Release Date: April 15, 2022. Messages are sent weekly on Tuesday. 2. Media type: Continuous labels. 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. 1. Administration Enhancement. S elect the Maui Jim Lens Style. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. Enter the Cut Off Date to print, or select a date from the calendar. 1. Reviewing and Editing Claims. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Setting Up Labels to Print from Eyefinity Practice Management Front Office. Loading. The following inventory information for the frame appears under. com website can be accessed via the following steps: 1. Returned orders are not automatically returned or canceled with the lab. Locate the order you want to adjust in the Invoiced Orders list, and. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Under EPN Reports, click View Messaging Runs. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. 800. Click Electronic Patient Notification - Manage at the top of the screen. Select a Collection. Eyefinity Practice Management 10. Eyefinity Practice Management 10. Eyefinity EPM. If the plan is not listed, see Adding Non-VSP Insurance Information. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Eyefinity Practice Management customers can login at pm. The report opens in a new window. Administration. Create and modify calendar schedules for resources. Click the Question Mark icon on the bottom of the Firefox Menu. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Perform one of the following actions: Click + New Payment to record a new payment. * Office Identifier. If the plan is not listed, see Adding Non-VSP Insurance Information. Walk In - Select for walk-in patients. Eyefinity Practice Management 10. based team stands ready to help. Eyefinity announces the newest version of Eyefinity Practice Management. Type your New Password, and then type it again to confirm. Staff Name. 5. 3. If the claim status is not Ready to Bill Patient, click the On Hold button. Navigate to the Eyefinity. Record your Office Identifier, Login Name, and Password. ; Locate the Open stock receipt. Click Inventory and select Product Inventory. Find solutions with our robust network of equipment, software, and product partners. 448. Click Total Patient Count. Eyefinity Practice Management. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. To add contact lenses to the batch order (for example, to replenish your trial lens stock): Click the blue arrow next to the stock order to see the. Getting Started. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. The dashboard defaults to displaying all patients. In the list that displays, select About Firefox. For Non-VSP orders, the system sets the lab to On Site. Type the name of the Level 1 tax authority in the text box and click the plus icon. 942. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. 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. Learn Independently. com. Click Patient Statements. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. Eyefinity, Rancho Cordova, California. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Non-users will be removed. In Company: Setup, click Insurance and select Carrier & Plan Setup. Call 800. If an exam is invoiced, but an individual service associated with the exam is omitted from the order, that service continues to be shown on this. On the Stock tab, search for the order you want to send. The place of service name appears in box 32 on the CMS 1500 form. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. Enter the Authorization Date, and Expiration Date. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. The Medical Exam check box is selected by default. 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. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. To return to viewing only the scheduled office hours, click Show business hours. On the Printing Product Labels page, click the Setting Up Label Printers link. 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. Navigating to the Custom Frame Setup page: 1. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. The following table provides information about all the warnings you might see in the VSP interface: The service code is not valid in inventory for the specified product. The Select Insurance window opens. Click Custom Frame Setup. Reason for choosing Eyefinity Practice Management. Enter the Lab Name and select a State for the lab you want to activate. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. Services section. Locate the transaction you want to edit, and enter the new Amount. Applying VSP Insurance as Secondary Insurance on Exam Orders. 2. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. Reset your password. Eyefinity Practice Management provides reports to help you manage your billing. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Click Referral Source Tracking Report. 4. Search for and click the check number to open the carrier check. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. You cannot search for claims by adjustment type (for example, Biller Review). 26 Release Notes. 4. Resource Schedule Setup. For more information, go to Looking Up and Editing Stock Orders. Locate the claims in the list and select the check box next to each claim to change, or select the check box in the header row to select all claims displayed. 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. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. The update to custom frames in the 10. The styles are filtered to show only those available for in-office finishing. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. Click Patients and select Search/Add Patients. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. Patients may be listed more than once if they have more than one active VSP plan. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. Premier providers receive access to exclusive offers,. Eyefinity announces the newest version of Eyefinity Practice Management. ; Enter the Insurance Reimbursement amounts that the medical. ( Eyefinity Practice Management does not automatically send bills to patients. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Supercharge Your Schedule. The recall modal shows once the exam item is invoiced and payment is made on the exam order. This updated version improves upon your system's robust. Enter the Authorization Number. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. For more information on editing frame and lens information, go to Adding a Frame to an Eyeglass Order and Adding Lenses to an Eyeglass Order. Right-click the time slot, and select Schedule Selected Patient or New Appointment. 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. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Release Date: November 10, 2020. 3,210 likes · 19 talking about this. Click + Place Of Service. Keep this in mind when searching for claims you have adjusted. Under Frames Data, click the Check status link. A list of all the patients recorded in your system opens. Complete the following fields: Field. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. From EPM Front Office, navigate to Claim Management. 4. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. secure. 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. Select a Style. 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. 3. Select Declined to Share if the patient does not want to share his or her. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). Media type: Continuous labels. Select Plan. See Navigating Administration for information on how to get to Office: Setup. In the Choose Order Type screen, click Frame Only. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Activating Labs: 1. In the Material Orders screen, under Create an Order, click Add Exam. Dial 800. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. Click Catalog in the blue menu bar, and select Eyeglass Lenses. 1”. 2 includes the following updates to the Pricing screen. EPM - Adding New Services/CPT Codes to Eyefinity. Log into the portal using your. For more information, go to Searching for Claims. com or call us at. Modifier 52 is. Perform an adjustment to add or remove items from your inventory. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 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. If you want to change the claim status, click Yes, Change to Billed. Click Save. 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. Release Date: April 15, 2022. The office resource is added to the list in the Company: Office Resource Setup screen. Setting Up Provider Scheduler Resource Hours. Click + Eligibility. Search for the claim. To apply a Pricing Option, select one from the drop-down list and click Reprice. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. Key Features. Order these labels directly from Think Smart at 800. If the report does not open, check to make sure your browser is set to allow pop-up windows. In. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. 