Click + Upload Document. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. To access the training version of the office you are currently logged in to, click the User button in the upper-right area of the screen, and select Switch to Training. The system checks to see if your account is active. Android 10 or later. Setting Up Labels to Print from Eyefinity Practice Management Front Office. RESOLUTION: To create a report listing all patients that have had a certain type of Exam or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM), use. 1. Getting Started. The number entered in the UPC and Product Code fields when. EPM - Adding Services to the. Click Inventory and select Product Inventory. Topics include: Insurance Billing Process. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. Viewing Patient Insurance Information. Go to the portal provided to you from the Patient Engagement certified partner. com website can be accessed via the following steps: 1. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. Click Configure Printer and select the following settings: Label width: 2. 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. Repeat steps 4 through 7 for all frame labels you need to print. This section tells you how to manage, process, and bill claims in Claims Management. 4. Click Save. 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. In the Office Billing Name (33) field, enter the Group or Practice Name. DESCRIPTION: How to post a charge-back (negative payment) from an insurance carrier check or Explanation of Benefits (EoB) to a patient's claim in Eyefinity Practice Management (EPM). To add modifiers and/or a dispensing fee, click the Add/Review link. 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. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. Edit, copy, adjust, and change claim status. The Office: Setup screen opens. From EPM Front Office Home page, click the My Reports button. 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. 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. 448. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. 38. When the. 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. 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. Maintaining Inventory. 1”. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Eyefinity announces the newest version of Eyefinity Practice Management. Release Date: April 15, 2022. At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. Your calls. EPM - Adding New Services/CPT Codes to Eyefinity. Details. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. 2 includes the following updates. Although Eyefinity Practice Management creates. Trending Articles. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Reviews of Eyefinity EHR. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. Click the. Order these labels directly from. 1. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. In the Credit Card Processing screen, click Edit. Click Total Patient Count. Under Frames Data, click the Check status link. Scroll down to the 24. For more information, see Adding a Frame to an Eyeglass Order. Setting Up Scheduler (Appointment Calendar) Preferences. Release Date: March 31, 2021. Eyefinity, Rancho Cordova, California. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The dates available for the report are based on the inventory session dates for the selected item type. 2. 3. 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. 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). Viewing a VSP or eLab Order's Integration Status. Review the order and make changes in each section, as appropriate. From the EPM Front Office home page, click the Administration button. For example, 200 forms were previously processed in 8 minutes. To submit all of the displayed claims to TriZetto, click Create And Send. Material Orders and Advanced Transactions Videos. ; It should first be confirmed that the Physical Inventory Method is set. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. 5353 and request we block the certified partner's access to your system or complete the instructions below. 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. Setting Up Barcode Scanners. Creating an Extras Only Order. Label height: 1. The role-based training sign-up form on the Eyefinity. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. Locate the carrier and select the Electronic Claim Submission check box. Release Date: December 7, 2021. com or call us at 877. Eyefinity Practice Management 10. If required, search for the patient for whom you are scheduling the appointment. 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. Only those plans with exam authorizations appear. 4. A pre-appointment is a future appointment created at the time the. 3. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Supercharge Your Schedule. 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. 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). When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. You can select up to eight options to display in the scheduler drop-down. In Eyefinity Practice Management Front Office, select the labels you want to print. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. On the Stock tab, search for the order you want to send. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. Eyefinity Practice Management records the transactions as refunds. Select the Maui Jim Lab. If you need to edit the information: In Company: Setup, click Integrations. This group is solely intended for active users of Eyefinity Practice Management. Login URL: A unique login url is created for each Eyefinity EHR Customer. 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. A green icon next to Contact indicates that. Modifier 52 is. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. 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. If you want to change the claim status, click Yes, Change to Billed. Topics include: Adding Providers. Compare real user opinions on the pros and cons to make more informed decisions. We chose EPM because they did a good sales pitch. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Setting Up Provider Security Settings. If the version is not. For information on enabling pop-up. The photo displays below Step 2: Confirm Photo. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. You can generate the report for frame or accessory inventory sessions. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. The role-based training sign-up form on the Eyefinity. 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. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. Before you can begin using them, Eyefinity must first activate the integrations. 3,210 likes · 19 talking about this. Login URL: A unique login url is created for each Eyefinity EHR Customer. Discover new Premier Program tiers, where you can set your sights on the benefits you want most, and reward your practice with every step you take. The name of the. com or call us at. com website can be accessed via the following steps: 1. 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. If the plan has shared allowances configured, the available allowance amount is shown. Eyefinity Practice Management provides reports to help you manage your billing. Reset your password. 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. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). This field defaults to the provider selected for the patient in Demographics. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. A message appears, asking if the patient is the subscriber/member of record for VSP. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. The dashboard defaults to displaying all patients. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. 26 Release Notes. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. The Integrations screen opens. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. Click Reporting and select Standard Reports. The update made the system even less logical and simple. Select the office resource in the Resource. Eyefinity announces the newest version of Eyefinity Practice Management. 5. If you are interested in setting up integrations, contact your. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. Record your Office Identifier, Login Name, and Password. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. Click + Staff. Find solutions with our robust network of equipment, software, and product partners. 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). See the latest verified ratings & reviews for Eyefinity Practice Management. This topic includes: Verifying Required Information. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. If you want to set up a rotating. 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. See Navigating Administration for information on how to get to Office: Setup. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. If you want to display only active insurance plans, select Active Only at the top-left of the screen. If the claim status is not Ready to Bill Patient, click the On Hold button. Open the Claim Detail window for the claim, and click Edit Claim. The Material Orders screen opens. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. For example, CPT 92250 is billed on a signature benefit with exam and refraction. eyefinity. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. Under Third Party Billing, select the EDI Receiver. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Click the Driver settings tab. This section includes: Front Office Enhancements. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Entering Place of Service Information. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). Select a Collection. Eyefinity announces the newest version of Eyefinity Practice Management. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Submitting a Test Batch. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Enter the Authorization Date, and Expiration Date. Access information and get support at your fingertips. ; In the Pricing screen, click the Add link to add a medical insurance plan as the Primary Insurance. 4. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. Record the Model Attributes information for the frame. Recording Contact Information. © Vision Service Plan. Show Me. 3. Locate the medical plan to which you want to add eligibilities and click Eligibility. EPM - Adding New Services/CPT Codes to Eyefinity. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. The provider’s login name for Eyefinity Practice Management. Eyefinity Practice Management 10. The Office: Setup screen opens. Supercharge Your Schedule. Click + Add. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. The training office opens. If the provider has a Doctor role in Eyefinity EHR, select the EyefinityEHR? check-box, and enter the PMS ID from EEHR into the Eyefinity EHR ID field. Receiving a Stock Transfer. 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. From the EPM Front Office home page, click the Claim Management option (in the upper Action toolbar) and select Claim Management from the drop-down menu. 2. Search for and click the check number to open the carrier check. 1 - Screening Corneal Topography (CPT is S9986. Credential. 3. Select the check box next to each claim you want to bill. The SATO CG408 Properties window opens. Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. 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. Click Eyeglass Order. 4. 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. 3. This field defaults to the provider selected for the patient in Demographics. If the prescription is incomplete, enter information in the required fields. To set up a rotating schedule: Click Rotation Setup. 3. Deselect the Active Only check box. Reset your password. Click +Adjustment. The Eligibilities window opens. Reset your password. This updated version improves upon your system's robust. Under EPN Reports, click View Messaging Runs. 3. 43. Wi-Fi. 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. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. If you need to retake the photo, click Take Photo again. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. That’s why we give you the resources needed to stay up to date on our products and services, ever-changing regulations, and training opportunities—all with quality. Click Place of Service. In Office: Setup, click Optical Labs. Record the Document Name any Comments you want to include. Select all of the extras you want to add. For more information, go to Receiving New Payments. Your calls are answered. Claim Management Enhancements. Eyefinity Practice Management 10. Type the name of the Level 1 tax authority in the text box and click the plus icon. Access to Eyewear Options. In. Processing Claims. 2. The Remittance Details window opens with the Not Applied tab displayed. The Return/Void receipt and a credit card receipt open in new browser windows. 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. 3. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Enter the patient’s Last Name, First Name, and/or Date of Birth. ; Click the link for the provider or staff member's Last Name, or the Resource Name. Setting Up Products/Services. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. An eWebExtra website with the Integrated Online Forms and Integrated Online. The default login password for new providers is start123. Number of Views 1. 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. Services section. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. Billing Claims Electronically. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. Click a Carrier/Plan name to view or edit the plan information. Staff ID. 3. Record a Retail Price for the frame, and click Save. Select the Aging Type. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Click + Place Of Service. 38. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. Eyefinity Practice Management 10. Registering for a Patient Portal Account. 4. 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. A Sign On window opens. Enhance your knowledge, provide product feedback, and get support using our community portal. To print the PDF to a CMS 1500 form, click Print. 38. Eyefinity Practice Management 10. Walk In - Select for walk-in patients. 31 Release Notes. The Material Orders screen opens. Screening Codes from Eyefinity EHR. 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. Click [X]. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. com or call 1-833-EDGEPro, option 1. Ordering Eyeglasses with VSP Medicaid. The Invoiced Orders grid lists the patient’s invoiced orders. For more information, go to Searching for Claims. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. RESOLUTION: Navigating to an order’s Current Pricing page:. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. The practice's certified IT professional should be able to assist with making the necessary settings changes. Release Date: December 7, 2021. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. 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. Reporting. Enter the Amount of the payout. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Reset Resource Password. Reset Password: Step 1 of 3 - Verify User Account. Perform an adjustment to add or remove items from your inventory. Click Driver Settings and select the following settings: Always use driver settings. ERA now uses the company. The update to custom frames in the 10. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Click + Staff. eyefinity. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Checked Out - Select when the patient checks out. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. 7”. The choice is yours. 5. Locate the transaction you want to edit, and enter the new Amount. 2. Material Orders and Transactions Videos. 2. 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. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. 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 barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. The Choice is Yours. 5353 and request we block the certified partner's access to your system or complete the instructions below. To remove a record from the list, click Remove. 1. NOTE: Once you are in the training environment you will see an. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Search for the provider for whom you want to set up resource hours. 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. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Search for the claim. The available fields will depend on whether you are editing a provider, staff member, or office resource. A claim’s status determines how the claim can be edited and processed. Then, click the Transfer Balance icon. 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. 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. 5353 and choose option 1 to reach our Customer Care team. Eyefinity Practice Management. Label height: 1. Click the Driver settings tab. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. In the Lab Name search field, enter the name of the lab. Then, select Edit Claim from the Action drop-down list. To apply a Pricing Option, select one from the drop-down list and click Reprice. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Right-click the time slot, and select Schedule Selected Patient or New Appointment. Click the Invoiced tab, if it is not already displayed. Networking. Change the passwords of other users. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. The Transfer Balance to Secondary Insurance section appears. To add contact lenses to the batch order (for example, to replenish your trial lens stock): Click the blue arrow next to the stock order to see the. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Whether you need to request a demo, receive customer support, or want training, our U. 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. All the permissions listed under Security. Click + Choose File. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. S elect the Maui Jim Lens Style. 41. 0707, option 1. Creating a Lens Only Order. ; Edit the following fields, as necessary. 3.