Click Modify in the Clinic Hours column. The Office: Setup screen opens. 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. In the menu on the left side of the screen, click Manuals and select VSP. 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 Close. This field defaults to the provider selected for the patient in Demographics. 3. Under Third Party Billing, enter your Senders Code/Site Key. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice ManagementApplying Insurance for Coordination of Benefits (COB) This section explains how to apply primary and secondary insurance for coordination of benefits. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. You can view and export the reports to either a PDF file or an Excel spreadsheet. com website (2. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Eyefinity announces the newest version of Eyefinity Practice Management. In the Add Place Of Service window, record the place of service Name. From the EPM Front Office home page, click the Search For Patients button or click the Patients option from the upper action bar and select Search Patients. Getting Started with TriZetto. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). To return to viewing only the scheduled office hours, click Show business hours. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Everything was easy to learn, use and. Device Operating System. 3. The table of contents for the VSP Provider Reference Manual opens. 4. A claim’s status determines how the claim can be edited and processed. In Company: Setup, click Resources and select Provider Setup. Ordering Eyeglasses with VSP Medicaid. Topics include: Insurance Billing Process. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. 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. 4. 3 includes the following. 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 recall modal shows once the exam item is invoiced and payment is made on the exam order. Warning When Adding Custom Frame Removed. To remove a record from the list, click Remove. 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. Eyefinity Practice Management 10. Eyefinity Practice Management 10. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Wi-Fi. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. On any screen in Front Office, click Patients and select VSP Authorizations. 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. See Navigating Administration for information on how to get to Office: Setup. * Office Zip Code. Get in Touch. For more information, see Editing Resources. Searching for Claims. Eyefinity Practice Management 10. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. Click the Question Mark icon on the bottom of the Firefox Menu. Enter any Notes for the adjustment. Select one or more Office (s) to include on the report. Access information and get support at your fingertips. The Rx: Contact Lenses screen opens. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. On the Stock tab, search for the order you want to send. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Call 800. Credential. Click Place of Service. If you need help locating your login url, please contact ehrsupport@eyefinity. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. ; To determine the patient’s. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Dial 800. Release Date: February 1, 2022. In. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. secure. 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. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Entering Place of Service Information. Click Place of Service. Eyefinity Practice Management 10. Setting Up Products/Services. The Electronic Patient Notifications Messaging Runs Report window opens. Keep this in mind when searching for claims you have adjusted. Eyefinity Practice Management offers the optional Electronic Remittance Advice (ERA) feature to enable you to submit claims and receive remittances from VSP and through TriZetto (formerly Gateway EDI). Eyefinity Practice Management. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Click the Invoiced tab, if it is not already displayed. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. © Vision Service Plan. Search for the claim. Login URL: A unique login url is created for each Eyefinity EHR Customer. Printing a VSP Doctor Service Report. For more information, see Printing Frame Labels and Printing Accessory Labels. 41. Click Add Extras . Eyefinity Practice Management offers features such as time and. If you need to enter more than one payment method, click + Add one more method. Applying VSP as Both Primary and Secondary Insurance . 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. Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. Log into the portal using your. Click Inventory and select Product Inventory. 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. The warning when adding a custom frame has been removed. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. To merge patients: Click Patients, and select Merge Patients. On the left side of the Demographics screen, click Insurance. The errors can occur due to incorrect or missing credentials or incorrectly. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Eyefinity’s Electronic Patient Notifications. 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. 800. Log into the portal using your. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. You can enter partial information. To print the PDF to a CMS 1500 form, click Print. 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. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. The provider’s login name for Eyefinity Practice Management. Description. Staff ID. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. Special characters (such as !, @, $, etc. 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. Select the office(s) that the doctor works in. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. If your practice has an eWebExtra website, the Integrated Scheduler allows your patients to schedule appointments online, twenty-four hours a day, seven days a week. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Select the office resource in the Resource. The Take Patient Photo from Camera screen opens. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. 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. The number entered in the UPC and Product Code fields when. Click + Upload Document. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 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. Set up only the tax authorities for the tax authority levels you need for your. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Administration. See What It's All About. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Number of Views 1. 3. If the prescribing provider is an office doctor, select Provider and proceed to step 6. This section tells you how to manage, process, and bill claims in Claims Management. Eyefinity Practice Management System Requirements. Click Patient Reports. Click Total Patient Count. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. DEA # The provider’s DEA number. For Non-VSP orders, the system sets the lab to On Site. Reviews of Eyefinity Practice Management. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. Click + Staff. In the list, click the patient records you want to merge. 448. Click + Check for VSP Insurance. The claim and all line items on the claim have the status On Hold. 5. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. 3 - Screening. Topics include: Setting Up the SATO WS408TT Label Printer. In the VSP Calculation window, click Override and enter the amounts that VSP will. To search using the Last Name and First Name fields, you must enter some valid text. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. 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. Enter the patient’s SSN (Last 4) or unique Full. 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. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Cons: The workaround processes tend to become the norm since the program usage is not simple. Topics include: Insurance Billing Process. Eyefinity Practice Management 10. Loading. 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. * Office Phone Number. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. On the Printing Product Labels page, click the Setting Up Label Printers link. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Underpayment Adjustment Types. And a Username and Password to use for the portal and clicks Submit. If the plan is not listed, see Adding Non-VSP Insurance Information. 2. Enter the Authorization Number. The Change Amount field updates to show the amount owed to the patient. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). Select a Collection. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Click Process Payments and select Carrier Payments. ) This section includes: Transferring an Insurance Balance to the Patient. 448. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. The requirements outlined on this. We have the ability to contact support by phone, facebook and/or email at any time, so we aren't left alone to "deal with. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. Perform an adjustment to add or remove items from your inventory. 942. 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. Walk In - Select for walk-in patients. S. Creating an Exam-Only Order. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. The patient enters Name, Zip Code, Date of Birth, and Email address. Select the link that corresponds to the. In the Lab Name search field, enter the name of the lab. This will open the Practice Setup view. 5353 to reach our Customer Care team. Be Kind and Courteous. In the list that displays, select About Firefox. Click Save. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. You can also add and modify products and services at any time. 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. 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. Activating Labs: 1. Click + Staff. Providers are prompted to set a new password the first time they log in to the system. The Return/Void receipt and a credit card receipt open in new browser windows. Locate the carrier and select the Electronic Claim Submission check box. Locate the claim and click the Claim Number link. This section includes:Click Reporting and select Dashboard. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. 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. ( Eyefinity Practice Management does not automatically send bills to patients. Review the order and make changes in each section, as appropriate. This page explains the requirements for Eyefinity Practice Management. 2) S9986. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. The Eligibilities window opens. SATO WS408TT. In Company: Setup, click Insurance and select Carrier & Plan Setup. Reviewing Remittance Download Errors. The lab is added to the order. Setting Up Barcode Scanners. Security. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Perform one of the following actions: Click + New Payment to record a new payment. 41. Send the printed form to the carrier. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. Click Appointments and then select Resource Schedule. Reset Resource Password. From EPM Front Office Home page, click the My Reports button. Eyefinity announces the newest version of Eyefinity Practice Management! This updated version improves upon Eyefinity Practice Management’s robust attributes and offers useful new features and expanded functionality. The following inventory information for the frame appears under. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. 4. Fixed Issues. 7”. In. Click Configure Printer and select the following settings: Label width: 2. Under Patient Health Condition, locate Box 19. NEW For 2023: No-cost, Role-Based Training. The Claims Processing screen displays a list of your search results. These system requirements are routinely reviewed and updated. If your practice recently converted to Eyefinity Practice Management from another system, the any outstanding balance from your old system is included in the patient's total balance. The patient's total balance and available credits are shown at the top of the tab. The role-based training sign-up form on the Eyefinity. RESOLUTION: NOTE: The Recall by Last Exam Date report displays patients with a Last Exam Date or last exam order date within the selected date range. ×Sorry to interrupt. On the Printing Product Labels page, click the Setting Up Label Printers link. 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. The report opens in a new window. If you need to delete a payout entry, click the Remove Payout icon in the Action column. Type your New Password, and then type it again to confirm. For product support, check out the . Eyefinity announces the newest version of Eyefinity Practice Management. For information on enabling pop-up. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Click Inventory and select Product Inventory. EPM - Adding Services to the. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). 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. 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. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Record a Retail Price for the frame, and click Save. Material Orders and Transactions Videos. Adding VSP Insurance Information. Wi-Fi. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. In the Office Billing Name (33) field, enter the Group or Practice Name. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). Billing Claims Manually. 2 includes the following updates to the Pricing screen. Claim Management Enhancements. To add modifiers and/or a dispensing fee, click the Add/Review link. Eyefinity Practice Management 10. The new amount is saved and will appear on the Daily Transaction Payment Report. On the left side of the Demographics screen, click Material Orders. The role-based training sign-up form on the Eyefinity. Release Date: April 15, 2022. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. Go to Claim Management and search for the claim. 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. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Click the column headings to sort the. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. Remember office identifier. Position the patient in the camera view and click Take Photo. 4. The list includes patient names, dates of birth, phone numbers, mailing addresses, email addresses, and whether each patient is active or inactive in your system. Click Catalog in the blue menu bar, and select Frames. EPM - Adding New Services/CPT Codes to Eyefinity. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. RESOLUTION: 1. Deselect the Active Only check box. On the Printing Product Labels page, click the Setting Up Label Printers link. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Whether you need to request a demo, receive customer support, or want training, our U. Patients may be listed more than once if they have more than one active VSP plan. Click Referral Source Tracking Report. Supercharge Your Schedule. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 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. Viewing a VSP or eLab Order's Integration Status. Show Me. based team stands ready to help. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Click the Print icon. The Select Insurance window opens. 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 Day. In. Locate the order you want to adjust in the Invoiced Orders list, and. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. ReloadEyefinity Practice Management 10. You can click the link to access the Exams screen. Click Reporting and select Standard Reports. The Not Applied tab includes all the claims in the remittance that need to be processed. 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. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. NOTE: Once you are in the training environment you will see an. 2. If the credit card receipt does not open, you may need to update your browser's popup window settings. Eyefinity EPM. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). Order these labels directly from Think Smart at 800. This document may be found here. 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. 2. ; In the Pricing screen, click the Add link to add a medical insurance plan as the Primary Insurance. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Billing Claims Electronically. In the gray toolbar below the tabs, click VSP Online. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. We'll have more courses soon! Learn Independently. The name of the. This updated version improves upon your system's robust. 5353 and choose option 1 to reach our Customer Care team. Go to the portal provided to you from the Patient Engagement certified partner. You can enter partial information. Click the Driver settings tab. 3. com website can be accessed via the following steps: 1. Enabling Pop-ups. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Click Bill Carrier. Resource Setup. Viewing Appointments for Inactive. com or call us at 877. If the frame has not already been priced for your practice, the Frame Price window opens. Staff ID.