Networking. Select the In Office check box next to Finishing. The Change Amount field updates to show the amount owed to the patient. Enter the Month & Year or click the Calendar button to select the date. The SATO CG408 Properties window opens. Administration Enhancement. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Eyefinity Practice Management 10. * Office Phone Number. If you know the UPC Code and/or Item Number you want to. Click Marketing Reports. Change the passwords of other users. 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. This section contains the following topics: Reprinting an Invoice. You can view and export the reports to either a PDF file or an Excel spreadsheet. Eyefinity Practice Management 10. com or toll free by phone at 800. Walk In - Select for walk-in patients. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. From the EPM Front Office home page, click the Search For Patients button or click the Patients tab at the top of the page and select Search. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Editing Resources. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. Select the Maui Jim Lab. 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. Viewing Appointments for Inactive. Enter the receiver information you received from the clearinghouse. With in-product help, 1:1 training, webinars, conferences, and onsite training—you’re covered with a range of hands-on educational offerings for every role, skill level, and budget. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. 2. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Changes include the following: Frame reimbursement amounts are more accurate. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. 42. See the latest verified ratings & reviews for Eyefinity Practice Management. Go to the portal provided to you from the Patient Engagement certified partner. 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. 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. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. To submit all of the displayed claims to TriZetto, click Create And Send. Activating Labs: 1. The Browse Frames screen opens. Reviews of Eyefinity Practice Management. Click Bill Carrier. 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. 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. Click Patient Reports. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. See Reviewing and Pricing Pending Eyefinity EHR Exams for more information. 0. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. From EPM Front Office Home page, click the My Reports button. Walk In - Select for walk-in patients. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. VSP requires that all lenses, frames, and extras have prices greater than $0. From the EPM Front Office home page, click the Administration button. Supercharge Your Schedule. Please log on to the Eyefinity Support Community to submit any enhancement questions. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. Click Save. Android 10 or later. It. Show Me. Trending Articles. Administration. Click the Frame Lookup tab. 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. Loading. Click the Invoiced tab, if it is not already displayed. 942. * Office Zip Code. Locate the medical plan to which you want to add eligibilities and click Eligibility. Track, adjust, and report on inventory. Whether you need to request a demo, receive customer support, or want training, our U. © Vision Service Plan. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. 7”. Enter the Amount of the payout. Click the Driver settings tab. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Eyefinity Practice Management 10. The Browse Eyeglass Lenses screen opens. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Locate the medical plan to which you want to add eligibilities and click Eligibility. 4913, option 2. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. Topics include: Insurance Billing Process. Eyefinity announces the newest version of Eyefinity Practice Management. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Add the. Click Total Patient Count. Depending on the adjustment type you select, the status of an underpaid claim will be changed to Fully Paid, Underpaid, NonReceivable, Written Off, or Rejected. You can click the link to access the Exams screen. An eWebExtra website with the Integrated Online Forms and Integrated Online. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. To select all claims on the current page of the grid, select the check box in the heading row. Under Third Party Billing, enter your Senders Code/Site Key. This document may be found here. Release Date: December 7, 2021. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Billing Claims Electronically. The default login password for new providers is start123. Special characters (such as !, @, $, etc. If the frame has not already been priced for your practice, the Frame Price window opens. 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. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. com or call us at 877. Get in Touch. The provider’s credential. The Make Payment screen opens and displays the Invoiced Orders tab. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. 2. S elect the Maui Jim Lens Style. Click Driver Settings and select the following settings: Always use driver settings. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. Checked Out - Select when the patient checks out. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. In the Lab Name search field, enter the name of the lab. 5. 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. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Getting Started with TriZetto. Enhance your knowledge, provide product feedback, and get support using our community portal. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. The report opens in a new window. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. Your calls. If you want to set up a rotating. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Navigating to the Custom Frame Setup page: 1. PROS. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. * Office Identifier. Navigate to the Eyefinity. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 0707, option 1. Activating Labs: 1. 00. Eyefinity Practice Management 10. The SATO CG408 Properties window opens. Select the Document Type. Select the link that corresponds to the. Create the exam order and click Save. On the Printing Product Labels page, click the Setting Up Label Printers link. secure. You can select up to eight options to display in the scheduler drop-down. 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). 2. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Then, select Edit Claim from the Action drop-down list. For more information, see Adding a Frame to an Eyeglass Order. ) are allowed. The claim opens. Adding VSP Insurance Information. ; Enter the Insurance Reimbursement amounts that the medical. There are too many button clicks that do nothing. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. In the VSP Calculation window, click Override and enter the amounts that VSP will. Must be an Active User. 4. Enter the patient’s SSN (Last 4) or unique Full. Applying VSP. 2. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Click Appointments and then select Resource Schedule. Eyefinity Practice Management 10. Type a Start Date or select a date from the calendar. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. Click the. 448. Wi-Fi. ; If your practice has more than one location, the Pending Exams grid. Label height: 1. ; Locate the Open stock receipt. The patient enters Name, Zip Code, Date of Birth, and Email address. If the plan is not listed, see Adding Non-VSP Insurance Information. Click Driver Settings and select the following settings: Always use driver settings. EPM support gladly and quickly helps. Resource Schedule Setup. If you still want to edit the information, click I Understand the Risk. In the Material Orders screen, under Create an Order, click Add Exam. 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. com website (2. RESOLUTION: Log into Eyefinity Practice Management (EPM). 1. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. 