EligiVue Clarity Before Care.

Clarity Before Care.

Vision insurance verification, made clear.

Let patients start before their visit. Give your front desk a clear view of benefits and what to do next.

Built from two decades of hands-on experience in optometry.

Request Founding Office Access Watch the demo 1:36
HIPAA-aligned, BAA-backed Founding Office Program — limited to 10 practices No credit card required
Patient submits from their phone
EV PreCheck on a phone after submitting: Submission Received. The office will review your coverage before your appointment and contact you only if anything else is needed.
Submitted
EligiVue checks the carrier
The same patient's check at the front desk while it runs: Verifying Eligibility, Patient: Alex Sample, Checking VSP Vision Care, 0 of 1 carriers complete. Labeled Demo patient, fictional insurance and benefits.
Verification in progress
Result at the front desk
The completed verification for demo patient Alex Sample: VSP, Coverage Found, Eligible YES, Eligible for an exam today, Collect Today copays, an authorization number, and Copy to Chart, PDF, DOCX and Share actions. Labeled Demo patient, fictional insurance and benefits.
Verified

Real product screens on a sample office. Demo patient · fictional insurance and benefits. The three states are shown side by side; no timing is implied.

Supported vision plans
  • VSP
  • EyeMed
  • Spectera
  • Davis Vision
  • Superior Vision
  • MetLife Vision

MetLife Vision plans are verified through the network that administers them: VSP Choice, Davis Vision, or Superior Vision.

EV PreCheck

A better visit starts before check-in.

Patients submit their insurance from their phone before the visit. Your front desk sees the submission, then the carrier-verified result.

What you do

Share your location’s PreCheck link or QR code. Everything else arrives in the EV PreCheck inbox.

Good to know
  • Submitted is not verified. The patient’s confirmation says the office will review their coverage. The verification happens on your side.
  • Private by default. Name, date of birth, Member ID or last 4 of SSN, and an optional card photo go in from the patient’s phone, in English or Spanish. Nothing said out loud at the desk.
  • You share the link. EligiVue doesn’t text or email patients on its own.
  • Included in Practice and Practice Plus.
EV PreCheck form on a phone: Sunrise Eye Care, Downtown location, with an English and Español toggle and the note that information is submitted securely from the phone.
The PreCheck form with insurance provider chips (All Providers selected) and the demo patient's first name Alex, last name Sample, date of birth and last 4 of SSN filled in. Labeled Demo patient, fictional insurance and benefits.
The bottom of the PreCheck form: a checked consent statement that the information will be submitted to Sunrise Eye Care for insurance eligibility verification, and a Verify Your Vision Insurance button.
Submission Received screen: Your insurance information has been securely submitted to Sunrise Eye Care. The office will review your coverage before your appointment and contact you only if anything else is needed. No further action is needed right now.
The EV PreCheck inbox at the front desk: Copy PreCheck Link, awaiting-review count, and a list of submissions including demo patient Alex Sample marked NEW. Labeled Demo patient, fictional insurance and benefits.
The completed verification result for demo patient Alex Sample: VSP, Coverage Found, Eligible YES, Eligible for an exam today, Collect Today copays, authorization number, and Copy to Chart. Labeled Demo patient, fictional insurance and benefits.

One familiar results view

Every result is laid out the same way.

PreCheck, Instant, or a recheck from EV Tracker: the presentation is consistent, so staff read it the same way every time. The outcome is whatever the carrier returned.

  1. SummaryCoverage Found. Eligible YES. “Eligible for an exam today.”
  2. What to collectCollect Today, then If the patient orders glasses. Copays as the carrier returned them.
  3. Save or share the resultCopy the summary into the patient’s chart, download a PDF or DOCX, or share the result. An authorization number appears when the carrier provides one.
  4. BenefitsExam, Contact Lens Fitting, Retinal Imaging, Frames, Lenses, Contacts. “Not shown by carrier” when the portal didn’t return it; never a guess.
  5. Evidence and recordPortal Evidence, All Portal Fields, and the Verification record with the time it was verified and how long it took.
Full verification result card for demo patient Alex Sample showing the summary, Collect Today section, authorization number, Copy to Chart, PDF, DOCX and Share buttons, six benefit tiles, and collapsed Coverage breakdown, All Portal Fields and Verification record rows. Labeled Demo patient, fictional insurance and benefits.
EV Tracker

Know whose benefits are coming due.

EV Tracker turns the next-eligible dates carriers return into one worklist: Eligible Now, Eligible Soon, Future Eligibility. When a date arrives, Recheck Today confirms it with the carrier before anyone picks up the phone.

