Release Date: March 31, 2021. For more information on reports that allow you to reconcile insurance (carrier and patient) receivables with Claims Management transactions, see Understanding Key Financial Reports in. Setting Up Products/Services. EPM support gladly and quickly helps. Viewing a VSP or eLab Order's Integration Status. Supercharge Your Schedule. Log into the portal using your. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Eyefinity Practice Management 10. Processing Claims. Locate the transaction you want to edit, and enter the new Amount. The office resource is added to the list in the Company: Office Resource Setup screen. Material Orders and Transactions Videos. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. 5. This section includes: Front Office Enhancements. DESCRIPTION: How to post a charge-back (negative payment) from an insurance carrier check or Explanation of Benefits (EoB) to a patient's claim in Eyefinity Practice Management (EPM). Click Save. S elect the Maui Jim Lens Style. 4. The dates available for the report are based on the inventory session dates for the selected item type. The patient portal is an example of this. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. The styles are filtered to show only those available for in-office finishing. Type an Explanation for the payout, if necessary. Click Driver Settings and select the following settings: Always use driver settings. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. The Make Payment screen opens and displays the Invoiced Orders tab. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. Resource Setup. The recall modal shows once the exam item is invoiced and payment is made on the exam order. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. EPM - Adding New Services/CPT Codes to Eyefinity. The Add Appointment window opens. Under Frames Data, click the Check status link. To print the Stock Transfer Report and send the stock transfer, click OK. Remember office identifier. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). Click the Claims Information button. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. In the list, click the patient records you want to merge. Open an Internet browser and log into Eyefinity Practice Management. 1. Device Operating System. * Office Identifier. To send a batch order to ABB: Click Inventory and select Product Inventory. If the claim status is not Ready to Bill Patient, click the On Hold button. ; To view all 24 hours of each day on the schedule grid instead of only the scheduled office hours, click Show 24 hours below the grid. 3. 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. 4. Mirror coatings are not included in the lens color. Select the Referral Type. Repeat this step to add any additional payouts. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. From any page within EPM Front Office, click the Help button in the top-right corner of the page. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. In the address bar, type the URL and press Enter. Entering Place of Service Information. 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. For more information, go to Navigating Book View. Search for and select insurance claims that have not yet been billed or that require attention. Select the Document Type. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Click Save. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. In Office: Setup, click Optical Labs. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Canceling Appointments in Day and Week View. Click Delete in the row of the line item whose transaction you want to. NOTE: Once you are in the training environment you will see an. On the Printing Product Labels page, click the Setting Up Label Printers link. com or call us at 877. Navigating to the Custom Frame Setup page: 1. 2. Click Eyeglass Order. Backward compatible font names. Using Book View in the Appointment Calendar. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. S. Perform an adjustment to add or remove items from your inventory. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. When you need to have two tabs open simultaneously, use separate browsers. Before you can use the. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. Label height: 1. Perform one of the following: If the patient is the subscriber/member: Click Yes. 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. 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. In the list that displays, select About Firefox. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Type your Current Password. Setting Up Labels to Print from Eyefinity Practice Management Front Office. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. After an order is created, you can generate and print an invoice. Click a Carrier/Plan name to view or edit the plan information. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. The claim opens. Click the eInsurance tab. Release Date: August 17, 2022. Click Save. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Complete the following fields: Field. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. This topic includes: Verifying Required Information. Enter the Authorization Number. 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. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Add the. Enter the patient’s Last Name, First Name, and/or Date of Birth. 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. Reviews of Eyefinity Practice Management. You can also print labels for frames and accessories. 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. Patients may be listed more than once if they have more than one active VSP plan. 2 includes the following updates to the Pricing screen. Reason for choosing Eyefinity Practice Management. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). If the version is not. Staff ID. See What It's All About. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Login URL: A unique login url is created for each Eyefinity EHR Customer. It automates and simplifies common daily. Email us at [email protected] Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. 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. Click the Driver settings tab. Processing Claims and Carrier Payments Videos. Walk In - Select for walk-in patients. Enter the Authorization Date, and Expiration Date. To set up a rotating schedule: Click Rotation Setup. Enter the required information and if possible, enter any additional information and skip to Step 7. Cons: The workaround processes tend to become the norm since the program usage is not simple. 1. Eyefinity Practice Management 10. Applying VSP. Reason for choosing Eyefinity Practice Management. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. In the About Mozilla Firefox window, it will say Firefox is up to date under the version number if the browser is up-to-date. Post and edit payments and transfer balances. Base Consultants Epm Ltd. Then, click the Transfer Balance icon. For VSP orders, the system automatically sets IOF Program as the lab. In the Office Billing Name (33) field, enter the Group or Practice Name. 1 - Screening Corneal Topography (CPT is S9986. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Click Integrations, or click the Office drop-down menu and select Integrations. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 5. 3 includes the following. Eyefinity Practice Management 10. Creating a Lens Only Order. Before you can use the integrated online forms, you need to make sure. Eyefinity Practice Management 10. 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. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. If your practice requires daily updates to your EDGEPro reports, you must perform Daily Closing at the end of each day. Click the company name drop-down list on the far-left of the blue menu bar and select the office where you want to change the telehealth application. 448. 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. Setting Up Integrations. 942. These system requirements are routinely reviewed and updated. Reviewing and Editing Claims. 4. If you are interested in setting up integrations, contact your. 38. Enter the patient’s SSN (Last 4) or unique Full. 2. 38. Open the Claim Detail window for the claim, and click Edit Claim. See Navigating Administration for information on how to get to Office: Setup. If you know the UPC Code and/or Item Number you want to. ( Eyefinity Practice Management does not automatically send bills to patients. Navigate to the Eyefinity. Complete the following fields: Field. In Office: Setup, click Scheduler and select Preferences. See the latest verified ratings & reviews for Eyefinity Practice Management. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. Description. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. 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. If you need help locating your login url, please contact ehrsupport@eyefinity. Recording Contact Information. The practice's certified IT professional should be able to assist with making the necessary settings changes. com website (2. If you want to set up a rotating. 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 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. Click Create EDI File. The Claims Processing screen displays a list of your search results. Be Kind and Courteous. RESOLUTION: 1. Under EPN Reports, click View Messaging Runs. At least one is required for the online scheduler to function. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Release Date: April 15, 2022. 5. 3. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. 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. ; Click the Receipt tab. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. You can generate the report for frame or accessory inventory sessions. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. You can select up to eight options to display in the scheduler drop-down. Eyefinity Practice Management customers can login at pm. We chose EPM because they did a good sales pitch. The Take Patient Photo from Camera screen opens. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. To setup recall reminders, go into EPM Administration, select Services and ensure the Recall Reminders checkbox is selected for the particular exam item being invoiced. In the Contact Lens Setup page, select the. Select the In Office check box next to Finishing. Supercharge Your Schedule. From the EPM Front Office home page, click the Administration button. Eyefinity Practice Management 10. This group is solely intended for active users of Eyefinity Practice Management. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 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. 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. Wi-Fi. Select Referring Professional to print a list of outside providers who. 5353 to reach our Customer Care team. This document may be found here. If the prescription is incomplete, enter information in the required fields. If you need to retake the photo, click Take Photo again. Supercharge Your Schedule. In Office: Setup, click Integrations and then click Credit Card Processing. 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. 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. ; Enter the Insurance Reimbursement amounts that the medical. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Everything was easy to learn, use and. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. The patient's total balance and available credits are shown at the top of the tab. 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. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 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. Correcting a Failed Test Batch. In the Exams screen, click + Exam. Rescheduling Appointments in Day and Week View. 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. There are too many button clicks that do nothing. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Right-click the time slot, and select Schedule Selected Patient or New Appointment. 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). In the Add Place Of Service window, record the place of service Name. 4. 942. 4913, option 2. This section includes:Click Reporting and select Dashboard. The Browse Frames screen opens. Click [X]. Go to the portal provided to you from the Patient Engagement certified partner. The provider’s credential. Reviewing Remittance Download Errors. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. If the plan is not listed, see Adding Non-VSP Insurance Information. 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. Learn Independently. The following table describes all of the claim statuses in Claims Management, as well as the. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. 942. Screening Codes from Eyefinity EHR. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. 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'll have more courses soon! Learn Independently. 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,. Click Configure Printer and select the following settings: Label width: 2. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Click + Choose File. 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 the Optical Labs button or hover over the Office tab at the top and select Lab Setup. 1. The Material Orders screen opens. 5353, option 4. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice ManagementApplying Insurance for Coordination of Benefits (COB) This section explains how to apply primary and secondary insurance for coordination of benefits. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. A unique alphanumeric ID. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. Click On Hold. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. 448. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. Select the check box next to each claim you want to bill. Eyefinity Practice Management offers features such as time and. 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. Eyefinity Practice Management provides reports to help you manage your billing. read more >> Eyefinity Blog. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. Eyefinity announces the newest version of Eyefinity Practice Management. For more information, go to Searching for Claims. 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. 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. com website (2. 4. You can set up your products and services in Eyefinity Practice Management before you use it. The report provides a breakdown of the counts recorded at each inventory location by collection. Setting the Claim Status to Ready to Bill. In. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. If any custom frames already exist in the system that match the model you selected. Eyefinity announces the newest version of Eyefinity Practice Management. In Office: Setup, click Optical Labs. 942. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. based team stands ready to help. 1. Eyefinity Practice Management 10. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. To run the Total Patient Account Receivable. Click Inventory and select Product Inventory. Click the Claims Information button. The adjustment record is created and the Inventory Activity grid opens. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. To merge patients: Click Patients, and select Merge Patients. Select the Return Reason. The Select Insurance window opens. You'll learn with step-by-step tutorials. The SATO CG408 Properties window opens. The dashboard defaults to displaying all patients. Eyefinity Practice Management 10. RESOLUTION: Log into Eyefinity Practice Management (EPM). Setting the Claim Status to Ready to Bill. To print the PDF to a CMS 1500 form, click Print. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. New features are added regularly that make work flow and efficiency better. 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. For detailed information on the data included on the report, go to Aged Claims Report. 5. Type Instructions for the lab, if needed, and make. This section contains the following topics: Reprinting an Invoice. com or call us at 877. Your calls are answered. 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. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. If you need to enter payments using more than one payment method, click + Add one more method. Cons: The workaround processes tend to become the norm since the program usage is not simple. ReloadEyefinity Practice Management 10. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Set up only the tax authorities for the tax authority levels you need for your. Billing Patients. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. Eyefinity’s Electronic Patient Notifications. It. 0707, option 1 - Eyefinity Website Services. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Create the exam order and click Save. Click the Invoiced tab, if it is not already displayed. Click the Print icon. The update to custom frames in the 10. Click Close. 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. 942. Mirror coatings are not included in the lens color. A Sign On window opens. Services section. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Topics include: Adding Providers. Search for the claim. Printing a VSP Doctor Service Report. 3 - Screening. 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. Billing Claims Electronically. The following inventory information for the frame appears under. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. 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. 3. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. Type your New Password, and then type it again to confirm. Processing Claims. Record the rest of the lens information and click Add to Order. Details for the selected patient records appear below the list. Locate the order you want to adjust in the Invoiced Orders list, and. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Click Save. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). Click + Check for VSP Insurance. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. When it comes to where and how you want to learn, Eyefinity Learning is all about options. Automate reminders, recalls, and eyewear-ready notifications to your patients. Eyefinity Practice Management 10. Under Third Party Billing, select the EDI Receiver. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes.