The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. Whether you need to request a demo, receive customer support, or want training, our U. 448. Reason for choosing Eyefinity Practice Management. * Office Zip Code. 31 Release Notes. Click Close. Click [X]. PROS. If you need help locating your login url, please contact ehrsupport@eyefinity. 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. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. Enter the Document Name. The provider’s credential. Navigate to the Eyefinity. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Staff Name. 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. For more information, see Editing Resources. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Click Save. 5. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. 5353 and request we block the certified partner's access to your system or complete the instructions below. Open an Internet browser and log into Eyefinity Practice Management. The warning when adding a custom frame has been removed. Select Plan. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. 1. 4. Enter the amount paid in the Tender Amount field. Create, process, return, and remake orders. 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. Reset your password. * Login Name. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Select the date criteria. The Make Payment screen opens and displays the Invoiced Orders tab. Please log on to the Eyefinity Support Community to submit any enhancement questions. In the Lab Name search field, enter the name of the lab. Repeat steps 4 through 7 for all frame labels you need to print. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. When the. 41. Billing Patients. Select the check box next to each claim you want to bill. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. 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. Locate the insurance plan to which you want to add eligibilities. For more information, go to Searching for Claims. 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. 4. The place of service name appears in box 32 on the CMS 1500 form. In Company: Setup, click Products/Services and select Service Setup. Click Close. If you have questions. 38. The report opens in a new window. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. The provider’s login name for Eyefinity Practice Management. Select Billing Month to select a month to print or click Select Dates to specify a date range. Edit, copy, adjust, and change claim status. based team stands ready to help. Type Instructions for the lab, if needed, and make. Eyefinity Practice Management provides reports to help you manage your billing. Select the Document Type. Patient Engagement Tools Videos. ReloadEyefinity Practice Management 10. On the left side of the Demographics screen, click Material Orders. 3. You can also filter the calendar by Service Type and/or Appointment Status. In the Add Place Of Service window, record the place of service Name. comReturning Orders. Details. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. Click Reporting and select Standard Reports. Remember office identifier. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. Eyefinity Practice Management 10. Under Patient Health Condition, locate Box 19. Release Date: April 15, 2022. com website can be accessed via the following steps: 1. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. If the plan has shared allowances configured, the available allowance amount is shown. Enter the Month & Year or click the Calendar button to select the date. Locate the medical plan to which you want to add eligibilities and click Eligibility. Then, select Edit Claim from the Action drop-down list. Front Office; Claims Management; Front Office. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Make sure the frame has been priced and activated in Administration. 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. Administration Enhancement. com website can be accessed via the following steps: 1. Eyefinity EPM. 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, Christmas Eve, and Christmas Day. You cannot search for claims by adjustment type (for example, Biller Review). Return to Login Page. Number of Views 1. Access information and get support at your fingertips. Eyefinity Practice Management records the transactions as refunds. 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. Login URL: A unique login url is created for each Eyefinity EHR Customer. Click Delete in the row of the line item whose transaction you want to. Call 800. ; 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. com or toll free by phone at 800. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. Creating an Exam-Only Order. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). Record the Frame Specific Attributes. Click Create EDI File. 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. The Select Insurance window opens. Underpayment Adjustment Types. From the EPM Front Office home page, click the Search For Patients button or click the Patients option from the upper action bar and select Search Patients. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. A pre-appointment is a future appointment created at the time the. 1”. Key Features. Returned orders are not automatically returned or canceled with the lab. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). 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. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. See Navigating Administration for information on how to get to Office: Setup. 5353, option 4. 2. The Order Summary screen for the remake order opens. Select a Model, or click + Model to enter the name of a new one. In Office: Setup, click Claims Information. See Setting Up Appointment Services. The Office: Setup screen opens. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Reason for choosing Eyefinity Practice Management. From any page within EPM Front Office, click the Help button in the top-right corner of the page. The Select Insurance window opens. iPadOS 15 or later. In Office: Setup, click Scheduler and select Preferences. Locate the information you're looking for and click the link to go to that section of the. Login URL: A unique login url is created for each Eyefinity EHR Customer. Enter the Authorization Date, and Expiration Date. For detailed information on the data included on the report, go to Aged Claims Report. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. The Rx: Contact Lenses screen opens. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Loading. 3. See Navigating Administration for information on how to get to Office: Setup. * Login Name. A message displays, asking if you want to change the claim status of each claim to Billed. 2. Setting the Claim Status to Ready to Bill. If you are using Standard EDI, enter the Payor ID. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. See Navigating Administration for information on how to get to Office: Setup. Enter any Comments, if needed. Enter the patient's name and/or any other filters, and then click the Search button. 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). 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. 800. Type your Current Password. Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. A Sign On window opens. In the Contact Lens Setup page, select the. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 3. Click Appointments and then select Resource Schedule. Order these labels directly from Think Smart at 800. If the version is not. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Credential. Select the check box next to each claim you want to bill. 2 includes the following updates. For more information on how to use theThe speed at which Eyefinity Practice Management generates and submits EDI claim forms to TriZetto is greatly improved. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Click Marketing Reports. The Choice is Yours. If your office supports pre-appointing appointments, select Supports Pre-Appointments. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 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. 3. There are too many button clicks that do nothing. Supercharge Your Schedule. 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). Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. Click the Invoiced tab, if it is not already displayed. If you need to enter more than one payment method, click + Add one more method. The Change Amount field updates to show the amount owed to the patient. In the VSP Calculation window, click Override and enter the amounts that VSP will. If you are interested in setting up integrations, contact your. Navigate to the Eyefinity. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Creating an Extras Only Order. If the prescription is complete, click the Recheck icon. Record the rest of the lens information and click Add to Order. Services section. Get in Touch. You'll see the word "training" next to the Eyefinity logo in the upper left corner of the screen and an orange banner at the top. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Click Material Orders . This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Description. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Wi-Fi. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. Some features have failed to load due to an internet connectivity problem. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. 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. EPM - Adding Services to the. To print the Stock Transfer Report and send the stock transfer, click OK. For example, CPT 92250 is billed on a signature benefit with exam and refraction. 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. Select the link that corresponds to the. 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. Viewing Appointments for Inactive. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. RESOLUTION: Log into Eyefinity Practice Management (EPM). The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. You can perform partial returns of contact lens orders only if there was no. 942. 5353 and request we block the certified partner's access to your system or complete the instructions below. You can view and export the reports to either a PDF file or an Excel spreadsheet. DEA # The provider’s DEA number. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. 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. The new amount is saved and will appear on the Daily Transaction Payment Report. Number of Views 771. Select Refund for the Refund Method. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. Correcting a Failed Test Batch. The Posted Transactions Detail window opens. 5353, option 4. Record the Week Rotation Start Week for your rotating schedule. Premier providers receive access to exclusive offers,. To send a batch order to ABB: Click Inventory and select Product Inventory. Our compassionate customer care team is ready with a variety of tools and. Networking. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). 3. 42. 3. Searching for Claims. On the Printing Product Labels page, click the Setting Up Label Printers link. For more information, see Adding a Frame to an Eyeglass Order. Maintaining Inventory. 4913, option 2. 38. 2 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. Printing a Packing Slip. 38. Click Catalog in the blue menu bar, and select Eyeglass Lenses. Claim Management Enhancements. Label height: 1. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Reviewing and Modifying Patient Information from the Appointment Calendar. 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). If you still want to edit the information, click I Understand the Risk. secure. Repeat this step to add any additional payouts. Enter the patient’s SSN (Last 4) or unique Full. Device Operating System. 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. For information on how to get started, see our website. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reset Resource Password. 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 patient portal is an example of this. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Navigate to the Eyefinity. A claim’s status determines how the claim can be edited and processed. Appointment Confirmations [video] Adding Scheduler Exceptions [video] Using Book View. Complete the following fields: Field. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. If your practice requires daily updates to your EDGEPro reports, you must perform Daily Closing at the end of each day. Navigating to the Custom Frame Setup page: 1. Press Tab or Enter. This topic includes: Verifying Required Information. Click Save. 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. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Inventory Videos. Click a Carrier/Plan name to view or edit the plan information. A unique alphanumeric ID. Click Patient Statements. 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). To search using the Last Name and First Name fields, you must enter some valid text. Keep this in mind when searching for claims you have adjusted. Object Moved. On any screen in Front Office, click Patients and select VSP Authorizations. Supercharge Your Schedule. DESCRIPTION: How to identify the Primary and Secondary insurances in the Eyefinity Practice Management (EPM) Scheduler. Release Date: March 31, 2021. 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. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. In the list that displays, select About Firefox. Select the Document Type. 4. Find solutions with our robust network of equipment, software, and product partners. If you know the UPC Code and/or Item Number you want to. Release Date: April 15, 2022. The Electronic Patient Notifications Messaging Runs Report window opens. 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. Eyefinity offers innovative EHR & Practice Management software that streamlines workflow, enhances p Eyefinity | Rancho Cordova CASending an order to collections in Eyefinity Practice Management is for write-off and financial reporting purposes only and does not automatically send information to a collection agency. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Release Date: October 20, 2023. Return to Login Page. The place of service name appears in box 32 on the CMS 1500 form. 3 - Screening. Create and modify calendar schedules for resources. com website can be accessed via the following steps: 1. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. Open the Claim Detail window for the claim, and click Edit Claim. Billing Claims Manually. Details. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. Getting Started. Changes include the following: Frame reimbursement amounts are more accurate. Searching for Claims. 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. Eyefinity announces the newest version of Eyefinity Practice Management. Eyefinity Practice Management 10. . For Urgent Support Requests Please Call. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. Reset your password. Click Save. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Get in Touch. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. 942. Before you can begin using Eyefinity Electronic Appointment Reminders, you need to verify that all providers you want to be in the appointment reminders have the Active, Online Schedule, and Electronic Patient Notifications check boxes selected in the Add/Edit Provider window. 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. Walk In - Select for walk-in patients. 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. Eyefinity announces the newest version of Eyefinity Practice Management. Type a Start Date or select a date from the calendar. Material Orders and Advanced Transactions Videos. 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. Media type: Continuous labels. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. From EPM Front Office, navigate to Claim Management. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. Enabling Pop-ups. Click Custom Frame Setup. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription.