And we are yet to figure out how to give our patients access to their records.

Great that they’ve left the “classic” layout available. I find it much easier to input data than the new screens

Great company to deal with. Been dealing with them for years

I have used Office Ally for over 20+ years and it works very well for me and I trust the process. If a mistake is made it is me, never Office Ally. I only use the very basic information on the Classic part of Office All, not the new program.