1. Contact Eyefinity Customer Care at epmsupport@eyefinity. The Office: Setup screen opens. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. NOTE: Once you are in the training environment you will see an. The process used by the Electronic Remittance Advice (ERA) feature to identify duplicate remittances has been improved. In the menu on the left side of the screen, click Manuals and select VSP. A Sign On window opens. Wi-Fi. The requirements outlined on this. The Make Payment screen opens and displays the Invoiced Orders tab. Applying VSP. The lab is added to the order. eyefinity. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. The errors can occur due to incorrect or missing credentials or incorrectly. Eyefinity Practice Management 10. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. Key Features. The SATO CG408 Properties window opens. Security. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. EPM - Adding New Services/CPT Codes to Eyefinity. Select Declined to Share if the patient does not want to share his or her. 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. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Eyefinity announces the newest version of Eyefinity Practice Management. Non-users will be removed. The name of the. Click a Carrier/Plan name to view or edit the plan information. The styles are filtered to show only those available for in-office finishing. The warning when adding a custom frame has been removed. Walk In - Select for walk-in patients. You can generate the report for frame or accessory inventory sessions. For more information, go to Searching for Claims. In. Reason for choosing Eyefinity Practice Management. You can only process patient payments by posting internal claim transactions. Click + Place Of Service. The Choice is Yours. 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. eyefinity. 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. Looking Up Eyeglass Lenses by Entering Lens Information. Welcome to the online help for Eyefinity Practice Management. Topics include: Adding Providers. Perform one of the following: If the patient is the subscriber/member: Click Yes. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Services on the exams are listed individually, by procedure code. Eyefinity announces the newest version of Eyefinity Practice Management. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. 3. com or toll free by phone at 800. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. 5. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. 942. 942. See Navigating Administration for information on how to get to Office: Setup. In the Lab Name search field, enter the name of the lab. Navigate to the Eyefinity. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. Android 10 or later. Enter the patient’s SSN (Last 4) or unique Full. Your new password must be different from your last 5 passwords. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. Processing Claims and Carrier Payments Videos. Click Check Status. Navigate to the Eyefinity. 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). Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Warning When Adding Custom Frame Removed. Reason for choosing Eyefinity Practice Management. Click the Claims Information button. Loading. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. The Eligibilities window opens. Your practice. 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 Applied Insurance Payments by Provider by Transaction Date. 4. Eyefinity Practice Management 10. Ordering a Single Eyeglass Lens or Two Different Lenses. A claim’s status determines how the claim can be edited and processed. This will open the Practice Setup view. Locate the information you're looking for and click the link to go to that section of the. The provider’s credential. The Integration Status column displays a message for each order that was. Material Orders and Transactions Videos. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 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. 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. com or call 1-833-EDGEPro, option 1. Viewing Patient Insurance Information. Deleting Appointments in Day or Week View. You can also print labels for frames and accessories. eyefinity. 1. We believe in a stress-free way to get the support you need, when you need it. Enter the patient's name and/or any other filters, and then click the Search button. Get in Touch. The system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. Eyefinity’s Electronic Patient Notifications. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. 00. 4. 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. 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. All passwords must be 8-15 characters, contain at least one numeric. Select the Document Type. 448. Click Exams. Click [X]. Eyefinity Practice Management 10. Walk In - Select for walk-in patients. 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. 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. Setting the Claim Status to Ready to Bill. If the frame has not already been priced for your practice, the Frame Price window opens. Setting Up Provider Scheduler Resource Hours. 942. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Repeat step 4 for each Level 1 tax authority you want to add. Return to Login Page. Billing Claims Electronically. Click Save. To change applied patient payment amounts: Click Store Operations, and select Change Payments. ; When the Appointment Calendar opens, navigate to the day that. RESOLUTION: Follow the steps provided below to complete a Physical Inventory in EPM while a practice's Physical Inventory Method is set to Sheet (rather than Scan). Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. Navigate to the Eyefinity. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. In the Lab Name search field, enter the name of the lab. iPadOS 15 or later. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. The patient enters Name, Zip Code, Date of Birth, and Email address. 3. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. In Office: Setup, click Optical Labs. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. You can enter partial information. Press Tab or Enter. Eyefinity Practice Management 10. Locate the medical plan to which you want to add eligibilities and click Eligibility. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Click Reporting and select Standard Reports. Access to Eyewear Options. Existing Eyefinity Practice Management customers can try Electronic Patient Notifications for three months FREE!After you resolve all of the posting errors for the remittance, Eyefinity Practice Management posts the remittance automatically. Viewing Appointments for Inactive. Label height: 1. 3 Release Notes. com website can be accessed via the following steps: 1. com website can be accessed via the following steps: 1. Eyefinity Practice Management records the transactions as refunds. 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. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. Navigating to the Custom Frame Setup page: 1. 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. 2 Eyefinity Practice. We chose EPM because they did a good sales pitch. Material Orders and Transactions Videos. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. 800. 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. In the Choose Order Type screen, click Frame Only. The place of service name appears in box 32 on the CMS 1500 form. The choice is yours. Click the User button in the upper-right area of the screen, and select Change Password. Enhance your knowledge, provide product feedback, and get support using our community portal. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Automate reminders, recalls, and eyewear-ready notifications to your patients. From EPM Front Office Home page, click the My Reports button. 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. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 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. A unique alphanumeric ID. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. based team stands ready to help. Under Frames Data, click the Check status link. Premier providers receive access to exclusive offers,. App comparison. Select Referring Patient to print a list of existing patients who referred new patients to your practice. Login URL: A unique login url is created for each Eyefinity EHR Customer. To print the PDF to a CMS 1500 form, click Print. The adjustment record is created and the Inventory Activity grid opens. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). Eyefinity Practice Management 10. Enter the Document Name. This section includes: Front Office Enhancements. Edit, copy, adjust, and change claim status. Base Consultants Epm Ltd. Creating a Complete Eyeglass Order. Reviews of Eyefinity EHR. Click + Check for VSP Insurance. Eyefinity Practice Management customers can login at pm. Send the printed form to the carrier. EPM - Adding New Services/CPT Codes to Eyefinity. 2 includes the following updates. If you need to edit the information: In Company: Setup, click Integrations. Eyefinity Practice Management customers can login at pm. This group is solely intended for active users of Eyefinity Practice Management. Click the Invoiced tab, if it is not already displayed. Click Marketing Reports. To apply a Pricing Option, select one from the drop-down list and click Reprice. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Eyefinity Practice Management 10. Go to the portal provided to you from the Patient Engagement certified partner. 0707, option 1. You can also add and modify products and services at any time. All the permissions listed under Security. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 942. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. A pre-appointment is a future appointment created at the time the. Order these labels directly from. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The Electronic Patient Notifications Messaging Runs Report window opens. 7. Keep this in mind when searching for claims you have adjusted. Billing Patients. Before you can use the. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. ; To determine the patient’s. The Rx: Contact Lenses screen opens. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. In the Contact Lens Setup page, select the. To have Eyefinity Practice Management make an automatic adjustment so that the claim payment amount equals the sum of the payable line item payments, click the Automatically adjust line item icon. Click the Print icon. Our compassionate customer care team is ready with a variety of tools and. 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. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Dial 800. In the VSP Calculation window, click Override and enter the amounts that VSP will. The table of contents for the VSP Provider Reference Manual opens. Click Process Payments and select Carrier Payments. com. Adding Lenses to an Eyeglass Order. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Using Book View in the Appointment Calendar. Eyefinity announces the newest version of Eyefinity Practice Management! This updated version improves upon Eyefinity Practice Management’s robust attributes and offers useful new features and expanded functionality. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. This section includes:. For Urgent Support Requests Please Call. Click +Adjustment. Type your New Password, and then type it again to confirm. Entering Place of Service Information. The Material Orders screen opens. 2. SATO WS408TT. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Previously, if you changed the. 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. NOTE: If the lens parameters are not available to select, verify the product is set up with those parameters in the Contact Lens Setup page within EPM Administration. Locate the insurance plan to which you want to add eligibilities. 5353 and request we block the certified partner's access to your system or complete the instructions below. