Assigning an Insurance Schedule

After you add an insurance schedule for the manual OptumHealth Vision (Spectera) insurance plan, you can assign it to your offices to allow AcuityLogic POS users to access the manual insurance plan.

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 assign an insurance schedule

  1. In AcuityLogic Admin, click Insurance and select Plan.

    The Insurance Plan window opens.

  2. Use the search criteria provided to search for the manual OptumHealth Vision (Spectera) insurance plan you created previously.
  3. Click the Expand icon to display the insurance schedules for the plan.
  4. Click the Assign Offices link for the insurance schedule you created previously.

    The Assign Offices window opens.

  5. Click Add Office, select an office in the Office drop-down list, and click Insert to assign the insurance schedule to a specific office.
    Click Add All Offices to assign the insurance schedule to all your offices.

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