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👁️ How to Connect Vision Portals in Aloha + Smart Search Tips

Add or update your vision portal login, reconnect credentials, and run clean vision eligibility searches

Kyle Davidson avatar
Written by Kyle Davidson
Updated over a week ago

✨ 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:

🔗 Connecting or Reconnecting VCP Credentials

Only a Practice Admin can connect or update credentials.

  1. Go to the “VCP Credentials” tab
    Found on the left-hand side of the Aloha screen.

  2. Look for red triangles 🔺
    These indicate disconnected or outdated portal credentials—common after a password reset or portal error.

  3. Click “Edit” next to the portal you want to update

  4. 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.

  5. Multi-location? You may need to choose an address.
    For some portals (like EyeMed, Versant, or Spectera), a dropdown of your locations will appear.

    • Select the correct location

    • Wait for the green checkmark to confirm success

🔒 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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