Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. To search using the Last Name and First Name fields, you must enter some valid text. You'll see the word "training" next to the Eyefinity logo in the upper left corner of the screen and an orange banner at the top. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). From any page within EPM Front Office, click the Help button in the top-right corner of the page. Office Identifier. 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. We chose EPM because they did a good sales pitch. On the left side of the Demographics screen, click Insurance. Office Identifier. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. Enter the required information and if possible, enter any additional information and skip to Step 7. And a Username and Password to use for the portal and clicks Submit. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. S elect the Maui Jim Lens Style. Locate the insurance plan to which you want to add eligibilities. The Office: Setup screen opens. 2) S9986. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Click Configure Printer and select the following settings: Label width: 2. Enter the Document Name. Record a Retail Price for the frame, and click Save. 3. Click Appointments and then select Resource Schedule. Setting Up Integrations. 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. 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. An indicator appears in the Payment Amount column. This section tells you how to manage, process, and bill claims in Claims Management. Reviewing and Modifying Patient Information from the Appointment Calendar. This field defaults to the provider selected for the patient in Demographics. In the Material Orders screen, under Create an Order, click Add Exam. Existing Eyefinity Practice Management customers can try Electronic Patient Notifications for three months FREE!After you resolve all of the posting errors for the remittance, Eyefinity Practice Management posts the remittance automatically. Click the column headings to sort the. Release Date: January 26, 2023. Click Generate. Contact Eyefinity Customer Care at epmsupport@eyefinity. To print the PDF to a CMS 1500 form, click Print. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Reset your password. 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. Credential. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. Getting Started with TriZetto. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. Phone Support. In the left-side menu, click Patient Marketing. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. If you know the UPC Code and/or Item Number you want to. 4. Complete the following fields: Field. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 3 - Screening. Eyefinity Practice Management 10. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Login URL: A unique login url is created for each Eyefinity EHR Customer. Access information and get support at your fingertips. 800. The choice is yours. NEW For 2023: No-cost, Role-Based Training. Select the Return Reason. 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). Click a Carrier/Plan name to view or edit the plan information. The patient clicks Register on your website. An eWebExtra website with the Integrated Online Forms and Integrated Online. * Office Zip Code. If you aren’t using Eyefinity EHR and your front office staff didn’t add the CPT Category II codes to the order, you’ll need to manually add CPT Category II codes to VSP claims: Search for the claim and select Edit Claim. Click Total Patient Count. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Deleting Appointments in Day or Week View. 4. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Inactivating Providers. In Company: Setup, click Products/Services and select Service Setup. Record patient insurance and pull authorizations. Reset your password. Click Print. The new amount is saved and will appear on the Daily Transaction Payment Report. Before you can use the integrated online forms, you need to make sure. Staff Name. Electronic appointment reminders are sent for any unconfirmed appointment. 877. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Staff ID. 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. Click Save. For more information, go to Looking Up and Editing Stock Orders. If the prescription is incomplete, enter information in the required fields. 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. 3. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Click Save. Mirror coatings are not included in the lens color. Select all of the extras you want to add. To return to viewing only the scheduled office hours, click Show business hours. Click Modify in the Clinic Hours column. Your calls are answered. Billing Claims Electronically. A message displays, asking if you want to change the claim status of each claim to Billed. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. 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. The Eligibilities window opens. 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. This will open the Practice Setup view. You can select up to eight options to display in the scheduler drop-down. Reset Resource Password. When you need to have two tabs open simultaneously, use separate browsers. ( Eyefinity Practice Management does not automatically send bills to patients. For more information, see Adding a Frame to an Eyeglass Order. 3. Insurance Billing Process. 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). 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. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Eyefinity Practice Management customers can login at pm. Enhance your knowledge, provide product feedback, and get support using our community portal. PROS. 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. 38. Locate the information you're looking for and click the link to go to that section of the. The Posted Transactions Detail window opens. Claim Management Enhancements. Printing a Packing Slip. To merge patients: Click Patients, and select Merge Patients. On the left side of the Demographics screen, click Material Orders. 5. Searching for Claims. Under Frames Data, click the Check status link. Release Date: March 31, 2021. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. Eyefinity Practice Management 10. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. eyefinity. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. 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. Click Reporting and select Standard Reports. Before you can use the integrated online forms, you need to make sure. This updated version improves upon your system's robust. Editing Resources. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. To select all claims on the current page of the grid, select the check box in the heading row. Maintaining Inventory. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The role-based training sign-up form on the Eyefinity. To run the Total Patient Account Receivable. In the VSP Calculation window, click Override and enter the amounts that VSP will. These claims will have one of. Press Tab or Enter. Eyefinity announces the newest version of Eyefinity Practice Management. 5. The Integrations screen opens. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Go to Claim Management and search for the claim. 942. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Returned orders are not automatically returned or canceled with the lab. 0707, option 1. Click Electronic Patient Notification - Manage at the top of the screen. A list of all the patients recorded in your system opens. The Make Payment screen opens and displays the Invoiced Orders tab. Topics include: Insurance Billing Process. Under Patient Health Condition, locate Box 19. Applying VSP Insurance as Secondary Insurance on Exam Orders. The process used by the Electronic Remittance Advice (ERA) feature to identify duplicate remittances has been improved. Create, process, return, and remake orders. Enter the Authorization Date, and Expiration Date. You cannot search for claims by adjustment type (for example, Biller Review). Type an Explanation for the payout, if necessary. Material Orders and Transactions Videos. For example, CPT 92250 is billed on a signature benefit with exam and refraction. To apply a Pricing Option, select one from the drop-down list and click Reprice. Eyefinity Practice Management 10. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. Click Catalog in the blue menu bar, and select Frames. The patient's total balance and available credits are shown at the top of the tab. © Vision Service Plan. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 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. Cons: The workaround processes tend to become the norm since the program usage is not simple. That’s why we give you the resources needed to stay up to date on our products and services, ever-changing regulations, and training opportunities—all with quality. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. 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. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Only those plans with exam authorizations appear. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. For product support, check out the . To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Receiving a Stock Transfer. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. The tab opens and displays eClaim. 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. Select Declined to Share if the patient does not want to share his or her. Premier providers receive access to exclusive offers,. Enabling Pop-ups. Click Inventory and select Product Inventory. 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. This page explains the requirements for Eyefinity Practice Management. The date field defaults to the next business day. Eyefinity EPM. Make sure the frame has been priced and activated in Administration. Your practice. Starting April 2, 2019, users without a valid Frames Data IDA/Eyefinity Practice Management Edition user name entered in Administration will see a 60-day countdown within Eyefinity Practice. This will open the Practice Setup view. Fixed Issues. Record the rest of the lens information and click Add to Order. 1”. 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 transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. Label height: 1. Access information and get support at your fingertips. DEA # The provider’s DEA number. 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. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Type an End Date or select a date from the calendar. Click Inventory and select Product Inventory. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. Before using TriZetto to for the first time, you need to verify that all necessary information is set up in Eyefinity Practice Management and then submit a test batch to TriZetto. Open an Internet browser and log into Eyefinity Practice Management. The place of service name appears in box 32 on the CMS 1500 form. Click Eyeglass Order. The provider’s login name for Eyefinity Practice Management. 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. 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,. 43. Screening Codes from Eyefinity EHR. If patient is accidentally entered more than once, the duplicate patient profile should be made inactive so that it no longer appears in search. 2 includes the following updates. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Ordering a Single Eyeglass Lens or Two Different Lenses. Click Material Orders . View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. Applying VSP as Both Primary and Secondary Insurance . This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. com or toll free by phone at 800. based team stands ready to help. Staff ID. 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. To send a batch order to ABB: Click Inventory and select Product Inventory. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. Click Delete in the row of the line item whose transaction you want to. For more information on how to use theThe speed at which Eyefinity Practice Management generates and submits EDI claim forms to TriZetto is greatly improved. Under Third Party Billing, enter your Senders Code/Site Key. Enter the Document Name. To have Eyefinity Practice Management make an automatic adjustment so that the claim payment amount equals the sum of the payable line item payments, click the Automatically adjust line item icon. 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. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. If you need to retake the photo, click Take Photo again. Navigate to the Eyefinity. In. In Office: Setup, click Integrations and then click Credit Card Processing. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. 81K EPM - Unable to Select the Frame Eligibility Item Type for an Authorization When Applying Insurance to a Material Order in…In Company: Setup, click Resources and select Staff Setup. Adding VSP Insurance Information. 942. This group is solely intended for active users of Eyefinity Practice Management. Topics include: Insurance Billing Process. Eyefinity Practice Management 10. When billing patients, you always bill manually. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Eyefinity Practice Management offers the optional Electronic Remittance Advice (ERA) feature to enable you to submit claims and receive remittances from VSP and through TriZetto (formerly Gateway EDI). Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. Get in Touch. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Get in Touch. Setting Up Scheduler (Appointment Calendar) Preferences. Perform an adjustment to add or remove items from your inventory. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). Under Third Party Billing, select the EDI Receiver. The transfer is. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. 43. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. ; Locate the Open stock receipt. read more >> Eyefinity Blog. ; Select the Resource that you want to schedule. The frame is added to the list under Step 2: Print the Item (s). Once you have completed this process, do not edit the Insured ID field in the Add/Edit. If you are interested in setting up integrations, contact your. 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 Add Extras . You can also filter the calendar by Service Type and/or Appointment Status. Repeat steps 4 through 7 for all frame labels you need to print. Eyefinity announces the newest version of Eyefinity Practice Management. 0707, option 1. The claim and all line items on the claim have the status On Hold. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). 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 Create EDI File. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). The available fields will depend on whether you are editing a provider, staff member, or office resource. S. Locate the order you want to adjust in the Invoiced Orders list, and. 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. Enter the Lab Name and select a State for the lab you want to activate. com website (2. The training office opens. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. Type your Frames Data User Name. Underpayment Adjustment Types. Viewing Appointments for Inactive. Resource Setup. The photo displays below Step 2: Confirm Photo. Walk In - Select for walk-in patients. Checked Out - Select when the patient checks out. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. 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 print the Stock Transfer Report and send the stock transfer, click OK. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Eyefinity Practice Management 10. Eyefinity Practice Management. 2. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). Editing Resources. The recall modal shows once the exam item is invoiced and payment is made on the exam order. Select a Collection. Topics include: Adding Providers. Patient Engagement Tools Videos. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. If you need to enter more than one payment method, click + Add one more method. 2 Eyefinity Practice. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. ) are allowed. 942. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. You can also print labels for frames and accessories. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. Eyefinity Practice Management 10. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. Show Me. Return to Login Page. Release Date: October 20, 2023. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Click Patient Statements. 5353 and request we block the certified partner's access to your system or complete the instructions below. Select the office resource in the Resource. 35 includes fixed issues in the following areas: Front Office; Claim Management; New VSP Interface; Front Office. Login URL: A unique login url is created for each Eyefinity EHR Customer. 942. 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. Perform one of the following: If the patient is the subscriber/member: Click Yes. RESOLUTION: 1. The name of the. 4. 3. Eyefinity Practice Management provides reports to help you manage your billing. Security. 5 minutes. This section includes: Front Office.