EV Tracker page: Eligible Now (31, 1 new), Eligible Soon and Future Eligibility tabs with counts, a patient name search, service filters, and the Eligible Now list with demo patient Alex Sample as the new first row: carrier VSP, Exam, All categories, expected eligible date Oct 5, 2026, status Due for Recheck, and Recheck Today, View and Copy Message buttons.
One EV Tracker row: NEW, demo patient Alex Sample, carrier VSP, service Exam, All categories, expected eligible date Oct 5, 2026, status Due for Recheck, Add phone, and buttons Recheck Today, View, Copy Message.
The fresh result after Recheck Today for demo patient Alex Sample: VSP, Coverage Found, Eligible YES, Eligible for an exam today, exam and retinal imaging copays, frames and lenses copays, a new authorization number, and the Patient Insurance Profile panel. Labeled Demo patient, fictional insurance and benefits.
“Due for Recheck” is a forecastThe next-eligible date the carrier gave you earlier has arrived. It is not today’s eligibility.
“Recheck Today” verifies itReruns the check with the carrier from the saved profile, no retyping. Returns an updated result, including an authorization when the carrier provides one.
Then follow upCopy Message for the patient, add a phone, leave an office note, mark the outcome: Scheduled, Left message, Not interested, No longer patient.
Good to know
  • In-app, on purpose. EV Tracker is a worklist and a sidebar badge. It does not email or text patients or staff.
  • Practice Plus. The full worklist and its actions are part of Practice Plus. Practice includes a preview with counts only, so you can see follow-up opportunities building before you upgrade.

Patient Profiles

Returning patient. Familiar information.

Every completed check saves a Patient Insurance Profile automatically. Search Patients by name to open their latest verification or run Check Now.

What you do

Click Patients at the top of any page and search by name.

Good to know
  • Last verified is history: when coverage was last confirmed and with which carrier.
  • Next eligibility is the carrier’s forecast, shown separately, never dressed up as current coverage.
  • No save step. The profile panel appears on every completed result, PreCheck or Instant.
The Patients search overlay opened over the Instant page, with an empty search field and an esc hint.
Searching Sample returns demo patient Alex Sample: Primary, Sunrise Eye Care Downtown; Last verified today Oct 5, 2026, Coverage Found VSP Vision Care; Next eligibility Oct 5, 2027, in 12 months, VSP.
Demo patient Alex Sample's profile card: Coverage Found VSP Vision Care, last verified today Oct 5, 2026; Next eligibility Oct 5, 2027, in 12 months, VSP; a Check Now button, View latest verification, Remove patient profile, and a close button.
The Patient Insurance Profile panel on a result page: Last Verified Oct 5, 2026 3:30 PM, Find this patient again anytime from Patients, demo patient Alex Sample, Primary, VSP Vision Care, date of service 10/05/2026, verified today.

Less retyping. Easier follow-up.

Instant Check

Enter the patient’s details.

Enter their name, date of birth, and member ID or last four of SSN to run a new verification.

Patient Profiles

Search a name. Find their record.

Find a returning patient, open their latest saved verification, or run Check Now, without re-entering their insurance details.

EV Tracker

Run a fresh check. No retyping.

Click Recheck Today to verify current benefits using the patient’s saved information.

Instant

One place to check vision benefits.

For walk-ins, phone calls, or anyone who skipped PreCheck: one form checks every carrier the office has connected and returns the same familiar result.

What you do

Enter name, date of birth, and last 4 or Member ID. Pick a carrier for a faster check, or leave All Carriers selected.

Good to know
  • Staff stay with the patient. The page shows “Verifying Eligibility…” and which carriers are being checked while the portal round-trip runs. The time it took is printed on every result’s Verification record.
  • If a carrier asks for a sign-in code, staff see which carrier needs it, and the other carriers’ results still come back. Staff complete the sign-in and re-check just that carrier. The signed-in session is reused afterward.
  • Included in Practice and Practice Plus. Unlimited single-patient checks on both.
The Instant Verification form: Eligibility Check across Davis Vision, EyeMed, Spectera, Superior Vision and VSP Vision Care, carrier chips with All Carriers selected, and the patient fields first name Alex, last name Sample, date of birth and last 4 of SSN filled in. Labeled Demo patient, fictional insurance and benefits.
The Instant result for demo patient Alex Sample: VSP, Coverage Found, Eligible YES, Eligible for an exam today, exam $10 and retinal imaging $39 copays, frames and lenses $25 copays if the patient orders glasses, authorization number, Copy to Chart, and the Patient Insurance Profile panel. Labeled Demo patient, fictional insurance and benefits.

Supporting features

More for the whole office.

Tools to help your whole office prepare, follow up, and stay organized.

Batch verification

Upload a CSV of up to 20 patients (dependents count toward the limit) and let the checks run in the background. Results use the same vocabulary as every other check: Found, Not Found, Review Needed, Action Needed.

Practice · Practice Plus
Details
  • Batch covers VSP, EyeMed and Spectera. For Davis Vision and Superior Vision, use Instant or EV PreCheck.
  • Staff step in when a portal asks for a code or a result needs review.

