0707, option 1. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. 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 credit card receipt does not open, you may need to update your browser's popup window settings. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. This section tells you how to manage, process, and bill claims in Claims Management. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. Click Close. Type 0 for the Service CPT Code. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. The instructions below highlight the key steps of processing and billing claims. This section includes:Click Reporting and select Dashboard. 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. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. We believe in a stress-free way to get the support you need, when you need it. You can generate the report for frame or accessory inventory sessions. You must contact the lab directly to notify them of the return. Eyefinity Practice Management 10. To add modifiers and/or a dispensing fee, click the Add/Review link. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. Non-users will be removed. Eyefinity Practice Management 10. Learn Independently. Administration Enhancement. Enter the receiver information you received from the clearinghouse. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Activating Labs: 1. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Enter the patient’s SSN (Last 4) or unique Full. Return to Login Page. The Eligibilities window opens. Press Tab or Enter. The Browse Eyeglass Lenses screen opens. 5. 2 includes the following updates to the Pricing screen. 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. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Click Eyeglass Order. To select all claims on the current page of the grid, select the check box in the heading row. For additional credit cards, repeat steps 6 through 10. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. The update to custom frames in the 10. The Make Payment screen opens and displays the Invoiced Orders tab. The requirements outlined on this. Mirror coatings are not included in the lens color. Dial 800. On the Stock tab, search for the order you want to send. 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. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. 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. com website can be accessed via the following steps: 1. In the Add Place Of Service window, record the place of service Name. 42. The patient portal is an example of this. Wi-Fi. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Compare real user opinions on the pros and cons to make more informed decisions. You can select up to eight options to display in the scheduler drop-down. This section contains the following topics: Reprinting an Invoice. Checked Out - Select when the patient checks out. Enter the Month & Year or click the Calendar button to select the date. Record a Retail Price for the frame, and click Save. Select the Document Type. Eyefinity Practice Management customers can login at pm. 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). A message appears, asking if the patient is the subscriber/member of record for VSP. Under Frames Data, click the Check status link. Whether you need to request a demo, receive customer support, or want training, our U. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). eyefinity. For. Creating an Exam-Only Order. based team stands ready to help. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 35 includes fixed issues in the following areas: Front Office; Claim Management; New VSP Interface; Front Office. com. Click Save. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. A pre-appointment is a future appointment created at the time the. Screening Codes from Eyefinity EHR. Release Date: February 1, 2022. Enabling Pop-ups. Complete the following fields: Field. Correcting a Failed Test Batch. Eyefinity Practice Management 10. Search for and click the check number to open the carrier check. 7”. If you are using Standard EDI, enter the Payor ID. For example, 200 forms were previously processed in 8 minutes. 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 - Adding Services to the. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. For more information, go to Searching for Claims. If you know the UPC Code and/or Item Number you want to. 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. Reason for choosing Eyefinity Practice Management. 4. Click the Claims Information button. Your practice. If any custom frames already exist in the system that match the model you selected. Billing Claims Electronically. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Select the Aging Type. Moving Multiple Appointments at the Same Time. You can view and export the reports to either a PDF file or an Excel spreadsheet. 5353 to reach our Customer Care team. 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. Now, 200 forms are processed in 2. Type an End Date or select a date from the calendar. Click Marketing Reports. In the Office Billing Name (33) field, enter the Group or Practice Name. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. Click the User button in the upper-right area of the screen, and select Change Password. If you still want to edit the information, click I Understand the Risk. Create the exam order and click Save. Looking Up Eyeglass Lenses by Entering Lens Information. When billing patients, you always bill manually. 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. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. See Navigating Administration for information on how to get to Office: Setup. 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). com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. You can enter partial information. Object Moved. For product support, check out the . Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. Release Date: April 15, 2022. Click the Print icon. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Under Patient Health Condition, locate Box 19. Track, adjust, and report on inventory. In Office: Setup, click Integrations and then click Credit Card Processing. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Networking. If you have Eyefinity EHR integrated with Eyefinity Practice Management, the following procedure codes will now be imported from your exams: S9986. To change applied patient payment amounts: Click Store Operations, and select Change Payments. com or call 1-833-EDGEPro, option 1. Remember office identifier. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. To search using the Last Name and First Name fields, you must enter some valid text. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. Automate reminders, recalls, and eyewear-ready notifications to your patients. The Transfer Balance to Secondary Insurance section appears. Record the Document Name any Comments you want to include. Click Save. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. 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 Search. 942. On the left side of the Demographics screen, click Insurance. Select the Maui Jim Lab. Your calls are answered. See Navigating Administration for information on how to get to Office: Setup. Enter Optional Comments, as needed. Reset your password. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. ×Sorry to interrupt. The date field defaults to the next business day. Enter the Lab Name and select a State for the lab you want to activate. 1. There are too many button clicks that do nothing. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. It. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. The Office: Setup screen opens. 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. Create an extras only order to record charges to patients for your office records only. Record patient insurance and pull authorizations. Enter the patient’s Last Name, First Name, and/or Date of Birth. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. 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. A message displays, asking if you want to change the claim status of each claim to Billed. 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. com or toll free by phone at 800. 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 a Carrier/Plan name to view or edit the plan information. Full-cycle Broker Management Solution. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before (meaning that if the patient has an appointment on Thursday, they would receive reminders on the Saturday and Tuesday before). Release Date: August 17, 2022. Click Inventory and select Product Inventory. The frame is added to the list under Step 2: Print the Item (s). ; If you need to enter another payment method, click + Add one more method and perform one of the following:. com website can be accessed via the following steps: 1. 