Knowledgebase: Fee Schedule
How to Import Insurance Fee Schedules
Posted by Meghan Modreck on 02 Mar 2016 12:49 PM

Importing Insurance Company Fee Schedules

This feature is used to import insurance plan fee schedules. Insurance plans that are selected will bring in the fee schedule information, including the ‘groups’ of items that are eligible for coverage. If you did NOT import your spectacle lens inventory from the Spectacle Lens Master List, you will need to link your lenses to the Master List before importing fee schedule information.

To Import a New Insurance Company with Pre-populated Fee Schedules:

  1. Go to File > Setup > Insurance > Insurance Companies
  2. Use the Import button to access the ‘Insurance Carriers’ screen. Bring in insurance company plans and the fee schedules:
    1. Confirm that the ‘MVE’ radio button is selected at the top
    2. Tick the box under the Import column to select each company that you want to bring in and
    3. Click the Next button
    4. A list of insurance plans for the insurance companies will display
  3. Select the insurance plans you wish to import then click the Import button
  4. Click the Save icon when finished

NOTE: Plans that have already been imported are highlighted in red. You may select these plans (in red) to import again and they will be re-synchronized.

To Link an Existing Insurance Company with Pre-populated Fee Schedules:

  1. Go to File > Setup > Insurance > Insurance Companies
  2. Click the line to select an existing Insurance Company in the top grid
  3. Click the Link button
  4. Tick the Import check box to link one of the options to the selected Insurance Company
  5. Click the Import button
  6. Click the Save icon when finished

To Confirm the Information with Pre-populated ‘Groups’:

  1. Go to File > Setup > Insurance > Insurance Companies
  2. Select an Insurance Company that was imported (or linked)
  3. Click the Groups button
  4. Verify your groups at this time and make sure that they are filled with accurate lenses and contact lenses (will be based on the items in your Inventory Listings)
  5. If any lenses and/or contact lenses are missing from a group, click the bottom Add button to add additional items to the group
  6. Repeat steps for all groups

To Add Practice-specific Information to Pre-populated Fee Schedules:

  1. Go to File > Setup > Insurance > Insurance Fee Schedule
  2. Select the imported/linked Insurance Company from the Insurance drop-down menu
  3. Select a plan from the Plan drop-down menu
  4. Verify the Copays, Frame Allowances, and Frame Formulations in the corresponding fields
  5. If necessary, modify the Insurance Pays for the ‘Frame Allowance’ and ‘Contact Lens Allowance’
  6. In the grid below (Fee Schedule Grid), enter the Contracted Amounts for Spectacle Lens Groups
  7. Using the Filter section, you may select the radio button for Services, Lens Treatments, and Contact Lenses to verify that the groups included in the import appear in the Fee Schedule Grid
  8. Repeat steps for all imported and/or linked Insurance Plans
  9. Click the Save icon when finished

NOTE: If an Insurance Plan Fee Schedule is not available on the Import List, you can submit fee schedules that will be made available within 10 business days. Please send fee schedules to


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