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.'

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.