Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. 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. The patient portal is an example of this. Show Me. If you have questions. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Click the Claims Information button. In Office: Setup, click Optical Labs. Rescheduling Appointments in Day and Week View. A pre-appointment is a future appointment created at the time the. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. In the list that displays, select About Firefox. iPadOS 15 or later. Staff ID. Verify that the device is ready. The patient clicks Register on your website. Setting Up Scheduler (Appointment Calendar) Preferences. S. 7. 3. com or call us at 877. Whether you need to request a demo, receive customer support, or want training, our U. 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. This section includes:. read more >> Eyefinity Blog. Number of Views 771. Walk In - Select for walk-in patients. eyefinity. For product support, check out the . 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. 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. Previously, if you changed the. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 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. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Perform one of the following: If the patient is the subscriber/member: Click Yes. Changes include the following: Frame reimbursement amounts are more accurate. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Record the Document Name any Comments you want to include. Eyefinity Practice Management 10. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Cons: The workaround processes tend to become the norm since the program usage is not simple. 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. These system requirements are routinely reviewed and updated. Create and modify calendar schedules for resources. To merge patients: Click Patients, and select Merge Patients. Select Plan. com or toll free by phone at 800. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Click + Add. Click Save. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. In the Add Place Of Service window, record the place of service Name. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. For more information, go to Navigating Book View. Mirror coatings are not included in the lens color. The available fields will depend on whether you are editing a provider, staff member, or office resource. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Eyefinity Practice Management 10. In the Lab Name search field, enter the name of the lab. Please log on to the Eyefinity Support Community to submit any enhancement questions. Search for the claim. For more information, go to Searching for Claims. Perform one of the following actions: Click + New Payment to record a new payment. Click + Staff. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. Your new password must be different from your last 5 passwords. EPM - Adding New Services/CPT Codes to Eyefinity. Creating a Lens Only Order. The Claims Processing screen displays a list of your search results. Creating an Exam-Only Order. com or call 1-833-EDGEPro, option 1. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. Material Orders and Advanced Transactions Videos. Ordering Eyeglasses with VSP Medicaid. Release Date: December 7, 2021. If you know the UPC Code and/or Item Number you want to. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. Enter the patient’s Last Name, First Name, and/or Date of Birth. Search for the services/exams that you want to set up or modify. Select one or more Office (s) to include on the report. Front Office; Claims Management; Front Office. Call 800. This section includes: Front Office Enhancements. 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. Checked Out - Select when the patient checks out. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. Select the Match Only by Claim Number check box if you want the system to check for an existing external claim using the claim number only. The training office opens. Fixed Issues. Show Me. 4. com website (2. ; If your practice has more than one location, the Pending Exams grid. From the EPM Front Office home page, click the Administration button. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. com or call us at. 5. 1. You can generate the report for frame or accessory inventory sessions. Be Kind and Courteous. Reset your password. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. Open the Claim Detail window for the claim, and click Edit Claim. Learn Independently. Eyefinity Practice Management. Viewing Appointments for Inactive. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Editing Resources. 43. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. 3 Release Notes. 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. 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). For more information on editing frame and lens information, go to Adding a Frame to an Eyeglass Order and Adding Lenses to an Eyeglass Order. A list of all the patients recorded in your system opens. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Mirror coatings are not included in the lens color. Maintaining Inventory. This section includes:Creating and Processing Orders. You can also filter the calendar by Service Type and/or Appointment Status. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Before using TriZetto to for the first time, you need to verify that all necessary information is set up in Eyefinity Practice Management and then submit a test batch to TriZetto. Search for and select insurance claims that have not yet been billed or that require attention. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. We chose EPM because they did a good sales pitch. 38. Click +Adjustment. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. 3. The requirements outlined on this. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Locate the information you're looking for and click the link to go to that section of the. Click Save. Click Inventory and select Product Inventory. Select the office resource in the Resource. The Invoiced Orders grid lists the patient’s invoiced orders. eyefinity. Locate the insurance plan to which you want to add eligibilities. Enter the Authorization Date, and Expiration Date. Activating Labs: 1. App comparison. Select the Return Reason. The Office: Setup screen opens. 5353 and choose option 1 to reach our Customer Care team. Recording Contact Information. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. The Medical Exam check box is selected by default. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Details. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. 0707, option 1. You can return individual items on an order (partial return), or return the entire order at one time (full return). 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Applying VSP as Both Primary and Secondary Insurance . RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. Click the Frame Lookup tab. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Phone Support. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). Select By Month & Year and enter the month and year, or click the Calendar button to select the date. 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. 1”. Key Features. Add the. 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. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. 942. Locate the transaction you want to edit, and enter the new Amount. Perform an adjustment to add or remove items from your inventory. 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. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. Device Operating System. NOTE: Membership in Eyefinity user groups on Facebook is limited to current/active subscribers that have completed the Implementation process and are actively using their Eyefinity solution. Click Catalog in the blue menu bar, and select Eyeglass Lenses. 00. Under EPN Reports, click View Messaging Runs. Access information and get support at your fingertips. The Posted Transactions Detail window opens. The Eligibilities window opens. In the Credit Card Processing screen, click Edit. Enter the Date of Service in the next available row. Select a Style. Select the Maui Jim Lab. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. S. 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. Eyefinity Practice Management records the transactions as refunds. 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. Welcome to the online help for Eyefinity Practice Management. Select Referring Patient to print a list of existing patients who referred new patients to your practice. 1 - Screening Corneal Topography (CPT is S9986. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. After an order is created, you can generate and print an invoice. Reset your password. The new amount is saved and will appear on the Daily Transaction Payment Report. ; Click the Appointments option in the upper action bar and select Appointment Calendar. Track, adjust, and report on inventory. This section helps you get started with Eyefinity Practice Management. Standard EDI files are not submitted automatically. To have Eyefinity Practice Management make an automatic adjustment so that the claim payment amount equals the sum of the payable line item payments, click the Automatically adjust line item icon. Electronic appointment reminders are sent for any unconfirmed appointment. Staff Name. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Locate the claim and click the Claim Number link. 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. Locate the carrier and select the Electronic Claim Submission check box. Type a Start Date or select a date from the calendar. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. Office Identifier. For Urgent Support Requests Please Call. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. For more information, see Editing Resources. The office resource is added to the list in the Company: Office Resource Setup screen. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. Whether you need to request a demo, receive customer support, or want training, our U. Record the Quantity of labels for each frame. Searching for Claims. To return to viewing only the scheduled office hours, click Show business hours. 19 Administration includes. 3 includes the following. Eyefinity Practice Management. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. You can set up your products and services in Eyefinity Practice Management before you use it. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. For more information, see Printing Frame Labels and Printing Accessory Labels. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 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. Our compassionate customer care team is ready with a variety of tools and. 448. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. 942. If you need to enter payments using more than one payment method, click + Add one more method. For example, 200 forms were previously processed in 8 minutes. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. On the left side of the Demographics screen, click Material Orders. 3. Setting Up Integrations. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. The patient enters Name, Zip Code, Date of Birth, and Email address. To add modifiers and/or a dispensing fee, click the Add/Review link. 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. In Office: Setup, click Scheduler and select Preferences. See Navigating Administration for information on how to get to Office: Setup. Type an End Date or select a date from the calendar. 3. Processing Claims and Carrier Payments Videos. The TriZetto logo in the upper-right corner of the window. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Then, select Edit Claim from the Action drop-down list. 2. Enter the patient's name and/or any. Entering Place of Service Information. Registering for a Patient Portal Account. 