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Click Close. Click Configure Printer and select the following settings: Label width: 2. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. For frame inventory sessions, you can select one or more collections. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Eyefinity Practice Management 10. com website (2. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. See Navigating Administration for information on how to get to Office: Setup. 5. Eyefinity Practice Management 10. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. 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). The practice's certified IT professional should be able to assist with making the necessary settings changes. Right-click the time slot, and select Schedule Selected Patient or New Appointment. 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. Enter any Notes for the adjustment. Click Save. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. 38. Details. Make sure the frame has been priced and activated in Administration. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice ManagementApplying Insurance for Coordination of Benefits (COB) This section explains how to apply primary and secondary insurance for coordination of benefits. 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,. Click Configure Printer and select the following settings: Label width: 2. Order these labels directly from Think Smart at 800. Click Inventory and select Product Inventory. Be Kind and Courteous. These claims will have one of. On the left side of the Demographics screen, click Material Orders. 3. 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. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). EPM - Changing the Appointment Scheduler Colors in Eyefinity Practice Management. If this problem persists, try reloading the page. The Browse Frames screen opens. The patient clicks Register on your website. Eyefinity Practice Management provides reports to help you manage your billing. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. Eyefinity announces the newest version of Eyefinity Practice Management. From EPM Front Office, navigate to Claim Management. The Select Insurance window opens. Insurance Billing Process. In Company: Setup, click Products/Services and select Service Setup. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. The new amount is saved and will appear on the Daily Transaction Payment Report. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. If you need help locating your login url, please contact ehrsupport@eyefinity. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. RESOLUTION: 1. Record patient insurance and pull authorizations. See Setting Up Appointment Services. Screening Codes from Eyefinity EHR. On the Printing Product Labels page, click the Setting Up Label Printers link. The available fields will depend on whether you are editing a provider, staff member, or office resource. Eyefinity Practice Management. Click Place of Service. Open an Internet browser and log into Eyefinity Practice Management. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 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. Phone Support. 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 inactivate a patient in Eyefinity Practice Management (EPM). * Office Phone Number. On the left side of the Demographics screen, click Insurance. Click the. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. See Reviewing and Pricing Pending Eyefinity EHR Exams for more information. com. You cannot apply insurance to extras only orders, and you cannot send them to labs electronically. Complete the following fields: Field. Creating an Extras Only Order. Set up only the tax authorities for the tax authority levels you need for your. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. 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. 5353 and request we block the certified partner's access to your system or complete the instructions below. Click Add Extras . 38. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. 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. At least one is required for the online scheduler to function. 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. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. For more information, go to Navigating Book View. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). ×Sorry to interrupt. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. For more information, see Printing Frame Labels and Printing Accessory Labels. This section includes: Front Office. To setup recall reminders, go into EPM Administration, select Services and ensure the Recall Reminders checkbox is selected for the particular exam item being invoiced. Billing Claims Electronically. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. 448. Click + Upload Document. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Select a Collection. 941. 1 - Screening Corneal Topography (CPT is S9986. ; Select the Resource that you want to schedule. In the Exams screen, click + Exam. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. RESOLUTION: The insurance drop-down list in the EPM Appointment Scheduler displays the patient’s active insurances in alphabetical order, but does not indicate which is the Primary, Secondary, etc. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Search for and select insurance claims that have not yet been billed or that require attention. Release Date: February 1, 2022. If the claim status is not Ready to Bill Patient, click the On Hold button. 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 Posted Transactions Detail window opens. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. Verify that the device is ready. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. In Eyefinity Practice Management Front Office, select the labels you want to print. Enabling Pop-ups. 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.