ROI Dashboard

Estimate time and labor savings using your office’s verification activity.

Practice · Practice Plus
Details
  • The labor rate and minutes-per-manual-check are editable settings. The defaults are $25 per hour and 5 minutes per check; they are an estimate, not a guarantee.
  • Patients verified, portals searched, and completion rate for the last 30 days.

Advanced Analytics

Team performance and trends over time, with CSV export.

Practice Plus
Details
  • Practice includes the ROI Dashboard. Practice Plus adds the Advanced Analytics page and its exports.
  • Practice Plus also includes the estimated patient cost table: retail, copay, and patient responsibility on a result.

Multi-location and team

Practice includes 5 users and one location; Practice Plus includes 10 users. Add locations on either plan, each with 5 more users.

Practice · Practice Plus
Details
  • Additional locations at founding pricing: $149/mo on Practice, $199/mo on Practice Plus. Additional users $10/mo each.
  • Each location has its own PreCheck link and can use its own portal credentials or share the office’s. Staff see only the locations they’re assigned to.
  • Shared front-desk workstations: switch user with a personal PIN.

Chart-ready notes, exports, history, and evidence

Copy chart-ready notes formatted for Officemate, RevolutionEHR, Crystal PM, or plain paste. Every result exports as PDF or DOCX, and a Verification Record PDF keeps the carrier’s portal evidence with it.

Practice · Practice Plus  ·  audit log exports: Practice Plus
Details
  • Verification History is searchable and exports to CSV; it is retained for the life of your account, including portal evidence.
  • Nothing to install or connect: EligiVue works alongside your practice management system.
The bottom of a result card: Follow-up note with Add note, and three collapsed rows: Coverage breakdown (plan detail, frequencies, next eligible dates), All Portal Fields, and Verification record with the verified time and total time.

Full plan comparison on the pricing page.

See EligiVue in action.

1:36

One patient’s PreCheck from phone to chart, then EV Tracker, Patients, and an Instant check. Every screen is the real product on a sample office.

Demo uses fictional patient and insurance information, temporary synthetic narration, and two time-compressed waits.

How an office gets started

Nothing to install. Nothing to replace.

EligiVue works alongside your practice management system. Three steps from request to first check.

Request access

Tell us about your practice. EligiVue reaches out to confirm fit, setup needs, and launch timing. No card, no contract to start.

Sign the BAA, connect your portals

A Business Associate Agreement is signed before any eligibility check runs. Then your carrier portal logins go into Settings, with guided setup for staff access and PreCheck.

Share your link, run your first checks

Put the PreCheck link or QR code where patients will see it. Run Instant checks at the desk from day one.

What you can rely on

A record you keep, handled the way an office needs.

Every verification, kept

  • Retained for the life of your account, including the carrier’s own portal evidence.
  • A Verification Record PDF: who was verified, when, which carrier, and the supporting evidence.
  • Benefits are what the carrier’s portal returned at the time of the check. Always confirm anything unusual with the carrier before billing.

Handled carefully

  • Designed with HIPAA Security Rule requirements in mind. Patient data, portal credentials, and portal evidence are encrypted with AES-256; all traffic uses TLS.
  • Role-based access, session timeouts, audit logging, and optional authenticator-app two-step sign-in for admins and managers.
  • A signed Business Associate Agreement is required before any eligibility check runs.

Built at the front desk of an optometry practice.

I know how much work happens before the exam.

Nic Camuccio

Founder, EligiVue

Business Administration, USC’s Marshall School of Business

I started working in my family’s optometry practice in Los Angeles in 2006 and took over day-to-day operations in 2010 while attending college. Over the years, I managed staffing, scheduling, insurance and the front desk as the practice grew from four to ten doctors. In 2025, I led the operational launch of The Village Optometry, including insurance credentialing, staff onboarding and EHR setup.

I saw how much work went into answering a simple question: “Can this patient use their vision benefits?” Staff collected insurance details, moved between carrier portals and pieced together different benefit screens—all while answering phones and checking patients in. Afterward, someone still had to document the result. When a patient wasn’t eligible yet, the future date often went nowhere. We didn’t have a reliable system to track it and follow up, and patients were left to remember on their own.

I built EligiVue to move that work ahead of the visit.

EV PreCheck lets patients submit their insurance information from their own phone through your office’s link or QR code. EligiVue then checks the configured carriers, giving your team results to review before the patient arrives. Staff can see what coverage was found and what still needs attention—so insurance questions can be addressed before they become a delay at check-in.

For walk-ins and phone calls, Instant brings carrier checks into one place. Results follow a consistent layout, with carrier evidence and summaries staff can copy into the chart.

EV Tracker gives those dates a place to go. It organizes the future eligibility dates carriers return into a follow-up list, so your team can recheck benefits and contact patients when the time comes. Instead of leaving patients to remember, your office has a clear opportunity to bring them back.

