If it is active, the screen is updated to display. This section includes: Front Office. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. com or call us at. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. To send a batch order to ABB: Click Inventory and select Product Inventory. In. Click Applied Insurance Payments by Provider by Transaction Date. 1”. This section contains the following topics: Reprinting an Invoice. 5353, option 4. To select all claims on the current page of the grid, select the check box in the heading row. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Canceling Appointments in Day and Week View. Release Date: August 17, 2022. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 1 - Screening Corneal Topography (CPT is S9986. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Walk In - Select for walk-in patients. Whether you need to request a demo, receive customer support, or want training, our U. 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. Reset your password. 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. Automate reminders, recalls, and eyewear-ready notifications to your patients. This section includes: Front Office. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. The name of the. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. On the left side of the Demographics screen, click Insurance. In Company: Setup, click Products/Services and select Service Setup. Click Save. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with Eyefinity Practice Management, the following barcode scanners were tested and are. Complete the following fields: Field. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. A green icon next to Contact indicates that. Whether you need to request a demo, receive customer support, or want training, our U. Click the Invoiced tab, if it is not already displayed. Click Configure Printer and select the following settings: Label width: 2. 3 Release Notes. Getting Started. Type an Explanation for the payout, if necessary. Repeat step 4 for each Level 1 tax authority you want to add. Must be an Active User. A unique alphanumeric ID. RESOLUTION: Navigating to an order’s Current Pricing page:. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. eyefinity. Make sure the frame has been priced and activated in Administration. com website (2. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. 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. Click the Driver settings tab. Reset your password. Select the Document Type. To submit all of the displayed claims to TriZetto, click Create And Send. Billing Claims Electronically. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. When you need to have two tabs open simultaneously, use separate browsers. All the permissions listed under Security. Locate the claim and click the Claim Number link. ; If your practice has more than one location, the Pending Exams grid. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. 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. From EPM Front Office, navigate to Claim Management. There are too many button clicks that do nothing. Supercharge Your Schedule. . All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. 3,210 likes · 19 talking about this. The SATO CG408 Properties window opens. Enter the Lab Name and select a State for the lab you want to activate. Creating a Complete Eyeglass Order. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Loading. ; Locate the Open stock receipt. You can also print labels for frames and accessories. Click the Claim # link in the row of the claim you want to adjust. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] the Resource you want to schedule. Changes include the following: Frame reimbursement amounts are more accurate. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. 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. com website (2. New features are added regularly that make work flow and efficiency better. A claim’s statuses are a collection of all the statuses of its line items. Access to Eyewear Options. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. Type the name of the Level 1 tax authority in the text box and click the plus icon. The Posted Transactions Detail window opens. Reviewing and Editing Claims. Go to “Enabling Electronic Claim Submissions for Individual Insurance Plans” on page 3 to complete. Enter the required information and if possible, enter any additional information and skip to Step 7. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. Billing Claims Electronically. Trending Articles. Click Material Orders . Show Me. Reset Password: Step 1 of 3 - Verify User Account. Before using TriZetto to for the first time, you need to verify that all necessary information is set up in Eyefinity Practice Management and then submit a test batch to TriZetto. 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). This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Reset your password. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. The following inventory information for the frame appears under. To search using the Last Name and First Name fields, you must enter some valid text. Select the office(s) that the doctor works in. 5353 and request we block the certified partner's access to your system or complete the instructions below. Keep this in mind when searching for claims you have adjusted. Description. eyefinity. Select the Aging Type. Only those plans with exam authorizations appear. Activating Labs: 1. Looking Up Frames by Entering Frame Information. The SATO CG408 Properties window opens. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Eyefinity Practice Management records the transactions as refunds. If the plan has shared allowances configured, the available allowance amount is shown. From the EPM Front Office home page, click the Administration button. For additional credit cards, repeat steps 6 through 10. In the Add Place Of Service window, record the place of service Name. 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. Welcome to the online help for Eyefinity Practice Management. Select the Match Only by Claim Number check box if you want the system to check for an existing external claim using the claim number only. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management EPM - Where can Training for Eyefinity Practice Management be found? EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. See What It's All About. 4. A list of all the patients recorded in your system opens. 0707, option 1 - Eyefinity Website Services. 4. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. 38. Remittance download errors occur when remittances cannot be downloaded from a carrier you have set up. Services on the exams are listed individually, by procedure code. Search for the claim. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Select a Collection. The practice's certified IT professional should be able to assist with making the necessary settings changes. Click + Check for VSP Insurance. Editing Resources. The patient's total balance and available credits are shown at the top of the tab. Topics include: Insurance Billing Process. This section tells you how to manage, process, and bill claims in Claims Management. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. Enter the Authorization Number. The Select Insurance window opens. 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). 43. The Rx: Contact Lenses screen opens. If you need help locating your login url, please contact ehrsupport@eyefinity. Record the Quantity of labels for each frame. 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. 1. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. 42. If this problem persists, try reloading the page. Recording Contact Information. Eyefinity EHR ID. If you need to edit the information: In Company: Setup, click Integrations. 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,. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. com. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Eyefinity Practice Management offers features such as time and. 3. 3. Click Save to add the item to the stock transfer. SATO WS408TT. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Moving Multiple Appointments at the Same Time. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. If your office supports pre-appointing appointments, select Supports Pre-Appointments. Although Eyefinity Practice Management creates. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. This will open the Practice Setup view. Click Save. Type Instructions for the lab, if needed, and make. Under Patient Health Condition, locate Box 19. For information on how to get started, see our website. 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. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Eyefinity Practice Management customers can login at pm. 81K EPM - Unable to Select the Frame Eligibility Item Type for an Authorization When Applying Insurance to a Material Order in… In Company: Setup, click Resources and select Staff Setup. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. This page explains the requirements for Eyefinity Practice Management. Access information and get support at your fingertips. Locate the medical plan to which you want to add eligibilities and click Eligibility. Click + Choose File. 3. 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. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Billing Claims Manually. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. com. based team stands ready to help. Click Catalog in the blue menu bar, and select Frames. Before you can begin using them, Eyefinity must first activate the integrations. Base Consultants Epm Ltd. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Dial 800. Entering Place of Service Information. Record a Retail Price for the frame, and click Save. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. 4913, option 2. In the VSP Calculation window, click Override and enter the amounts that VSP will. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. On the left side of the Demographics screen, click Insurance. When the. Checked Out - Select when the patient checks out. This will open the Practice Setup view. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. These system requirements are routinely reviewed and updated. Record the Document Name any Comments you want to include. The role-based training sign-up form on the Eyefinity. Navigating to the Custom Frame Setup page: 1. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. The Integration Status column displays a message for each order that was. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Then, select Edit Claim from the Action drop-down list. A claim’s status determines how the claim can be edited and processed. 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). In the Contact Lens Setup page, select the. Type 0 for the Service CPT Code. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. Staff ID. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. 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. Enter the Amount of the payout. In the Material Orders screen, under Create an Order, click Add Exam. Cons: The workaround processes tend to become the norm since the program usage is not simple. Select a Model, or click + Model to enter the name of a new one. Click Reporting and select Standard Reports. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. You must contact the lab directly to notify them of the return. 2. 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. Object Moved. Processing Claims and Carrier Payments Videos. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Click Electronic Patient Notification - Manage at the top of the screen. 2 includes the following updates. Dial 800. 2. ; To determine the patient’s. 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. Locate the order you want to adjust in the Invoiced Orders list, and. This document may be found here. Administration Enhancement. RESOLUTION: 1. Trending Articles. Complete the following fields: Field. 800. Click the + Owner button. Copying Eyeglass Orders. * Office Identifier. Setting Up Provider Security Settings. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. For more information, see Setting Up Electronic Eyewear Ready Notifications. Click the Claims Information button. 5353 and request we block the certified partner's access to your system or complete the instructions below. An eWebExtra website with the Integrated Online Forms and Integrated Online. 942. Reason for choosing Eyefinity Practice Management. Billing Patients. 2. This topic includes: Verifying Required Information. 942. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. Click Eyeglass Order. DESCRIPTION: How to identify the Primary and Secondary insurances in the Eyefinity Practice Management (EPM) Scheduler. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. This section includes:Click Reporting and select Dashboard. Creating a Lens Only Order. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. * Office Zip Code. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. 2. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Access to Eyewear Options. 3. ; Select the Resource that you want to schedule. Supercharge Your Schedule. Eyefinity Practice Management 10. If you need to enter payments using more than one payment method, click + Add one more method. 5. Your calls are answered. Dial 800. Type an End Date or select a date from the calendar. To print the PDF to a CMS 1500 form, click Print. After an order is created, you can generate and print an invoice. Select Declined to Share if the patient does not want to share his or her. Scroll down to the 24. See Navigating Administration for information on how to get to Office: Setup. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Click Save. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. Post and edit payments and transfer balances. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. Maintaining Inventory. Right-click the time slot, and select Schedule Selected Patient or New Appointment. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). Select a Style. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. Enter any Notes for the adjustment. Be Kind and Courteous. Setting Up Scheduler (Appointment Calendar) Preferences. 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. Creating an Extras Only Order. The method that Eyefinity Practice Management uses to estimate patient out-of-pocket expenses and doctor reimbursements for VSP has been updated. ; Enter the Insurance Reimbursement amounts that the medical. 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. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Click Reporting and select Standard Reports. ; Click the link for the provider or staff member's Last Name, or the Resource Name. Eyefinity announces the newest version of Eyefinity Practice Management. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Eyefinity Practice Management 10. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. EPM - Accessing the Eyefinity Practice Management Training Sandbox. Click [X]. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Click Eyeglass Order. 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. If required, search for the patient for whom you are scheduling the appointment. Enter the patient’s Last Name, First Name, and/or Date of Birth. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Show Me. Entering Place of Service Information. 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. 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. The Choice is Yours. For more information, go to Receiving New Payments. Eyefinity Practice Management 10. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Ordering a Single Eyeglass Lens or Two Different Lenses.