Adding VSP Insurance Information. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. 21 Claims Management includes enhancements to the following area: Backdate Patient Payments, Carrier Payments, and Electronic Remittances When you add or edit patient payments, carrier payments, and electronic remittances, you can now enter dates in the Deposit Date field that are up to. RESOLUTION: NOTE: The Recall by Last Exam Date report displays patients with a Last Exam Date or last exam order date within the selected date range. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Click Eyeglass Order. Automate reminders, recalls, and eyewear-ready notifications to your patients. 2. Select the office resource in the Resource. Warning When Adding Custom Frame Removed. Image Management. 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. Phone Support. This section contains the following topics: Reprinting an Invoice. Description. On the left side of the Demographics screen, click Material Orders. From EPM Front Office Home page, click the My Reports button. Click Reporting and select Standard Reports. 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. Enter the Cut Off Date to print, or select a date from the calendar. 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. Reset your password. ; Enter the Insurance Reimbursement amounts that the medical. For. Click Driver Settings and select the following settings: Always use driver settings. From any page within EPM Front Office, click the Help button in the top-right corner of the page. In the Office Billing Name (33) field, enter the Group or Practice Name. The Eligibilities window opens. 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. The following table provides information about all the warnings you might see in the VSP interface: The service code is not valid in inventory for the specified product. 19 Administration includes. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). If the prescription is complete, click the Recheck icon. Cons: I wish that the software was more seamless from EHR to EPM. Fixed Issues. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Networking. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. To print the PDF to a CMS 1500 form, click Print. The patient clicks Register on your website. For more information, go to Searching for Claims. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. Eyefinity announces the newest version of Eyefinity Practice Management. Android 10 or later. Click Patient Reports. The TriZetto logo in the upper-right corner of the window. 3 includes the following. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. com website (2. Security. You can enter partial information. Click Save. EPM - Adding Services to the. A Sign On window opens. For more information, see Setting Up Electronic Eyewear Ready Notifications. iPadOS 15 or later. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Rescheduling Appointments in Day and Week View. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. Setting Up Provider Security Settings. Electronic appointment reminders are sent for any unconfirmed appointment. 1. 877. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. If the plan is not listed, see Adding Non-VSP Insurance Information. Walk In - Select for walk-in patients. Select a Style. 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). In the Add Place Of Service window, record the place of service Name. Creating a Complete Eyeglass Order. Base Consultants Epm Ltd. In. Eyefinity Practice Management 10. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. Reset your password. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. The Medical Exam check box is selected by default. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Click Save. Activating Labs: 1. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Dial 800. Click Eyeglass Order. 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. ; Click the link for the provider or staff member's Last Name, or the Resource Name. 3. Click the Question Mark icon on the bottom of the Firefox Menu. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Scroll down to the 24. Processing Claims. Navigate to the Eyefinity. 2. Eyefinity Practice Management 10. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. If you need to enter more than one payment method, click + Add one more method. 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. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Printing CMS 1500 Forms from Material Orders. This section includes: Front Office. The Select Insurance window opens. Patient appointment confirmations are processed. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Eyefinity Practice Management customers can login at pm. For more information, go to Looking Up and Editing Stock Orders. If you need help locating your login url, please contact [email protected]. Our compassionate customer care team is ready with a variety of tools and. Click +Activity. Enter any Comments, if needed. Click Integrations, or click the Office drop-down menu and select Integrations. In Office: Setup, click Optical Labs. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management; Patient out of Pocket and Doctor Reimbursement Supported Plans; EPM - Cancelling/Deleting Existing Patient Appointments in Eyefinity Practice Management. The Eligibilities window opens. Go to the portal provided to you from the Patient Engagement certified partner. Enter the Lab Name and select a State for the lab you want to activate. Deleting Appointments in Day or Week View. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. Printing a Packing Slip. Reset your password. App comparison. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. Click Check Status. Backward compatible font names. * Office Identifier. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). Review the Lab information. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. Select Referring Patient to print a list of existing patients who referred new patients to your practice. If your practice has multiple locations, you can transfer stock between your offices. This document may be found here. 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. You can also add and modify products and services at any time. 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. A message appears, asking if the patient is the subscriber/member of record for VSP. And a Username and Password to use for the portal and clicks Submit. Looking Up Eyeglass Lenses by Entering Lens Information. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Before you can use Worldpay for online credit card processing, you must activate the integration. 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. Walk In - Select for walk-in patients. 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). 3. The Material Orders screen opens. A message displays, asking if you want to change the claim status of each claim to Billed. On the Printing Product Labels page, click the Setting Up Label Printers link. Eyefinity Practice Management 10. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Credential. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Enter the required information and if possible, enter any additional information and skip to Step 7. Under EPN Reports, click View Messaging Runs. 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. Eyefinity Practice Management offers features such as time and. See What It's All About. You can click the link to access the Exams screen. * Login Name. 942. S elect the Maui Jim Lens Style. Mirror coatings are not included in the lens color. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Billing Claims Electronically. When the. 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. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Learn Independently. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. com or call us at 877. 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. Click Save. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. 7”. Access to Eyewear Options. Dial 800. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. There are too many button clicks that do nothing. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 3. In Eyefinity Practice Management, colors can be assigned for specific Services so that when an appointment is scheduled for the specific service, the appointment will appear in the Scheduler with the color assigned. Select By Date Range to enter a date range to print, or select dates from the calendar. It automates and simplifies common daily. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. 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. 942. Underpayment Adjustment Types. Click the eInsurance tab. The practice's certified IT professional should be able to assist with making the necessary settings changes. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Eyefinity’s Electronic Patient Notifications. 1. Enter the patient's name and/or any. From the EPM Front Office home page, click the Administration button. Select the Maui Jim Lab. In Eyefinity Practice Management Front Office, select the labels you want to print. 448. Deselect the Active Only check box. Click the. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. The SATO CG408 Properties window opens. Repeat steps 4 through 7 for all frame labels you need to print. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Type a Start Date or select a date from the calendar. Click [X]. Eyefinity Practice Management 10. The provider’s credential. Cons: The workaround processes tend to become the norm since the program usage is not simple. eyefinity. See What It's All About. Release Date: March 31, 2021. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. * 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. Change the passwords of other users. Reviewing Remittance Download Errors. 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. Billing Patients. The update made the system even less logical and simple. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Details. 0707, option 1 - Eyefinity Website Services. Show Me. Locate the Claim # in the Check Detail section (left-most section). It. Click Marketing Reports. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. The report provides a breakdown of the counts recorded at each inventory location by collection. Release Date: January 26, 2023. On the left side of the Demographics screen, click Insurance. Viewing a VSP or eLab Order's Integration Status. Resource Setup. Click Appointments and then select Resource Schedule. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. Click the User button in the upper-right area of the screen, and select Change Password. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Eyefinity, Rancho Cordova, California. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. Click Material Orders . 1. The Browse Eyeglass Lenses screen opens. Depending on the adjustment type you select, the status of an underpaid claim will be changed to Fully Paid, Underpaid, NonReceivable, Written Off, or Rejected. Please log on to the Eyefinity Support Community to submit any enhancement questions. 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. RESOLUTION: Log into Eyefinity Practice Management (EPM). For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. In the Add Place Of Service window, record the place of service Name. 2. In Office: Setup, click Claims Information. For assistance in adding a Non-VSP authorization to the patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. Access information and get support at your fingertips. The Not Applied tab includes all the claims in the remittance that need to be processed. Eyefinity announces the newest version of Eyefinity Practice Management. Perform one of the following: If the patient is the subscriber/member: Click Yes. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Patient Engagement Tools Videos. For Urgent Support Requests Please Call. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Full-cycle Broker Management Solution. Eyefinity EHR and Eyefinity Practice Management are a cloud-based, electronic health record and practice management solution designed to meet the unique needs of the optometric industry for single and multi-location practices. 1. In the Choose Order Type screen, click Frame Only. ×Sorry to interrupt. The Patient Marketing Dashboard opens. 2. Create an extras only order to record charges to patients for your office records only. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. Device Operating System. This will open the Practice Setup view. The place of service name appears in box 32 on the CMS 1500 form. If you need help locating your login url, please contact ehrsupport@eyefinity. Make sure the frame has been priced and activated in Administration. Eyefinity Practice Management 10. Eyefinity EPM. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. Release Date: October 20, 2023. The role-based training sign-up form on the Eyefinity. Material Orders and Transactions Videos. 42. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. 43. To remove a payment method, click the X next to it. Enhance your knowledge, provide product feedback, and get support using our community portal. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. Supercharge Your Schedule. 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. 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. 1 - Screening Corneal Topography (CPT is S9986. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. Supercharge Your Schedule. The Change Amount field updates to show the amount owed to the patient. Return to Login Page. Topics include: Adding Providers. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. Click Place of Service. You can view and export the reports to either a PDF file or an Excel spreadsheet. Click Integrations, or click Office on the menu bar and. Select all of the extras you want to add. Administration Enhancement. Open the Claim Detail window for the claim, and click Edit Claim. Make sure the frame has been priced and activated in Administration. The new amount is saved and will appear on the Daily Transaction Payment Report. Reviews of Eyefinity Practice Management. Enter the Date of Service in the next available row. Enhance your knowledge, provide product feedback, and get support using our community portal. 3. Record the Frame Specific Attributes. Wi-Fi. The claim opens. 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. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. eyefinity. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. This section includes:Click Reporting and select Dashboard. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Position the patient in the camera view and click Take Photo. We chose EPM because they did a good sales pitch. Registering for a Patient Portal Account. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 0707, option 1. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. In the Material Orders screen, under Create an Order, click Add Exam. On the left side of the Demographics screen, click Material Orders. Creating a Lens Only Order. Editing Resources. Ordering a Single Eyeglass Lens or Two Different Lenses. 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. 2 includes the following updates to the Pricing screen. Printing a VSP Doctor Service Report. The Material Orders screen opens. 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. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. 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 Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. Select the link that corresponds to the. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. Type your Frames Data User Name. 4. 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. EPM - Adding New Services/CPT Codes to Eyefinity. 3. Entering Place of Service Information. The role-based training sign-up form on the Eyefinity. Navigate to the Eyefinity. If you need help locating your login url, please contact ehrsupport@eyefinity. 7”. Eyefinity Practice Management 10. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Copying Eyeglass Orders. When it comes to where and how you want to learn, Eyefinity Learning is all about options. Click the Frame Lookup tab. Select the Referral Type. The Integration Status column displays a message for each order that was. Office Identifier. Eyefinity Practice Management 10. 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. Log into the portal using your. 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. Locate the information you're looking for and click the link to go to that section of the. 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. 5. The patient's total balance and available credits are shown at the top of the tab. Click Inventory and select Product Inventory. 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. Trending Articles. 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 Reporting and select Standard Reports. Processing Claims and Carrier Payments Videos. For product support, check out the . DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). Select Billing Month to select a month to print or click Select Dates to specify a date range. Eyefinity Practice Management 10. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status.