To set up office hours in the Scheduler, go to Setting Up Resource Schedules. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. Cons: I wish that the software was more seamless from EHR to EPM. The name of the. 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. This section includes:. Click Generate. Material Orders and Advanced Transactions Videos. The Claims Processing screen displays a list of your search results. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. Release Date: April 15, 2022. Click Save to add the item to the stock transfer. To run the Total Patient Account Receivable. Eyefinity announces the newest version of Eyefinity Practice Management. RESOLUTION: Navigating to an order’s Current Pricing page:. 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. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. You cannot search for claims by adjustment type (for example, Biller Review). 41. ( Eyefinity Practice Management does not automatically send bills to patients. 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. 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. 26 Release Notes. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Enter the amount paid in the Tender Amount field. read more >> Eyefinity Blog. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. Click Driver Settings and select the following settings: Always use driver settings. See Navigating Administration for information on how to get to Office: Setup. The Take Patient Photo from Camera screen opens. secure. Click Search. Find solutions with our robust network of equipment, software, and product partners. Enter the Authorization Date, and Expiration Date. Log into the portal using your. 448. 0707, option 1 - Eyefinity Website Services. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. App comparison. The SATO CG408 Properties window opens. Type your Frames Data User Name. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. In the Add Place Of Service window, record the place of service Name. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. 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. Eyefinity announces the newest version of Eyefinity Practice Management. Receiving a Stock Transfer. Copying Eyeglass Orders. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. Locate the Claim # in the Check Detail section (left-most section). Select the Document Type. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. Setting Up Integrations. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. 1. Topics include: What Is Eyefinity Practice Management? Eyefinity Practice Management System RequirementsThe Pending Eyefinity EHR Exams section of the Exams screen has been renamed to Pending Exams. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Eyefinity Practice Management 10. * Office Identifier. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. 0707, option 1. based team stands ready to help. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Enter the patient's name and/or any other filters, and then click the Search button. RESOLUTION: Log into Eyefinity Practice Management (EPM). EPM - Adding New Services/CPT Codes to Eyefinity. Eyefinity Practice Management 10. On the Printing Product Labels page, click the Setting Up Label Printers link. Login URL: A unique login url is created for each Eyefinity EHR Customer. Underpayment Adjustment Types. Navigate to the Eyefinity. 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. After an order is created, you can generate and print an invoice. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. The Patient Marketing Dashboard opens. The following table describes all of the claim statuses in Claims Management, as well as the. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. iPadOS 15 or later. ; Click the link for the provider or staff member's Last Name, or the Resource Name. When the. In the Contact Lens Setup page, select the. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling, insurance eligibility and authorizations, optical orders, and billing. 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. The claim opens. 5. If you have questions. Reviewing and Editing Claims. 2. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Before you can use the. Click the Driver settings tab. Supercharge Your Schedule. Material Orders and Transactions Videos. 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. Record the Week Rotation Start Week for your rotating schedule. Click Integrations, or click Office on the menu bar and. Locate the claim and click the Claim Number link. See Navigating Administration for information on how to get to Office: Setup. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Number of Views 1. The Material Orders screen opens. The VSP secondary claim is created and the status is set to On Hold. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Only those plans with exam authorizations appear. Administration Enhancement. Click Inventory and select Product Inventory. Under EPN Reports, click View Messaging Runs. On the EPM Administration home page, hover over the Company Name in the top-left corner of the page and then click the Office Identifier. Select a frame from the list. Perform one of the following: If the patient is the subscriber/member: Click Yes. In the Exams screen, click + Exam. 3. An indicator appears in the Payment Amount column. If your practice requires daily updates to your EDGEPro reports, you must perform Daily Closing at the end of each day. 1. Click a Carrier/Plan name to view or edit the plan information. Object Moved. 3 includes the following. In. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. Setting Up Labels to Print from Eyefinity Practice Management Front Office. Administration. 4. Setting Up Provider Security Settings. Trending Articles. Eyefinity EPM. In the Office Billing Name (33) field, enter the Group or Practice Name. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Then, select Edit Claim from the Action drop-down list. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. 33 Front Office includes enhancements to the following areas: New Quantity Defaults for Contact Lens Orders; ID Field in Subscriber Information; New Quantity Defaults for Contact Lens Orders. Click On Hold. 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. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. Click Save. Then, click the Transfer Balance icon. You can perform partial returns of contact lens orders only if there was no. The provider’s Eyefinity EHR ID. Open the Claim Detail window for the claim, and click Edit Claim. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Remember office identifier. Eyefinity Practice Management 10. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. In Office: Setup, click Claims Information. This section includes:Creating and Processing Orders. Premier providers receive access to exclusive offers,. Click Bill Carrier. Repeat steps 4 through 7 for all frame labels you need to print. In the gray toolbar below the tabs, click VSP Online. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. 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. If you need to retake the photo, click Take Photo again. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Under Patient Health Condition, locate Box 19. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). Repeat this step to add any additional payouts. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. 3. The TriZetto logo in the upper-right corner of the window. * Office Phone Number. Review the order and make changes in each section, as appropriate. Creating an Exam-Only Order. Eyefinity Practice Management System Requirements. From the EPM Front Office home page, click the Search For Patients button or click the Patients tab at the top of the page and select Search. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. Walk In - Select for walk-in patients. This page explains the requirements for Eyefinity Practice Management. The Invoiced Orders grid lists the patient’s invoiced orders. Staff ID. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. Release Date: February 5, 2019. 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. Select Refund for the Refund Method. Access to Eyewear Options. 38. The place of service name appears in box 32 on the CMS 1500 form. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Post and edit payments and transfer balances. This field defaults to the provider selected for the patient in Demographics. Click + Place Of Service. 877. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Whether you need to request a demo, receive customer support, or want training, our U. Select the Aging Type. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. Click Configure Printer and select the following settings: Label width: 2. Office Identifier. Before you can use the integrated online forms, you need to make sure. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. 5. 5353, option 4. Login URL: A unique login url is created for each Eyefinity EHR Customer. 1”. To apply a Pricing Option, select one from the drop-down list and click Reprice. 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. Click the Frames button located under the Products/Services section or hover over the Products/Services tab in the upper-most menu and select Frame Setup. Key Features. Special characters (such as !, @, $, etc. In the VSP Calculation window, click Override and enter the amounts that VSP will. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail Chain; FEATURES; Electronic Patient Notifications; Integrated Scheduling; Streamline Billing; Efficient Order Management; Exam Templates (Protocols) Image Management; Telehealth. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. The camera view displays below Step 1: Align the Camera and take photo. 800. 3,210 likes · 19 talking about this. Locate the order you want to adjust in the Invoiced Orders list, and. Navigate to the Eyefinity. Enter Optional Comments, as needed. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. 5353 and choose option 1 to reach our Customer Care team. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. This group is solely intended for active users of Eyefinity Practice Management. 4. 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. 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. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. com website (2. A claim’s statuses are a collection of all the statuses of its line items. Go to Claim Management and search for the claim. 2. DESCRIPTION: How to generate a report listing all patients that have had a certain Exam Type or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM). A green icon next to Contact indicates that. You cannot apply insurance to extras only orders, and you cannot send them to labs electronically. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. 2. Click Create EDI File. ; To determine the patient’s. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). To remove a payment method, click the X next to it. Click the column headings to sort the. ERA now uses the company. To return to viewing only the scheduled office hours, click Show business hours. Click Patient Reports. The Medical Exam check box is selected by default. Editing Resources. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Enter the patient’s Last Name, First Name, and/or Date of Birth. Show Me. The Transfer Balance to Secondary Insurance section appears. To print the Stock Transfer Report and send the stock transfer, click OK. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. Click Bill Carrier. In the Add Place Of Service window, record the place of service Name. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. 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. Click + Place Of Service. com website can be accessed via the following steps: 1. 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. Administration Enhancement. PROS. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. To change applied patient payment amounts: Click Store Operations, and select Change Payments. The Choice is Yours. Change the passwords of other users. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. The patient portal is an example of this. 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. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. Media type: Continuous labels. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 2. Click + Eligibility. That’s why we give you the resources needed to stay up to date on our products and services, ever-changing regulations, and training opportunities—all with quality. Eyefinity announces the newest version of Eyefinity Practice Management. Send the printed form to the carrier. For Non-VSP orders, the system sets the lab to On Site. 5353, option 4. Click Exams. Eyefinity Practice Management 10. Return to Login Page. It. Click Total Patient Count. Front Office; Claims Management; Front Office. The Electronic Patient Notifications Messaging Runs Report window opens. Click Save. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. For VSP orders, the system automatically sets IOF Program as the lab. eyefinity. Search for the provider for whom you want to set up resource hours. The system checks to see if your account is active. The number entered in the UPC and Product Code fields when. Access information and get support at your fingertips. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. ; Select the Resource that you want to schedule. Go to the portal provided to you from the Patient Engagement certified partner. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. 1. 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. And a Username and Password to use for the portal and clicks Submit. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Applying VSP. Open the Claim Detail window for the claim, and click Edit Claim. This section includes:Click Reporting and select Dashboard. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. Walk In - Select for walk-in patients. 3. Patient Engagement Tools Videos. 5 minutes. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. 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. Supercharge Your Schedule. Setting Up Provider Scheduler Resource Hours. Click Close. Browse for the document file and click Open. On the EPM Administration home page, hover over the Company Name in the top-left corner of the page and then click the Office Identifier. For. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Ordering Eyeglasses with VSP Medicaid. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. 7”. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. com or call us at 877. 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. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. Record a Retail Price for the frame, and click Save. Type a Start Date or select a date from the calendar. 3. From EPM Front Office, navigate to Claim Management. ×Sorry to interrupt. You'll see the word "training" next to the Eyefinity logo in the upper left corner of the screen and an orange banner at the top. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. You may need to scroll to the right to see all the columns. com website can be accessed via the following steps: 1. eyefinity. That’s why we give you the resources needed to stay up to date on our products and services, ever-changing regulations, and training opportunities—all with quality. You can also add and modify products and services at any time. Click Process Payments and select Carrier Payments. Everything was easy to learn, use and. Billing Claims Manually. If you have Eyefinity EHR integrated with Eyefinity Practice Management, the following procedure codes will now be imported from your exams: S9986. 1. 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. Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. * Office Phone Number. 3. Eyefinity Practice Management. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. VSP requires that all lenses, frames, and extras have prices greater than $0. Then, select Edit Claim from the Action drop-down list. 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. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Staff Name. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. 2. com website (2. In the list, click the patient records you want to merge. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 2. The provider’s credential. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Eyefinity Practice Management 10. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Under Frames Data, click the Check status link. If you need to enter payments using more than one payment method, click + Add one more method. If the plan is not listed, see Adding Non-VSP Insurance Information. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. From the EPM Front Office home page, click the Claims Management button or click the Claims Management tab at the top and select Claims Management. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Eyefinity’s Electronic Patient Notifications. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Type 0 for the Service CPT Code. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). Discover new Premier Program tiers, where you can set your sights on the benefits you want most, and reward your practice with every step you take. This field defaults to the provider selected for the patient in Demographics.