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. The SATO CG408 Properties window opens. Navigate to the Eyefinity. Locate the transaction you want to edit, and enter the new Amount. The role-based training sign-up form on the Eyefinity. Reviews of Eyefinity EHR. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Services section. 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. Entering Place of Service Information. 5 minutes. Go to the portal provided to you from the Patient Engagement certified partner. com website (2. Must be an Active User. Eyefinity Practice Management 10. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Contact Eyefinity Customer Care at epmsupport@eyefinity. On the Printing Product Labels page, click the Setting Up Label Printers link. This section tells you how to manage, process, and bill claims in Claims Management. Review the Lab information. Getting Started with TriZetto. ; Click the link for the provider or staff member's Last Name, or the Resource Name. 43. 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. Enter the Amount of the payout. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. 2. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Cons: The workaround processes tend to become the norm since the program usage is not simple. Reset your password. Recording Contact Information. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. 4. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. 448. Click Generate. Number of Views 771. Checked Out - Select when the patient checks out. 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. The following inventory information for the frame appears under. Select the Referral Type. Select By Date Range to enter a date range to print, or select dates from the calendar. When the. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. based team stands ready to help. Eyefinity announces the newest version of Eyefinity Practice Management. Eyefinity’s Electronic Patient Notifications. 4. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. This section helps you get started with Eyefinity Practice Management. You can enter partial information. Perform an adjustment to add or remove items from your inventory. Label height: 1. Using Book View in the Appointment Calendar. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. To apply a Pricing Option, select one from the drop-down list and click Reprice. Release Date: November 10, 2020. From any page within EPM Front Office, click the Help button in the top-right corner of the page. No complaints except for with EPM which was the reason our office switched to Revolution. Click + Place Of Service. Click Custom Frame Setup. After an order is created, you can generate and print an invoice. The update made the system even less logical and simple. Adding VSP Insurance Information. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. If this problem persists, try reloading the page. In the address bar, type the URL and press Enter. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. Select the Document Type. Review the order and make changes in each section, as appropriate. Click + Place Of Service. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Applying VSP Insurance as Secondary Insurance on Exam Orders. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. The table of contents for the VSP Provider Reference Manual opens. 4913, option 2. The name of the. Select a Style. Phone Support. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. 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: The Patient Billing History Report lists a selected patient’s line item transactions and includes the total amounts billed to insurance and to the patient. If you select a credit card payment type not supported by Worldpay, the refund will be manually processed outside the Worldpay integration See Refunding or. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). See the latest verified ratings & reviews for Eyefinity Practice Management. ) This section includes: Transferring an Insurance Balance to the Patient. Supercharge Your Schedule. 0707, option 1. The Claims Processing screen displays a list of your search results. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Trending Articles. Patient appointment confirmations are processed. The Return Order window displays a message that the order was processed using multiple credit cards, and that refunding will create a customer credit for the entered amount and then refund the customer credit. On the left side of the Demographics screen, click Material Orders. To select all claims on the current page of the grid, select the check box in the heading row. EPM - Accessing the Eyefinity Practice Management Training Sandbox. Click the Frame Lookup tab. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). You can perform partial returns of contact lens orders only if there was no. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. See What It's All About. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. 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. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. Then, click the Transfer Balance icon. Click + Add. The transfer is. 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. You can also view and print previous transactions and enter miscellaneous. Staff ID. 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. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. Loading. 4. Eyefinity Practice Management 10. You can set up your products and services in Eyefinity Practice Management before you use it. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. The provider’s login name for Eyefinity Practice Management. Click Total Patient Count. For detailed information on the data included on the report, go to Aged Claims Report. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. 1. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). Click + Check for VSP Insurance. 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. Reset Resource Password. 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. 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. Before you can use Worldpay for online credit card processing, you must activate the integration. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Reset Password: Step 1 of 3 - Verify User Account. You can reach the Eyefinity Customer Care team by phone, Monday to Friday, from 6:00am–5:00pm (PST), by filling out our contact us form, or by visiting one of our support communities. ; Enter the Insurance Reimbursement amounts that the medical. Reporting. S. The Change Amount field updates to show the amount owed to the patient. In. 7. Click Catalog in the blue menu bar, and select Frames. The Invoiced Orders grid lists the patient’s invoiced orders. Eyefinity announces the newest version of Eyefinity Practice Management. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. 33 Front Office includes enhancements to the following areas: New Quantity Defaults for Contact Lens Orders; ID Field in Subscriber Information; New Quantity Defaults for Contact Lens Orders. Click the Question Mark icon on the bottom of the Firefox Menu. For more information, go to Searching for Claims. Click Inventory and select Product Inventory. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. 38. Registering for a Patient Portal Account. You cannot search for claims by adjustment type (for example, Biller Review). If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. In Office: Setup, click Optical Labs. Select Billing Month to select a month to print or click Select Dates to specify a date range. For example, CPT 92250 is billed on a signature benefit with exam and refraction. If the frame has not already been priced for your practice, the Frame Price window opens. Reviewing and Modifying Patient Information from the Appointment Calendar. Click Add Payment to record the payment and close the window. Click the column headings to sort the. 942. 3. Eyefinity Practice Management 10. Enter the required information and if possible, enter any additional information and skip to Step 7. Details. Create and modify calendar schedules for resources. Repeat step 4 for each Level 1 tax authority you want to add. From any page within EPM Front Office, click the Help button in the top-right corner of the page. To set up a rotating schedule: Click Rotation Setup. 2 Eyefinity Practice. Set up only the tax authorities for the tax authority levels you need for your. Remember office identifier. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. Staff ID. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Enter Optional Comments, as needed. If it is active, the screen is updated to display. Perform one of the following: If the patient is the subscriber/member: Click Yes. Get in Touch. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. 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. In the Credit Card Processing screen, click Edit. Open the Claim Detail window for the claim, and click Edit Claim. The place of service name appears in box 32 on the CMS 1500 form.