Less time navigating insurance, less repeated work, and more time helping patients.

I’m personally involved in setup and support for our founding offices. I’ll walk you through EligiVue using the workflows that matter to your practice.

Request a Demo with Nic

Pricing

Founding price, locked for 24 months.

The first 10 founding offices lock in founding pricing for two years and receive a 30-day free trial with full Practice Plus access. No credit card required.

Free Trial
$030 days, founding offices
Standard trial: 14 days
  • Full Practice Plus access
  • Up to 10 staff users
  • Founder-led setup support
When your trial ends, access will be paused. Your office data will not be deleted when your trial ends.
Practice Founding price · locked 24 months
$199per month
Normally $299/mo · first 10 offices
  • EV PreCheck and Instant verification
  • Unlimited single-patient checks, all six carriers
  • Batch, Verification History, ROI Dashboard, EV Tracker preview
  • 5 users, 1 location
Additional users $10/mo each.
Practice Plus Founding price · locked 24 months
$299per month
Normally $399/mo · first 10 offices
  • Everything in Practice
  • Full EV Tracker: the worklist and its actions
  • Estimated patient cost table, Advanced Analytics, audit log exports
  • 10 users; additional locations +$199/mo each
Built for growing and multi-location offices.
Request Founding Office Access See full pricing and plan comparison →

Before you decide

Questions offices ask.

How does the free trial work?
Founding offices receive a 30-day free trial; the standard trial is 14 days. Both include full Practice Plus access for up to 10 team members, and no credit card is required. Access is currently by request. When your trial ends, access will be paused. Your office data will not be deleted when your trial ends.
How long does a verification take?
Timing varies by carrier and whether a sign-in code is required. Staff can follow progress while the check runs and see its recorded duration afterward. If a carrier needs a sign-in code, staff see which carrier it is, and the other carriers’ results still come back.
Does EligiVue text or email my patients?
No. Your office shares the PreCheck link or QR code yourselves, by text, email, your website, or a printed sign. EligiVue doesn’t send anything to the patient on its own, and EV Tracker reminders are in-app only.
What is the difference between EV PreCheck and Instant?
Same underlying check. PreCheck is filled out by the patient ahead of time on their phone. Instant is run by staff at the desk, right when you need it: for a walk-in, a patient who skipped PreCheck, or a phone call.
What does “Due for Recheck” mean in EV Tracker?
The next-eligible date the carrier returned on an earlier check has arrived. It is a forecast, not today’s eligibility. Recheck Today runs an actual check with the carrier and gives you a dated result.
Which carriers are supported, and what about MetLife?
VSP, EyeMed, Spectera, Davis Vision, Superior Vision, and MetLife Vision. MetLife Vision has no portal of its own; choose MetLife Vision and EligiVue searches whichever administering network your office has connected (VSP Choice, Davis Vision, or Superior Vision). Davis Vision and Superior Vision share one sign-in.
Do I need to change or connect my practice management system?
No. EligiVue works alongside it. Copy chart-ready notes formatted for Officemate, RevolutionEHR, Crystal PM, or plain paste, and every result also exports as PDF or DOCX.
What happens if a carrier asks for a 2FA code?
EligiVue shows staff which carrier needs a sign-in or code, and results from the other carriers still come back. Staff enter the code when prompted, or complete the sign-in from the dashboard banner or Carrier Sessions in Office Settings, then re-check only that carrier. Once the portal accepts the code, the signed-in session is reused for later checks, which reduces how often codes are needed. Davis Vision and Superior Vision share one sign-in, so one code covers both. You can also sign in ahead of time from Carrier Sessions in Office Settings.
How does EligiVue support HIPAA-regulated workflows?
EligiVue is designed with HIPAA Security Rule requirements in mind. Patient data, portal credentials, and portal evidence are encrypted with AES-256, and all traffic uses TLS. Access is restricted to authorized users with role-based permissions, session timeouts, and audit logging; admins and managers can turn on authenticator-app two-step sign-in. A signed Business Associate Agreement is required before any eligibility check runs.
Is the benefit information guaranteed?
No. Results reflect the information retrieved from the carrier at the time of verification and are not a guarantee of payment. Always confirm anything unusual with the carrier before billing.
How long are verification records kept?
For the life of your active account, including portal evidence, so you can review prior checks, support audits, and answer patient questions. If you cancel, your admin can download a final export before the organization’s data is deleted; audit logs are retained for at least 6 years as required by law.

Still have questions? Email support@eligivue.com. We aim to respond within one business day.

Founding Office Program

Less time in portals. More time with patients.

Request access, and EligiVue will reach out to confirm fit, setup needs, and launch timing.

Request Founding Office Access

Limited to 10 practices · 30-day trial · No credit card required