Search for the provider for whom you want to set up resource hours. Open the Claim Detail window for the claim, and click Edit Claim. For more information, go to Receiving New Payments. Reviews of Eyefinity Practice Management. Click Print. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. Contact Eyefinity Customer Care at epmsupport@eyefinity. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. 942. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. If you want to set up a rotating. 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. Fixed Issues. Click +Activity. 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. Eyefinity announces the newest version of Eyefinity Practice Management. Click Material Orders . com or call us at 877. In the Credit Card Processing screen, click Edit. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. 2 includes the following updates to the Pricing screen. Release Date: December 7, 2021. Enter the Document Name. Click Delete in the row of the line item whose transaction you want to. Select a Manufacturer. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. Applying VSP Insurance as Secondary Insurance on Exam Orders. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. The Claims Processing screen displays a list of your search results. The Integrations screen opens. com. To print the Stock Transfer Report and send the stock transfer, click OK. You may need to scroll to the right to see all the columns. 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). For. 1”. To run the Total Patient Account Receivable. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 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. Click [X]. 6. The Add Appointment window opens. NOTE: If the lens parameters are not available to select, verify the product is set up with those parameters in the Contact Lens Setup page within EPM Administration. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Editing Resources. Resource Schedule Setup. Our compassionate customer care team is ready with a variety of tools and. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Viewing Patient Insurance Information. Click Patient Statements. Setting Up Products/Services. Click Exams. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. Backward compatible font names. Eyefinity Practice Management 10. 4. 2 includes the following updates. Click the User button in the upper-right area of the screen, and select Change Password. Billing Patients. Enter any Notes for the adjustment. ; Locate the Open stock receipt. 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. Dial 800. See Setting Up Appointment Services. Release Date: October 20, 2023. The claim and all line items on the claim have the status On Hold. Locate the medical plan to which you want to add eligibilities and click Eligibility. In the address bar, type the URL and press Enter. 4913, option 2. Must be an Active User. Before you can use the. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. Eyefinity Practice Management 10. 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. Entering Place of Service Information. Click Total Patient Count. Record your Office Identifier, Login Name, and Password. Get in Touch. 3. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. The errors can occur due to incorrect or missing credentials or incorrectly. Complete the following fields: Field. Remember office identifier. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. In the Office Billing Name (33) field, enter the Group or Practice Name. The new amount is saved and will appear on the Daily Transaction Payment Report. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. 1. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. If your practice requires daily updates to your EDGEPro reports, you must perform Daily Closing at the end of each day. Wi-Fi. 4. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Login URL: A unique login url is created for each Eyefinity EHR Customer. See Navigating Administration for information on how to get to Office: Setup. Object Moved. The Integration Status column displays a message for each order that was. Under Third Party Billing, select the EDI Receiver. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. EPM - Adding New Services/CPT Codes to Eyefinity. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. If you want to change the claim status, click Yes, Change to Billed. Whether you need to request a demo, receive customer support, or want training, our U. based team stands ready to help. You can generate the report for frame or accessory inventory sessions. To submit all of the displayed claims to TriZetto, click Create And Send. Android 10 or later. Locate the Claim # in the Check Detail section (left-most section). Click the column headings to sort the. 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. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Now, 200 forms are processed in 2. 1. 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. Description. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed 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. Get in Touch. Eyefinity announces the newest version of Eyefinity Practice Management. 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. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). Open the Claim Detail window for the claim, and click Edit Claim. Processing Claims and Carrier Payments Videos. Release Date: January 26, 2023 Eyefinity announces the newest version of 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 medical plan to which you want to add eligibilities and click Eligibility. com website (2. Eyefinity Practice Management 10. * Login Name. The provider’s login name for Eyefinity Practice Management. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. ; Click the link for the provider or staff member's Last Name, or the Resource Name. Find solutions with our robust network of equipment, software, and product partners. Material Orders and Transactions Videos. 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. In the list, click the patient records you want to merge. The update made the system even less logical and simple. See Navigating Administration for information on how to get to Office: Setup. 0. Select the office resource in the Resource. eyefinity. RESOLUTION: Navigating to an order’s Current Pricing page:. eyefinity. For more information, go to Looking Up and Editing Stock Orders. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. Enter the Authorization Number. Select the Document Type. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. In Eyefinity Practice Management Front Office, select the labels you want to print. If any custom frames already exist in the system that match the model you selected. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Make sure the frame has been priced and activated in Administration. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. 19 Administration includes. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Click Generate. com or call us at 877. Select the Maui Jim Lab. 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. 3. Ordering a Single Eyeglass Lens or Two Different Lenses. On the left side of the Demographics screen, click Insurance. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. 942. Mirror coatings are not included in the lens color. S. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. ) are allowed. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). The table of contents for the VSP Provider Reference Manual opens. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Access information and get support at your fingertips. On the Stock tab, search for the order you want to send. Select one or more Office (s) to include on the report. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). Setting the Claim Status to Ready to Bill. Adding Lenses to an Eyeglass Order. Enhance your knowledge, provide product feedback, and get support using our community portal. It. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Eyefinity announces the newest version of Eyefinity Practice Management. 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). You can also view and print previous transactions and enter miscellaneous. 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. EPM support gladly and quickly helps. S. You cannot create or delete services/exams. 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. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. Creating an Extras Only Order. Click the Invoiced tab, if it is not already displayed. In Office: Setup, click Optical Labs. Moving Multiple Appointments at the Same Time. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. Access to Eyewear Options. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. New features are added regularly that make work flow and efficiency better. 4. We chose EPM because they did a good sales pitch. Position the patient in the camera view and click Take Photo. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Repeat step 4 for each Level 1 tax authority you want to add. Reset Resource Password. If you need to enter payments using more than one payment method, click + Add one more method. See Navigating Administration for information on how to get to Office: Setup. Eyefinity EPM. com website can be accessed via the following steps: 1. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. S elect the Maui Jim Lens Style. A Sign On window opens. Click Save. For more information, go to Navigating Book View. Click Create EDI File. Topics include: Adding Providers. Click Save. Email us at [email protected] Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. Your new password must be different from your last 5 passwords. Access information and get support at your fingertips. Topics include: Insurance Billing Process. Copying Eyeglass Orders. com. Release Date: April 15, 2022. ; Click the Receipt tab. If you have questions. For example, CPT 92250 is billed on a signature benefit with exam and refraction. 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. In Office: Setup, click Integrations and then click Credit Card Processing. 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. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. This group is solely intended for active users of Eyefinity Practice Management. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Eyefinity announces the newest version of Eyefinity Practice Management. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. All the permissions listed under Security. 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. In Company: Setup, click Insurance and select Carrier & Plan Setup. 5. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. 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. The Medical Exam check box is selected by default. This section tells you how to manage, process, and bill claims in Claims Management. You must contact the lab directly to notify them of the return. Release Date: December 7, 2021. 5. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Record the Week Rotation Start Week for your rotating schedule. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Order these labels directly from Think Smart at 800. Navigate to the Eyefinity. Android 10 or later. Networking. You can search for existing patients by using the patient’s last name, first name, date of birth, or phone number. Correcting a Failed Test Batch. Looking Up Frames by Entering Frame Information. 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. Enter the Lab Name and select a State for the lab you want to activate. Record a Retail Price for the frame, and click Save. Canceling Appointments in Day and Week View. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. 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. The dates available for the report are based on the inventory session dates for the selected item type. Enter Optional Comments, as needed. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. If the report does not open, check to make sure your browser is set to allow pop-up windows. Reviewing and Editing Claims. If it is active, the screen is updated to display. Click Save. ERA now uses the company. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. This document may be found here. Eyefinity EPM. If the plan is not listed, see Adding Non-VSP Insurance Information. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). 1. Enter the Authorization Number. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. 5353, option 4. 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. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. 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. Compare real user opinions on the pros and cons to make more informed decisions. To add modifiers and/or a dispensing fee, click the Add/Review link. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 2. Release Date: March 31, 2021. * Office Zip Code. 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. Click Add to Order. In the left-side menu, click Patient Marketing. Click the. Media type: Continuous labels. Number of Views 1. Record the Frame Specific Attributes. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 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. 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. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Activating Labs: 1. 1. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Reset Password: Step 1 of 3 - Verify User Account. Enter the required information and if possible, enter any additional information and skip to Step 7. Enter any Comments, if needed. ; Edit the following fields, as necessary. Click the Claims Information button. Create, process, return, and remake orders. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Return to Login Page. Enter Optional Comments, as needed. Backward compatible font names. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. Whether you need to request a demo, receive customer support, or want training, our U. Enter any Comments, if needed. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. The Office: Setup screen opens. Log into the portal using your. The office resource is added to the list in the Company: Office Resource Setup screen. This section includes: Front Office. RESOLUTION: 1. Reset Password: Step 1 of 3 - Verify User Account. Dial 800. 941. Eyefinity Practice Management 10. Locate the transaction you want to edit, and enter the new Amount. 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. When you need to have two tabs open simultaneously, use separate browsers. Editing Resources. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. 3. Select Referring Patient to print a list of existing patients who referred new patients to your practice. If you need to delete a payout entry, click the Remove Payout icon in the Action column. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. 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. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). If you need help locating your login url, please contact ehrsupport@eyefinity. There are too many button clicks that do nothing. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Billing Claims Manually. 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. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. Setting Up Provider Security Settings. To apply a Pricing Option, select one from the drop-down list and click Reprice. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. 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). Viewing a VSP or eLab Order's Integration Status. On the left side of the Demographics screen, click Insurance. Click the Driver settings tab. Reviewing Remittance Download Errors.