VSP Estimator - Setup

The following instructions are to enable VSP Estimator.

Instructions

Admin

1. Access Admin > General > Locations > open your location > Order Processing.
2. Click 'Enabled' for VSP Estimator.
3. Click 'Save.'
4. Access Admin > General > Practice Preferences > Additional Preferences > Orders.
5. Click 'Yes' for Enable VSP Product Catalog.
6. Click 'Save.'
7. Log out and log in to see the changes associated to the setting. Note: If you need to complete the instructions for Data Configuration, you can wait to complete this step until you are finished with all instructions.

Data Configuration

Your practice may have Balance Transfer Reasons and Balance Write-off Reasons configured that are similar to the recommendations we have provided below. If so, it is not necessary to complete these instructions. 

Balance Transfer Reasons

1. Access Admin > Data Configuration > Accounting > Balance Transfer Reasons.
2. Click the + icon.
3. In the Name field, input Coinsurance/Copay.
4. Click 'Save.'
5. Repeat steps 2-4 and input Exceeds VSP Benefits.

Balance Writeoff Reasons

1. Access Admin > Data Configuration > Accounting > Balance Writeoff Reasons.
2. Click the + icon.
3. In the Name field, input VSP.
4. Click 'Save.'
5. Repeat steps 2-4 and input VSP Recoup.