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 Enter the Document Nameeyefinity epm  You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before (meaning that if the patient has an appointment on Thursday, they would receive reminders on the Saturday and Tuesday before)

The number entered in the UPC and Product Code fields when. 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. On the Printing Product Labels page, click the Setting Up Label Printers link. If you have questions. Select Billing Month to select a month to print or click Select Dates to specify a date range. Track, adjust, and report on inventory. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. ; If your practice has more than one location, the Pending Exams grid. The process used by the Electronic Remittance Advice (ERA) feature to identify duplicate remittances has been improved. based team stands ready to help. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. 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. Supercharge Your Schedule. eyefinity. Click + Check for VSP Insurance. 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. After an order is created, you can generate and print an invoice. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. To merge patients: Click Patients, and select Merge Patients. ; To determine the patient’s. 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. The Choice is Yours. Access to Eyewear Options. ; When the Appointment Calendar opens, navigate to the day that. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. 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 Receipt tab. Using the Patient Marketing Dashboard. 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). For Urgent Support Requests Please Call. 3,210 likes · 19 talking about this. The Office: Setup screen opens. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. Applying VSP Insurance as Secondary Insurance on Exam Orders. For more information, see Printing Frame Labels and Printing Accessory Labels. You must contact the lab directly to notify them of the return. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. com. Reviewing Remittance Download Errors. Some features have failed to load due to an internet connectivity problem. Number of Views 1. To apply a Pricing Option, select one from the drop-down list and click Reprice. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Before you can use the. The choice is yours. Reset your password. Fixed Issues. 2. 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. In the Add Place Of Service window, record the place of service Name. 42. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. Enter the Cut Off Date to print, or select a date from the calendar. The lab is added to the order. If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] - Deleting Applied Insurance Payments from Insurance Checks in Eyefinity Practice Management. For detailed information on the data included on the report, go to Aged Claims Report. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. 7”. 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. In the Material Orders screen, under Create an Order, click Add Exam. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. 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. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). If you want to display only active insurance plans, select Active Only at the top-left of the screen. Enter the Month & Year or click the Calendar button to select the date. 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. The available fields will depend on whether you are editing a provider, staff member, or office resource. Click the. Select a Collection. Locate the claim and click the Claim Number link. 2 includes the following updates. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Open the Claim Detail window for the claim, and click Edit Claim. 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. 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. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. 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. 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. The Posted Transactions Detail window opens. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Services section. Select Refund for the Refund Method. Locate the medical plan to which you want to add eligibilities and click Eligibility. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. 800. App comparison. You can also print labels for frames and accessories. Type an End Date or select a date from the calendar. 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. com website (2. Although Eyefinity Practice Management creates. 2 Number of users is based on the number of practice users (doctors, staff, and patients) simultaneously using Eyefinity cloud products (Eyefinity Practice Management, AcuityLogic, and Eyefinity EHR, including the patient kiosk) at the practice location. Mirror coatings are not included in the lens color. Viewing Appointments for Inactive. 3. Editing Resources. Reporting. Complete the following fields: Field. You can integrate Eyefinity Practice Management with other products and services to make contact lens ordering, credit card processing, billing, and managing patient records easier. 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,. A message displays, asking if you want to change the claim status of each claim to Billed. In Office: Setup, click Claims Information. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Access to Eyewear Options. 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. 942. Printing a Packing Slip. Add the. Click Bill Carrier. PROS. When it comes to where and how you want to learn, Eyefinity Learning is all about options. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. Front Office; Claims Management; Front Office. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. Release Date: August 17, 2022. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. 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. Reviews of Eyefinity EHR. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). The requirements outlined on this. Enter the patient’s SSN (Last 4) or unique Full. Deleting Appointments in Day or Week View. Record the Quantity of labels for each frame. Learn Independently. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. The Office: Setup screen opens. 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. Click + Place Of Service. Complete the following fields: Field. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. 3 includes the following. The Take Patient Photo from Camera screen opens. 800. 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. Login URL: A unique login url is created for each Eyefinity EHR Customer. comReturning Orders. Enhance your knowledge, provide product feedback, and get support using our community portal. 942. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). If you need to edit the information: In Company: Setup, click Integrations. Select the Referral Type. Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. Record patient insurance and pull authorizations. If required, search for the patient for whom you are scheduling the appointment. 6. 4. Topics include: Adding Providers. 4. Creating a Complete Eyeglass Order. 3. com website can be accessed via the following steps: 1. Patients may be listed more than once if they have more than one active VSP plan. Click Inventory and select Product Inventory. Perform one of the following: If the patient is the subscriber/member: Click Yes. 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). Material Orders and Advanced Transactions Videos. Select the link that corresponds to the. This updated version improves upon your system's robust. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. 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). For product support, check out the . The Patient Engagement Connection screen opens. Click Patient Statements. 0. 2) S9986. If the provider has a Doctor role in Eyefinity EHR, select the EyefinityEHR? check-box, and enter the PMS ID from EEHR into the Eyefinity EHR ID field. This page explains the requirements for Eyefinity Practice Management. Type your Frames Data User Name. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. The Browse Frames screen opens. In. EPM - Adding New Services/CPT Codes to Eyefinity. 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. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. Click Save. 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. Editing Resources. Record your Office Identifier, Login Name, and Password. Welcome to the online help for Eyefinity Practice Management. The Remittance Details window opens with the Not Applied tab displayed. 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. 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. In Company: Setup, click Insurance and select Carrier & Plan Setup. The Make Payment screen opens and displays the Invoiced Orders tab. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. 1. For VSP orders, the system automatically sets IOF Program as the lab. Click Delete in the row of the line item whose transaction you want to. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. 2 includes the following updates to the Pricing screen. 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. Before you can use Worldpay for online credit card processing, you must activate the integration. Resources for Eyefinity Practice Management Users We care about your success and want to make sure you have all the tools necessary to realize your practice’s full potential. 877. RESOLUTION: 1. You can search for existing patients by using the patient’s last name, first name, date of birth, or phone number. For more information, go to Receiving New Payments. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. 2 Eyefinity Practice. 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. This group is solely intended for active users of Eyefinity Practice Management. Type the name of the Level 1 tax authority in the text box and click the plus icon. A unique alphanumeric ID. * Office Zip Code. The Aged Claims Report lists balances (amounts owed to your practice) by age (30, 60, and 90 days) for the selected carrier, plan, location, and/or patient. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. Navigate to the Eyefinity. Supercharge Your Schedule. Click the column headings to sort the. 2. 0707, option 1. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. Adding Lenses to an Eyeglass Order. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 448. Enter the Amount of the payout. 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. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Click the Frame Lookup tab. If the frame has not already been priced for your practice, the Frame Price window opens. 448. The new amount is saved and will appear on the Daily Transaction Payment Report. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. Through the VSP Vision Exam Rebate offered by PECAA, PECAA Max members can get an extra $5 for each VSP ® vision care exam claim paid— up to $45,000— through the end of 2024! The rebate demonstrates how VSP and PECAA (Professional Eye Care Associates of America) are working together to invest in the future of independent eye care. Inactivating Providers. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Click Integrations, or click the Office drop-down menu and select Integrations. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Select Declined to Share if the patient does not want to share his or her. Click Integrations, or click Office on the menu bar and. In the address bar, type the URL and press Enter. Setting Up Scheduler (Appointment Calendar) Preferences. Wi-Fi. To select all claims on the current page of the grid, select the check box in the heading row. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. Frame Lookup [video] Inventory Scan Method [video]Process Claims [video] Editing Claims [video] Billing Claims Electronically Through TriZetto (Gateway EDI) [video] Standard EDI Claim Submission [video] Billing Non Electronic Claims [video] Billing Safety Claims [video] Applying Batch Adjustments [video]For patients who currently have VSP insurance, you must access the Insurance screen and click + Check for VSP Insurance to update the patient's plan information with their VSP Consumer ID prior to obtaining an authorization through the new interface. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. In Office: Setup, click Optical Labs. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 3. Eyefinity Practice Management 10. If you know the UPC Code and/or Item Number you want to. The patient portal is an example of this. In Eyefinity Practice Management Front Office, select the labels you want to print. Maintaining Inventory. Eyefinity announces the newest version of Eyefinity Practice Management. 1. The provider’s login name for Eyefinity Practice Management. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. Click Sales Reports. Reviewing and Editing Claims. Click Bill Carrier. All the permissions listed under Security. * Office Identifier. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. * Office Zip Code. 942. Order these labels directly from. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 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. ; Enter the Insurance Reimbursement amounts that the medical. You also need to provide. 5353, option 4. Receiving a Stock Transfer. 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. Email us at [email protected] Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. 1”. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. 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 +Activity. 5353 and request we block the certified partner's access to your system or complete the instructions below. Order these labels directly from Think Smart at 800. See the latest verified ratings & reviews for Eyefinity Practice Management. Electronic appointment reminders are sent for any unconfirmed appointment. Creating an Exam-Only Order. Eyefinity, Rancho Cordova, California. Eyefinity announces the newest version of Eyefinity Practice Management. Click + Upload Document. Navigate to the Eyefinity. An indicator appears in the Payment Amount column. Change the passwords of other users. Staff ID. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. Applying VSP. Click Patient Reports. com or call us at 877. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 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. In Company: Setup, click Resources and select Provider Setup. Click the Print icon. Click Save. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. Cons: I wish that the software was more seamless from EHR to EPM. Your calls. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. EPM - Adding Services to the. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. Eyefinity Practice Management System Requirements. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. The Eligibilities window opens. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. 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. Reset your password. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. At least one is required for the online scheduler to function. 2. The Eligibilities window opens. Details for the selected patient records appear below the list. A pre-appointment is a future appointment created at the time the. For. 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. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. ; It should first be confirmed that the Physical Inventory Method is set. Eyefinity announces the newest version of Eyefinity Practice Management. If your practice has multiple locations, you can transfer stock between your offices. Record the Week Rotation Start Week for your rotating schedule. Eyefinity announces the newest version of Eyefinity Practice Management. This section discusses the procedures required to set up providers in Eyefinity Practice Management. 3. Click + Place Of Service. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. From the EPM Front Office home page, click the Administration button. 1. Perform an adjustment to add or remove items from your inventory. Billing Claims Manually. Create the exam order and click Save. Before you can use the integrated online forms, you need to make sure. Under Frames Data, click the Check status link. The TriZetto logo in the upper-right corner of the window. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. There are too many button clicks that do nothing. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. Enter the patient's name and/or any. 2. Scroll down to the 24. com website (2. ; 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. Click Electronic Patient Notification - Manage at the top of the screen. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. This section includes: Front Office. 5. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. Warning When Adding Custom Frame Removed. Click Configure Printer and select the following settings: Label width: 2. To activate the third-party billing integration: In Company: Setup, click Insurance and then select Insurance Integrations. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. In. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. This section includes: Front Office Enhancements. Release Date: February 5, 2019. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. Repeat this step to add any additional payouts. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The following table describes all of the claim statuses in Claims Management, as well as the. ) are allowed. See Navigating Administration for information on how to get to Office: Setup. You cannot create or delete services/exams. Enabling Pop-ups. The tab opens and displays eClaim. You cannot search for claims by adjustment type (for example, Biller Review). Modifier 52 is. 10 Front Office includes enhancements to the following areas: VSP Formulary Updated with Maui Jim Frames and Lenses; Patient IDs on Detailed Patient Statements Report CSV File; VSP Formulary Updated with Maui Jim Frames and Lenses. See Navigating Administration for information on how to get to Office: Setup. The Total Patient Count appears at the top of the dashboard. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. * Login Name. 5353 and choose option 1 to reach our Customer Care team. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Viewing a VSP or eLab Order's Integration Status.