See Navigating Administration for information on how to get to Office: Setup. ; When the Appointment Calendar opens, navigate to the day that. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. DESCRIPTION: How to generate a report listing all patients that have had a certain Exam Type or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM). This section includes:Click Reporting and select Dashboard. Select the office(s) that the doctor works in. To remove a record from the list, click Remove. See Navigating Administration for information on how to get to Office: Setup. The SATO CG408 Properties window opens. Navigating to the Custom Frame Setup page: 1. Everything was easy to learn, use and. Material Orders and Advanced Transactions Videos. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. Enter any Notes for the adjustment. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. com or call us at. Enter the patient's name and/or any other filters, and then click the Search button. Select a Model, or click + Model to enter the name of a new one. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. Eyefinity Practice Management 10. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. 4. Eyefinity Practice Management offers features such as time and. RESOLUTION: 1. For product support, check out the . If it is active, the screen is updated to display. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Media type: Continuous labels. From EPM Front Office, navigate to Claim Management. Select a frame from the list. For more information, see Adding a Frame to an Eyeglass Order. It automates and simplifies common daily. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 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 Patient Marketing Dashboard opens. Locate the transaction you want to edit, and enter the new Amount. Number of Views 1. Whether you need to request a demo, receive customer support, or want training, our U. The Choice is Yours. Reviews of Eyefinity Practice Management. In Office: Setup, click Scheduler and select Preferences. com website (2. 3. Record a Retail Price for the frame, and click Save. Whether you need to request a demo, receive customer support, or want training, our U. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. If you want to display only active insurance plans, select Active Only at the top-left of the screen. To add modifiers and/or a dispensing fee, click the Add/Review link. Locate the Claim # in the Check Detail section (left-most section). If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Inactivating Providers. The report opens in a new window. Click Save. As part of these efforts, we've started rolling out a new VSP interface in Eyefinity Practice Management for in-network providers, beginning in February 2021 with select practices. For. Press Tab or Enter. Select the Return Reason. 942. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. Getting Started. The Return/Void receipt and a credit card receipt open in new browser windows. 2 includes the following updates. Click Save. Looking Up Eyeglass Lenses by Entering Lens Information. Click the company name drop-down list on the far-left of the blue menu bar and select the office where you want to change the telehealth application. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. In the Office Billing Name (33) field, enter the Group or Practice Name. This section tells you how to manage, process, and bill claims in Claims Management. For more information, go to Looking Up and Editing Stock Orders. Eyefinity Practice Management 10. If you want to change the claim status, click Yes, Change to Billed. Under Third Party Billing, select the EDI Receiver. 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. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. Setting the Claim Status to Ready to Bill. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. Click Eyeglass Order. 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. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 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. com or call 1-833-EDGEPro, option 1. 877. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Click + Add. Click Custom Frame Setup. An indicator appears in the Payment Amount column. Locate the information you're looking for and click the link to go to that section of the. Creating an Exam-Only Order. Send the printed form to the carrier. Click Add to Order. ×Sorry to interrupt. Eyefinity Practice Management 10. 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. 41. The available fields will depend on whether you are editing a provider, staff member, or office resource. 5. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. Navigate to the Eyefinity. Make sure the frame has been priced and activated in Administration. Navigate to the Eyefinity. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. To merge patients: Click Patients, and select Merge Patients. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Please log on to the Eyefinity Support Community to submit any enhancement questions. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. 3. 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. EPM - Adding New Services/CPT Codes to Eyefinity. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. ) are allowed. The TriZetto logo in the upper-right corner of the window. 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. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. 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. Click Applied Insurance Payments by Provider by Transaction Date. Label height: 1. Enter Optional Comments, as needed. Staff ID. Click the Question Mark icon on the bottom of the Firefox Menu. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Staff Name. Cons: The workaround processes tend to become the norm since the program usage is not simple. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. In. 3,210 likes · 19 talking about this. There are too many button clicks that do nothing. In the Lab Name search field, enter the name of the lab. Select Plan. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. 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. The Make Payment screen opens and displays the Invoiced Orders tab. Click Integrations, or click the Office drop-down menu and select Integrations. The Posted Transactions Detail window opens. For detailed information on the data included on the report, go to Aged Claims Report. Number of Views 771. Deselect the Active Only check box. Release Date: November 10, 2020. Select the link that corresponds to the. The new amount is saved and will appear on the Daily Transaction Payment Report. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). If the claim status is not Ready to Bill Patient, click the On Hold button. Wi-Fi. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. The role-based training sign-up form on the Eyefinity. RESOLUTION: 1. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 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. 3. Enter the Authorization Number. Click the + Owner button. Click + Staff. The dates available for the report are based on the inventory session dates for the selected item type. This section includes: Front Office. This page explains the requirements for Eyefinity Practice Management. Click the Driver settings tab. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail Chain; FEATURES; Electronic Patient Notifications; Integrated Scheduling; Streamline Billing; Efficient Order Management; Exam Templates (Protocols) Image Management; Telehealth. eyefinity. Click Save. 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. Select the Maui Jim Lab. A Sign On window opens. To select all claims on the current page of the grid, select the check box in the heading row. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. All the permissions listed under Security. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. 7”. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. On any screen in Front Office, click Patients and select VSP Authorizations. Under Frames Data, click the Check status link. ; To view all 24 hours of each day on the schedule grid instead of only the scheduled office hours, click Show 24 hours below the grid. Eyefinity announces the newest version of Eyefinity Practice Management. The Invoiced Orders grid lists the patient’s invoiced orders. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. Then, select Edit Claim from the Action drop-down list. App comparison. Searching for Claims. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Adding VSP Insurance Information. The Transfer Balance to Secondary Insurance section appears. Device Operating System. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Eyefinity announces the newest version of Eyefinity Practice Management. 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. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 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. ( Eyefinity Practice Management does not automatically send bills to patients. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). A Sign On window opens. The update made the system even less logical and simple. The lab is added to the order. 942. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. Click Patient Reports. Eyefinity Practice Management 10. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. 4. In the Material Orders screen, under Create an Order, click Add Exam. All passwords must be 8-15 characters, contain at least one numeric. Select the In Office check box next to Finishing. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search. Enter the Authorization Date, and Expiration Date. In the search field, enter the manufacturer, collection, model, eye size, color family, shape, UPC, or item number for the frame (s) you want to look up. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). The Integration Status column displays a message for each order that was. Click Exams. You can click the link to access the Exams screen. 2. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. From the EPM Front Office home page, click the Administration button. * Login Name. Dial 800. Must be an Active User. Select Billing Month to select a month to print or click Select Dates to specify a date range. A claim’s status determines how the claim can be edited and processed. Select the office resource in the Resource. Click Bill Carrier. Click the Invoiced tab, if it is not already displayed. 0707, option 1. Select the date criteria. Editing Resources. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Click Close. RESOLUTION: NOTE: The Recall by Last Exam Date report displays patients with a Last Exam Date or last exam order date within the selected date range. We chose EPM because they did a good sales pitch. read more >> Eyefinity Blog. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. The Browse Frames screen opens. Underpayment Adjustment Types. 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. Login URL: A unique login url is created for each Eyefinity EHR Customer. Eyefinity EPM. 3 includes the following. 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). Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. 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. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. Release Date: February 5, 2019. 942. Eyefinity Practice Management 10. 2. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. S. Eyefinity Practice Management 10. ; It should first be confirmed that the Physical Inventory Method is set. Eyefinity Practice Management records the transactions as refunds. Administration Enhancement. 5. When you need to have two tabs open simultaneously, use separate browsers. 38. The transfer is. 3. secure. 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. Click Driver Settings and select the following settings: Always use driver settings. 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. Using the Patient Marketing Dashboard. Getting Started with TriZetto. 38. 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. Backward compatible font names. For information on how to get started, see our website. Eyefinity Practice Management System Requirements. 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. 5353, option 4. Front Office; Claims Management; Front Office. Locate the claim and click the Claim Number link. 7. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. This topic includes: Verifying Required Information. 800. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. 0. Before you can use the. Reset your password. 3 - Screening. We'll have more courses soon! Learn Independently. On the left side of the Demographics screen, click Insurance. Click [X]. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Walk In - Select for walk-in patients. The errors can occur due to incorrect or missing credentials or incorrectly. 2) S9986. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. You cannot create or delete services/exams. Canceling Appointments in Day and Week View. See the latest verified ratings & reviews for Eyefinity Practice Management. For more information, go to Searching for Claims. 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). Locate the medical plan to which you want to add eligibilities and click Eligibility. Remember office identifier. based team stands ready to help. In the About Mozilla Firefox window, it will say Firefox is up to date under the version number if the browser is up-to-date. Viewing a VSP or eLab Order's Integration Status. Review the Lab information. Type your Current Password. 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. com website (2. In the gray toolbar below the tabs, click VSP Online. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. 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. 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. Billing Claims Electronically. 2. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). Dial 800. Before you can begin using them, Eyefinity must first activate the integrations. Select one or more Office (s) to include on the report. The number entered in the UPC and Product Code fields when. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Click the eInsurance tab. Create the exam order and click Save. Device Operating System. In the Contact Lens Setup page, select the. Printing a Packing Slip. Patient appointment confirmations are processed. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. * Office Zip Code. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Phone Support. An eWebExtra website with the Integrated Online Forms and Integrated Online. 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. Viewing Appointments for Inactive. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. If you select a credit card payment type not supported by Worldpay, the refund will be manually processed outside the Worldpay integration See Refunding or. The Not Applied tab includes all the claims in the remittance that need to be processed. 2. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Position the patient in the camera view and click Take Photo. com website can be accessed via the following steps: 1. 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. comReturning Orders. The tab opens and displays eClaim. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. In Office: Setup, click Optical Labs. The name of the. From any page within EPM Front Office, click the Help button in the top-right corner of the page. The Add Appointment window opens. ; Select the Resource that you want to schedule. Activating Labs: 1. Material Orders and Advanced Transactions Videos. The following inventory information for the frame appears under. Eyefinity Practice Management 10. Navigate to the Eyefinity. In the Office Billing Name (33) field, enter the Group or Practice Name. The role-based training sign-up form on the Eyefinity. The claim and all line items on the claim have the status On Hold. The SATO CG408 Properties window opens. From the EPM Front Office home page, click the Claim Management option (in the upper Action toolbar) and select Claim Management from the drop-down menu. Add the.