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. Then, select Edit Claim from the Action drop-down list. To submit all of the displayed claims to TriZetto, click Create And Send. 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. Reset your password. On the left side of the Demographics screen, click Insurance. Click Contact Lens Order. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. 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. 2. If the plan has shared allowances configured, the available allowance amount is shown. From the EPM Front Office home page, click the Search For Patients button or click the Patients option from the upper action bar and select Search Patients. The Eligibilities window opens. The Browse Frames screen opens. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 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 delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). For information on how to get started, see our website. Our compassionate customer care team is ready with a variety of tools and. Eyefinity Practice Management 10. Click the Claim # link in the row of the claim you want to adjust. Billing Patients. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. 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). The SATO CG408 Properties window opens. 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. read more >> Eyefinity Blog. 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. 5. Select the Aging Type. 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. New features are added regularly that make work flow and efficiency better. When the. Access information and get support at your fingertips. If you need help locating your login url, please contact ehrsupport@eyefinity. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. If you have questions. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 1. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). Click the eInsurance tab. You can set up and modify service/exam names, item groups, prices, and durations. These system requirements are routinely reviewed and updated. 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. Billing Claims Manually. Getting Started with TriZetto. Standard EDI files are not submitted automatically. You can only process patient payments by posting internal claim transactions. Set up only the tax authorities for the tax authority levels you need for your. com. To remove an additional payment method, click. 3 includes the following. 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. From EPM Front Office Home page, click the My Reports button. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. The Order Summary screen for the remake order opens. The provider’s credential. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. Eyefinity EHR ID. Go to the portal provided to you from the Patient Engagement certified partner. 5353 and request we block the certified partner's access to your system or complete the instructions below. From EPM Front Office, navigate to Claim Management. based team stands ready to help. The default login password for new providers is start123. 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. A green icon next to Contact indicates that. Perform one of the following: If the patient is the subscriber/member: Click Yes. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Eyefinity Practice Management 10. For information on enabling pop-up. The available fields will depend on whether you are editing a provider, staff member, or office resource. The VSP secondary claim is created and the status is set to On Hold. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. The Total Patient Count appears at the top of the dashboard. com or call us at 877. Edit, copy, adjust, and change claim status. Backward compatible font names. If it is active, the screen is updated to display. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. In Office: Setup, click Claims 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. The Transfer Balance to Secondary Insurance section appears. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Click Driver Settings and select the following settings: Always use driver settings. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. . 3 - Screening. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. com website (2. 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. Select the Document Type. To print the Stock Transfer Report and send the stock transfer, click OK. 5353, option 4. 2. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. 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. If you want to set up a rotating. 800. For more information, see Adding a Frame to an Eyeglass Order. 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. Enter the patient's name and/or any. Click the. Verify that the device is ready. On any screen in Front Office, click Patients and select VSP Authorizations. 3 Release Notes. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. The update made the system even less logical and simple. Select a frame from the list. 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. 4. This will open the Practice Setup view. The Return/Void receipt and a credit card receipt open in new browser windows. ) This section includes: Transferring an Insurance Balance to the Patient. Track, adjust, and report on inventory. This page explains the requirements for Eyefinity Practice Management. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. 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,. The following table describes all of the claim statuses in Claims Management, as well as the. Click Save. Click Inventory and select Product Inventory. Remember office identifier. After an order is created, you can generate and print an invoice. Topics include: Adding Providers. 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. Material Orders and Advanced Transactions Videos. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. A claim’s statuses are a collection of all the statuses of its line items. Review the order and make changes in each section, as appropriate. Enhance your knowledge, provide product feedback, and get support using our community portal. Image Management. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Click Save to add the item to the stock transfer. Material Orders and Transactions Videos. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Click Add to Order. A Sign On window opens. Click Add Extras . Setting Up Products/Services. 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. You can reach the Eyefinity Customer Care team by phone, Monday to Friday, from 6:00am–5:00pm (PST), by filling out our contact us form, or by visiting one of our support communities. Those appointments automatically sync to your schedule in Eyefinity Practice Management, giving you the ability to organically grow your practice without extending operating hours or. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. 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. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Services on the exams are listed individually, by procedure code. Office Identifier. Your new password must be different from your last 5 passwords. Some features have failed to load due to an internet connectivity problem. Security. Click Integrations, or click Office on the menu bar and. Staff ID. Deleting Appointments in Day or Week View. The new amount is saved and will appear on the Daily Transaction Payment Report. Click Save. Repeat step 4 for each Level 1 tax authority you want to add. This section tells you how to manage, process, and bill claims in Claims Management. Select By Date Range to enter a date range to print, or select dates from the calendar. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. The Rx: Contact Lenses screen opens. Click On Hold. You can enter partial information. Whether you need to request a demo, receive customer support, or want training, our U. 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. Type your Frames Data User Name. The provider’s login name for Eyefinity Practice Management. Release Date: February 5, 2019. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Networking. Copying Eyeglass Orders. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. In the Credit Card Processing screen, click Edit. Reset your password. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). The patient clicks Register on your website. Material Orders and Transactions Videos. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. The list includes patient names, dates of birth, phone numbers, mailing addresses, email addresses, and whether each patient is active or inactive in your system. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. Click Generate. Select Referring Patient to print a list of existing patients who referred new patients to your practice. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Reset your password.