Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. Enter any Comments, if needed. Enter any Notes for the adjustment. Eyefinity Practice Management 10. 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. Select the Item Type. 19 Administration includes. 5353 and request we block the certified partner's access to your system or complete the instructions below. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. In the gray toolbar below the tabs, click VSP Online. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. The Make Payment screen opens and displays the Invoiced Orders tab. 2. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. 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. Select the Aging Type. ( Eyefinity Practice Management does not automatically send bills to patients. Select Declined to Share if the patient does not want to share his or her. Click Save. You can search for existing patients by using the patient’s last name, first name, date of birth, or phone number. Patient Engagement Tools Videos. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Screening Codes from Eyefinity EHR. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Dial 800. Select the Maui Jim Lab. You can return individual items on an order (partial return), or return the entire order at one time (full return). To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. Click the Driver settings tab. Remember office identifier. Release Date: August 17, 2022. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. In the Add Place Of Service window, record the place of service Name. 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). In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. The name of the. Eyefinity Practice Management records the transactions as refunds. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Enter the patient's name and/or any other filters, and then click the Search button. 2) S9986. On the left side of the Demographics screen, click Material Orders. Staff Name. This section includes: Front Office Enhancements. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. 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. The errors can occur due to incorrect or missing credentials or incorrectly. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. There are too many button clicks that do nothing. ; Click the Receipt tab. Supercharge Your Schedule. The patient portal is an example of this. This section includes: Front Office. Click Configure Printer and select the following settings: Label width: 2. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Creating an Exam-Only Order. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. EPM support gladly and quickly helps. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. 2. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The process used by the Electronic Remittance Advice (ERA) feature to identify duplicate remittances has been improved. Click +Activity. If you still want to edit the information, click I Understand the Risk. DESCRIPTION: How to identify the Primary and Secondary insurances in the Eyefinity Practice Management (EPM) Scheduler. Click Eyeglass Order. Perform one of the following actions: Click + New Payment to record a new payment. 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. 41. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Deselect the Active Only check box. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. 3. This section includes:Click Reporting and select Dashboard. NEW For 2023: No-cost, Role-Based Training. Processing Claims. See Navigating Administration for information on how to get to Office: Setup. Services on the exams are listed individually, by procedure code. Reviewing Remittance Download Errors. 2. You can perform partial returns of contact lens orders only if there was no. The following inventory information for the frame appears under. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. 4. A unique alphanumeric ID. com or call us at. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. Only those plans with exam authorizations appear. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Base Consultants Epm Ltd. You can also add and modify products and services at any time. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Front Office; Claims Management; Front Office. At least one is required for the online scheduler to function. Setting Up Integrations. Resource Setup. To print the Stock Transfer Report and send the stock transfer, click OK. com or call 1-833-EDGEPro, option 1. 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. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. You cannot apply insurance to extras only orders, and you cannot send them to labs electronically. Get in Touch. com or call us at. New features are added regularly that make work flow and efficiency better. 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. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Eyefinity Practice Management customers can login at pm. For example, CPT 92250 is billed on a signature benefit with exam and refraction. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Before you can use the. Before you can use the. In Office: Setup, click Integrations and then click Credit Card Processing. Click Electronic Patient Notification - Manage at the top of the screen. Create and modify calendar schedules for resources. comReturning Orders. The Patient Engagement Connection screen opens. Eyefinity Practice Management offers features such as time and. Reset Resource Password. Walk In - Select for walk-in patients. Some features have failed to load due to an internet connectivity problem. Eyefinity Practice Management 10. Reset your password. 3 - Screening. Everything was easy to learn, use and. Click the Print icon. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 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. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Setting Up Provider Scheduler Resource Hours. Submitting a Test Batch. Perform one of the following: If the patient is the subscriber/member: Click Yes. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Click Close. Make sure the frame has been priced and activated in Administration. If you need to enter payments using more than one payment method, click + Add one more method. The number entered in the UPC and Product Code fields when. If the prescription is incomplete, enter information in the required fields. The Medical Exam check box is selected by default. To set up a rotating schedule: Click Rotation Setup. See the latest verified ratings & reviews for Eyefinity Practice Management. Setting Up Labels to Print from Eyefinity Practice Management Front Office. In the Contact Lens Setup page, select the. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Type an End Date or select a date from the calendar. There are too many button clicks that do nothing. You may need to scroll to the right to see all the columns. Review the order and make changes in each section, as appropriate. Welcome to the online help for Eyefinity Practice Management. Deleting Appointments in Day or Week View. 31 Release Notes. 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 this problem persists, try reloading the page. 38. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. Type your Frames Data User Name. To apply a Pricing Option, select one from the drop-down list and click Reprice. 1. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. com website can be accessed via the following steps: 1. Click the column headings to sort the. 3. Eyefinity Practice Management customers can login at pm. Setting the Claim Status to Ready to Bill. On the Printing Product Labels page, click the Setting Up Label Printers link. The Office: Setup screen opens. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. For more information, see Editing Resources. Click Modify in the Clinic Hours column. 2. Eyefinity Practice Management offers the optional Electronic Remittance Advice (ERA) feature to enable you to submit claims and receive remittances from VSP and through TriZetto (formerly Gateway EDI). Click Process Payments and select Carrier Payments. 4. Select a Model, or click + Model to enter the name of a new one. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. 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. Loading. Select Plan. Compare real user opinions on the pros and cons to make more informed decisions. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. 5353, option 4. based team stands ready to help. 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. The Add Appointment window opens. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Resource Schedule Setup. com website (2. For additional credit cards, repeat steps 6 through 10. Ordering Eyeglasses with VSP Medicaid. 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. 1) S9986. For product support, check out the . 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. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. 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. To search using the Last Name and First Name fields, you must enter some valid text. Changes include the following: Frame reimbursement amounts are more accurate. 1”. Enter the Month & Year or click the Calendar button to select the date. 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. Login URL: A unique login url is created for each Eyefinity EHR Customer. Eyefinity EHR and Eyefinity Practice Management are a cloud-based, electronic health record and practice management solution designed to meet the unique needs of the optometric industry for single and multi-location practices. Details for the selected patient records appear below the list. Click + Add. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Get in Touch. Copying Eyeglass Orders. Click Referral Source Tracking Report. For more information, go to Searching for Claims. ; Click the Appointments option in the upper action bar and select Appointment Calendar. Administration Enhancement. To select all claims on the current page of the grid, select the check box in the heading row. Enter the receiver information you received from the clearinghouse. Select the Referral Type. SATO WS408TT. Click Add to Order. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Before you can use Worldpay for online credit card processing, you must activate the integration. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. Click Save. EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. In. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. You cannot search for claims by adjustment type (for example, Biller Review). 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. Eyefinity announces the newest version of Eyefinity Practice Management. The Eligibilities window opens. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. The Transfer Balance to Secondary Insurance section appears. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. Staff ID. Maintaining Inventory. Material Orders and Advanced Transactions Videos. Click Material Orders . Click Inventory and select Product Inventory. Cons: The workaround processes tend to become the norm since the program usage is not simple. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Eyefinity Practice Management 10. Premier providers receive access to exclusive offers,. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Credential. Click the + Owner button. Adding Lenses to an Eyeglass Order. Setting Up Provider Security Settings. com. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. Using Book View in the Appointment Calendar. Printing a VSP Doctor Service Report. 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. Eyefinity announces the newest version of Eyefinity Practice Management. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). Click On Hold. Previously, if you changed the. ; It should first be confirmed that the Physical Inventory Method is set. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Reviews of Eyefinity EHR. 00. Processing Claims and Carrier Payments Videos. The Browse Eyeglass Lenses screen opens. Material Orders and Transactions Videos. Position the patient in the camera view and click Take Photo. 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. A Sign On window opens. Send the printed form to the carrier. Click Create EDI File. Click Save. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. In the Lab Name search field, enter the name of the lab. 2. The role-based training sign-up form on the Eyefinity. Release Date: November 10, 2020. Reset Password: Step 1 of 3 - Verify User Account. Billing Claims Electronically. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. com website (2. 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. If the plan is not listed, see Adding Non-VSP Insurance Information. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). If any custom frames already exist in the system that match the model you selected. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. 9 Front Office includes enhancements to the following areas: Medical Insurance Eligibility Enhancements; Print Patient Statements from Patient Overview and Demographics; Improved Information Sorting on the Front Office Patient Order Summary Report and Applied Patient Payment by Transaction Date ReportIn Company: Setup, click Frames. Order these labels directly from Think Smart at 800. 4. Access information and get support at your fingertips. From the EPM Front Office home page, click the Administration button. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 1. You'll learn with step-by-step tutorials. 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. Eyefinity Practice Management provides reports to help you manage your billing. 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. Show Me. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Ordering a Single Eyeglass Lens or Two Different Lenses. eyefinity. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. 2. Then, select Edit Claim from the Action drop-down list. com website (2. Supercharge Your Schedule. Please log on to the Eyefinity Support Community to submit any enhancement questions. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. The Rx: Contact Lenses screen opens. Click the Invoiced tab, if it is not already displayed. Viewing Appointments for Inactive. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Learn Independently. To return to viewing only the scheduled office hours, click Show business hours. 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. 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. Number of Views 771. 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. Backward compatible font names. Staff Name. 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). Remember office identifier. Checked Out - Select when the patient checks out. 448. Office Identifier. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Label height: 1. You can enter partial information. Type Instructions for the lab, if needed, and make. Type an Explanation for the payout, if necessary. Navigate to the Eyefinity. Navigating to the Custom Frame Setup page: 1. The Take Patient Photo from Camera screen opens. com website can be accessed via the following steps: 1. Messages are sent weekly on Tuesday. 3. The choice is yours. Right-click the time slot, and select Schedule Selected Patient or New Appointment. Media type: Continuous labels. RESOLUTION: 1. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Enter the Document Name. 3. 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 section includes: Transferring an Insurance Balance to the Patient. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. Viewing a VSP or eLab Order's Integration Status. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. 3 Release Notes. com or toll free by phone at 800. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. If you need to delete a payout entry, click the Remove Payout icon in the Action column. In the Exams screen, click + Exam. The practice's certified IT professional should be able to assist with making the necessary settings changes. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. If you need to enter more than one payment method, click + Add one more method. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Label height: 1.