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. Wi-Fi. comReturning Orders. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. If the prescribing provider is an office doctor, select Provider and proceed to step 6. com or call 1-833-EDGEPro, option 1. Select the Document Type. 4. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Click Save. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. iPadOS 15 or later. 2. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. 4. Entering Place of Service Information. 5. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Release Date: January 26, 2023. 3. Open an Internet browser and log into Eyefinity Practice Management. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Phone Support. In the list, click the patient records you want to merge. Using the Patient Marketing Dashboard. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Reset your password. Wi-Fi. Supercharge Your Schedule. Staff ID. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. ; When the Appointment Calendar opens, navigate to the day that. Object Moved. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Click Inventory and select Product Inventory. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). Search for and click the check number to open the carrier check. 2) S9986. In the About Mozilla Firefox window, it will say Firefox is up to date under the version number if the browser is up-to-date. 2. Backward compatible font names. Call 800. Record the rest of the lens information and click Add to Order. Click Add Extras . If your office supports pre-appointing appointments, select Supports Pre-Appointments. 3. Trending Articles. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. For product support, check out the . 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). Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. In the left-side menu, click Patient Marketing. Eyefinity Practice Management 10. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. A message appears, asking if the patient is the subscriber/member of record for VSP. Eyefinity announces the newest version of Eyefinity Practice Management. To remove an additional payment method, click. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. In the Credit Card Processing screen, click Edit. Access information and get support at your fingertips. On the left side of the Demographics screen, click Insurance. EPM - Adding Services to the. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. In the Add Place Of Service window, record the place of service Name. The provider’s Eyefinity EHR ID. The office resource is added to the list in the Company: Office Resource Setup screen. Select the Referral Type. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. To run the Total Patient Account Receivable. In the Office Billing Name (33) field, enter the Group or Practice Name. Enter Optional Comments, as needed. You can only process patient payments by posting internal claim transactions. Eyefinity Practice Management 10. You are now prompted to add miscellaneous extras to VSP orders in the Pricing screen when they are not present and the eyeglass lens style requires them. Click + Staff. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. Click the eInsurance tab. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 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. 4. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). Click +Activity. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Search for and select insurance claims that have not yet been billed or that require attention. Repeat steps 4 through 7 for all frame labels you need to print. 7”. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. If it is active, the screen is updated to display. Only those plans with exam authorizations appear. Click + Check for VSP Insurance. The system checks to see if your account is active. If the prescription is incomplete, enter information in the required fields. The place of service name appears in box 32 on the CMS 1500 form. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 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. com website (2. If your practice has multiple locations, you can transfer stock between your offices. If the prescribing provider is an office doctor, select Provider and proceed to step 6. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. 5. 5. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. 9 Front Office includes enhancements to the following areas: Medical Insurance Eligibility Enhancements; Print Patient Statements from Patient Overview and Demographics; Improved Information Sorting on the Front Office Patient Order Summary Report and Applied Patient Payment by Transaction Date ReportIn Company: Setup, click Frames. 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. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. Enter the Lab Name and select a State for the lab you want to activate. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. 43. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. ×Sorry to interrupt. Click the Claim # link in the row of the claim you want to adjust. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. Eyefinity Practice Management records the transactions as refunds. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. 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. Dial 800. Standard EDI files are not submitted automatically. Contact Eyefinity Customer Care at epmsupport@eyefinity. The Medical Exam check box is selected by default. Click Process Payments and select Carrier Payments. See Navigating Administration for information on how to get to Office: Setup. RESOLUTION: 1. Click Catalog in the blue menu bar, and select Eyeglass Lenses. In the Add Place Of Service window, record the place of service Name. Copying Eyeglass Orders. When billing patients, you always bill manually. 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 requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Reset your password. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Setting Up Integrations. Device Operating System. 2. Inactivating Providers. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Select By Date Range to enter a date range to print, or select dates from the calendar. Billing Patients. Access to Eyewear Options. See What It's All About. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. The update made the system even less logical and simple. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. 43. 1 - Screening Corneal Topography (CPT is S9986. When it comes to where and how you want to learn, Eyefinity Learning is all about options. 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 name of the. ; To determine the patient’s. The warning when adding a custom frame has been removed. Select the Aging Type. On the Stock tab, search for the order you want to send. All the permissions listed under Security. Eyefinity Practice Management 10. A green icon next to Contact indicates that. App comparison. Description. 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. Eyefinity Practice Management 10. 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. Click On Hold. 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. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. 3. 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. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Release Date: April 15, 2022. This will open the Practice Setup view. Login URL: A unique login url is created for each Eyefinity EHR Customer. The lab is added to the order. Eyefinity Practice Management System Requirements. 3. Review the Lab information. Click Inventory and select Product Inventory. 2. 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,. Click Add to Order. Reviewing and Editing Claims. Everything was easy to learn, use and. And a Username and Password to use for the portal and clicks Submit. To print the Stock Transfer Report and send the stock transfer, click OK. Office Identifier. See Setting Up Appointment Services. Search for the claim. Maintaining Inventory. Services section. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Select the check box next to each claim you want to bill. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Key Features.