; When the Appointment Calendar opens, navigate to the day that. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. If your practice requires daily updates to your EDGEPro reports, you must perform Daily Closing at the end of each day. Customer Care is closed on Saturdays and Sundays, and the following major US holidays: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve, and Christmas Day. Whether you need to request a demo, receive customer support, or want training, our U. Ordering Eyeglasses with VSP Medicaid. Enter Optional Comments, as needed. Login URL: A unique login url is created for each Eyefinity EHR Customer. Topics include: Insurance Billing Process. DEA # The provider’s DEA number. 942. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 2) S9986. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. Staff Name. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. If you are using Standard EDI, enter the Payor ID. 81K EPM - Unable to Select the Frame Eligibility Item Type for an Authorization When Applying Insurance to a Material Order in… In Company: Setup, click Resources and select Staff Setup. 5353 to reach our Customer Care team. We have the ability to contact support by phone, facebook and/or email at any time, so we aren't left alone to "deal with. The claim and all line items on the claim have the status On Hold. If the plan is not listed, see Adding Non-VSP Insurance Information. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. ; It should first be confirmed that the Physical Inventory Method is set. Learn Independently. Resources for Eyefinity Practice Management Users We care about your success and want to make sure you have all the tools necessary to realize your practice’s full potential. ( Eyefinity Practice Management does not automatically send bills to patients. Entering Place of Service Information. Click [X]. Eyefinity Practice Management 10. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. On the Printing Product Labels page, click the Setting Up Label Printers link. Get in Touch. Click the eInsurance tab. Those appointments automatically sync to your schedule in Eyefinity Practice Management, giving you the ability to organically grow your practice without extending operating hours or. For assistance in adding a Non-VSP authorization to the patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. There are too many button clicks that do nothing. com. RESOLUTION: From the EPM Front Office home page, click Appointment Confirmations, or, click the Appointments option in the upper action bar, and select Appointment Confirmations from the drop-down. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. You must contact the lab directly to notify them of the return. In Company: Setup, click Insurance and select Carrier & Plan Setup. Existing Eyefinity Practice Management customers can try Electronic Patient Notifications for three months FREE!After you resolve all of the posting errors for the remittance, Eyefinity Practice Management posts the remittance automatically. See Navigating Administration for information on how to get to Office: Setup. Perform an adjustment to add or remove items from your inventory. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. The SATO CG408 Properties window opens. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. Click the Print icon. In Office: Setup, click Scheduler and select Preferences. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. In. Select the office resource in the Resource. The Company: Setup screen opens. 5353 and request we block the certified partner's access to your system or complete the instructions below. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Eyefinity EHR and Eyefinity Practice Management are a cloud-based, electronic health record and practice management solution designed to meet the unique needs of the optometric industry for single and multi-location practices. based team stands ready to help. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. In Office: Setup, click Optical Labs. Click the Claims Information button. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. In the search field, enter the manufacturer, collection, model, eye size, color family, shape, UPC, or item number for the frame (s) you want to look up. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. Base Consultants Epm Ltd. Reset Password: Step 1 of 3 - Verify User Account. Click the Claim # link in the row of the claim you want to adjust. If you aren’t using Eyefinity EHR and your front office staff didn’t add the CPT Category II codes to the order, you’ll need to manually add CPT Category II codes to VSP claims: Search for the claim and select Edit Claim. This document may be found here. Under Third Party Billing, enter your Senders Code/Site Key. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. You can integrate Eyefinity Practice Management with other products and services to make contact lens ordering, credit card processing, billing, and managing patient records easier. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. The training office opens. The Remittance Details window opens with the Not Applied tab displayed. The Return/Void receipt and a credit card receipt open in new browser windows. To send a batch order to ABB: Click Inventory and select Product Inventory. 3. ; To view all 24 hours of each day on the schedule grid instead of only the scheduled office hours, click Show 24 hours below the grid. To apply a Pricing Option, select one from the drop-down list and click Reprice. Then, click the Transfer Balance icon. Access information and get support at your fingertips. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. 1. Click Electronic Patient Notification - Manage at the top of the screen. 2. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). To remove a payment method, click the X next to it. If you need to enter more than one payment method, click + Add one more method. If you know the UPC Code and/or Item Number you want to. Device Operating System. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Mirror coatings are not included in the lens color. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. To apply a Pricing Option, select one from the drop-down list and click Reprice. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Inventory Videos. This topic includes: Verifying Required Information. Deselect the Active Only check box. All passwords must be 8-15 characters, contain at least one numeric. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. 3. If the report does not open, check to make sure your browser is set to allow pop-up windows. Reason for choosing Eyefinity Practice Management. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Reset your password. Go to Claim Management and search for the claim. eyefinity. Perform one of the following: If the patient is the subscriber/member: Click Yes. Click Catalog in the blue menu bar, and select Frames. Frame Lookup [video] Inventory Scan Method [video]Process Claims [video] Editing Claims [video] Billing Claims Electronically Through TriZetto (Gateway EDI) [video] Standard EDI Claim Submission [video] Billing Non Electronic Claims [video] Billing Safety Claims [video] Applying Batch Adjustments [video]For patients who currently have VSP insurance, you must access the Insurance screen and click + Check for VSP Insurance to update the patient's plan information with their VSP Consumer ID prior to obtaining an authorization through the new interface. Click Exams. 800. If this problem persists, try reloading the page. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Release Date: January 26, 2023. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. RESOLUTION: The insurance drop-down list in the EPM Appointment Scheduler displays the patient’s active insurances in alphabetical order, but does not indicate which is the Primary, Secondary, etc. Click the Invoiced tab, if it is not already displayed. Walk In - Select for walk-in patients. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. Easily review and save patient images from diagnostic equipment. The Posted Transactions Detail window opens. Login URL: A unique login url is created for each Eyefinity EHR Customer. To add modifiers and/or a dispensing fee, click the Add/Review link. For information on enabling pop-up. 5. If the plan is not listed, see Adding Non-VSP Insurance Information. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. NEW For 2023: No-cost, Role-Based Training. On the left side of the Demographics screen, click Material Orders. Click Add Payment to record the payment and close the window. The role-based training sign-up form on the Eyefinity. Locate the Claim # in the Check Detail section (left-most section). Click the Question Mark icon on the bottom of the Firefox Menu. Click Applied Insurance Payments by Provider by Transaction Date. 2. An eWebExtra website with the Integrated Online Forms and Integrated Online. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. Get in Touch. Create an extras only order to record charges to patients for your office records only. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. You can set up your products and services in Eyefinity Practice Management before you use it. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. Eyefinity Practice Management 10. Reviewing and Modifying Patient Information from the Appointment Calendar. Correcting a Failed Test Batch. From the EPM Front Office home page, click the Search For Patients button or click the Patients option from the upper action bar and select Search Patients. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. Through the VSP Vision Exam Rebate offered by PECAA, PECAA Max members can get an extra $5 for each VSP ® vision care exam claim paid— up to $45,000— through the end of 2024! The rebate demonstrates how VSP and PECAA (Professional Eye Care Associates of America) are working together to invest in the future of independent eye care. NOTE: Once you are in the training environment you will see an. Open the Claim Detail window for the claim, and click Edit Claim. Under Patient Health Condition, locate Box 19. The Integration Status column displays a message for each order that was. Copying Eyeglass Orders. Click the column headings to sort the. If your practice has an eWebExtra website, the Integrated Scheduler allows your patients to schedule appointments online, twenty-four hours a day, seven days a week. 2. 1. Enter the Document Name. A unique alphanumeric ID. Some features have failed to load due to an internet connectivity problem. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Underpayment Adjustment Types. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. 42. 2. Enter the Cut Off Date to print, or select a date from the calendar. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. In Company: Setup, click Resources and select Provider Setup. The Order Summary screen for the remake order opens. VSP requires that all lenses, frames, and extras have prices greater than $0. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Loading. Description. Creating a Lens Only Order. This section includes:Creating and Processing Orders. Automate reminders, recalls, and eyewear-ready notifications to your patients. In the left-side menu, click Patient Marketing. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 5. Release Date: April 15, 2022. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. 38. com. Navigating to the Custom Frame Setup page: 1. The adjustment record is created and the Inventory Activity grid opens. 942. See the latest verified ratings & reviews for Eyefinity Practice Management. 7”. Locate the transaction you want to edit, and enter the new Amount. 41. com website can be accessed via the following steps: 1. Claim Management Enhancements. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. 0707, option 1. A list of all the patients recorded in your system opens. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. Networking. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Only those plans with exam authorizations appear. If the plan has shared allowances configured, the available allowance amount is shown. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. Enter any Comments, if needed. com website (2. Login URL: A unique login url is created for each Eyefinity EHR Customer. Return to Login Page. Repeat this step to add any additional payouts. This field defaults to the provider selected for the patient in Demographics. Locate the claim and click the Claim Number link. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. Previously, if you changed the. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. Eyefinity Practice Management is a robust, flexible, and secure cloud-based practice management solution that enables your staff to stay connected at every point in the practice—in real time. Staff ID. Eyefinity Practice Management. The list includes patient names, dates of birth, phone numbers, mailing addresses, email addresses, and whether each patient is active or inactive in your system. 3 Release Notes. Select the Referral Type. Then, select Edit Claim from the Action drop-down list. Eyefinity announces the newest version of Eyefinity Practice Management. based team stands ready to help. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. 2. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Enter the Authorization Date, and Expiration Date. Key Features. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. For Urgent Support Requests Please Call. Eyefinity Practice Management customers can login at pm. Enter Optional Comments, as needed. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. Whether you need to request a demo, receive customer support, or want training, our U. Modifier 52 is. The claim opens. Click Eyeglass Order. Reset your password. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. The following inventory information for the frame appears under. App comparison. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. Eyefinity Practice Management 10. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. 4. ; Select the Resource that you want to schedule. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. Applying VSP as Both Primary and Secondary Insurance . Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with Eyefinity Practice Management, the following barcode scanners were tested and are. Eyefinity Practice Management 10. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Click the Driver settings tab. The Transfer Balance to Secondary Insurance section appears. A message appears, asking if the patient is the subscriber/member of record for VSP. * Office Zip Code. Click a Carrier/Plan name to view or edit the plan information. Under Third Party Billing, select the EDI Receiver. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). Keep this in mind when searching for claims you have adjusted. ; Locate the Open stock receipt. com website can be accessed via the following steps: 1. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Reset your password. To have Eyefinity Practice Management make an automatic adjustment so that the claim payment amount equals the sum of the payable line item payments, click the Automatically adjust line item icon. 5. Release Date: August 17, 2022. We chose EPM because they did a good sales pitch. The Change Amount field updates to show the amount owed to the patient. Applying VSP Insurance as Secondary Insurance on Exam Orders. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. And a Username and Password to use for the portal and clicks Submit. Printing a VSP Doctor Service Report. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Record the Week Rotation Start Week for your rotating schedule. Locate the order you want to adjust in the Invoiced Orders list, and. Processing Claims. ; To determine the patient’s. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. Select an adjustment type for the line item from the Adjustment Type drop-down list and enter the adjustment amount in the Amount text box. Click Custom Frame Setup. To select all claims on the current page of the grid, select the check box in the heading row. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. Activating Labs: 1. Supercharge Your Schedule. You can select up to eight options to display in the scheduler drop-down. Record the rest of the lens information and click Add to Order. Enter the patient's name and/or any. For VSP orders, the system automatically sets IOF Program as the lab. Whether you need to request a demo, receive customer support, or want training, our U. ×Sorry to interrupt. Setting Up Integrations. If you select a credit card payment type not supported by Worldpay, the refund will be manually processed outside the Worldpay integration See Refunding or. 3 - Screening. The practice's certified IT professional should be able to assist with making the necessary settings changes. The date field defaults to the next business day. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Dial 800. In the menu on the left side of the screen, click Manuals and select VSP. Post and edit payments and transfer balances. Select a Model, or click + Model to enter the name of a new one. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. This page explains the requirements for Eyefinity Practice Management. Supercharge Your Schedule. If you need to edit the information: In Company: Setup, click Integrations. RESOLUTION: Navigating to an order’s Current Pricing page:. 4. On the left side of the Demographics screen, click Insurance. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Searching for Claims. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Object Moved. Your practice. Enter the Authorization Number. 21 Claims Management includes enhancements to the following area: Backdate Patient Payments, Carrier Payments, and Electronic Remittances When you add or edit patient payments, carrier payments, and electronic remittances, you can now enter dates in the Deposit Date field that are up to. Click Driver Settings and select the following settings: Always use driver settings. Setting the Claim Status to Ready to Bill. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. 942. Access to Eyewear Options. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). To change applied patient payment amounts: Click Store Operations, and select Change Payments. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. Under EPN Reports, click View Messaging Runs. In the Lab Name search field, enter the name of the lab. 4. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. 0707, option 1 - Eyefinity Website Services. 3. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Enabling Pop-ups. Click Close. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. The new amount is saved and will appear on the Daily Transaction Payment Report. In the Add Place Of Service window, record the place of service Name.