2. ; When the Appointment Calendar opens, navigate to the day that. Billing Claims Manually. Click Modify in the Clinic Hours column. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. Type your Current Password. Details. 3. Click Save. 448. Release Date: December 7, 2021. Correcting a Failed Test Batch. 2 includes the following updates to the Pricing screen. Canceling Appointments in Day and Week View. All passwords must be 8-15 characters, contain at least one numeric. 2. 38. Creating a Complete Eyeglass Order. The patient portal is an example of this. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. Billing Patients. Number of Views 1. Enter the patient's name and/or any. Select the office resource in the Resource. Eyefinity Practice Management is the leading cloud-based practice management software that offers a robust, flexible, and secure solution that enables your staff to stay connected at every point in the practice. Click Return. Eyefinity Practice Management 10. 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. Click Delete in the row of the line item whose transaction you want to. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Enter the required information and if possible, enter any additional information and skip to Step 7. If the prescription is incomplete, enter information in the required fields. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Device Operating System. 3. com or toll free by phone at 800. Record the Week Rotation Start Week for your rotating schedule. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The instructions below highlight the key steps of processing and billing claims. Before you can use the integrated online forms, you need to make sure. 3. The transfer is. Topics include: Insurance Billing Process. For more information, go to Searching for Claims. In the list, click the patient records you want to merge. You can perform partial returns of contact lens orders only if there was no. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Click Eyeglass Order. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. 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). 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. 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. Enter the patient’s Last Name, First Name, and/or Date of Birth. The Invoiced Orders grid lists the patient’s invoiced orders. PROS. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. eyefinity. The Office: Setup screen opens. * Office Zip Code. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. 1. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. com website (2. Front Office; Claims Management; Front Office. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. Select a frame from the list. Release Date: October 20, 2023. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. If the plan has shared allowances configured, the available allowance amount is shown. The claim and all line items on the claim have the status On Hold. Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. The name of the. Click Save. 3,210 likes · 19 talking about this. Setting Up Integrations. Reviewing and Editing Claims. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. On the left side of the Demographics screen, click Material Orders. Click Add to Order. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Order these labels directly from. 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. Creating a Complete Eyeglass Order. ERA now uses the company. 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 instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. In. Release Date: April 15, 2022. 942. We chose EPM because they did a good sales pitch. For information on enabling pop-up. Enter the Lab Name and select a State for the lab you want to activate. Cons: The workaround processes tend to become the norm since the program usage is not simple. Inactivating Providers. ( Eyefinity Practice Management does not automatically send bills to patients. 2. This field defaults to the provider selected for the patient in Demographics. Contact Eyefinity Customer Care at epmsupport@eyefinity. Standard EDI files are not submitted automatically. Eyefinity Practice Management. Billing Claims Manually. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. Locate the Claim # in the Check Detail section (left-most section). com or call us at 877. Select Billing Month to select a month to print or click Select Dates to specify a date range. Number of Views 771. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Enter the amount paid in the Tender Amount field. Frame Lookup [video] Inventory Scan Method [video]Process Claims [video] Editing Claims [video] Billing Claims Electronically Through TriZetto (Gateway EDI) [video] Standard EDI Claim Submission [video] Billing Non Electronic Claims [video] Billing Safety Claims [video] Applying Batch Adjustments [video]For patients who currently have VSP insurance, you must access the Insurance screen and click + Check for VSP Insurance to update the patient's plan information with their VSP Consumer ID prior to obtaining an authorization through the new interface. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. See Navigating Administration for information on how to get to Office: Setup. Eyefinity Practice Management 10. 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. For more information, go to Navigating Book View. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. Enter Optional Comments, as needed. 2. read more >> Eyefinity Blog. Release Date: November 10, 2020. The SATO CG408 Properties window opens. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Reviews of Eyefinity Practice Management. Click Material Orders . To view and modify an internal claim, do not click a claim number that says “ (external)”. Eyefinity Practice Management provides reports to help you manage your billing. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. To apply a Pricing Option, select one from the drop-down list and click Reprice. Eyefinity announces the newest version of Eyefinity Practice Management. If you need to retake the photo, click Take Photo again. Review the Lab information. In Office: Setup, click Optical Labs. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Release Date: August 17, 2022. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Click the column headings to sort the. To activate the third-party billing integration: In Company: Setup, click Insurance and then select Insurance Integrations. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. For more information, see Setting Up Electronic Eyewear Ready Notifications. You can enter partial information. Click Close. VSP requires that all lenses, frames, and extras have prices greater than $0. The place of service name appears in box 32 on the CMS 1500 form. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. 4. On the Printing Product Labels page, click the Setting Up Label Printers link. In the left-side menu, click Patient Marketing. The Rx: Contact Lenses screen opens. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. Locate the transaction you want to edit, and enter the new Amount. Activating Labs: 1. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. The following table describes all of the claim statuses in Claims Management, as well as the. Open the Claim Detail window for the claim, and click Edit Claim. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Before you can use the. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. Welcome to the online help for Eyefinity Practice Management. Click the Claim # link in the row of the claim you want to adjust. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management EPM - Where can Training for Eyefinity Practice Management be found? EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. 942. Type a Start Date or select a date from the calendar. based team stands ready to help. Click + Place Of Service. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Moving Multiple Appointments at the Same Time. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. The recall modal shows once the exam item is invoiced and payment is made on the exam order. Perform an adjustment to add or remove items from your inventory. An eWebExtra website with the Integrated Online Forms and Integrated Online. EPM - Accessing the Eyefinity Practice Management Training Sandbox. To remove a payment method, click the X next to it. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Complete the following fields: Field. In Company: Setup, click Insurance and select Carrier & Plan Setup. 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. Be Kind and Courteous. Click Save. Press Tab or Enter. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). Electronic appointment reminders are sent for any unconfirmed appointment. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. There are too many button clicks that do nothing. For more information, see Adding a Frame to an Eyeglass Order. In the Lab Name search field, enter the name of the lab. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. 3. The errors can occur due to incorrect or missing credentials or incorrectly. To send a batch order to ABB: Click Inventory and select Product Inventory. Under Patient Health Condition, locate Box 19. Click a Carrier/Plan name to view or edit the plan information. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. Create, process, return, and remake orders. You can use Eyefinity Practice Management to create and modify eyeglass and contact lens orders, as well as orders for other products and services such as accessories and repairs. Click Patient Statements. To remove a record from the list, click Remove. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. Ordering Eyeglasses with VSP Medicaid. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. See What It's All About. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. It automates and simplifies common daily. Applying VSP. 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. 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). For more information, go to Receiving New Payments. Remember office identifier. 4. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Creating a Lens Only Order. These claims will have one of. Deleting Appointments in Day or Week View. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. 2) S9986. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. 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. The Patient Marketing Dashboard opens. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. 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. If the patient has an active VSP authorization for exams, return to the Pricing screen and click the Add link to add it as the Secondary Insurance. If you need help locating your login url, please contact ehrsupport@eyefinity. 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. 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. Billing Claims Electronically. 1. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. 877. © Vision Service Plan. 43. Reporting. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. Checked Out - Select when the patient checks out. Credential. 800. The lab is added to the order. * Office Phone Number. The Claims Processing screen displays a list of your search results. 3. Supercharge Your Schedule. 4913, option 2. Mirror coatings are not included in the lens color. 942. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. As part of these efforts, we've started rolling out a new VSP interface in Eyefinity Practice Management for in-network providers, beginning in February 2021 with select practices. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. 1. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. NEW For 2023: No-cost, Role-Based Training. In the Lab Name search field, enter the name of the lab. Select Plan. If you have questions. Submitting a Test Batch. To return to viewing only the scheduled office hours, click Show business hours. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. 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. Eyefinity Practice Management 10. 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. Adding Lenses to an Eyeglass Order. If the plan is not listed, see Adding Non-VSP Insurance Information. For information on how to get started, see our website. 2 Eyefinity Practice. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. In the Credit Card Processing screen, click Edit. If the report does not open, check to make sure your browser is set to allow pop-up windows. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. The update to custom frames in the 10. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. 5. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). 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. Key Features. Click the Driver settings tab. The photo displays below Step 2: Confirm Photo. At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Record a Retail Price for the frame, and click Save. 1) S9986. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. This section includes: Front Office. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Get in Touch. You can generate the report for frame or accessory inventory sessions. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. You can set up and modify service/exam names, item groups, prices, and durations. 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. Click Referral Source Tracking Report. 3 - Screening. Record the rest of the lens information and click Add to Order. Topics include: Setting Up the SATO WS408TT Label Printer. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. To merge patients: Click Patients, and select Merge Patients. 2. 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. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Label height: 1. 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 Make Payment screen opens and displays the Invoiced Orders tab. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Whether you need to request a demo, receive customer support, or want training, our U. You can enter partial information. 7”. Staff ID. 1”. RESOLUTION: The Appointment Scheduler in Eyefinity Practice Management includes the option to change the colors that indicate when the practice is Closed, Available, Not Available, as well as colors for Appointments, and. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Wi-Fi. Before you can use Worldpay for online credit card processing, you must activate the integration. Eyefinity Practice Management 10. This section tells you how to manage, process, and bill claims in Claims Management. ; It should first be confirmed that the Physical Inventory Method is set. Scroll down to the 24. There are too many button clicks that do nothing. If patient is accidentally entered more than once, the duplicate patient profile should be made inactive so that it no longer appears in search. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. RESOLUTION: 1. If you need help locating your login url, please contact ehrsupport@eyefinity. A Sign On window opens. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. The Browse Frames screen opens. Image Management. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. The claim opens. Now, 200 forms are processed in 2. Click Patients and select Search/Add Patients. Locate the claims in the list and select the check box next to each claim to change, or select the check box in the header row to select all claims displayed. Click the Invoiced tab, if it is not already displayed. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. The number entered in the UPC and Product Code fields when. From the EPM Front Office home page, click the Administration button. . Setting the Claim Status to Ready to Bill. 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. Eyefinity Practice Management customers can login at pm. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. 2 Number of users is based on the number of practice users (doctors, staff, and patients) simultaneously using Eyefinity cloud products (Eyefinity Practice Management, AcuityLogic, and Eyefinity EHR, including the patient kiosk) at the practice location. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. If the plan is not listed, see Adding Non-VSP Insurance Information. Those appointments automatically sync to your schedule in Eyefinity Practice Management, giving you the ability to organically grow your practice without extending operating hours or. 3 includes the following. Maintaining Inventory. 3 Release Notes. On any screen in Front Office, click Patients and select VSP Authorizations. 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. Viewing Appointments for Inactive. Click Inventory and select Product Inventory. 5. This section includes:. The Add Appointment window opens. 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. Position the patient in the camera view and click Take Photo. Click Inventory and select Product Inventory. ; Locate the Open stock receipt. Providers are prompted to set a new password the first time they log in to the system. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. Enter the receiver information you received from the clearinghouse. 941. ; Edit the following fields, as necessary. Click Configure Printer and select the following settings: Label width: 2. The Return Order window opens. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. ) This section includes: Transferring an Insurance Balance to the Patient. 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. This section discusses the procedures required to set up providers in Eyefinity Practice Management. Through the VSP Vision Exam Rebate offered by PECAA, PECAA Max members can get an extra $5 for each VSP ® vision care exam claim paid— up to $45,000— through the end of 2024! The rebate demonstrates how VSP and PECAA (Professional Eye Care Associates of America) are working together to invest in the future of independent eye care. Searching for Claims. 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. When the. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Eyefinity Practice Management now includes the following features to help practices that participate in the VSP Global Premier Program maintain and capitalize on their Premier status. In Office: Setup, click Scheduler and select Preferences. Printing a VSP Doctor Service Report. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. If the frame has not already been priced for your practice, the Frame Price window opens. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Administration.