How to Enter Benefit Authorization for Vision Insurance
Insurance Benefits can be accessed from the Patient record, the Invoice, Claim, and EOB
1. From Patients Summary > Click Benefits > Click Insurance
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4. Click Authorization > Enter all fields
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9. Link to appointment (optional) > Click Action button > Select Link Appointment
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11. The linked appointment medical/vision benefit can be viewed within the Scheduler Tab > Appointments Sub Tab – Medical/Vision Insurance Status. The red icon indicates that there is not a Medical/Vision Payer benefits associated with the appointment while the green icon indicates that there is one.
Example of an appointment without linked benefits.
Example of an appointment with linked benefits.