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. 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. Select the date criteria. If you want to set up a rotating. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Reset your password. Send the printed form to the carrier. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Only those plans with exam authorizations appear. 2. Material Orders and Advanced Transactions Videos. App comparison. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. ; Locate the Open stock receipt. Ordering a Single Eyeglass Lens or Two Different Lenses. Supercharge Your Schedule. 3. 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. Click Save to add the item to the stock transfer. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Click the Optical Labs button or hover over the Office tab at the top and select Lab 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, Christmas Eve, and Christmas Day. Position the patient in the camera view and click Take Photo. 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. The recall modal shows once the exam item is invoiced and payment is made on the exam order. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). Eyefinity Practice Management System Requirements. 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. Record the rest of the lens information and click Add to Order. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. Click Save. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. Correcting a Failed Test Batch. The Material Orders screen opens. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. Eyefinity Practice Management. In Office: Setup, click Claims Information. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. 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. In Office: Setup, click Integrations and then click Credit Card Processing. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reviewing and Editing Claims. 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. Enter the patient’s Last Name, First Name, and/or Date of Birth. Release Date: August 17, 2022. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. 3 includes the following. 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. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. Walk In - Select for walk-in patients. There are too many button clicks that do nothing. See Navigating Administration for information on how to get to Office: Setup. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. 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. 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. Maintaining Inventory. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. Navigate to the Eyefinity. 4. From EPM Front Office Home page, click the My Reports button. Creating a Complete Eyeglass Order. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 448. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Login URL: A unique login url is created for each Eyefinity EHR Customer. Resource Schedule Setup. The update to custom frames in the 10. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. 1”. Click the User button in the upper-right area of the screen, and select Change Password. You cannot create or delete services/exams. 2 includes the following updates. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. secure. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. Creating a Lens Only Order. Dial 800. Type Instructions for the lab, if needed, and make. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Applying VSP as Both Primary and Secondary Insurance . Open the Claim Detail window for the claim, and click Edit Claim. 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. Customer Care is closed on Saturdays and Sundays, and the following major US holidays: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve, and Christmas Day. 38. NEW For 2023: No-cost, Role-Based Training. Type an Explanation for the payout, if necessary. For more information, see Printing Frame Labels and Printing Accessory Labels. Make sure the frame has been priced and activated in Administration. Type your Frames Data User Name. A pre-appointment is a future appointment created at the time the. Trending Articles. 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. We have the ability to contact support by phone, facebook and/or email at any time, so we aren't left alone to "deal with. ; When the Appointment Calendar opens, navigate to the day that. 5 minutes. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 1. Administration Enhancement. 43. Add the. 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. This updated version improves upon your system's robust. Enter Optional Comments, as needed. Go to the portal provided to you from the Patient Engagement certified partner. S elect the Maui Jim Lens Style. com or call us at. 2. Open an Internet browser and log into Eyefinity Practice Management. 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. The styles are filtered to show only those available for in-office finishing. Enter any Comments, if needed. 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. Search for and select insurance claims that have not yet been billed or that require attention. For Urgent Support Requests Please Call. You must contact the lab directly to notify them of the return. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. For product support, check out the . Screening Codes from Eyefinity EHR. 942. RESOLUTION: 1. The table of contents for the VSP Provider Reference Manual opens. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. 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. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. Release Date: October 20, 2023. Click Integrations, or click the Office drop-down menu and select Integrations. For more information, go to Receiving New Payments. Select an adjustment type for the line item from the Adjustment Type drop-down list and enter the adjustment amount in the Amount text box. Keep this in mind when searching for claims you have adjusted. From the EPM Front Office home page, click the Administration button. Click Save. ; In the Pricing screen, click the Add link to add a medical insurance plan as the Primary Insurance. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. You can click the link to access the Exams screen. Deleting Appointments in Day or Week View. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Enter the Authorization Date, and Expiration Date. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). 3. On the Stock tab, search for the order you want to send. For more information, see Setting Up Electronic Eyewear Ready Notifications. 3,210 likes · 19 talking about this. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. 2. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. Reviews of Eyefinity Practice Management. If the claim status is not Ready to Bill Patient, click the On Hold button. Entering Place of Service Information. DEA # The provider’s DEA number. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Administration. 3. 3. 5. The Order Summary screen for the remake order opens. Set up only the tax authorities for the tax authority levels you need for your. A Sign On window opens. 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. com website (2. The Medical Exam check box is selected by default. 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. Creating an Exam-Only Order. The SATO CG408 Properties window opens. Enter the receiver information you received from the clearinghouse. Eyefinity EPM. EPM - Adding New Services/CPT Codes to Eyefinity. Click Patients and select Search/Add Patients. After an order is created, you can generate and print an invoice. Automate reminders, recalls, and eyewear-ready notifications to your patients. Select Plan. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. This document may be found here. When you need to have two tabs open simultaneously, use separate browsers. If your practice has an eWebExtra website, the Integrated Scheduler allows your patients to schedule appointments online, twenty-four hours a day, seven days a week. Click Inventory and select Product Inventory. Locate the transaction you want to edit, and enter the new Amount. For information on how to get started, see our website. If you want to display only active insurance plans, select Active Only at the top-left of the screen. 