To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Reviewing and Modifying Patient Information from the Appointment Calendar. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. 1. You can only process patient payments by posting internal claim transactions. Included, is an expansive online Support Community full of articles like this providing detailed answers to subscriber questions and step by step walk-through articles regarding technical issues and setup. Ordering a Single Eyeglass Lens or Two Different Lenses. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. For more information, go to Navigating Book View. 2. Administration Enhancement. Activating Labs: 1. A Sign On window opens. We chose EPM because they did a good sales pitch. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. 942. It automates and simplifies common daily. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. Keep this in mind when searching for claims you have adjusted. The Company: Setup screen opens. Eyefinity Practice Management 10. Click Save. S elect the Maui Jim Lens Style. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. Locate the transaction you want to edit, and enter the new Amount. The dates available for the report are based on the inventory session dates for the selected item type. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. Click the Claims Information button. Printing a Packing Slip. Select the Aging Type. com or call us at 877. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. And a Username and Password to use for the portal and clicks Submit. The choice is yours. Enter the Date of Service in the next available row. Eyefinity’s Electronic Patient Notifications. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. In the Credit Card Processing screen, click Edit. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. Eyefinity EPM. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Electronic appointment reminders are sent for any unconfirmed appointment. Creating a Complete Eyeglass Order. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Enter the Cut Off Date to print, or select a date from the calendar. In the Material Orders screen, under Create an Order, click Add Exam. Repeat step 4 for each Level 1 tax authority you want to add. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. 41. The Not Applied tab includes all the claims in the remittance that need to be processed. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management; Patient out of Pocket and Doctor Reimbursement Supported Plans; EPM - Cancelling/Deleting Existing Patient Appointments in Eyefinity Practice Management. In. Viewing Patient Insurance Information. Get in Touch. Deleting Appointments in Day or Week View. The Office: Setup screen opens. ; Select the Resource that you want to schedule. ; Enter the Insurance Reimbursement amounts that the medical. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. To add modifiers and/or a dispensing fee, click the Add/Review link. com website can be accessed via the following steps: 1. Enhance your knowledge, provide product feedback, and get support using our community portal. Perform an adjustment to add or remove items from your inventory. 2 Watch on your own time to learn how Eyefinity Practice Management and Eyefinity EHR simplifies your practice's day-to-day complexities for a more efficient workflow. Click Electronic Patient Notification - Manage at the top of the screen. To apply a Pricing Option, select one from the drop-down list and click Reprice. 942. 2. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Click + Choose File. 800. Select the Return Reason. Click Check Status. Patients may be listed more than once if they have more than one active VSP plan. Click + Upload Document. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. Complete the following fields: Field. Under Third Party Billing, select the EDI Receiver. Create, process, return, and remake orders. Click Add Extras . 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. Administration Enhancement. Using the Patient Marketing Dashboard. These system requirements are routinely reviewed and updated. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. Open the Claim Detail window for the claim, and click Edit Claim. Hold the Ctrl key as you click links to allow the pop-up windows to appear, or set your browser’s preferences to display pop-up windows in Eyefinity Practice Management. Browse for the document file and click Open. If reports will not generate/display, it may be necessary to disable the browser's Pop-Up blocker, or, add the EPM URL as a Pop-Up blocker exception. We'll have more courses soon! Learn Independently. The tab opens and displays eClaim. The date field defaults to the next business day. If you want to change the claim status, click Yes, Change to Billed. Staff ID. Select the In Office check box next to Finishing. Click Configure Printer and select the following settings: Label width: 2. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Processing Claims. Record the Week Rotation Start Week for your rotating schedule. In the list, click the patient records you want to merge. See Navigating Administration for information on how to get to Office: Setup. On the Printing Product Labels page, click the Setting Up Label Printers link. As part of these efforts, we've started rolling out a new VSP interface in Eyefinity Practice Management for in-network providers, beginning in February 2021 with select practices. Label height: 1. To access the training version of the office you are currently logged in to, click the User button in the upper-right area of the screen, and select Switch to Training. 4. Canceling Appointments in Day and Week View. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Dial 800. 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. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. The new amount is saved and will appear on the Daily Transaction Payment Report. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. If the Edit Claim button is not visible, you may need to click the On Hold button to change the claim status to On Hold for editing. The update made the system even less logical and simple. 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. The patient enters Name, Zip Code, Date of Birth, and Email address. Click the Frame Lookup tab. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. Eyefinity EHR ID. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management; Patient out of Pocket and Doctor Reimbursement Supported Plans; EPM - Cancelling/Deleting Existing Patient Appointments in Eyefinity Practice Management. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. Access information and get support at your fingertips. 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. Eyefinity Practice Management is the leading cloud-based practice management software that offers a robust, flexible, and secure solution that enables your staff to stay connected at every point in the practice. Enter the receiver information you received from the clearinghouse. com website can be accessed via the following steps: 1. Enter the Document Name. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. You can reach the Eyefinity Customer Care team by phone, Monday to Friday, from 6:00am–5:00pm (PST), by filling out our contact us form, or by visiting one of our support communities. In the Exams screen, click + Exam. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. Topics include: Setting Up the SATO WS408TT Label Printer. Type your New Password, and then type it again to confirm. Login URL: A unique login url is created for each Eyefinity EHR Customer. * Office Phone Number. Click the Print icon. 41. Click Process Payments and select Carrier Payments. Enter Optional Comments, as needed. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] the Resource you want to schedule. Creating an Extras Only Order. You can generate the report for frame or accessory inventory sessions. Object Moved. You can enter partial information. A green icon next to Contact indicates that. Details. Compare real user opinions on the pros and cons to make more informed decisions. RESOLUTION: To create a report listing all patients that have had a certain type of Exam or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM), use. This page explains the requirements for Eyefinity Practice Management. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. eyefinity. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. When you obtain two separate authorizations for VSP patients and apply both to an order as the primary and secondary insurance, Eyefinity Practice Management automatically processes the claim as a VSP Coordination of Benefits submission. ; To determine the patient’s. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. Click Integrations, or click Office on the menu bar and. Adding Lenses to an Eyeglass Order. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Walk In - Select for walk-in patients. If you want to display only active insurance plans, select Active Only at the top-left of the screen. 26 Release Notes. You can set up your products and services in Eyefinity Practice Management before you use it. If you need to retake the photo, click Take Photo again. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Looking Up Frames by Entering Frame Information. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. If your practice has multiple locations, you can transfer stock between your offices. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. Eyefinity announces the newest version of Eyefinity Practice Management. Android 10 or later. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Applying VSP Insurance as Secondary Insurance on Exam Orders. Click Save. 1. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. 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. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Select the link that corresponds to the. If the prescription is incomplete, enter information in the required fields. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] - Deleting Applied Insurance Payments from Insurance Checks in Eyefinity Practice Management. Screening Codes from Eyefinity EHR. Click the Invoiced tab, if it is not already displayed. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Processing Claims and Carrier Payments Videos. The Select Insurance window opens. To print the PDF to a CMS 1500 form, click Print. A unique alphanumeric ID. 2 Number of users is based on the number of practice users (doctors, staff, and patients) simultaneously using Eyefinity cloud products (Eyefinity Practice Management, AcuityLogic, and Eyefinity EHR, including the patient kiosk) at the practice location. Eyefinity Practice Management 10. Click Close. Material Orders and Advanced Transactions Videos. If you know the UPC Code and/or Item Number you want to. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. The Aged Claims Report lists balances (amounts owed to your practice) by age (30, 60, and 90 days) for the selected carrier, plan, location, and/or patient. Release Date: December 7, 2021. Label height: 1. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Patient appointment confirmations are processed. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. The Return/Void receipt and a credit card receipt open in new browser windows. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. The Return Order window displays a message that the order was processed using multiple credit cards, and that refunding will create a customer credit for the entered amount and then refund the customer credit. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. 2. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. To apply a Pricing Option, select one from the drop-down list and click Reprice. Cons: The workaround processes tend to become the norm since the program usage is not simple. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). The Electronic Patient Notifications Messaging Runs Report window opens. 2. If this problem persists, try reloading the page. The recall modal shows once the exam item is invoiced and payment is made on the exam order. Select Plan. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. For. 2. Locate the insurance plan to which you want to add eligibilities. 942. 5. On the Printing Product Labels page, click the Setting Up Label Printers link. Send the printed form to the carrier. 4913, option 2. Access to Eyewear Options. Rescheduling Appointments in Day and Week View. Front Office; Claims Management; Front Office. If you will be sending VSP and non-VSP orders to a lab, set up two separate entries: one for VSP patients and one for non-VSP patients. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. If you have questions. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. 2. The styles are filtered to show only those available for in-office finishing. 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. ( Eyefinity Practice Management does not automatically send bills to patients. To add contact lenses to the batch order (for example, to replenish your trial lens stock): Click the blue arrow next to the stock order to see the. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). RESOLUTION: Navigating to an order’s Current Pricing page:. Backward compatible font names. Scroll down to the 24. Resource Schedule Setup. Enter the Lab Name and select a State for the lab you want to activate. Claim Management Enhancements. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Enhance your knowledge, provide product feedback, and get support using our community portal. Release Date: October 20, 2023. The Eligibilities window opens. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. 9 Front Office includes enhancements to the following areas: Medical Insurance Eligibility Enhancements; Print Patient Statements from Patient Overview and Demographics; Improved Information Sorting on the Front Office Patient Order Summary Report and Applied Patient Payment by Transaction Date ReportIn Company: Setup, click Frames. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Click Integrations, or click the Office drop-down menu and select Integrations. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. 942. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The place of service name appears in box 32 on the CMS 1500 form. EPM - Adding New Services/CPT Codes to Eyefinity. You can use Eyefinity Practice Management to create and modify eyeglass and contact lens orders, as well as orders for other products and services such as accessories and repairs. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. based team stands ready to help. The role-based training sign-up form on the Eyefinity. Click + Staff. Edit, copy, adjust, and change claim status. 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. 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. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). All passwords must be 8-15 characters, contain at least one numeric. 1”. 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. Your calls. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. 2. For detailed information on the data included on the report, go to Aged Claims Report. Returned orders are not automatically returned or canceled with the lab. You'll learn with step-by-step tutorials. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Checked Out - Select when the patient checks out. NEW For 2023: No-cost, Role-Based Training. Staff Name. Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. On the EPM Administration home page, click the Contact Lenses button or hover over the Products/Services tab at the top and select Contact Lens Setup. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). The Browse Eyeglass Lenses screen opens. Setting Up Integrations. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Open an Internet browser and log into Eyefinity Practice Management. Reason for choosing Eyefinity Practice Management. ReloadEyefinity Practice Management 10. You can enter partial information. Number of Views 1. 2 includes the following updates. Click Save. Material Orders and Advanced Transactions Videos. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management EPM - Where can Training for Eyefinity Practice Management be found? EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. The SATO CG408 Properties window opens. Perform one of the following actions: Click + New Payment to record a new payment. Processing Claims. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. Click Custom Frame Setup. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. 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. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. In Office: Setup, click Claims Information. To ensure that the text is aligned properly on the form, make sure that the Fit to Page or Print to Page Size check box is deselected. In Company: Setup, click Products/Services and select Service Setup. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Eyefinity Practice Management 10. DESCRIPTION: How to identify the Primary and Secondary insurances in the Eyefinity Practice Management (EPM) Scheduler. Find solutions with our robust network of equipment, software, and product partners. 4. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. Setting Up Labels to Print from Eyefinity Practice Management Front Office. Applying VSP as Both Primary and Secondary Insurance . EPM - Adding New Services/CPT Codes to Eyefinity. Eyefinity Practice Management offers features such as time and. For more information, see Adding a Frame to an Eyeglass Order. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. Mirror coatings are not included in the lens color. Enabling Pop-ups. Click the. This will open the Practice Setup view. The TriZetto logo in the upper-right corner of the window. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). For more information on editing frame and lens information, go to Adding a Frame to an Eyeglass Order and Adding Lenses to an Eyeglass Order. Reason for choosing Eyefinity Practice Management. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. The Rx: Contact Lenses screen opens. If the provider has a Doctor role in Eyefinity EHR, select the EyefinityEHR? check-box, and enter the PMS ID from EEHR into the Eyefinity EHR ID field. You can select up to eight options to display in the scheduler drop-down. The Integration Status column displays a message for each order that was. In the VSP Calculation window, click Override and enter the amounts that VSP will. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. 2 Eyefinity Practice. For more information, see Setting Up Electronic Eyewear Ready Notifications. 942. . Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Don't see what you're looking for? Try typing one or two keywords from your question in the Search field in the upper-right corner of the screen to find a help topic that covers it. The dashboard defaults to displaying all patients. 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. The system checks to see if your account is active. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. Your calls are answered. Eyefinity Practice Management 10. The Browse Frames screen opens. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Enter any Notes for the adjustment. Supercharge Your Schedule. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Processing Claims and Carrier Payments Videos. 448. If the patient has an active VSP authorization for exams, return to the Pricing screen and click the Add link to add it as the Secondary Insurance. com or call us at. 4. iPadOS 15 or later.