OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 12 Setting Up & Using the VSP Interface
Getting Member Eligibility & VSP Authorization
Type the policy group number in the Policy Group (Box 11a) text box.
Note
If you do not know the policy group number, perform the
following steps to retrieve the number from Eyefinity:
a. Click Save.
b. Click Exit to close the New Carrier window.
c. Click VSP and select one of the following:
Select Member Information if you enter all nine
digits of the primary member’s social security number
on the New Carrier window.
Select Member Information (4 digit SSN) if you
enter the last four digits of the member’s social security
number on the Demographic tab or Guarantor
window.
The Response From VSP window opens.
d. Select the number appearing after “Insured Group:” and
press Ctrl+C to copy the number.
e. Click Close.
f. Ensure that Vision Service Plan or VSP is selected and click
Detail.
The Carrier window opens.
g. Click in the Policy Group (Box 11) text field and press
Ctrl+V to paste the number.
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