✨ When You Need This Guide
Use this guide if you're wondering:
How do I add or reconnect a vision portal to Aloha?
Why do I see a triangle warning on VCP Credentials?
What are tips for running clean, accurate vision eligibility searches?
What should I know about portal login errors or multiple location issues?
Where can I see my saved vision credentials?
This guide walks you through connecting or fixing vision portal credentials in Aloha and shares smart search tips per vision payer to help you avoid rejections or delays.
🧠 What This Covers (And What It Doesn’t)
✅ Covers:
Connecting and reconnecting VCP (Vision Care Plan) credentials
Recognizing portal disconnect indicators
Specific search tips for major vision payers like VSP, EyeMed, and Spectera
🚫 Doesn’t Cover:
Setting up medical portals (see How to Connect Medical Credentials)
Manual search process (see How to Run a Manual Vision Eligibility Search)
🔗 Connecting or Reconnecting VCP Credentials
Only a Practice Admin can connect or update credentials.
Go to the “VCP Credentials” tab
Found on the left-hand side of the Aloha screen.Look for red triangles 🔺
These indicate disconnected or outdated portal credentials—common after a password reset or portal error.Click “Edit” next to the portal you want to update
Enter the correct username and password
Click “Submit” after entering.If successful: ✅ You’ll see a green checkmark
If unsuccessful: 🔺 The triangle remains—check and re-submit.Multi-location? You may need to choose an address.
For some portals (like EyeMed, Versant, or Spectera), a dropdown of your locations will appear.
🔒 Credentials are securely stored in Aloha and only admin users can update them.
🎯 You’ll no longer need to log into each vision portal manually!
🔍 Vision Portal Search Tips (By Payer)
These pro tips help avoid errors and ensure clean eligibility pulls.
Vision Portal | Search By | Primary Member Needed? | Dependents Pulled? | Notes |
VSP | Name, DOB, Last 4 of SSN or Member ID | ✅ Yes | ✅ Yes | If a Member ID exists, you must use it. Aloha creates then cancels a family-wide auth to pull full data. |
EyeMed | Name + DOB or Member ID | ❌ No | ✅ Yes | Any family member returns full family results. |
Aetna-EyeMed | Name + DOB | ✅ Yes | ✅ After setup | Must use “Add Dependent Info” to pull others the first time. |
Spectera | Name + DOB or Member ID | ❌ No | ✅ Yes | Full family info from any member. |
Davis | Name + DOB | ✅ For each | ❌ No | Must search each member individually. Use “Add Dependent” for future batch pulls. |
Superior | Name + DOB | ✅ For each | ❌ No | Same as Davis. Must repeat for each family member. |
NVA | Name + DOB or Member ID | ❌ No | ✅ Yes | Any member pulls full family data. |
Pro Tips for Existing Patients in Aloha
Already ran eligibility before? Type any part of the name or DOB into the search bar.
Need to refresh the data? Just click “Refresh Eligibility” to get updated benefits.
📆 Eligibility Result Expiration
⏱️ All eligibility results expire after 48 hours
This ensures your team always has the most accurate information when scheduling or billing.
🎉 You’ll Know It Worked When:
✅ The red triangle next to the portal disappears
✅ A green checkmark appears after updating credentials
✅ Eligibility search returns active, accurate data for all members
✅ You can see benefit details by clicking the patient name or "Plan Snapshot"
💬 Need Help? We're Here!
Email: support@reviewwave.com
Phone: 1-800-563-0469
Support team replies within 30 minutes during business hours
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