For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Mirror coatings are not included in the lens color. Click +Adjustment. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. Mirror coatings are not included in the lens color. The update made the system even less logical and simple. In the Lab Name search field, enter the name of the lab. 942. Maintaining Inventory. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. Eyefinity Practice Management customers can login at pm. Type 0 for the Service CPT Code. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Checked Out - Select when the patient checks out. 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. S elect the Maui Jim Lens Style. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. 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. 5. See Navigating Administration for information on how to get to Office: Setup. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. Before you can use the. 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. Click the column headings to sort the. Label height: 1. Search for the provider for whom you want to set up resource hours. 2. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Click + Add. You can enter partial information. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Locate the medical plan to which you want to add eligibilities and click Eligibility. Repeat steps 4 through 7 for all frame labels you need to print. In Company: Setup, click Insurance and select Carrier & Plan Setup. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. Click Eyeglass Order. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. 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. If your practice has multiple locations, you can transfer stock between your offices. The Company: Setup screen opens. 1. RESOLUTION: 1. 942. Access information and get support at your fingertips. Type your Current Password. Standard EDI files are not submitted automatically. Locate the claim and click the Claim Number link. Click the Claim # link in the row of the claim you want to adjust. Number of Views 1. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. com or toll free by phone at 800. In Office: Setup, click Integrations and then click Credit Card Processing. Locate the transaction you want to edit, and enter the new Amount. eyefinity. NEW For 2023: No-cost, Role-Based Training. From EPM Front Office, navigate to Claim Management. Complete the following fields: Field. The Eligibilities window opens. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. 942. Select all of the extras you want to add. See Setting Up Appointment Services. 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. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. The Transfer Balance to Secondary Insurance section appears. Before you can use the. 800. 7. The Total Patient Count appears at the top of the dashboard. Insurance Billing Process. com or call us at. Set up only the tax authorities for the tax authority levels you need for your. 0707, option 1. 1”. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Only those plans with exam authorizations appear. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. 5353 and choose option 1 to reach our Customer Care team. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. 2. Wi-Fi. Patient appointment confirmations are processed. The Browse Eyeglass Lenses screen opens. 2. Topics include: Setting Up the SATO WS408TT Label Printer. The lab is added to the order. 3. Entering Place of Service Information. Staff ID. Administration. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). These system requirements are routinely reviewed and updated. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. For example, CPT 92250 is billed on a signature benefit with exam and refraction. All the permissions listed under Security. New features are added regularly that make work flow and efficiency better. Perform one of the following actions: Click + New Payment to record a new payment. Description. On any screen in Front Office, click Patients and select VSP Authorizations. Open an Internet browser and log into Eyefinity Practice Management. Administration Enhancement. Device Operating System. Create, process, return, and remake orders. Type your Frames Data User Name. Eyefinity Practice Management 10. iPadOS 15 or later. 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. 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. Supercharge Your Schedule. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. 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. ) are allowed. Setting the Claim Status to Ready to Bill. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Locate the order you want to adjust in the Invoiced Orders list, and. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Under Patient Health Condition, locate Box 19. based team stands ready to help. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. The Select Insurance window opens. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. To select all claims on the current page of the grid, select the check box in the heading row. 1 - Screening Corneal Topography (CPT is S9986. Navigate to the Eyefinity. 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 Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. eyefinity. Office Identifier. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Login URL: A unique login url is created for each Eyefinity EHR Customer. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. To run the Total Patient Account Receivable. 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. In the Material Orders screen, under Create an Order, click Add Exam. Then, select Edit Claim from the Action drop-down list. Ordering Eyeglasses with VSP Medicaid. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Non-users will be removed. Click Driver Settings and select the following settings: Always use driver settings. 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. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Enter Optional Comments, as needed. Select By Date Range to enter a date range to print, or select dates from the calendar. EPM - Adding Services to the. The role-based training sign-up form on the Eyefinity. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. 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. 5353 and request we block the certified partner's access to your system or complete the instructions below. Electronic appointment reminders are sent for any unconfirmed appointment. 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. A Sign On window opens. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. You can perform partial returns of contact lens orders only if there was no. Click the. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Click + Check for VSP Insurance. Search for and click the check number to open the carrier check. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. 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. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. You also need to provide. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. Phone Support. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Messages are sent weekly on Tuesday. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Click the Claims Information button. Select a Model, or click + Model to enter the name of a new one. 3 Release Notes. The Patient Marketing Dashboard opens. Ordering a Single Eyeglass Lens or Two Different Lenses. From the EPM Front Office home page, click the Administration button. Screening Codes from Eyefinity EHR. On the left side of the Demographics screen, click Material Orders. Verify that the device is ready. Supercharge Your Schedule. Before you can begin using Eyefinity Electronic Appointment Reminders, you need to verify that all providers you want to be in the appointment reminders have the Active, Online Schedule, and Electronic Patient Notifications check boxes selected in the Add/Edit Provider window. 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. Click Custom Frame Setup. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. The Eligibilities window opens. We'll have more courses soon! Learn Independently. The Medical Exam check box is selected by default. 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. There are too many button clicks that do nothing. Reviews of Eyefinity Practice Management. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. Fixed Issues. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Eyefinity Practice Management customers can login at pm. Locate the transaction you want to edit, and enter the new Amount. