✨ When You Need This Guide
If you’re wondering:
How do I run a manual insurance check?
How do I check insurance for a walk-in or unscheduled patient?
Can I run a quick eligibility search without an appointment?
How do I verify vision or medical coverage for a patient not on today’s schedule?
You’re in the right place! Whether it's vision or medical, Aloha makes it easy to run a manual eligibility search using basic patient details—even if they’re not scheduled. This guide shows you how.
🔎 What This Covers
This guide includes:
How to manually check Vision insurance eligibility
How to manually check Medical insurance eligibility
How to read eligibility status, results, and plan details
✅ Run a Manual Vision Eligibility Search in Aloha
Click the “Eligibility Search” button in the upper-left corner of Aloha.
Enter patient info:
Either: Last Name, First Name, and Date of Birth
Or: Full Member ID and select VCP Payer
🔍 For VSP, always search under the primary insurance holder—dependents will show underneath.
Click “Search.”
Review the patient results once loaded:
Blue Highlight = Results pulled within last 48 hours (active)
Red Highlight = Older than 48 hours (refresh for updated info)
Green Dot = Eligible
Red Dot = Not Eligible
Yellow Dot = Authorization being held
📌 A number next to the vision payer? That means the patient has more than one plan with that payer (like a discount plan).
Click the patient’s name to view full plan details.
At the top right, you'll see the “Eligibility as of” date (when the benefits were last verified).
You'll also see next eligible date and frequency rules (how often benefits reset).
Click “Plan Details” to open a simplified, standardized plan summary—perfect for new staff.
Click “Plan Snapshot” to open a downloadable/printable PDF.
You can save or print this for your records.
Aloha automatically stores this in the Eligibility History tab and integrates it into your EHR (if connected).
⚠️ Out-of-network benefits are not shown. Aloha uses your portal credentials to retrieve in-network only data.
✅ Run a Manual Medical Eligibility Search in Aloha
Click the “Eligibility Search” button in the upper-left corner.
Click the “Advanced Search” option below the name fields.
Enter patient info:
Last Name, First Name
Date of Birth
Medical Member ID
Medical Payer
Click “Search.”
Once the results load, click “View Patient’s Medical Details.”
A pop-up will appear showing:
Plan Coverage (including Optometry, if available)
Family & Individual Deductibles
Stop Loss Deductibles (if any)
Co-pay/Co-insurance breakdown
🎉 You’ll Know It Worked When:
You see the patient’s insurance info populate in the results
Status icons (green, red, yellow) clearly show eligibility
You can open Plan Details or download a Plan Snapshot
The date shown is within the last 48 hours (or updated by you)
Vision/medical data appears clearly in a unified format
💡 Common Scenarios & What To Do
Scenario | What To Do |
Walk-in needs insurance check | Use manual search with DOB + name or Member ID |
Patient not on schedule | Use manual search; appointment not required |
Eligibility shows red | Results are older than 48 hrs, click refresh |
VSP results missing dependents | Search using primary subscriber info |
Patient has multiple plans | Check for plan count next to payer name |
💬 Need Help? We're Here!
Email: support@reviewwave.com
Phone: 1-800-563-0469
Our team responds within 30 minutes during business hours.
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