Adding an Insurance Schedule
After you create a manual OptumHealth Vision (Spectera) insurance plan, you can create an insurance schedule to assign to your offices.
- If you added an insurance schedule for a manual OptumHealth Vision (Spectera) insurance plan created previously, you can use the existing insurance schedule instead of adding a new one.
- For multitenant environments, the following setup can be performed only by administrators of the parent company. Setup and updates for individual companies can be performed after the initial setup is completed. See Setting Up Insurance for Individual Companies.
To add an insurance schedule
- In AcuityLogic Admin, click Insurance and select Plan.
The Insurance Plan window opens.
- Use the search criteria provided to search for the manual OptumHealth Vision (Spectera) insurance plan you created previously.
- Click the Add Schedule link.
The Add Schedule window opens.
- Select Create blank schedule in the Copy/Create drop-down list and click Next.
The Insurance Schedule window opens.
- Select or type 10/1/2016 in the Start Date field.
- Select or type an end date in the Termination Date field.You can set the end date for the schedule to the date you want AcuityLogic POS users to stop using the manual OptumHealth Vision (Spectera) insurance plan. If you are unsure when the administrator will complete the insurance schedule modifications, you can set an estimated date now and change the end date at a later time.
- Select an item type in the Item Type drop-down list and click Add.
The Edit Schedule Item window opens.
- Select a method for the item in the Method drop-down list and configure the method. For more information on configuring methods, see Modifying Insurance Schedules.You must add one item to the insurance schedule before you can save it. Eyefinity recommends that you add the Special Item item and configure the Senior Citizen Discount Rule method.
- Click Save to close the Edit Schedule Item window.
- Click Save & Return to save the insurance schedule.