Where do I activate the 'Who Is Your Insurance' (WIYI) interface?
Posted by Forest Barral on 28 Mar 2014 10:01 AM

Activate the Who Is Your Insurance (WIYI) Interface settings for each location and employee that will use the interface. (You must have a Who Is Your Insurance account before setting up the interface in My Vision Express. Visit www.WhoIsYourInsurance.com for more information.)

 To setup one login for all staff members to access the WIYI Interface:

  1. Go to File > Setup > Company
  2. Under the Company Tab select the location you are setting up Who Is Your Insurance for
  3. Click the Integration Tab
  4. Click the Locations sub-tab
  5. In the Who Is Your Insurance section:
    1. Enter your Business Token (Your Business Token can be found on the WIYI website inside your profile under the Location tab)
    2. Select the Full Search check box to allow WIYI to continue searching for other insurance companies after the patient’s primary vision plan has been found. Searches take longer when this is enabled; but it lets you know when patients have coverage under more than one vision plan
    3. Enter the email address you used to register for WIYI in the Username field
    4. Enter the password you created when registering for WIYI in the Password field
  6. Repeat the steps above for each location, if applicable
  7.  Click the Save button on the top menu bar to apply changes

 To setup login credentials for limited staff members to access the WIYI Interface:

  1. Go to File > Setup > Employees
  2. Select an employee that will use the Who Is Your Insurance interface
  3. Click the Wiyi… button. The Who is your insurance – Employee Login Information screen will appear
  4. Enter the employee’s Email address and Password associated with their WIYI account
  5. Click the OK button to save
  6. Repeat the steps above for each employee that will use the WIYI Interface
  7. Click the Save button on the top menu bar to apply changes
  8. Restart MVE
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