How can we help?

VSP Split-Authorization Configuration

Configure SpexFetch to generate multiple VSP authorizations from a single search—automatically—based on your appointment types. This is particularly helpful when visits involve both services (like exams and contact lens fittings) and materials.

⚙️ Step 1: Open Configuration Table

notion image
  1. Navigate to the VSP settings area in SpexFetch.
  1. Click the •• (three-dot menu) to begin configuring appointment types.

🗂 Step 2: Add Appointment Types

You’ll now create appointment types that match exactly what’s used in your EHR.
notion image
For example, you might add:
  • Comp Exam
  • Comp Exam + CL New
  • Comp Exam + CL Old
🔠 Make sure these appointment names are spelled exactly as they appear in your EHR system.

📄 Step 3: Choose How Authorizations Are Structured

SpexFetch gives you flexibility in how you want authorizations to be generated:

🟢 Option 1: Single Authorization

Some clinics prefer to keep things simple by including all services and materials on a single authorization. This is perfectly acceptable and works well when:
  • A single department handles both the exam and materials
  • You want fewer documents and simpler workflows
For example, the appointment type Comp Exam might authorize:
  • Exam
  • Contact Lens Fitting (if applicable)
  • Materials
  • Essential Medical (optional)

🔵 Option 2: Split Authorizations

notion image
Other offices choose to generate two separate authorizations—one for services, and another for materials. This is especially useful if:
  • Different departments handle billing (e.g., exams vs. eyewear)
  • You want to clearly separate patient benefits and usage
For example, the appointment type Comp Exam + CL New might return:
  1. Authorization #1 – for:
      • Exam
      • Contact Lens Fitting
  1. Authorization #2 – for:
      • Materials (e.g., frames, lenses, contacts)

🚀 What Happens Next?

Once configured:
  • Running a Single Search or Bulk Verification will automatically apply these appointment rules.
  • SpexFetch will generate one or two authorizations based on the appointment type.
  • PDFs for each authorization will be returned with the results.

Example:

If your EHR sends the appointment type Comp Exam + CL New, SpexFetch will:
  • Detect the need for two authorizations
  • Run both queries
  • Return both PDFs, fully separated and ready for use

Summary

By mapping your EHR appointment types to authorization rules:
  • You eliminate guesswork for staff
  • You streamline the authorization process
  • You ensure full, accurate coverage for both services and materials