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. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. In the menu on the left side of the screen, click Manuals and select VSP. Eyefinity Practice Management 10. ; When the Appointment Calendar opens, navigate to the day that. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Select a Style. If you need to enter more than one payment method, click + Add one more method. The Take Patient Photo from Camera screen opens. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. Resources for Eyefinity Practice Management Users We care about your success and want to make sure you have all the tools necessary to realize your practice’s full potential. Reset your password. Creating a Complete Eyeglass Order. Canceling Appointments in Day and Week View. Click Create EDI File. Dial 800. Show Me. ; Select the Resource that you want to schedule. To remove a record from the list, click Remove. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. Cons: The workaround processes tend to become the norm since the program usage is not simple. 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. Select By Date Range to enter a date range to print, or select dates from the calendar. 1. Release Date: March 31, 2021. 2. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. 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. Reset your password. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. To add modifiers and/or a dispensing fee, click the Add/Review link. 5. Click Save. The Return/Void receipt and a credit card receipt open in new browser windows. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. Access to Eyewear Options. Login URL: A unique login url is created for each Eyefinity EHR Customer. Inactivating Providers. Reporting. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. If you want to change the claim status, click Yes, Change to Billed. Special characters (such as !, @, $, etc. At least one is required for the online scheduler to function. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before (meaning that if the patient has an appointment on Thursday, they would receive reminders on the Saturday and Tuesday before). Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. From EPM Front Office, navigate to Claim Management. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. The errors can occur due to incorrect or missing credentials or incorrectly. Checked Out - Select when the patient checks out. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. 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. If you still want to edit the information, click I Understand the Risk. Click Place of Service. If you know the UPC Code and/or Item Number you want to locate, enter it and click 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. See Navigating Administration for information on how to get to Office: Setup. Details. This document may be found here. Patient appointment confirmations are processed. Click Sales Reports. 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). Select the Maui Jim Lab. 3. Setting Up Scheduler (Appointment Calendar) Preferences. 43. Entering Place of Service Information. See Setting Up Appointment Services. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. 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. The Return Order window opens. Select Billing Month to select a month to print or click Select Dates to specify a date range. In. Screening Codes from Eyefinity EHR. 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). A message displays, asking if you want to change the claim status of each claim to Billed. On the left side of the Demographics screen, click Insurance. When billing patients, you always bill manually. VSP requires that all lenses, frames, and extras have prices greater than $0. Applying VSP as Both Primary and Secondary Insurance . Eyefinity Practice Management 10. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. Insurance Billing Process. Material Orders and Transactions Videos. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. Get in Touch. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. 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. eyefinity. Enter the receiver information you received from the clearinghouse. 2. Access information and get support at your fingertips. Backward compatible font names. Select a Collection. The Browse Eyeglass Lenses screen opens. 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. 4. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. com or call us at. Select the Return Reason. This section tells you how to manage, process, and bill claims in Claims Management. In the Office Billing Name (33) field, enter the Group or Practice Name. Eyefinity Practice Management 10. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Click Appointments and then select Resource Schedule. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Click Bill Carrier. Select the Referral Type. EPM - Adding New Services/CPT Codes to Eyefinity. 41. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Create an extras only order to record charges to patients for your office records only. The Select Insurance window opens. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. Release Date: April 15, 2022. Click the eInsurance tab. Go to the portal provided to you from the Patient Engagement certified partner. This group is solely intended for active users of Eyefinity Practice Management. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. 43. Eyefinity EPM. 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. Locate the insurance plan to which you want to add eligibilities. Getting Started. Using Book View in the Appointment Calendar. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Record patient insurance and pull authorizations. ( Eyefinity Practice Management does not automatically send bills to patients. Release Date: October 20, 2023. Trending Articles. Reset your password. Click Configure Printer and select the following settings: Label width: 2. Eyefinity Practice Management provides reports to help you manage your billing. 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. Type a Start Date or select a date from the calendar. Select Plan. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. In the Material Orders screen, under Create an Order, click Add Exam. In. Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. The dashboard defaults to displaying all patients. Fixed Issues. If the provider has a Doctor role in Eyefinity EHR, select the EyefinityEHR? check-box, and enter the PMS ID from EEHR into the Eyefinity EHR ID field. Make sure the frame has been priced and activated in Administration. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 38. Services on the exams are listed individually, by procedure code. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management; Patient out of Pocket and Doctor Reimbursement Supported Plans; EPM - Cancelling/Deleting Existing Patient Appointments in Eyefinity Practice Management. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. 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 + Upload Document. Eyefinity announces the newest version of Eyefinity Practice Management. Get in Touch. * Office Zip Code. Reset your password. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. 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. 942. Supercharge Your Schedule. Although Eyefinity Practice Management creates. The camera view displays below Step 1: Align the Camera and take photo. Click + Place Of Service. read more >> Eyefinity Blog. We believe in a stress-free way to get the support you need, when you need it. To select all claims on the current page of the grid, select the check box in the heading row. * Office Phone Number. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Create and modify calendar schedules for resources. Moving Multiple Appointments at the Same Time. Select the Document Type. Select the check box next to each claim you want to bill. Phone Support. To print the PDF to a CMS 1500 form, click Print. In Company: Setup, click Insurance and select Carrier & Plan Setup. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. You can set up and modify service/exam names, item groups, prices, and durations. If you want to set up a rotating. Enter Optional Comments, as needed. Search for the claim. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Media type: Continuous labels. com website can be accessed via the following steps: 1. The practice's certified IT professional should be able to assist with making the necessary settings changes. com or call us at 877. The Remittance Details window opens with the Not Applied tab displayed. The warning when adding a custom frame has been removed. 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. Click Integrations, or click the Office drop-down menu and select Integrations. 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. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 38. Modifier 52 is. * Office Identifier. 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. Front Office; Claims Management; Front Office. ; To view all 24 hours of each day on the schedule grid instead of only the scheduled office hours, click Show 24 hours below the grid. To apply a Pricing Option, select one from the drop-down list and click Reprice. Whether you need to request a demo, receive customer support, or want training, our U. Label height: 1. To apply a Pricing Option, select one from the drop-down list and click Reprice. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. 0. Administration Enhancement. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Billing Claims Electronically. The Claims Processing screen displays a list of your search results. * Office Phone Number. Printing a VSP Doctor Service Report. 2. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Staff ID. Locate the medical plan to which you want to add eligibilities and click Eligibility. Enter the Lab Name and select a State for the lab you want to activate. An eWebExtra website with the Integrated Online Forms and Integrated Online. Activating Labs: 1. Click Add to Order. From the EPM Front Office home page, click the Administration button. 800. Click Delete in the row of the line item whose transaction you want to. RESOLUTION: Creating a New Recall Schedule: When setting up the Recall Schedules, determine whether you wish to run your report with a date range falling before or after the. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] - Deleting Applied Insurance Payments from Insurance Checks in Eyefinity Practice Management. 7. 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. Processing Claims. Searching for Claims. The Electronic Patient Notifications Messaging Runs Report window opens. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. Eyefinity announces the newest version of Eyefinity Practice Management. Click Configure Printer and select the following settings: Label width: 2. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. You can also view and print previous transactions and enter miscellaneous. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. The Rx: Contact Lenses screen opens. Select a Manufacturer. Then, select Edit Claim from the Action drop-down list. If this problem persists, try reloading the page. 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. 448. Getting Started with TriZetto. All passwords must be 8-15 characters, contain at least one numeric. Credential. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. The following inventory information for the frame appears under. 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. 00. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. If the credit card receipt does not open, you may need to update your browser's popup window settings. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Select a Model, or click + Model to enter the name of a new one. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. To return to viewing only the scheduled office hours, click Show business hours. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Eyefinity EHR ID. secure. 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. Walk In - Select for walk-in patients. 2. Click the Driver settings tab. The recall modal shows once the exam item is invoiced and payment is made on the exam order. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Reviews of Eyefinity Practice Management. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Click Reporting and select Standard Reports. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. Click the Print icon. Select Declined to Share if the patient does not want to share his or her. Enter the patient’s SSN (Last 4) or unique Full. A green icon next to Contact indicates that. 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. Enter the Cut Off Date to print, or select a date from the calendar. 448. From the EPM Front Office home page, click the Administration button. Click Patient Statements. Number of Views 1. com or toll free by phone at 800. The Office: Setup screen opens. Standard EDI files are not submitted automatically. 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. Access information and get support at your fingertips. The VSP secondary claim is created and the status is set to On Hold. The frame is added to the list under Step 2: Print the Item (s). This field defaults to the provider selected for the patient in Demographics. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. The tab opens and displays eClaim. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). Enter the Document Name. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Enter the Date of Service in the next available row. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. 3 - Screening. 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. 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. 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. 2. Reviewing and Modifying Patient Information from the Appointment Calendar. The number entered in the UPC and Product Code fields when. 2. Click Reporting and select Standard Reports. EPM - Adding Services to the. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Staff Name. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. You must contact the lab directly to notify them of the return. In Office: Setup, click Claims Information. com website (2. Looking Up Frames by Entering Frame Information. You cannot search for claims by adjustment type (for example, Biller Review). RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Click Patient Reports. eyefinity. Find solutions with our robust network of equipment, software, and product partners. 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. For example, CPT 92250 is billed on a signature benefit with exam and refraction. ) This section includes: Transferring an Insurance Balance to the Patient. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Easily review and save patient images from diagnostic equipment. A Sign On window opens. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. Complete the following fields: Field. Compare real user opinions on the pros and cons to make more informed decisions. The training office opens. These system requirements are routinely reviewed and updated. 5. 3. Click the Invoiced tab, if it is not already displayed. Setting Up Provider Scheduler Resource Hours. 1. Activating Labs: 1. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. Eyefinity Practice Management 10. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Full-cycle Broker Management Solution. com website (2. To add contact lenses to the batch order (for example, to replenish your trial lens stock): Click the blue arrow next to the stock order to see the. Order these labels directly from Think Smart at 800. 5353 and request we block the certified partner's access to your system or complete the instructions below. For more information, see Printing Frame Labels and Printing Accessory Labels. The provider’s login name for Eyefinity Practice Management. Under EPN Reports, click View Messaging Runs. To search using the Last Name and First Name fields, you must enter some valid text. The office resource is added to the list in the Company: Office Resource Setup screen. On the left side of the Demographics screen, click Material Orders. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. 2. If you have Eyefinity EHR integrated with Eyefinity Practice Management, the following procedure codes will now be imported from your exams: S9986. 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. Underpayment Adjustment Types. 3,210 likes · 19 talking about this. A Sign On window opens. See What It's All About. For information on how to get started, see our website. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. DEA # The provider’s DEA number. 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. Looking Up Eyeglass Lenses by Entering Lens Information. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. Navigating to the Custom Frame Setup page: 1. 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. You can return individual items on an order (partial return), or return the entire order at one time (full return). In the Credit Card Processing screen, click Edit. 942. ; Click the Appointments option in the upper action bar and select Appointment Calendar. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. This section includes: Front Office. Using the Patient Marketing Dashboard. Enter Optional Comments, as needed. Resources for Eyefinity Practice Management Users We care about your success and want to make sure you have all the tools necessary to realize your practice’s full potential. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. Topics include: Setting Up the SATO WS408TT Label Printer. Access to Eyewear Options. 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. Mirror coatings are not included in the lens color. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field.