read more >> Eyefinity Blog. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Full-cycle Broker Management Solution. Adding Lenses to an Eyeglass Order. 3. Click + Upload Document. 3. Select one or more Office (s) to include on the report. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 2. Only those plans with exam authorizations appear. Searching for Claims. Eyefinity, Rancho Cordova, California. 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 Driver Settings and select the following settings: Always use driver settings. Topics include: Adding Providers. 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. EPM - Adding New Services/CPT Codes to Eyefinity. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. 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. If it is active, the screen is updated to display. VSP requires that all lenses, frames, and extras have prices greater than $0. 5353 and request we block the certified partner's access to your system or complete the instructions below. 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. If you want to change the claim status, click Yes, Change to Billed. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. These system requirements are routinely reviewed and updated. 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. The provider’s login name for Eyefinity Practice Management. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. This section includes:Eyefinity Practice Management automatically generates claims to meet this requirement, including splitting the charge amounts, receivables, and copay amounts for each item. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. The Choice is Yours. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. * Office Identifier. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. Entering Place of Service Information. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Included, is an expansive online Support Community full of articles like this providing detailed answers to subscriber questions and step by step walk-through articles regarding technical issues and setup. Click Create EDI File. 5. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. Click Process Payments and select Carrier Payments. Eyefinity Practice Management 10. On the Stock tab, search for the order you want to send. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. 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. Access information and get support at your fingertips. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. A unique alphanumeric ID. Editing Resources. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Mirror coatings are not included in the lens color. Open the Claim Detail window for the claim, and click Edit Claim. 3. Review the order and make changes in each section, as appropriate. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. Eyefinity Practice Management 10. In Office: Setup, click Integrations and then click Credit Card Processing. ; Click the link for the provider or staff member's Last Name, or the Resource Name. Applying VSP. Click Generate. Select a Style. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Some features have failed to load due to an internet connectivity problem. Perform one of the following: If the patient is the subscriber/member: Click Yes. 5 minutes. Be Kind and Courteous. In the menu on the left side of the screen, click Manuals and select VSP. Enter the patient’s SSN (Last 4) or unique Full. Click Custom Frame Setup. 448. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Providers are prompted to set a new password the first time they log in to the system. 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. S elect the Maui Jim Lens Style. We chose EPM because they did a good sales pitch. If the patient has an active VSP authorization for exams, return to the Pricing screen and click the Add link to add it as the Secondary Insurance. On any screen in Front Office, click Patients and select VSP Authorizations. Standard EDI files are not submitted automatically. 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. 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. From the EPM Front Office home page, click the Administration button. Enter the Authorization Number. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. The Not Applied tab includes all the claims in the remittance that need to be processed. based team stands ready to help. Wi-Fi. Click Reporting and select Standard Reports. Then, select Edit Claim from the Action drop-down list. See Navigating Administration for information on how to get to Office: Setup. To apply a Pricing Option, select one from the drop-down list and click Reprice. For more information, go to Searching for Claims. Appointment Confirmations [video] Adding Scheduler Exceptions [video] Using Book View. Click Appointments and then select Resource Schedule. Record your Office Identifier, Login Name, and Password. ; If your practice has more than one location, the Pending Exams grid. Copying Eyeglass Orders. The choice is yours. 3. The Rx: Contact Lenses screen opens. S. A message appears, asking if the patient is the subscriber/member of record for VSP. 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. You can also add and modify products and services at any time. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. In the search field, enter the manufacturer, collection, model, eye size, color family, shape, UPC, or item number for the frame (s) you want to look up. 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. Before you can use the integrated online forms, you need to make sure. 5. Access to Eyewear Options. Before you can begin using them, Eyefinity must first activate the integrations. The Order Summary screen for the remake order opens. Login URL: A unique login url is created for each Eyefinity EHR Customer. EPM - Adding Services to the. Staff ID. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. 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. Under Patient Health Condition, locate Box 19. Processing Claims. Click +Activity. com or call us at. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. Trending Articles. At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. 7. Navigating to the Custom Frame Setup page: 1. To view and modify an internal claim, do not click a claim number that says “ (external)”. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. The update made the system even less logical and simple. Click the Claims Information button. com. Billing Claims Electronically. Click Save. iPadOS 15 or later. Type your New Password, and then type it again to confirm. The Insurance screen displays a list of the patient's insurance plans. 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). Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. comReturning Orders. This section discusses the procedures required to set up providers in Eyefinity Practice Management. The Office: Setup screen opens. For Urgent Support Requests Please Call. Office Identifier. Click Configure Printer and select the following settings: Label width: 2. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. For more information, go to Looking Up and Editing Stock Orders. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. 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. 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. This section tells you how to manage, process, and bill claims in Claims Management. If you need help locating your login url, please contact [email protected]. Everything was easy to learn, use and. Locate the information you're looking for and click the link to go to that section of the. 10 Front Office includes enhancements to the following areas: VSP Formulary Updated with Maui Jim Frames and Lenses; Patient IDs on Detailed Patient Statements Report CSV File; VSP Formulary Updated with Maui Jim Frames and Lenses. 4. 3,210 likes · 19 talking about this. Now, 200 forms are processed in 2. From EPM Front Office Home page, click the My Reports button. If you need help locating your login url, please contact ehrsupport@eyefinity. Reviews of Eyefinity Practice Management. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Release Date: August 17, 2022. Enter the Amount of the payout. 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. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. The training office opens. ERA now uses the company. We chose EPM because they did a good sales pitch. 942. 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). Label height: 1. 38. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. 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. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Click + Place Of Service. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 0707, option 1. 2 Eyefinity Practice. Enhance your knowledge, provide product feedback, and get support using our community portal. * Office Identifier. To remove a payment method, click the X next to it. Select the office(s) that the doctor works in. The place of service name appears in box 32 on the CMS 1500 form. com or call us at 877. If patient is accidentally entered more than once, the duplicate patient profile should be made inactive so that it no longer appears in search. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. 4. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Access information and get support at your fingertips. 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. Material Orders and Transactions Videos. Click the eInsurance tab. Click Print. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. Eyefinity offers innovative EHR & Practice Management software that streamlines workflow, enhances p Eyefinity | Rancho Cordova CASending an order to collections in Eyefinity Practice Management is for write-off and financial reporting purposes only and does not automatically send information to a collection agency. Click Add to Order. In the list that displays, select About Firefox. To add modifiers and/or a dispensing fee, click the Add/Review link. Supercharge Your Schedule. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. 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. If you need to delete a payout entry, click the Remove Payout icon in the Action column. 942. From EPM Front Office, navigate to Claim Management. The provider’s credential. All passwords must be 8-15 characters, contain at least one numeric. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. Eyefinity Practice Management customers can login at pm. Select the Item Type. Eyefinity Practice Management 10. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. If required, search for the patient for whom you are scheduling the appointment. Click the Driver settings tab. Reviewing and Modifying Patient Information from the Appointment Calendar. 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,. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. 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. See Navigating Administration for information on how to get to Office: Setup. In the Lab Name search field, enter the name of the lab. For example, 200 forms were previously processed in 8 minutes. You can click the link to access the Exams screen. Log into the portal using your. Walk In - Select for walk-in patients. Eyefinity EHR ID. Setting Up Provider Scheduler Resource Hours. ; To determine the patient’s. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Cons: The workaround processes tend to become the norm since the program usage is not simple. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. Record a Retail Price for the frame, and click Save. If the prescription is incomplete, enter information in the required fields. Search for the services/exams that you want to set up or modify. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. 2. 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. This section includes:Creating and Processing Orders. Click the Driver settings tab. 3. 2. 2. Click Inventory and select Product Inventory. Click Add Extras . Enter the required information and if possible, enter any additional information and skip to Step 7. 942. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. The system checks to see if your account is active. Eyefinity Practice Management is a robust, flexible, and secure cloud-based practice management solution that enables your staff to stay connected at every point in the practice in real time. 1. 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. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. The Integration Status column displays a message for each order that was. The patient enters Name, Zip Code, Date of Birth, and Email address. Repeat this step to add any additional payouts. The Medical Exam check box is selected by default. 942. * Office Zip Code. 1”. Setting Up Provider Security Settings. Inventory Videos. You can set up your products and services in Eyefinity Practice Management before you use it. Your new password must be different from your last 5 passwords. 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. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. The report opens in a new window. 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. 6. Front Office; Claims Management; Front Office. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. The SATO CG408 Properties window opens. Click the Frame Lookup tab. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. Click Referral Source Tracking Report. Loading. To remove an additional payment method, click. Receiving a Stock Transfer. This section includes: Front Office. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. The lab is added to the order. The errors can occur due to incorrect or missing credentials or incorrectly. This change was made to accommodate future teleheath integration enhancements. We'll have more courses soon! Learn Independently. The Make Payment screen opens and displays the Invoiced Orders tab. ; When the Appointment Calendar opens, navigate to the day that. The new amount is saved and will appear on the Daily Transaction Payment Report. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Supercharge Your Schedule. The patient's total balance and available credits are shown at the top of the tab. Then, select Edit Claim from the Action drop-down list. 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. 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. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. 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). Enter Optional Comments, as needed. 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. The Take Patient Photo from Camera screen opens. Review the Lab information. Show Me. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. If you know the UPC Code and/or Item Number you want to. Resource Setup. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. Select the Aging Type. To submit all of the displayed claims to TriZetto, click Create And Send. 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). The tab opens and displays eClaim. Click Integrations, or click Office on the menu bar and. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. Locate the claim and click the Claim Number link. The Eligibilities window opens. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. 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. The Patient Engagement Connection screen opens. Processing Claims. The VSP secondary claim is created and the status is set to On Hold. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 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. Staff ID. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Show Me. These system requirements are routinely reviewed and updated. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. Setting Up Labels to Print from Eyefinity Practice Management Front Office. This field defaults to the provider selected for the patient in Demographics. Creating a Lens Only Order. The dashboard defaults to displaying all patients. Select the link that corresponds to the. Then, click the Transfer Balance icon. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. The camera view displays below Step 1: Align the Camera and take photo. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Enter the receiver information you received from the clearinghouse. On the Printing Product Labels page, click the Setting Up Label Printers link. 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. Go to the portal provided to you from the Patient Engagement certified partner. To remove a record from the list, click Remove. The following table describes all of the claim statuses in Claims Management, as well as the. You can enter partial information. Messages are sent weekly on Tuesday. In the Office Billing Name (33) field, enter the Group or Practice Name. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. For more information, see Adding a Frame to an Eyeglass Order. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Viewing Appointments for Inactive. Description. Whether you need to request a demo, receive customer support, or want training, our U. com website can be accessed via the following steps: 1. 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). Eyefinity Practice Management 10. On the Printing Product Labels page, click the Setting Up Label Printers link. Entering Place of Service Information. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Order these labels directly from Think Smart at 800. 3. . Release Date: April 15, 2022. Label height: 1. 4. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. This updated version improves upon your system's robust. Scroll down to the 24. Find solutions with our robust network of equipment, software, and product partners. For. 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. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup.