3. No complaints except for with EPM which was the reason our office switched to Revolution. As part of these efforts, we've started rolling out a new VSP interface in Eyefinity Practice Management for in-network providers, beginning in February 2021 with select practices. The patient clicks Register on your website. Editing Resources. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. The Office: Setup screen opens. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Perform an adjustment to add or remove items from your inventory. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. Eyefinity Practice Management 10. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. Cons: The workaround processes tend to become the norm since the program usage is not simple. Click Configure Printer and select the following settings: Label width: 2. If you are interested in setting up integrations, contact your. Locate the order you want to adjust in the Invoiced Orders list, and. Rescheduling Appointments in Day and Week View. 1. This section discusses the procedures required to set up providers in Eyefinity Practice Management. Enter any Comments, if needed. Navigate to the Eyefinity. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 448. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. The office resource is added to the list in the Company: Office Resource Setup screen. Select the Maui Jim Lab. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with Eyefinity Practice Management, the following barcode scanners were tested and are. Select Referring Patient to print a list of existing patients who referred new patients to your practice. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. This section includes:Creating and Processing Orders. Warning When Adding Custom Frame Removed. Release Date: October 20, 2023. Login URL: A unique login url is created for each Eyefinity EHR Customer. Eyefinity Practice Management System Requirements. Select the Referral Type. 38. If you need to retake the photo, click Take Photo again. Your calls are answered. Administration Enhancement. 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. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Eyefinity Practice Management 10. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. com or call us at. 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. Material Orders and Transactions Videos. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. In the menu on the left side of the screen, click Manuals and select VSP. Object Moved. Patient Engagement Tools Videos. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Claim Management Enhancements. 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. Repeat step 4 for each Level 1 tax authority you want to add. Ordering a Single Eyeglass Lens or Two Different Lenses. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. On the Eyefinity Practice Management home screen, click Administration. Click Close. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Topics include: Adding Providers. You can set up your products and services in Eyefinity Practice Management before you use it. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. Whether you need to request a demo, receive customer support, or want training, our U. For more information, see Setting Up Electronic Eyewear Ready Notifications. Networking. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. This group is solely intended for active users of Eyefinity Practice Management. Material Orders and Advanced Transactions Videos. The Rx: Contact Lenses screen opens. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. For detailed instructions outlining how to enter an Rx in Eyefinity Practice Management, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in Eyefinity Practice Management. Patient appointment confirmations are processed. 3 includes the following. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. 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. Description. Details for the selected patient records appear below the list. To run the Total Patient Account Receivable. Click [X]. Select the Document Type. Under EPN Reports, click View Messaging Runs. Description. Search for the claim. ERA now uses the company. ) are allowed. read more >> Eyefinity Blog. Adding Non-VSP Formulary Lenses to an Order. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. For more information, go to Searching for Claims. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. The report provides a breakdown of the counts recorded at each inventory location by collection. 31 Release Notes. This section includes:Review the minimum hardware and system specifications required to effectively use 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. Locate the insurance plan to which you want to add eligibilities. Eyefinity Practice Management. Device Operating System. Topics include: Insurance Billing Process. Click the Question Mark icon on the bottom of the Firefox Menu. We believe in a stress-free way to get the support you need, when you need it. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. If you do not know the UPC or item number, or if you want a more refined search, go to Using the Stock Item Search. 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. 3. Enter the Authorization Number. To print the PDF to a CMS 1500 form, click Print. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. The provider’s credential. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. 1. In the Add Place Of Service window, record the place of service Name. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Navigate to the Eyefinity. 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. ; Click the Receipt tab. Reviews of Eyefinity Practice Management. Setting the Claim Status to Ready to Bill. Create and modify calendar schedules for resources. 5 minutes. 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. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Navigating to the Custom Frame Setup page: 1. This section tells you how to manage, process, and bill claims in Claims Management. Record the Quantity of labels for each frame. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. 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 staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. The Transfer Balance to Secondary Insurance section appears. Billing Claims Electronically. 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. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Access information and get support at your fingertips. Enter the Authorization Date, and Expiration Date. Media type: Continuous labels. © Vision Service Plan. 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. Staff ID. A message displays, asking if you want to change the claim status of each claim to Billed. 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. 3. In the Office Billing Name (33) field, enter the Group or Practice Name. 3 Release Notes. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. 3. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. A list of all the patients recorded in your system opens. In Office: Setup, click Scheduler and select Preferences. To change applied patient payment amounts: Click Store Operations, and select Change Payments. * Login Name. See Setting Up Appointment Services. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Type your Frames Data User Name. You also need to provide. Enter the patient's name and/or any. 41. Click the column headings to sort the. Click Delete in the row of the line item whose transaction you want to. Processing Claims and Carrier Payments Videos. Record the Document Name any Comments you want to include. The Take Patient Photo from Camera screen opens. You can also filter the calendar by Service Type and/or Appointment Status. Moving Multiple Appointments at the Same Time. 35 includes fixed issues in the following areas: Front Office; Claim Management; New VSP Interface; Front Office. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. This page explains the requirements for Eyefinity Practice Management. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. The system checks to see if your account is active. Then, select Edit Claim from the Action drop-down list. Send the printed form to the carrier. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reporting. com. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. NOTE: Once you are in the training environment you will see an. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. On the Printing Product Labels page, click the Setting Up Label Printers link. Select a Manufacturer. 7”. To merge patients: Click Patients, and select Merge Patients. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. Locate the carrier and select the Electronic Claim Submission check box. This change was made to accommodate future teleheath integration enhancements. Please log on to the Eyefinity Support Community to submit any enhancement questions. com or toll free by phone at 800. Select Plan. Select the Maui Jim Lab. ; Click the Appointments option in the upper action bar and select Appointment Calendar. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Topics include: Insurance Billing Process. 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 Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Under Third Party Billing, select the EDI Receiver. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Reset Password: Step 1 of 3 - Verify User Account. Access information and get support at your fingertips. A unique alphanumeric ID. You cannot create or delete services/exams. To send a batch order to ABB: Click Inventory and select Product Inventory. Make sure the frame has been priced and activated in Administration. For more information on reports that allow you to reconcile insurance (carrier and patient) receivables with Claims Management transactions, see Understanding Key Financial Reports in. 41. You can set up and modify service/exam names, item groups, prices, and durations. Release Date: January 26, 2023. RESOLUTION: The insurance drop-down list in the EPM Appointment Scheduler displays the patient’s active insurances in alphabetical order, but does not indicate which is the Primary, Secondary, etc. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. You can return individual items on an order (partial return), or return the entire order at one time (full return). RESOLUTION: 1. Easily review and save patient images from diagnostic equipment. 942. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. The new amount is saved and will appear on the Daily Transaction Payment Report. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 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 barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Click Modify in the Clinic Hours column. Click Generate. Keep this in mind when searching for claims you have adjusted. Eyefinity announces the newest version of Eyefinity Practice Management. Front Office; Claims Management; Front Office. 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’s Electronic Patient Notifications. Click the Invoiced tab, if it is not already displayed. Before you can begin using them, Eyefinity must first activate the integrations. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. 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. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). From EPM Front Office, navigate to Claim Management. 2 Eyefinity Practice. Submitting a Test Batch. Select the date criteria. com or toll free by phone at 800. These claims will have one of. 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). Once you have completed this process, do not edit the Insured ID field in the Add/Edit. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. If your office supports pre-appointing appointments, select Supports Pre-Appointments. Locate the Claim # in the Check Detail section (left-most section). Open the Claim Detail window for the claim, and click Edit Claim. The number entered in the UPC and Product Code fields when. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. 1”. Non-users will be removed. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. 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. On any screen in Front Office, click Patients and select VSP Authorizations. Canceling Appointments in Day and Week View. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. If the prescription is incomplete, enter information in the required fields. Setting Up Provider Scheduler Resource Hours. 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. Office Identifier. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Enter the patient's name and/or any other filters, and then click the Search button. This section includes: Front Office. The new amount is saved and will appear on the Daily Transaction Payment Report. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. Adding VSP Insurance Information. Receiving a Stock Transfer. Supercharge Your Schedule. Insurance Billing Process. RESOLUTION: Log into Eyefinity Practice Management (EPM). Click the User button in the upper-right area of the screen, and select Change Password. If you are using Standard EDI, enter the Payor ID. If you still want to edit the information, click I Understand the Risk. A Sign On window opens. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Searching for Claims. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management EPM - Where can Training for Eyefinity Practice Management be found? EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. EPM support gladly and quickly helps. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). 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. Create an extras only order to record charges to patients for your office records only. See Navigating Administration for information on how to get to Office: Setup. RESOLUTION: 1. Access to Eyewear Options. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. You can generate the report for frame or accessory inventory sessions. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. Click + Place Of Service. Click Inventory and select Product Inventory. In the Lab Name search field, enter the name of the lab. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. Locate the claims in the list and select the check box next to each claim to change, or select the check box in the header row to select all claims displayed. The system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. The frame is added to the list under Step 2: Print the Item (s). Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Click the Frame Lookup tab. 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. VSP requires that all lenses, frames, and extras have prices greater than $0. Type an End Date or select a date from the calendar. The Integration Status column displays a message for each order that was. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The Insurance screen displays a list of the patient's insurance plans. 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. For frame inventory sessions, you can select one or more collections. 2. To remove an additional payment method, click. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). Release Date: February 1, 2022. Add the. Record the Week Rotation Start Week for your rotating schedule. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. Select the check box next to each claim you want to bill. 7”. Label height: 1. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). Billing Claims Manually. There are too many button clicks that do nothing. 5. 3. 2) S9986. If you want to change the claim status, click Yes, Change to Billed. 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. 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. It. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. 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. Show Me. Wi-Fi. 3. RESOLUTION: From the EPM Front Office home page, click Appointment Confirmations, or, click the Appointments option in the upper action bar, and select Appointment Confirmations from the drop-down. Billing Patients. Eyefinity announces the newest version of Eyefinity Practice Management. 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. 43. Dial 800. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Click Create EDI File. Then, select Edit Claim from the Action drop-down list. The date field defaults to the next business day. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. Eyefinity Practice Management 10. Electronic appointment reminders are sent for any unconfirmed appointment. Eyefinity Practice Management 10. See What It's All About. Dial 800. To activate the third-party billing integration: In Company: Setup, click Insurance and then select Insurance Integrations. Click Integrations, or click Office on the menu bar and. Select the Item Type. Click + Add. 1 - Screening Corneal Topography (CPT is S9986. Click Eyeglass Order. Reviewing and Editing Claims. S. Click + Eligibility. Click Place of Service. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Click Integrations, or click the Office drop-down menu and select Integrations. To apply a Pricing Option, select one from the drop-down list and click Reprice. Providers are prompted to set a new password the first time they log in to the system. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). 2. Reset Password: Step 1 of 3 - Verify User Account. NEW For 2023: No-cost, Role-Based Training. Click Save. * Office Phone Number. The warning when adding a custom frame has been removed. The claim and all line items on the claim have the status On Hold. Click Marketing Reports. 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. You can view and export the reports to either a PDF file or an Excel spreadsheet. 5. 2. To change applied patient payment amounts: Click Store Operations, and select Change Payments. 2 includes the following updates to the Pricing screen.