OD Link Manual Insurance/Financial Information and ReportsHow do I use the Vision Insurance tool?

How do I use the Vision Insurance tool?

Create claim

Create claim

Under "add claim" click  VSP

Open Vision Insurance Tools Tab

Open Vision Insurance Tools Tab

A help dialoge box will pop up asking if you want to show the tab, click yes

Or open in transaction at any time by clicking on "vision insurance"

Or open in transaction at any time by clicking on "vision insurance"

Choose the Tool you would like to use

Choose the Tool you would like to use

.10, .15, .20 and .30 are for percentage discounts.  

Fill in the Blanks

Fill in the Blanks

The Vision Ins. Tool tab is now open. Fill in the highlighted boxes with patient copays such as 1. Exam copay 2. Frame allowance 3. Materials copay and 4. Cl allowance.

Click the refresh button (blue circling arrows) next to each item to help you figure what the paient owe.  You may also just enter patient pays values if you know what they are.

Calculate Patient Balance

Calculate Patient Balance

Click 4: Patient Balance to refresh and update the patient balance.  The "patient credit" will auto populate as well.

You can use detail button to open bigger vision insurance tool

You can use detail button to open bigger vision insurance tool

The goal is to get a PATIENT PAYS total (blue circle), then click the PATIENT BALANCE button to calculate the INSURANCE CREDIT (Red circle)

The goal is to get a PATIENT PAYS total (blue circle), then click the PATIENT BALANCE button to calculate the INSURANCE CREDIT (Red circle)

At the bottom a total of what the patient owes is added up with tax. Next click the Patient Balance button to the right of the total to update the transaction. Patient balance will show up at the bottom of the screen and the claim billed amount will show up on the claim line.

INSURANCE Credit (1) and PATIENT BALANCE (2) are calculated

INSURANCE Credit (1) and PATIENT BALANCE (2) are calculated

$306 is what is being billed to insurance. and $ 105.44 is the patient's responsibility. Once VSP has been billed click the plus button to add the date in the green sent field. Once the date is entered the EOB button will turn green reminding you to put the EOB information in when you get it.

Use the help button to open more help

Use the help button to open more help

Ok closes help window.  More takes you to this lesson in the online help manual.

Ok closes help window.  More takes you to this lesson in the online help manual.