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. The Choice is Yours. The errors can occur due to incorrect or missing credentials or incorrectly. 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. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. Now, 200 forms are processed in 2. Edit, copy, adjust, and change claim status. Eyefinity Practice Management 10. based team stands ready to help. 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. Setting Up Provider Security Settings. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. At least one is required for the online scheduler to function. Locate the Claim # in the Check Detail section (left-most section). 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. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Review the order and make changes in each section, as appropriate. On the Eyefinity Practice Management home screen, click Administration. Reset Password: Step 1 of 3 - Verify User Account. Whether you need to request a demo, receive customer support, or want training, our U. In Office: Setup, click Optical Labs. Material Orders and Advanced Transactions Videos. 1. Create the exam order and click Save. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. On the left side of the Demographics screen, click Insurance. A unique alphanumeric ID. You can also filter the calendar by Service Type and/or Appointment Status. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. To add modifiers and/or a dispensing fee, click the Add/Review link. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. 41. S. 00. 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. Editing Resources. If you need to enter payments using more than one payment method, click + Add one more method. You cannot apply insurance to extras only orders, and you cannot send them to labs electronically. In the Choose Order Type screen, click Frame Only. Go to the portal provided to you from the Patient Engagement certified partner. * Office Phone Number. 3. ×Sorry to interrupt. Billing Claims Manually. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Release Date: March 31, 2021. 3. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Navigate to the Eyefinity. Eyefinity Practice Management System Requirements. Select the office resource in the Resource. Enabling Pop-ups. If required, search for the patient for whom you are scheduling the appointment. Locate the information you're looking for and click the link to go to that section of the. Navigating to the Custom Frame Setup page: 1. The following inventory information for the frame appears under. 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. 2. Existing Eyefinity Practice Management customers can try Electronic Patient Notifications for three months FREE!After you resolve all of the posting errors for the remittance, Eyefinity Practice Management posts the remittance automatically. On the Printing Product Labels page, click the Setting Up Label Printers link. The provider’s login name for Eyefinity Practice Management. Click Save. Enter the Document Name. To merge patients: Click Patients, and select Merge Patients. Then, click the Transfer Balance icon. The office resource is added to the list in the Company: Office Resource Setup screen. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. A message displays, asking if you want to change the claim status of each claim to Billed. 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. In the Credit Card Processing screen, click Edit. The practice's certified IT professional should be able to assist with making the necessary settings changes. In the list, click the patient records you want to merge. 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. Number of Views 1. For Urgent Support Requests Please Call. Add the. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Eyefinity announces the newest version of Eyefinity Practice Management. This section tells you how to manage, process, and bill claims in Claims Management. com. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. Click Patient Statements. The role-based training sign-up form on the Eyefinity. This document may be found here. Material Orders and Transactions Videos. Services section. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 4. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. You can also view and print previous transactions and enter miscellaneous. Click Total Patient Count. The warning when adding a custom frame has been removed. Click Return. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. ; If your practice has more than one location, the Pending Exams grid. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. com website (2. For information on enabling pop-up. 7”. ) This section includes: Transferring an Insurance Balance to the Patient. From any page within EPM Front Office, click the Help button in the top-right corner of the page. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. 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. RESOLUTION: 1. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. 2. Scroll down to the 24. Enter the Amount of the payout. Creating a Lens Only Order. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. This change was made to accommodate future teleheath integration enhancements. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. If the version is not. Select the Referral Type. Walk In - Select for walk-in patients. A pre-appointment is a future appointment created at the time the. 800. 448. Click Modify in the Clinic Hours column. To add modifiers and/or a dispensing fee, click the Add/Review link. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. To apply a Pricing Option, select one from the drop-down list and click Reprice. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Click Appointments and then select Resource Schedule. Keep this in mind when searching for claims you have adjusted. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Select Referring Patient to print a list of existing patients who referred new patients to your practice. To apply a Pricing Option, select one from the drop-down list and click Reprice. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Security. 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. EPM - Accessing the Eyefinity Practice Management Training Sandbox. 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 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. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. A green icon next to Contact indicates that. When the. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. To search using the Last Name and First Name fields, you must enter some valid text. Remember office identifier. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. * Office Identifier. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Eyefinity Practice Management 10. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Cons: The workaround processes tend to become the norm since the program usage is not simple. ReloadEyefinity Practice Management 10. If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] the Resource you want to schedule. 43. Your calls. Eyefinity Practice Management 10. Viewing a VSP or eLab Order's Integration Status. Select Declined to Share if the patient does not want to share his or her. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. This section includes: Front Office. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Eyefinity Practice Management 10. Under Third Party Billing, select the EDI Receiver. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Supercharge Your Schedule. The SATO CG408 Properties window opens. Select the check box next to each claim you want to bill. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. 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. Access information and get support at your fingertips. 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. For more information, see Editing Resources. 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. Eyefinity Practice Management 10. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. Resource Schedule Setup. See What It's All About. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Access information and get support at your fingertips. You can enter partial information. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. Change the passwords of other users. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. And a Username and Password to use for the portal and clicks Submit. comReturning Orders. 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 Applied Insurance Payments by Provider by Transaction Date. The Invoiced Orders grid lists the patient’s invoiced orders. A claim’s statuses are a collection of all the statuses of its line items.