SmartFlow - WVA (now FAIT) - Getting Started

The instructions below provide detailed steps for Getting Started, as an alternative, you can access Quick Guide - SmartFlow Setup.

Instructions

1. Access Admin > Vendors/Partners > Contact Lens Suppliers > WVA.
2. Within the Basic Information tab, setup your WVA account information. The following is required and must be entered before orders can be successfully transmitted to WVA:
   • Account Number: Your WVA account number is the number used to associate your account with WVA for billing and reporting purposes and can most commonly be found in the upper right
     corner of your WVA statement. You have probably seen it on your statements from WVA. If you do not know your WVA account number, contact WVA and request your office's account number.
3. Access the Location Information tab.
4. Open each location and complete the following:
   1. Verify the information in the Account # field matches the Account Number field within the Basic Information tab. Update the field, if necessary. 
   2. Verify the External/Ship-To # field matches the information your practice received from WVA. Update the field, if necessary. If this field is not configured, the Account Number field is used by WVA to determine where to ship the orders.
   3. Click 'Save.'
5. If all locations within your practice are NOT listed in the grid:
   1. Click 'Add.'
   2. In the New Location Configuration modal, in the Location field, select the appropriate location from the dropdown menu.
   3. In the Account # field, update the account number.
   4. In the External/Ship-To # field, input the location's number as obtained from WVA.
   5. Click 'Save.'

• To ensure orders sent to WVA can be successfully transmitted, order validation verifies the Account # and External/Ship-To # fields for this supplier have been populated. If either of these fields are not populated, a warning message displays that indicates which ID's are missing.

After setup is complete, it is our recommendation that you submit one or two orders to verify that configuration for your practice has been setup correctly. Once you can confirm the order was successfully received and approved by WVA, you are ready to transmit WVA orders through SmartFlow.