Click Reporting and select Standard Reports. Patient appointment confirmations are processed. Select the Document Type. If you do not know the UPC or item number, or if you want a more refined search, go to Using the Stock Item Search. Select Refund for the Refund Method. 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. Click Save. Setting Up Barcode Scanners. Dial 800. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). Some features have failed to load due to an internet connectivity problem. 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 Practice Management 10. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. 5. Click Place of Service. See Navigating Administration for information on how to get to Office: Setup. In. The Rx: Contact Lenses screen opens. com website can be accessed via the following steps: 1. Using Book View in the Appointment Calendar. Everything was easy to learn, use and. If you want to set up a rotating. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Enter the Document Name. Enter the Authorization Number. Click Contact Lens Order. com. Viewing Appointments for Inactive. ) are allowed. 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. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. Click Catalog in the blue menu bar, and select Eyeglass Lenses. DEA # The provider’s DEA number. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Reset Resource Password. 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 Material Orders and then, under Create an Order, click Add Contact Lens Order. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. 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. Go to the portal provided to you from the Patient Engagement certified partner. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. Scroll down to the 24. 1. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. 5353 to reach our Customer Care team. Click On Hold. Enter the Authorization Number. 3. Select Plan. 4. Search for the claim. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. Select the Maui Jim Lab. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Setting the Claim Status to Ready to Bill. 3. To view and modify an internal claim, do not click a claim number that says “ (external)”. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. If the plan is not listed, see Adding Non-VSP Insurance Information. You cannot search for claims by adjustment type (for example, Biller Review). Type your Frames Data User Name. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Click + Staff. Release Date: December 7, 2021. Eyefinity Practice Management 10. Services section. Click + Check for VSP Insurance. For information on how to get started, see our website. Click the Driver settings tab. You can also add and modify products and services at any time. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. The role-based training sign-up form on the Eyefinity. 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. Eyefinity Practice Management 10. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. com or call us at. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. Click Reporting and select Standard Reports. The tab opens and displays eClaim. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. Wi-Fi. Click Close. To remove an additional payment method, click. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. Position the patient in the camera view and click Take Photo. Click Save. com website can be accessed via the following steps: 1. Click Eyeglass Order. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Login URL: A unique login url is created for each Eyefinity EHR Customer. Reset your password. Select the check box next to each claim you want to bill. Full-cycle Broker Management Solution. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. Type your Current Password. Eyefinity Practice Management System Requirements. based team stands ready to help. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Enter Optional Comments, as needed. 2. Insurance Billing Process. To print the Stock Transfer Report and send the stock transfer, click OK. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). Eyefinity announces the newest version of Eyefinity Practice Management. See Reviewing and Pricing Pending Eyefinity EHR Exams for more information. RESOLUTION: 1. Using the Patient Marketing Dashboard. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. The practice's certified IT professional should be able to assist with making the necessary settings changes. . Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. The Take Patient Photo from Camera screen opens. Setting Up Labels to Print from Eyefinity Practice Management Front Office. The patient's total balance and available credits are shown at the top of the tab. 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. Click Patient Reports. 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,. EPM support gladly and quickly helps. For frame inventory sessions, you can select one or more collections. Eyefinity Practice Management offers features such as time and. Eyefinity Practice Management 10. Click + Add. Ordering a Single Eyeglass Lens or Two Different Lenses. Resource Setup. Reset your password. Record the Frame Specific Attributes. Click Generate. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. From the EPM Front Office home page, click the Administration button. Editing Resources. If the prescription is complete, click the Recheck icon. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. 5353 and request we block the certified partner's access to your system or complete the instructions below. DESCRIPTION: How to add insurance carriers and plans to a patient in Eyefinity Practice Management (EPM). To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Device Operating System. Navigate to the Eyefinity. Backward compatible font names. RESOLUTION: 1. 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. The errors can occur due to incorrect or missing credentials or incorrectly. Eyefinity Practice Management 10. Eyefinity announces the newest version of Eyefinity Practice Management. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. 5. Supercharge Your Schedule. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. This page explains the requirements for Eyefinity Practice Management. Administration Enhancement. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. Billing Claims Electronically. The role-based training sign-up form on the Eyefinity. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. Dial 800. Select the Referral Type. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. 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. We chose EPM because they did a good sales pitch. Click Bill Carrier. Enhance your knowledge, provide product feedback, and get support using our community portal. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. 3. Applying VSP as Both Primary and Secondary Insurance . If your practice has multiple locations, you can transfer stock between your offices. 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 SATO CG408 Properties window opens. Details. Navigate to the Eyefinity. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. If this problem persists, try reloading the page. If you have questions. 26 Release Notes. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. From EPM Front Office, navigate to Claim Management. 1. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Set up only the tax authorities for the tax authority levels you need for your. In Company: Setup, click Products/Services and select Service Setup. ; Locate the Open stock receipt. The Change Amount field updates to show the amount owed to the patient. All the permissions listed under Security. Eyefinity EPM. Remember office identifier. Eyefinity Practice Management 10. Inactivating Providers. 1”. See What It's All About. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 448. Eyefinity Practice Management 10. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. Topics include: Insurance Billing Process. Type a Start Date or select a date from the calendar. Locate the insurance plan to which you want to add eligibilities. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. 1. You cannot create or delete services/exams. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Access information and get support at your fingertips. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Non-users will be removed. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. 2 Eyefinity Practice. This field defaults to the provider selected for the patient in Demographics. Browse for the document file and click Open. Android 10 or later. S. The dates available for the report are based on the inventory session dates for the selected item type. Eyefinity announces the newest version of Eyefinity Practice Management. Moving Multiple Appointments at the Same Time. The provider’s credential. Review the order and make changes in each section, as appropriate. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Release Date: February 5, 2019. To remove a payment method, click the X next to it. The system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. 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. For more information, go to Navigating Book View. 38. com website can be accessed via the following steps: 1. 6. You can reach the Eyefinity Customer Care team by phone, Monday to Friday, from 6:00am–5:00pm (PST), by filling out our contact us form, or by visiting one of our support communities. Click Patient Statements. ; To determine the patient’s. This section includes:. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. If you will be sending VSP and non-VSP orders to a lab, set up two separate entries: one for VSP patients and one for non-VSP patients. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. Select the check box next to each claim you want to bill. Messages are sent weekly on Tuesday. 2. Supercharge Your Schedule. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. EPM - Adding New Services/CPT Codes to Eyefinity. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. If you need to delete a payout entry, click the Remove Payout icon in the Action column. Patient Engagement Tools Videos. Click Save. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Providers are prompted to set a new password the first time they log in to the system. Processing Claims and Carrier Payments Videos. 3. An indicator appears in the Payment Amount column. 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. Billing Patients. ; Repeat steps 9 through 12 for each item you want to add to the stock transfer. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. This updated version improves upon your system's robust. Eyefinity Practice Management 10. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. The Integration Status column displays a message for each order that was. The Insurance screen displays a list of the patient's insurance plans. Eyefinity EPM. Our compassionate customer care team is ready with a variety of tools and. Click Add Extras . The Add Appointment window opens. In Office: Setup, click Claims Information. EPM - Adding Services to the. If patient is accidentally entered more than once, the duplicate patient profile should be made inactive so that it no longer appears in search. ReloadEyefinity Practice Management 10. 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. Edit, copy, adjust, and change claim status. This section includes: Front Office. Click the Question Mark icon on the bottom of the Firefox Menu. 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. Log into the portal using your. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Inventory Videos. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. The Patient Engagement Connection screen opens. Open the Claim Detail window for the claim, and click Edit Claim. 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. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Remember office identifier. Phone Support. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Perform one of the following: If the patient is the subscriber/member: Click Yes. 942. 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. If the plan has shared allowances configured, the available allowance amount is shown. Eyefinity Practice Management 10. The Eligibilities window opens. This section includes:Creating and Processing Orders. You may need to scroll to the right to see all the columns. 42. Return to Login Page. The following inventory information for the frame appears under. 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. 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. 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. Select By Date Range to enter a date range to print, or select dates from the calendar. If you are using Standard EDI, enter the Payor ID. Click Inventory and select Product Inventory. Click + Place Of Service. Before you can use the. Material Orders and Transactions Videos. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. Access information and get support at your fingertips. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. RESOLUTION: 1. Processing Claims. Image Management. Billing Claims Electronically. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. Click Integrations, or click Office on the menu bar and. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. Entering Place of Service Information. EPM - Accessing the Eyefinity Practice Management Training Sandbox. 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. Ordering Eyeglasses with VSP Medicaid. 942. Your calls are answered. From EPM Front Office, navigate to Claim Management. Eyefinity Practice Management 10. 3. Searching for Claims. RESOLUTION: Log into Eyefinity Practice Management (EPM). Changes include the following: Frame reimbursement amounts are more accurate. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. Navigating to the Custom Frame Setup page: 1. 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. 3. Select Billing Month to select a month to print or click Select Dates to specify a date range. 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 the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. Show Me. The date field defaults to the next business day. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Reason for choosing Eyefinity Practice Management. Show Me. To add modifiers and/or a dispensing fee, click the Add/Review link. Details for the selected patient records appear below the list. In the Office Billing Name (33) field, enter the Group or Practice Name. Compare real user opinions on the pros and cons to make more informed decisions. 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 claim and all line items on the claim have the status On Hold. You can also view and print previous transactions and enter miscellaneous. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). 3. The patient enters Name, Zip Code, Date of Birth, and Email address. Select the Item Type.