Staff Name. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. Enter the patient's name and/or any. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. 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. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Eyefinity Practice Management customers can login at pm. Navigate to the Eyefinity. Type the name of the Level 1 tax authority in the text box and click the plus icon. Type an Explanation for the payout, if necessary. Enter the patient’s Last Name, First Name, and/or Date of Birth. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. Enter the Lab Name and select a State for the lab you want to activate. With in-product help, 1:1 training, webinars, conferences, and onsite training—you’re covered with a range of hands-on educational offerings for every role, skill level, and budget. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). If the frame has not already been priced for your practice, the Frame Price window opens. The office resource is added to the list in the Company: Office Resource Setup screen. Key Features. 3. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. Click Driver Settings and select the following settings: Always use driver settings. For detailed information on the data included on the report, go to Aged Claims Report. Eyefinity Practice Management customers can login at pm. Staff ID. Setting Up Provider Scheduler Resource Hours. 3. Although Eyefinity Practice Management creates. Type an End Date or select a date from the calendar. In the Material Orders screen, under Create an Order, click Add Exam. EPM - Accessing the Eyefinity Practice Management Training Sandbox. Click Save. Billing Claims Electronically. The available fields will depend on whether you are editing a provider, staff member, or office resource. S. Previously, if you changed the. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. 4. 7”. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. Click Generate. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. If the prescribing provider is an office doctor, select Provider and proceed to step 6. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. See What It's All About. The Company: Setup screen opens. Eyefinity Practice Management 10. We chose EPM because they did a good sales pitch. Release Date: December 7, 2021. Find solutions with our robust network of equipment, software, and product partners. Then, select Edit Claim from the Action drop-down list. Select Refund for the Refund Method. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. On the left side of the Demographics screen, perform one of the following steps: Click Material Orders and then, under Create an Order, click Add Eyeglass Order. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Reset Resource Password. Select the Document Type. If the prescription is complete, click the Recheck icon. Click Eyeglass Order. Underpayment Adjustment Types. Release Date: November 10, 2020. For example, 200 forms were previously processed in 8 minutes. 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. This section tells you how to manage, process, and bill claims in Claims Management. If you need to enter more than one payment method, click + Add one more method. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Click Custom Frame Setup. 42. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. Checked Out - Select when the patient checks out. 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. Topics include: Adding Providers. Locate the claims in the list and select the check box next to each claim to change, or select the check box in the header row to select all claims displayed. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. Get in Touch. If your practice requires daily updates to your EDGEPro reports, you must perform Daily Closing at the end of each day. Eyefinity Practice Management offers features such as time and. Creating an Extras Only Order. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. The camera view displays below Step 1: Align the Camera and take photo. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Processing Claims. Get in Touch. Select the check box next to each claim you want to bill. eyefinity. 942. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. 3. Order these labels directly from Think Smart at 800. Eyefinity Practice Management System Requirements. App comparison. From the EPM Front Office home page, click the Claim Management option (in the upper Action toolbar) and select Claim Management from the drop-down menu. 3. You can also add and modify products and services at any time. A claim’s statuses are a collection of all the statuses of its line items. A list of all the patients recorded in your system opens. Eyefinity Practice Management records the transactions as refunds. Locate the order you want to adjust in the Invoiced Orders list, and. Eyefinity offers innovative EHR & Practice Management software that streamlines workflow, enhances p Eyefinity | Rancho Cordova CASending an order to collections in Eyefinity Practice Management is for write-off and financial reporting purposes only and does not automatically send information to a collection agency. This section includes: Front Office. Click the Print icon. Send the printed form to the carrier. 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. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Enter the Authorization Number. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. 3. The report provides a breakdown of the counts recorded at each inventory location by collection. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. Front Office; Claims Management; Front Office. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Enter the patient’s SSN (Last 4) or unique Full. 448. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Click + Add. com or call us at. 2. VSP requires that all lenses, frames, and extras have prices greater than $0. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Click +Activity. Administration Enhancement. You can view and export the reports to either a PDF file or an Excel spreadsheet. SATO WS408TT. ; Click the link for the provider or staff member's Last Name, or the Resource Name. Reset Password: Step 1 of 3 - Verify User Account. 26 Release Notes. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Resource Schedule Setup. Click Patient Statements. eyefinity. 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. 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). From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. 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. Premier providers receive access to exclusive offers,. Printing a Packing Slip. ; If your practice has more than one location, the Pending Exams grid. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Processing Claims and Carrier Payments Videos. Reset Password: Step 1 of 3 - Verify User Account. Reviewing and Editing Claims. The Browse Frames screen opens. Locate the transaction you want to edit, and enter the new Amount. 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. 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. Click [X]. Then, select Edit Claim from the Action drop-down list. For information on how to get started, see our website. Select the date criteria. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. After an order is created, you can generate and print an invoice. 2. EPM - Adding New Services/CPT Codes to Eyefinity. Providers are prompted to set a new password the first time they log in to the system. * Login Name. Experience the convenience of learning independently at your own pace with the Eyefinity Learning Center, so you can access the course when and where you want. 3. To print the PDF to a CMS 1500 form, click Print. Locate the insurance plan to which you want to add eligibilities. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Click + Place Of Service. 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. On any screen in Front Office, click Patients and select VSP Authorizations. Click + Place Of Service. 41. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Deselect the Active Only check box. NOTE: Once you are in the training environment you will see an. In the left-side menu, click Patient Marketing. Scroll down to the 24. From any page within EPM Front Office, click the Help button in the top-right corner of the page. ; Edit the following fields, as necessary. Please log on to the Eyefinity Support Community to submit any enhancement questions. Billing Patients. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. 10 Front Office includes enhancements to the following areas: VSP Formulary Updated with Maui Jim Frames and Lenses; Patient IDs on Detailed Patient Statements Report CSV File; VSP Formulary Updated with Maui Jim Frames and Lenses. Ordering a Single Eyeglass Lens or Two Different Lenses. You can search for existing patients by using the patient’s last name, first name, date of birth, or phone number. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Select Plan. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Applying VSP as Both Primary and Secondary Insurance . Material Orders and Advanced Transactions Videos. 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. 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 + Upload Document. Eyefinity announces the newest version of Eyefinity Practice Management. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. 3. 2. Click Reporting and select Standard Reports. Keep this in mind when searching for claims you have adjusted. Get in Touch. Select Billing Month to select a month to print or click Select Dates to specify a date range. Adding Non-VSP Formulary Lenses to an Order. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. On the Printing Product Labels page, click the Setting Up Label Printers link. In Office: Setup, click Claims Information. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. 1. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Eyefinity Practice Management. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. ; Select the Resource that you want to schedule. For Non-VSP orders, the system sets the lab to On Site. Android 10 or later. 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. 942. Looking Up Eyeglass Lenses by Entering Lens Information. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. The Patient Marketing Dashboard opens. This change was made to accommodate future teleheath integration enhancements. Search for the claim. Eyefinity Practice Management now includes the following features to help practices that participate in the VSP Global Premier Program maintain and capitalize on their Premier status. 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. Click Exams. . Click Process Payments and select Carrier Payments. Setting the Claim Status to Ready to Bill. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. 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. The dates available for the report are based on the inventory session dates for the selected item type. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. Record the Week Rotation Start Week for your rotating schedule. Before you can use the integrated online forms, you need to make sure. Editing Resources. Review the order and make changes in each section, as appropriate. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. If the plan is not listed, see Adding Non-VSP Insurance Information. 1. A unique alphanumeric ID. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. The Office: Setup screen opens. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. If patient is accidentally entered more than once, the duplicate patient profile should be made inactive so that it no longer appears in search. In the Choose Order Type screen, click Frame Only. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. The Choice is Yours. Release Date: February 1, 2022. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). Entering Place of Service Information. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. If you need help locating your login url, please contact ehrsupport@eyefinity. Material Orders and Transactions Videos. Repeat step 4 for each Level 1 tax authority you want to add. Record patient insurance and pull authorizations. Record the Quantity of labels for each frame. 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. Appointment Confirmations [video] Adding Scheduler Exceptions [video] Using Book View. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. Select the check box next to each claim you want to bill. Select the Item Type. On the left side of the Demographics screen, perform one of the following steps: Click Material Orders and then, under Create an Order, click Add Eyeglass Order. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. Reviewing and Modifying Patient Information from the Appointment Calendar. The Patient Engagement Connection screen opens. PROS. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. The Posted Transactions Detail window opens. Access information and get support at your fingertips. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. Eyefinity announces the newest version of Eyefinity Practice Management. Using Book View in the Appointment Calendar. Click Delete in the row of the line item whose transaction you want to. Label height: 1. 38. Moving Multiple Appointments at the Same Time. Special characters (such as !, @, $, etc. From the EPM Front Office home page, click the Administration button. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Supercharge Your Schedule. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. 4. Under Third Party Billing, enter your Senders Code/Site Key. Canceling Appointments in Day and Week View. com or call us at 877. 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. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. Automate reminders, recalls, and eyewear-ready notifications to your patients. com website (2. EPM support gladly and quickly helps. Experience the convenience of learning independently at your own pace with the Eyefinity Learning Center, so you can access the course when and where you want. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. 5353 and request we block the certified partner's access to your system or complete the instructions below. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. com website (2. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. 35 includes fixed issues in the following areas: Front Office; Claim Management; New VSP Interface; Front Office. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. If your practice recently converted to Eyefinity Practice Management from another system, the any outstanding balance from your old system is included in the patient's total balance. Type your Frames Data User Name. Search for the provider for whom you want to set up resource hours. To select all claims on the current page of the grid, select the check box in the heading row. Reviewing and Editing Claims. 3. Enter Optional Comments, as needed. Eyefinity Practice Management 10. Device Operating System. 2 includes the following updates to the Pricing screen. Billing Claims Electronically. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Click Close. Office Identifier. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. Review the Lab information. 0707, option 1. 2. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Click Integrations, or click Office on the menu bar and. RESOLUTION: 1. Details. 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. 4. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. 1. 19 Administration includes. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. Topics include: Insurance Billing Process. The adjustment record is created and the Inventory Activity grid opens. 942. New features are added regularly that make work flow and efficiency better. Send the printed form to the carrier. Description. Some features have failed to load due to an internet connectivity problem. Enter the Month & Year or click the Calendar button to select the date. Staff ID. Office Identifier. 800. 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. Log into the portal using your. 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. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Setting Up Labels to Print from Eyefinity Practice Management Front Office. Billing Claims Manually. Submitting a Test Batch. The VSP secondary claim is created and the status is set to On Hold. To apply a Pricing Option, select one from the drop-down list and click Reprice. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. Entering Place of Service Information. 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. 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. Supercharge Your Schedule. 5. Select the office(s) that the doctor works in.