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. All passwords must be 8-15 characters, contain at least one numeric. Type Instructions for the lab, if needed, and make. Click Material Orders . Topics include: Insurance Billing Process. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. * Office Phone Number. If you are interested in setting up integrations, contact your. Creating a Complete Eyeglass Order. An eWebExtra website with the Integrated Online Forms and Integrated Online. This page explains the requirements for Eyefinity Practice Management. Release Date: October 20, 2023. In the list, click the patient records you want to merge. 1. A unique alphanumeric ID. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Click [X]. 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. To apply a Pricing Option, select one from the drop-down list and click Reprice. In the VSP Calculation window, click Override and enter the amounts that VSP will. Under Third Party Billing, select the EDI Receiver. This field defaults to the provider selected for the patient in Demographics. Create, process, return, and remake orders. 2. ERA now uses the company. RESOLUTION: Navigating to an order’s Current Pricing page:. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Label height: 1. To apply a Pricing Option, select one from the drop-down list and click Reprice. 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. Submitting a Test Batch. 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. If you need to retake the photo, click Take Photo again. 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. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. 10 Front Office includes enhancements to the following areas: VSP Formulary Updated with Maui Jim Frames and Lenses; Patient IDs on Detailed Patient Statements Report CSV File; VSP Formulary Updated with Maui Jim Frames and Lenses. Resource Setup. In Company: Setup, click Insurance and select Carrier & Plan Setup. 2 includes the following updates. In Company: Setup, click Resources and select Provider Setup. Click + Eligibility. Returned orders are not automatically returned or canceled with the lab. Eyefinity’s Electronic Patient Notifications. Access to Eyewear Options. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. 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. Editing Resources. Supercharge Your Schedule. The Insurance screen displays a list of the patient's insurance plans. Click Appointments and then select Resource Schedule. 2. 941. 5353 to reach our Customer Care team. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. 2. Patient appointment confirmations are processed. Click the Claims Information button. The Take Patient Photo from Camera screen opens. Click Integrations, or click Office on the menu bar and. Type the name of the Level 1 tax authority in the text box and click the plus icon. Administration. ×Sorry to interrupt. Supercharge Your Schedule. * Office Phone Number. 3,210 likes · 19 talking about this. The Return/Void receipt and a credit card receipt open in new browser windows. EPM - Accessing the Eyefinity Practice Management Training Sandbox. 448. 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. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Search for the provider for whom you want to set up resource hours. Click Return. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. If the plan is not listed, see Adding Non-VSP Insurance Information. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. The system checks to see if your account is active. Send the printed form to the carrier. Starting April 2, 2019, users without a valid Frames Data IDA/Eyefinity Practice Management Edition user name entered in Administration will see a 60-day countdown within Eyefinity Practice. 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 claim’s status determines how the claim can be edited and processed. Click Place of Service. 2. Type your Current Password. Checked Out - Select when the patient checks out. For more information, see Setting Up Electronic Eyewear Ready Notifications. Order these labels directly from. 448. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. Contact Eyefinity Customer Care at epmsupport@eyefinity. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. 942. S elect the Maui Jim Lens Style. Send the printed form to the carrier. RESOLUTION: Creating a New Recall Schedule: When setting up the Recall Schedules, determine whether you wish to run your report with a date range falling before or after the. * Login Name. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. These claims will have one of. Number of Views 1. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. ; To determine the patient’s. From any page within EPM Front Office, click the Help button in the top-right corner of the page. At least one is required for the online scheduler to function. RESOLUTION: Follow the steps provided below to complete a Physical Inventory in EPM while a practice's Physical Inventory Method is set to Sheet (rather than Scan). Eyefinity announces the newest version of Eyefinity Practice Management. Object Moved. com website can be accessed via the following steps: 1. If it is active, the screen is updated to display. For more information, go to Receiving New Payments. Make sure the frame has been priced and activated in Administration. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. The provider’s login name for Eyefinity Practice Management. Enter the patient's name and/or any other filters, and then click the Search button. The Office: Setup screen opens. 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. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. Eyefinity Practice Management 10. Enter the Document Name. Release Date: August 17, 2022. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Canceling Appointments in Day and Week View. Reviewing and Editing Claims. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. 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. Before you can use the integrated online forms, you need to make sure.