For more information, see Editing Resources. 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. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. On the Printing Product Labels page, click the Setting Up Label Printers link. Ordering Eyeglasses with VSP Medicaid. Eyefinity EPM. 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. Return to Login Page. 3. Click + Place Of Service. It automates and simplifies common daily. 1. Canceling Appointments in Day and Week View. To print the PDF to a CMS 1500 form, click Print. Receiving a Stock Transfer. Changes include the following: Frame reimbursement amounts are more accurate. DESCRIPTION: How to identify the Primary and Secondary insurances in the Eyefinity Practice Management (EPM) Scheduler. If the plan is not listed, see Adding Non-VSP Insurance Information. You can only process patient payments by posting internal claim transactions. Select the Document Type. Contact Eyefinity Customer Care at epmsupport@eyefinity. At least one is required for the online scheduler to function. 2. See Navigating Administration for information on how to get to Office: Setup. Editing Resources. 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. Eyefinity Practice Management customers can login at pm. Eyefinity Practice Management 10. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Be Kind and Courteous. Under Third Party Billing, enter your Senders Code/Site Key. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Adding VSP Insurance Information. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Click + Eligibility. 42. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. A Sign On window opens. 2. Release Date: February 1, 2022. 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. If any custom frames already exist in the system that match the model you selected. Eyefinity Practice Management 10. Networking. 1. 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. ; Locate the Open stock receipt. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Click Save. Enter the Amount of the payout. A claim’s status determines how the claim can be edited and processed. Android 10 or later. Click Place of Service. The table of contents for the VSP Provider Reference Manual opens. Office Identifier. com website (2. 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. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. Eyefinity Practice Management 10. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Trending Articles. Click Total Patient Count. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. To run the Total Patient Account Receivable. See Navigating Administration for information on how to get to Office: Setup. Click Driver Settings and select the following settings: Always use driver settings. Click + Upload Document. From any page within EPM Front Office, click the Help button in the top-right corner of the page. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Under Third Party Billing, select the EDI Receiver. Access information and get support at your fingertips. Setting Up Products/Services. To add modifiers and/or a dispensing fee, click the Add/Review link. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Reason for choosing Eyefinity Practice Management. In the Office Billing Name (33) field, enter the Group or Practice Name. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Click + Staff. Underpayment Adjustment Types. You are now prompted to add miscellaneous extras to VSP orders in the Pricing screen when they are not present and the eyeglass lens style requires them. Select Referring Professional to print a list of outside providers who. RESOLUTION: 1. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. The claim and all line items on the claim have the status On Hold. Supercharge Your Schedule. The practice's certified IT professional should be able to assist with making the necessary settings changes. 942. * Office Phone Number. 2 includes the following updates. 2. The Choice is Yours. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. The date field defaults to the next business day. iPadOS 15 or later. com website (2. * Office Zip Code. Searching for Claims. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. We chose EPM because they did a good sales pitch. In. Select the Maui Jim Lab. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Click Save. Premier providers receive access to exclusive offers,. Setting Up Scheduler (Appointment Calendar) Preferences. On the left side of the Demographics screen, click Insurance. The dashboard defaults to displaying all patients. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. Creating an Extras Only Order. The tab opens and displays eClaim. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Select the In Office check box next to Finishing. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Click Inventory and select Product Inventory. Click Save. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. In the Contact Lens Setup page, select the. Everything was easy to learn, use and. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. To submit all of the displayed claims to TriZetto, click Create And Send. Login URL: A unique login url is created for each Eyefinity EHR Customer. Select a Model, or click + Model to enter the name of a new one. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. Wi-Fi. 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. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Click On Hold. For additional credit cards, repeat steps 6 through 10. com. Add the. 5353 and choose option 1 to reach our Customer Care team. ×Sorry to interrupt. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. Creating a Complete Eyeglass Order. Eyefinity Practice Management 10. Setting the Claim Status to Ready to Bill. Edit, copy, adjust, and change claim status. In the Credit Card Processing screen, click Edit. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. The name of the. 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. RESOLUTION: 1. On the Stock tab, search for the order you want to send. You can select up to eight options to display in the scheduler drop-down. Before you can use the integrated online forms, you need to make sure. The Select Insurance window opens. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. 3. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. 448. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. The Integration Status column displays a message for each order that was. Send the printed form to the carrier. 00. Navigate to the Eyefinity. You can view and export the reports to either a PDF file or an Excel spreadsheet. com or call us at. Reset Password: Step 1 of 3 - Verify User Account. You can also add and modify products and services at any time. * Office Zip Code. Access to Eyewear Options. Complete the following fields: Field. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Correcting a Failed Test Batch. Type an End Date or select a date from the calendar. Select the Match Only by Claim Number check box if you want the system to check for an existing external claim using the claim number only. If an exam is invoiced, but an individual service associated with the exam is omitted from the order, that service continues to be shown on this. Click the + Owner button. After an order is created, you can generate and print an invoice. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. 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. To remove an additional payment method, click. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Viewing Appointments for Inactive. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). Click Generate. From EPM Front Office Home page, click the My Reports button. In Office: Setup, click Claims Information. 3. If you need help locating your login url, please contact ehrsupport@eyefinity. You can set up and modify service/exam names, item groups, prices, and durations. Enter the patient’s Last Name, First Name, and/or Date of Birth. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Release Date: January 26, 2023. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Release Date: April 15, 2022. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. This section includes:Eyefinity Practice Management automatically generates claims to meet this requirement, including splitting the charge amounts, receivables, and copay amounts for each item. 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. 2 Eyefinity Practice. This section contains the following topics: Reprinting an Invoice. The Patient Marketing Dashboard opens. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. S. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Scroll down to the 24. Topics include: Setting Up the SATO WS408TT Label Printer. Click the User button in the upper-right area of the screen, and select Change Password. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. 800. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. In the left-side menu, click Patient Marketing. The Make Payment screen opens and displays the Invoiced Orders tab. The provider’s Eyefinity EHR ID. Select a Collection. The requirements outlined on this. You can also filter the calendar by Service Type and/or Appointment Status. Perform one of the following: If the patient is the subscriber/member: Click Yes. A message appears, asking if the patient is the subscriber/member of record for VSP. eyefinity. Enter any Comments, if needed. Type your Frames Data User Name. 2. based team stands ready to help. 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. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 0707, option 1 - Eyefinity Website Services. 4. Review the Lab information. 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. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). We believe in a stress-free way to get the support you need, when you need it. Navigating to the Custom Frame Setup page: 1. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. Enter the Lab Name and select a State for the lab you want to activate. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. The Insurance screen displays a list of the patient's insurance plans. If the prescribing provider is an office doctor, select Provider and proceed to step 6. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. com website can be accessed via the following steps: 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. Enhance your knowledge, provide product feedback, and get support using our community portal. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Using Book View in the Appointment Calendar. The following inventory information for the frame appears under. Image Management. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Enter the Lab Name and select a State for the lab you want to activate. Log into the portal using your. 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. Topics include: Insurance Billing Process. If you need to retake the photo, click Take Photo again. The provider’s login name for Eyefinity Practice Management. Looking Up Frames by Entering Frame Information. The Select Insurance window opens. RESOLUTION: The Appointment Scheduler in Eyefinity Practice Management includes the option to change the colors that indicate when the practice is Closed, Available, Not Available, as well as colors for Appointments, and. Repeat this step to add any additional payouts. Select the Document Type. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. 3. To print the PDF to a CMS 1500 form, click Print. If you do not know the UPC or item number, or if you want a more refined search, go to Using the Stock Item Search. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. This section includes: Front Office. You must contact the lab directly to notify them of the return. Billing Claims Electronically. The camera view displays below Step 1: Align the Camera and take photo. com. Select Declined to Share if the patient does not want to share his or her. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. Cons: The workaround processes tend to become the norm since the program usage is not simple. This section includes: Front Office. Call 800. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). 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. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. The role-based training sign-up form on the Eyefinity. NOTE: If the lens parameters are not available to select, verify the product is set up with those parameters in the Contact Lens Setup page within EPM Administration. Remember office identifier. This page explains the requirements for Eyefinity Practice Management. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). If the prescription is complete, click the Recheck icon. 3,210 likes · 19 talking about this. Eyefinity announces the newest version of Eyefinity Practice Management. 4913, option 2. EPM - Adding New Services/CPT Codes to Eyefinity. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Record the Model Attributes information for the frame. Mirror coatings are not included in the lens color. Go to Claim Management and search for the claim. 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. Click Appointments and then select Resource Schedule. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. Moving Multiple Appointments at the Same Time. Device Operating System. Locate the order you want to adjust in the Invoiced Orders list, and. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. Perform an adjustment to add or remove items from your inventory. For example, CPT 92250 is billed on a signature benefit with exam and refraction. RESOLUTION: Creating a New Recall Schedule: When setting up the Recall Schedules, determine whether you wish to run your report with a date range falling before or after the. Enter the Authorization Number. Click Delete in the row of the line item whose transaction you want to. The warning when adding a custom frame has been removed. 1. On the left side of the Demographics screen, click Material Orders. These system requirements are routinely reviewed and updated. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. Although Eyefinity Practice Management creates. In Company: Setup, click Insurance and select Carrier & Plan Setup. No complaints except for with EPM which was the reason our office switched to Revolution. 4. Object Moved. Eyefinity announces the newest version of Eyefinity Practice Management! This updated version improves upon Eyefinity Practice Management’s robust attributes and offers useful new features and expanded functionality. If you want to display only active insurance plans, select Active Only at the top-left of the screen. For detailed information on the data included on the report, go to Aged Claims Report. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. For. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. In the gray toolbar below the tabs, click VSP Online. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. In the Lab Name search field, enter the name of the lab. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. You may want to look to see whether the appointment has the Exam Not Invoiced (red dollar sign) icon, indicating that no invoice has been created for the visit, to make sure you are collecting payment (see Appointment Status Icons, below). Click Exams. Reset Password: Step 1 of 3 - Verify User Account. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Enter the Authorization Date, and Expiration Date. Eyefinity announces the newest version of Eyefinity Practice Management. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. . The Material Orders screen opens. Services section. EPM support gladly and quickly helps. 3. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. Please log on to the Eyefinity Support Community to submit any enhancement questions. A message displays, asking if you want to change the claim status of each claim to Billed. Dial 800. ) are allowed. 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. 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. The patient portal is an example of this. Patients may be listed more than once if they have more than one active VSP plan. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice.