This section includes:Click Reporting and select Dashboard. See Navigating Administration for information on how to get to Office: Setup. 3. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. Press Tab or Enter. Repeat this step to add any additional payouts. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. The Total Patient Count appears at the top of the dashboard. App comparison. 1. We'll have more courses soon! Learn Independently. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. In the search field, enter the manufacturer, collection, model, eye size, color family, shape, UPC, or item number for the frame (s) you want to look up. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Eyefinity Practice Management offers the optional Electronic Remittance Advice (ERA) feature to enable you to submit claims and receive remittances from VSP and through TriZetto (formerly Gateway EDI). 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Learn Independently. Select Refund for the Refund Method. Processing Claims and Carrier Payments Videos. 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 Month & Year or click the Calendar button to select the date. The role-based training sign-up form on the Eyefinity. Looking Up Eyeglass Lenses by Entering Lens Information. In Office: Setup, click Optical Labs. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. A list of all the patients recorded in your system opens. Providers are prompted to set a new password the first time they log in to the system. The Invoiced Orders grid lists the patient’s invoiced orders. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). For more information, see Adding a Frame to an Eyeglass Order. 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. This field defaults to the provider selected for the patient in Demographics. Topics include: Setting Up the SATO WS408TT Label Printer. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. You may need to scroll to the right to see all the columns. ; In the Pricing screen, click the Add link to add a medical insurance plan as the Primary Insurance. The Take Patient Photo from Camera screen opens. Supercharge Your Schedule. Click the User button in the upper-right area of the screen, and select Change Password. Click Save. 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. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The Add Appointment 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. Registering for a Patient Portal Account. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. The process used by the Electronic Remittance Advice (ERA) feature to identify duplicate remittances has been improved. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. 3. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. Submitting a Test Batch. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. RESOLUTION: 1. The Make Payment screen opens and displays the Invoiced Orders tab. Click Close. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. Record patient insurance and pull authorizations. com or call us at 877. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Eyefinity Practice Management 10. In the Exams screen, click + Exam. An indicator appears in the Payment Amount column. Click +Activity. If you need help locating your login url, please contact ehrsupport@eyefinity. Click Appointments and then select Resource Schedule. The role-based training sign-up form on the Eyefinity. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Topics include: Insurance Billing Process. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. Click Place of Service. For example, CPT 92250 is billed on a signature benefit with exam and refraction. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. 800. Send the printed form to the carrier. Setting Up Scheduler (Appointment Calendar) Preferences. For frame inventory sessions, you can select one or more collections. Wi-Fi. Release Date: December 7, 2021. Getting Started. Enter the Document Name. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Setting Up Integrations. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. To remove an additional payment method, click. Setting Up Barcode Scanners. The provider’s Eyefinity EHR ID. The camera view displays below Step 1: Align the Camera and take photo. No complaints except for with EPM which was the reason our office switched to Revolution. Locate the Claim # in the Check Detail section (left-most section). RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. 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. EPM - Accessing the Eyefinity Practice Management Training Sandbox. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. For Urgent Support Requests Please Call. Office Identifier. 38. To remove a record from the list, click Remove. Enter the Document Name. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. Enter the Amount of the payout. The photo displays below Step 2: Confirm Photo. eyefinity. If you need to enter payments using more than one payment method, click + Add one more method. Click + Staff. Select the office(s) that the doctor works in. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. Cons: The workaround processes tend to become the norm since the program usage is not simple. Eyefinity Practice Management 10. Click the Invoiced tab, if it is not already displayed. Click + Staff. Return to Login Page. Get in Touch. 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. Select a Manufacturer. 1. Enhance your knowledge, provide product feedback, and get support using our community portal. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. 448. Click Integrations, or click the Office drop-down menu and select Integrations. com website (2. We have the ability to contact support by phone, facebook and/or email at any time, so we aren't left alone to "deal with. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). Whether you need to request a demo, receive customer support, or want training, our U. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Electronic appointment reminders are sent for any unconfirmed appointment. See Navigating Administration for information on how to get to Office: Setup. 2. Remember office identifier. A Sign On window opens. Reviewing and Editing Claims. Log into the portal using your. On the EPM Administration home page, click the Contact Lenses button or hover over the Products/Services tab at the top and select Contact Lens Setup. 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 patient portal is an example of this. Wi-Fi. The warning when adding a custom frame has been removed. Printing a Packing Slip. Eyefinity’s Electronic Patient Notifications. Applying VSP Insurance as Secondary Insurance on Exam Orders. In the Lab Name search field, enter the name of the lab. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. If the prescribing provider is an office doctor, select Provider and proceed to step 6. The Eligibilities window opens. Type 0 for the Service CPT Code. EPM - Adding New Services/CPT Codes to Eyefinity. 4. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. * Login Name. The dashboard defaults to displaying all patients. For more information, see Printing Frame Labels and Printing Accessory Labels. It seemed like it would work well, but then you begin using it every day and notice so many opportunities for improvement, so much inefficiency, and so many times when the workflow simply does not work. In the left-side menu, click Patient Marketing. 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. If patient is accidentally entered more than once, the duplicate patient profile should be made inactive so that it no longer appears in search. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Click Catalog in the blue menu bar, and select Eyeglass Lenses. In the list, click the patient records you want to merge. Change the passwords of other users. 19 Administration includes. Resource Schedule Setup. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. Click the eInsurance tab. From the EPM Front Office home page, click the Administration button. Eyefinity announces the newest version of Eyefinity Practice Management. Click Sales Reports. com. Click Configure Printer and select the following settings: Label width: 2. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. The date field defaults to the next business day. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. This section includes:. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Everything was easy to learn, use and. ; It should first be confirmed that the Physical Inventory Method is set. See Navigating Administration for information on how to get to Office: Setup. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. You can only process patient payments by posting internal claim transactions. Object Moved. This section tells you how to manage, process, and bill claims in Claims Management. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Select the check box next to each claim you want to bill. Click Close. 31 Release Notes. The Integration Status column displays a message for each order that was. Enhance your knowledge, provide product feedback, and get support using our community portal. Full-cycle Broker Management Solution. Click + Place Of Service. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. 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. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Billing Claims Electronically. This section tells you how to manage, process, and bill claims in Claims Management. For product support, check out the . All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Enter any Comments, if needed. DESCRIPTION: How to generate a report listing all patients that have had a certain Exam Type or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM). Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. Before you can use the integrated online forms, you need to make sure. Networking. 941. Editing Resources. From EPM Front Office Home page, click the My Reports button. Material Orders and Advanced Transactions Videos. This change was made to accommodate future teleheath integration enhancements. 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. In the Office Billing Name (33) field, enter the Group or Practice Name. Reset your password. You can enter partial information. The frame is added to the list under Step 2: Print the Item (s). You cannot apply insurance to extras only orders, and you cannot send them to labs electronically. Type the name of the Level 1 tax authority in the text box and click the plus icon. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. Release Date: October 20, 2023. 448. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. 2. Eyefinity EPM. based team stands ready to help. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. iPadOS 15 or later. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. This section discusses the procedures required to set up providers in Eyefinity Practice Management. Before you can use Worldpay for online credit card processing, you must activate the integration. 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. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. Select the Document Type. Select all of the extras you want to add. For more information, go to Receiving New Payments. The table of contents for the VSP Provider Reference Manual opens. Now, 200 forms are processed in 2. The Office: Setup screen opens. Search for and click the check number to open the carrier check. On the Eyefinity Practice Management home screen, click Administration. Services on the exams are listed individually, by procedure code. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. Type a Start Date or select a date from the calendar. Click Reporting and select Standard Reports. Click Catalog in the blue menu bar, and select Frames. You can set up and modify service/exam names, item groups, prices, and durations. Reset your password. Scroll down to the 24. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Navigating to the Custom Frame Setup page: 1. Select the In Office check box next to Finishing. Contact Eyefinity Customer Care at epmsupport@eyefinity. Release Date: February 1, 2022. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. Topics include: Adding Providers. Select the date criteria. The list includes patient names, dates of birth, phone numbers, mailing addresses, email addresses, and whether each patient is active or inactive in your system. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. Repeat steps 4 through 7 for all frame labels you need to print. In the VSP Calculation window, click Override and enter the amounts that VSP will. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Release Date: March 31, 2021. Viewing Patient Insurance Information. ; To determine the patient’s. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Click the Invoiced tab, if it is not already displayed. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. Click + Place Of Service. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Claim Management Enhancements. On the EPM Administration home page, hover over the Company Name in the top-left corner of the page and then click the Office Identifier. Enter the Cut Off Date to print, or select a date from the calendar. 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. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Enter the Lab Name and select a State for the lab you want to activate. For more information, see Editing Resources. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. 942. This section includes: Front Office. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. Eyefinity Practice Management 10. based team stands ready to help. On the Printing Product Labels page, click the Setting Up Label Printers link. Resource Setup. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. The Aged Claims Report lists balances (amounts owed to your practice) by age (30, 60, and 90 days) for the selected carrier, plan, location, and/or patient. Return to Login Page. If the version is not. Search for the claim. If you need to edit the information: In Company: Setup, click Integrations. com. 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. A claim’s statuses are a collection of all the statuses of its line items. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Your practice. Release Date: November 10, 2020. Eyefinity Practice Management. 4. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. Search for the services/exams that you want to set up or modify. Open the Claim Detail window for the claim, and click Edit Claim. For. 1 - Screening Corneal Topography (CPT is S9986. The Transfer Balance to Secondary Insurance section appears. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. Once you've added form fields to the PDF, a firm administrator can upload the PDF to Eyefinity EHR and make it available for providers and staff to use in the Patient Chart and Visit Note. Reset Password: Step 1 of 3 - Verify User Account. To view and modify an internal claim, do not click a claim number that says “ (external)”. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). 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. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. Click + Eligibility. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Click Referral Source Tracking Report. 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. Locate the claim and click the Claim Number link. On any screen in Front Office, click Patients and select VSP Authorizations. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Navigate to the Eyefinity. Enter the Date of Service in the next available row. 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. See Setting Up Appointment Services. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. For Non-VSP orders, the system sets the lab to On Site. Easily review and save patient images from diagnostic equipment. If the frame has not already been priced for your practice, the Frame Price window opens. From the EPM Front Office home page, click the Administration button. 942. On the EPM Administration home page, hover over the Company Name in the top-left corner of the page and then click the Office Identifier. Click Driver Settings and select the following settings: Always use driver settings. Eyefinity Practice Management 10. Mirror coatings are not included in the lens color. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. For more information, see Setting Up Electronic Eyewear Ready Notifications. Under Patient Health Condition, locate Box 19. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. Eyefinity Practice Management offers features such as time and. This section includes: Front Office. Find solutions with our robust network of equipment, software, and product partners. Must be an Active User. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 2 includes the following updates to the Pricing screen. 7”. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. On the Printing Product Labels page, click the Setting Up Label Printers link. 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. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Whether you need to request a demo, receive customer support, or want training, our U. Number of Views 1. Then, click the Transfer Balance icon. The provider’s credential. RESOLUTION: 1. Click the Driver settings tab.