3. * Office Phone Number. You also need to provide. The provider’s Eyefinity EHR ID. Click + Upload Document. based team stands ready to help. 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. Click Save. Click Catalog in the blue menu bar, and select Frames. The available fields will depend on whether you are editing a provider, staff member, or office resource. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Release Date: December 7, 2021. Enhance your knowledge, provide product feedback, and get support using our community portal. Select a Model, or click + Model to enter the name of a new one. If the plan has shared allowances configured, the available allowance amount is shown. Select the Return Reason. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. Eyefinity Practice Management 10. 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. The Office: Setup screen opens. 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. Click + Eligibility. * Login Name. 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. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. It automates and simplifies common daily. Base Consultants Epm Ltd. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Patients may be listed more than once if they have more than one active VSP plan. ; Select the Resource that you want to schedule. Eyefinity Practice Management 10. 3. 3. The Invoiced Orders grid lists the patient’s invoiced orders. Device Operating System. Click Add Payment to record the payment and close the window. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). RESOLUTION: The Patient Billing History Report lists a selected patient’s line item transactions and includes the total amounts billed to insurance and to the patient. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. 3. Using the Patient Marketing Dashboard. No complaints except for with EPM which was the reason our office switched to Revolution. Click Reporting and select Standard Reports. Under Third Party Billing, select the EDI Receiver. Click +Adjustment. 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. To print the Stock Transfer Report and send the stock transfer, click OK. For more information, go to Searching for Claims. The instructions below highlight the key steps of processing and billing claims. You can generate the report for frame or accessory inventory sessions. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Enter the Document Name. com. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. 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. 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). Create an extras only order to record charges to patients for your office records only. 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. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. Select Refund for the Refund Method. The Select Insurance window opens. 5. Click Create EDI File. In the Contact Lens Setup page, select the. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Networking. Click Driver Settings and select the following settings: Always use driver settings. Click Inventory and select Product Inventory. In the Credit Card Processing screen, click Edit. 4. Looking Up Eyeglass Lenses by Entering Lens Information. iPadOS 15 or later. Repeat steps 4 through 7 for all frame labels you need to print. 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. Click Place of Service. Eyefinity Practice Management 10. 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. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. The practice's certified IT professional should be able to assist with making the necessary settings changes. Eyefinity announces the newest version of Eyefinity Practice Management. 2. If the prescription is incomplete, enter information in the required fields. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Click the + Owner button. 2. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Click the Claim # link in the row of the claim you want to adjust. 7”. Searching for Claims. Setting Up Provider Security Settings. Record the Frame Specific Attributes. Click the Invoiced tab, if it is not already displayed. ( Eyefinity Practice Management does not automatically send bills to patients. 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). If you select a credit card payment type not supported by Worldpay, the refund will be manually processed outside the Worldpay integration See Refunding or. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Click Exams. This section includes: Front Office Enhancements. 942. Electronic appointment reminders are sent for any unconfirmed appointment. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. Whether you need to request a demo, receive customer support, or want training, our U. ; Click the Receipt tab. Contact Eyefinity Customer Care at epmsupport@eyefinity. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. Setting the Claim Status to Ready to Bill. On the EPM Administration home page, click the Contact Lenses button or hover over the Products/Services tab at the top and select Contact Lens Setup. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Material Orders and Transactions Videos. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Click Eyeglass Order. See Setting Up Appointment Services. ERA now uses the company. The adjustment record is created and the Inventory Activity grid opens. Enter any Notes for the adjustment. You can perform partial returns of contact lens orders only if there was no. This section helps you get started with Eyefinity Practice Management. The Total Patient Count appears at the top of the dashboard. 38. On the Printing Product Labels page, click the Setting Up Label Printers link. 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. Cons: The workaround processes tend to become the norm since the program usage is not simple. These system requirements are routinely reviewed and updated. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. 2. Enter the patient's name and/or any other filters, and then click the Search button. The Office: Setup screen opens. Ordering Eyeglasses with VSP Medicaid. Processing Claims and Carrier Payments Videos. Enhance your knowledge, provide product feedback, and get support using our community portal. 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. Enter Optional Comments, as needed. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. Repeat this step to add any additional payouts. Release Date: February 5, 2019. Eyefinity EPM. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Setting Up Provider Scheduler Resource Hours. This section tells you how to manage, process, and bill claims in Claims Management. If the prescribing provider is an office doctor, select Provider and proceed to step 6. 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. Locate the transaction you want to edit, and enter the new Amount. In the search field, enter the manufacturer, collection, model, eye size, color family, shape, UPC, or item number for the frame (s) you want to look up. Click Appointments and then select Resource Schedule. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Complete the following fields: Field. Whether you need to request a demo, receive customer support, or want training, our U. You can return individual items on an order (partial return), or return the entire order at one time (full return). 0707, option 1. EPM - Adding New Services/CPT Codes to Eyefinity. The claim opens. Enter the Authorization Date, and Expiration Date. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). Release Date: November 10, 2020. Billing Patients. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. In Eyefinity Practice Management, colors can be assigned for specific Services so that when an appointment is scheduled for the specific service, the appointment will appear in the Scheduler with the color assigned. Click Close. 26 Release Notes. Edit, copy, adjust, and change claim status. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Number of Views 771. 1. If you want to change the claim status, click Yes, Change to Billed. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. . RESOLUTION: 1. The new amount is saved and will appear on the Daily Transaction Payment Report. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Click Contact Lens Order. Reviewing and Editing Claims. The name of the. Click the column headings to sort the. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved.