Guideline Request Form Instructions
We at Office Ally realize that the process of creating Guidelines can be time consuming. In an effort to help
speed up the process we have implemented a new solution. Now, instead of you creating your guideline(s), we
will do it for you. While we will do the work of creating the guidelines we will still need information from you.
The following Guideline Request Form (pages 2 to 14 of this document) is a full list of all items that can appear
in your guideline(s). Each section has a box for you to list all of the statements and responses that fit within that
category that you want to be displayed as clickable links in your progress note(s). The boxes include a
breakdown by Question and Answer (Q1, A1, Q2, A2, etc.). All separate responses within one category (i.e.
separate possible answers) need to be separated by a semi colon (;) in order for us to know where to break up
the text when inserting it into your guidelines.
Here are a couple of examples on how to best complete these fields:
Q1: How long have you been experiencing these issues?
A1: 1 day; 2 days; 3 days; 4 days; 5 days; 6 days; 1 week; 2 weeks; 3 weeks; 1 month
Q2: Have you experienced these issues in the past?
A2: Yes; No; Occasionally; Sometimes
Example 2: You are asking the patient what symptoms they are currently experiencing in order to
complete the Chief Complaints section. In this situation you do not want any questions listed, just
simply a list of possible chief complaints. Any time in which you don’t have a statement to add and
simply want to include the Patient’s possible responses simply fill in the “A” line only.
A1: Coughing; Sneezing; Congestion
A2: Pain in; right; left; arm; leg; foot; ear
Once you have successfully completed the attached document please send it via email to
email@example.com. If you have any questions about this document and how to complete it please call
Technical Support at (866) 575-4120 opt. 2.
Once Office Ally receives your request we will begin building your guidelines. Please be aware that by
submitting this to us you are authorizing us to add it to our Guideline Library. We will make every effort to
complete all guideline requests within 2 weeks. Once the guideline(s) have been created an Office Ally
representative will contact you to obtain the password for the account username provided. Once we have the
password we will log into your account and insert the guideline. Upon inserting the guideline into your account
an Office Ally representative will send an email to the email address on file stating that your guideline is now
available in your account.