IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). Premier providers receive access to exclusive offers,. Eyefinity announces the newest version of Eyefinity Practice Management. The Medical Exam check box is selected by default. Electronic appointment reminders are sent for any unconfirmed appointment. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Messages are sent weekly on Tuesday. This page explains the requirements for Eyefinity Practice Management. Whether you need to request a demo, receive customer support, or want training, our U. Trending Articles. Eyefinity Practice Management System Requirements. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. This will open the Practice Setup view. 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. Type an End Date or select a date from the calendar. The new amount is saved and will appear on the Daily Transaction Payment Report. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Reviews of Eyefinity EHR. If you need to edit the information: In Company: Setup, click Integrations. Billing Claims Manually. * Office Phone Number. comReturning Orders. Modifier 52 is. Eyefinity Practice Management now includes the following features to help practices that participate in the VSP Global Premier Program maintain and capitalize on their Premier status. Previously, if you changed the. Search for the claim. The Electronic Patient Notifications Messaging Runs Report window opens. This page explains the requirements for Eyefinity Practice Management. The office resource is added to the list in the Company: Office Resource Setup screen. The training office opens. See Navigating Administration for information on how to get to Office: Setup. These claims will have one of. * Office Identifier. Search for the claim. You can generate the report for frame or accessory inventory sessions. The date field defaults to the next business day. Access to Eyewear Options. Access to Eyewear Options. 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. Walk In - Select for walk-in patients. RESOLUTION: 1. For more information, go to Searching for Claims. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). To return to viewing only the scheduled office hours, click Show business hours. To apply a Pricing Option, select one from the drop-down list and click Reprice. The new amount is saved and will appear on the Daily Transaction Payment Report. ; To determine the patient’s. 942. Providers are prompted to set a new password the first time they log in to the system. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Select the Return Reason. com website can be accessed via the following steps: 1. Android 10 or later. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Receiving a Stock Transfer. 5. 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. In. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Select a frame from the list. Editing Resources. Click the Claims Information button. Enter the Amount of the payout. 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. Resource Schedule Setup. Material Orders and Advanced Transactions Videos. Trending Articles. Correcting a Failed Test Batch. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). Scroll down to the 24. Eyefinity Practice Management 10. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. In the list that displays, select About Firefox. 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. com or call us at 877. 5. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. To remove an additional payment method, click. Select Plan. The Transfer Balance to Secondary Insurance section appears. Billing Claims Electronically. On the Printing Product Labels page, click the Setting Up Label Printers link. Checked Out - Select when the patient checks out. Select the check box next to each claim you want to bill. Ordering Eyeglasses with VSP Medicaid. Material Orders and Transactions Videos. 3. 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. Some features have failed to load due to an internet connectivity problem. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 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. Enter the patient’s Last Name, First Name, and/or Date of Birth. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). From any page within EPM Front Office, click the Help button in the top-right corner of the page. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Eyefinity Practice Management 10. The update to custom frames in the 10. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Claim Management Enhancements. See Navigating Administration for information on how to get to Office: Setup. Click the Print icon. You can view and export the reports to either a PDF file or an Excel spreadsheet. The requirements outlined on this. The Select Insurance window opens. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. Before you can use the. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. Release Date: April 15, 2022. This section includes: Front Office. Record the Frame Specific Attributes. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Viewing Appointments for Inactive. On the left side of the Demographics screen, click Material Orders. ; Enter the Insurance Reimbursement amounts that the medical. Click Inventory and select Product Inventory. 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. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. Media type: Continuous labels. To search using the Last Name and First Name fields, you must enter some valid text. 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. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. You can set up your products and services in Eyefinity Practice Management before you use it. Eyefinity Practice Management 10. EPM - Adding New Services/CPT Codes to Eyefinity. The Rx: Contact Lenses screen opens. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. 00. RESOLUTION: 1. On the Stock tab, search for the order you want to send. 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. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Patient appointment confirmations are processed. The claim and all line items on the claim have the status On Hold. This group is solely intended for active users of Eyefinity Practice Management. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. Easily review and save patient images from diagnostic equipment. 942. 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. Services on the exams are listed individually, by procedure code. 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. Select the office resource in the Resource. Locate the medical plan to which you want to add eligibilities and click Eligibility. Release Date: January 26, 2023. A unique alphanumeric ID. Searching for Claims. 4. The Order Summary screen for the remake order opens. Enter the Lab Name and select a State for the lab you want to activate. Whether you need to request a demo, receive customer support, or want training, our U. 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. The Claims Processing screen displays a list of your search results. See What It's All About. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Enter any Comments, if needed. Click Integrations, or click Office on the menu bar and. Record the Document Name any Comments you want to include. Staff Name. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. 4. ; When the Appointment Calendar opens, navigate to the day that. Click Eyeglass Order. Discover new Premier Program tiers, where you can set your sights on the benefits you want most, and reward your practice with every step you take. Phone Support. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. 800. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. Click Close. 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. Eyefinity announces the newest version of Eyefinity Practice Management. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. 19 Administration includes. This section includes:Eyefinity Practice Management automatically generates claims to meet this requirement, including splitting the charge amounts, receivables, and copay amounts for each item. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. If your practice has multiple locations, click the All selected drop-down menu to select/deselect locations. A unique alphanumeric ID. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. Depending on the adjustment type you select, the status of an underpaid claim will be changed to Fully Paid, Underpaid, NonReceivable, Written Off, or Rejected. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. A claim’s status determines how the claim can be edited and processed. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. Click Delete in the row of the line item whose transaction you want to. Click Applied Insurance Payments by Provider by Transaction Date. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. This section includes: Front Office. Perform one of the following actions: Click + New Payment to record a new payment. Your practice. Topics include: Insurance Billing Process. Click Check Status. To print the PDF to a CMS 1500 form, click Print. com or call us at. Printing a VSP Doctor Service Report. 4. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. Billing Claims Electronically. 1. com or call 1-833-EDGEPro, option 1. If you need help locating your login url, please contact ehrsupport@eyefinity. When it comes to where and how you want to learn, Eyefinity Learning is all about options. Select the check box next to each claim you want to bill. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Type your Current Password. com or call us at 877. 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. See Navigating Administration for information on how to get to Office: Setup. Click the Invoiced tab, if it is not already displayed. Your calls are answered. 2. A claim’s statuses are a collection of all the statuses of its line items. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. Your new password must be different from your last 5 passwords. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. NOTE: Once you are in the training environment you will see an. If the plan is not listed, see Adding Non-VSP Insurance Information. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Eyefinity Practice Management 10. . Eyefinity Practice Management 10. 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. This will open the Practice Setup view. Enter the Lab Name and select a State for the lab you want to activate. Enter the Document Name. 2) S9986. We'll have more courses soon! Learn Independently. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. 941. Credential. Click Place of Service. 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. Go to the portal provided to you from the Patient Engagement certified partner. Click + Staff. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. Release Date: December 7, 2021. Image Management. Activating Labs: 1. Processing Claims and Carrier Payments Videos. Number of Views 1. In the gray toolbar below the tabs, click VSP Online. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Right-click the time slot, and select Schedule Selected Patient or New Appointment. See Navigating Administration for information on how to get to Office: Setup. 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. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. The provider’s login name for Eyefinity Practice Management. Using Book View in the Appointment Calendar. From any page within EPM Front Office, click the Help button in the top-right corner of the page. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Click Save. 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. Base Consultants Epm Ltd. com or toll free by phone at 800. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. Navigate to the Eyefinity. 0. 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. The Patient Engagement Connection screen opens. On any screen in Front Office, click Patients and select VSP Authorizations. On the left side of the Demographics screen, click Insurance. 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. To view and modify an internal claim, do not click a claim number that says “ (external)”. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Click Driver Settings and select the following settings: Always use driver settings. 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. From EPM Front Office, navigate to Claim Management. ; Locate the Open stock receipt. Office Identifier. Before you can begin using them, Eyefinity must first activate the integrations. Adding Non-VSP Formulary Lenses to an Order. Then, select Edit Claim from the Action drop-down list. Entering Place of Service Information. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). The frame is added to the list under Step 2: Print the Item (s). Eyefinity Practice Management 10. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Select the Maui Jim Lab. The instructions below highlight the key steps of processing and billing claims. 1. Eyefinity Practice Management. Click On Hold. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Enhance your knowledge, provide product feedback, and get support using our community portal. The provider’s credential. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). This section includes:Click Reporting and select Dashboard. 2. Wi-Fi. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. The Integrations screen opens. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. 3. Click Catalog in the blue menu bar, and select Eyeglass Lenses. 877. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. The report provides a breakdown of the counts recorded at each inventory location by collection. Type the name of the Level 1 tax authority in the text box and click the plus icon. 942. * Office Zip Code. 4913, option 2. From the EPM Front Office home page, click the Claims Management button or click the Claims Management tab at the top and select Claims Management. Select the In Office check box next to Finishing. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reason for choosing Eyefinity Practice Management. Click Material Orders . All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. You can also filter the calendar by Service Type and/or Appointment Status. 0707, option 1. Eyefinity EPM. 448. A green icon next to Contact indicates that. Supercharge Your Schedule. Hold the Ctrl key as you click links to allow the pop-up windows to appear, or set your browser’s preferences to display pop-up windows in Eyefinity Practice Management. 3. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. 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 Medical Exam check box is selected by default. * Login Name. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. For assistance in adding a Non-VSP authorization to the patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. Label height: 1. Device Operating System. 7. Click Close. On the EPM Administration home page, hover over the Company Name in the top-left corner of the page and then click the Office Identifier. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). Release Date: December 7, 2021. Select the link that corresponds to the. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. To return to viewing only the scheduled office hours, click Show business hours. Locate the medical plan to which you want to add eligibilities and click Eligibility. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Click + Eligibility. Click Exams. Ordering a Single Eyeglass Lens or Two Different Lenses. Reset your password. The Office: Setup screen opens. 2. The claim opens. * Login Name. If the prescription is complete, click the Recheck icon. Copying Eyeglass Orders. Record the Quantity of labels for each frame. Enhance your knowledge, provide product feedback, and get support using our community portal. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Click Driver Settings and select the following settings: Always use driver settings. The Company: Setup screen opens. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. Changes include the following: Frame reimbursement amounts are more accurate. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. S. For example, CPT 92250 is billed on a signature benefit with exam and refraction. Select Declined to Share if the patient does not want to share his or her. This change was made to accommodate future teleheath integration enhancements. 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. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. The camera view displays below Step 1: Align the Camera and take photo. Click the Driver settings tab. * Office Phone Number. Our compassionate customer care team is ready with a variety of tools and. Click Total Patient Count. The lab is added to the order. 2. Inactivating Providers. For product support, check out the . The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. Deleting Appointments in Day or Week View. The place of service name appears in box 32 on the CMS 1500 form. Eyefinity Practice Management 10. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. 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. Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Click Save. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. Click + Staff. Locate the carrier and select the Electronic Claim Submission check box. 2. 942. Eyefinity Practice Management 10. Material Orders and Advanced Transactions Videos. If the plan has shared allowances configured, the available allowance amount is shown.