Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. A Sign On window opens. Go to the portal provided to you from the Patient Engagement certified partner. 2. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. com or call us at. Record the Quantity of labels for each frame. 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. To apply a Pricing Option, select one from the drop-down list and click Reprice. Everything was easy to learn, use and. Keep this in mind when searching for claims you have adjusted. The claim and all line items on the claim have the status On Hold. 3. 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. Then, select Edit Claim from the Action drop-down list. The claim opens. Enter the patient’s Last Name, First Name, and/or Date of Birth. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. A unique alphanumeric ID. 448. This change was made to accommodate future teleheath integration enhancements. To access the training version of the office you are currently logged in to, click the User button in the upper-right area of the screen, and select Switch to Training. Special characters (such as !, @, $, etc. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. Eyefinity Practice Management 10. 1 - Screening Corneal Topography (CPT is S9986. Cons: The workaround processes tend to become the norm since the program usage is not simple. On the left side of the Demographics screen, click Insurance. 26 Release Notes. A green icon next to Contact indicates that. 4. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). If the prescribing provider is an office doctor, select Provider and proceed to step 6. Receiving a Stock Transfer. SATO WS408TT. Click the Driver settings tab. You can enter partial information. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Click Marketing Reports. The role-based training sign-up form on the Eyefinity. Checked Out - Select when the patient checks out. Click Configure Printer and select the following settings: Label width: 2. Your new password must be different from your last 5 passwords. 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. The Eligibilities window opens. 2. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. eyefinity. To view all 24 hours of each day on the schedule grid, click Show 24 hours below the schedule grid. Click +Adjustment. If you need help locating your login url, please contact ehrsupport@eyefinity. Reporting. Details. This will open the Practice Setup view. Services section. Enter Optional Comments, as needed. Open the Claim Detail window for the claim, and click Edit Claim. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Click Driver Settings and select the following settings: Always use driver settings. Topics include: Setting Up the SATO WS408TT Label Printer. 4. ) are allowed. 5353 and choose option 1 to reach our Customer Care team. Eyefinity announces the newest version of Eyefinity Practice Management. Eyefinity Practice Management 10. Login URL: A unique login url is created for each Eyefinity EHR Customer. To merge patients: Click Patients, and select Merge Patients. Enter any Comments, if needed. eyefinity. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. Reset your password. Click Electronic Patient Notification - Manage at the top of the screen. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). If the plan is not listed, see Adding Non-VSP Insurance Information. 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. 9 Front Office includes enhancements to the following areas: Medical Insurance Eligibility Enhancements; Print Patient Statements from Patient Overview and Demographics; Improved Information Sorting on the Front Office Patient Order Summary Report and Applied Patient Payment by Transaction Date ReportIn Company: Setup, click Frames. Billing Claims Electronically. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. 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. Reviewing and Editing Claims. The following inventory information for the frame appears under. 5353, option 4. Record the Week Rotation Start Week for your rotating schedule. 19 Administration includes. Click Configure Printer and select the following settings: Label width: 2. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Type a Start Date or select a date from the calendar. Click the eInsurance tab. If you have Eyefinity EHR integrated with Eyefinity Practice Management, the following procedure codes will now be imported from your exams: S9986. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. com or toll free by phone at 800. Click Sales Reports. Looking Up Frames by Entering Frame Information. If your practice has an eWebExtra website, the Integrated Scheduler allows your patients to schedule appointments online, twenty-four hours a day, seven days a week. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. You can click the link to access the Exams screen. Setting Up Integrations. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Depending on the adjustment type you select, the status of an underpaid claim will be changed to Fully Paid, Underpaid, NonReceivable, Written Off, or Rejected. 3. 942. Select the office resource in the Resource. Navigate to the Eyefinity. Send the printed form to the carrier. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. The SATO CG408 Properties window opens. NEW For 2023: No-cost, Role-Based Training. Processing Claims and Carrier Payments Videos. Position the patient in the camera view and click Take Photo. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Material Orders and Transactions Videos. Eyefinity Practice Management customers can login at pm. Standard EDI files are not submitted automatically. Search for and click the check number to open the carrier check. 3. Eyefinity Practice Management 10. Click the column headings to sort the. Perform an adjustment to add or remove items from your inventory. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. Reset Password: Step 1 of 3 - Verify User Account. Networking. Eyefinity announces the newest version of Eyefinity Practice Management. Enter the patient’s SSN (Last 4) or unique Full. Click Place of Service. 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. based team stands ready to help. See Navigating Administration for information on how to get to Office: Setup. 1. The Patient Marketing Dashboard opens. The following table describes all of the claim statuses in Claims Management, as well as the. 1. ; It should first be confirmed that the Physical Inventory Method is set. Under EPN Reports, click View Messaging Runs. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Navigate to the Eyefinity. 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. Eyefinity Practice Management provides reports to help you manage your billing. Eyefinity Practice Management 10. Enter the Month & Year or click the Calendar button to select the date. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. Release Date: October 20, 2023. For detailed information on the data included on the report, go to Aged Claims Report. Submitting a Test Batch. Canceling Appointments in Day and Week View. 1. All passwords must be 8-15 characters, contain at least one numeric. It automates and simplifies common daily. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Track, adjust, and report on inventory. In Eyefinity Practice Management Front Office, select the labels you want to print. Click Process Payments and select Carrier Payments. Non-users will be removed. In Office: Setup, click Claims Information. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management (EPM). 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. In the Office Billing Name (33) field, enter the Group or Practice Name. Wi-Fi. com website can be accessed via the following steps: 1. A Sign On window opens. 1. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. Click the Frame Lookup tab. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Create, process, return, and remake orders. Locate the claim and click the Claim Number link. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Click Save. You must contact the lab directly to notify them of the return. Enabling Pop-ups. You can perform partial returns of contact lens orders only if there was no. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. If you need help locating your login url, please contact [email protected]. In Office: Setup, click Optical Labs. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. Eyefinity’s Electronic Patient Notifications. Activating Labs: 1. Select a Model, or click + Model to enter the name of a new one. 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. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. ; To determine the patient’s. You cannot create or delete services/exams. Click the Invoiced tab, if it is not already displayed. 3. The office resource is added to the list in the Company: Office Resource Setup screen. * Office Phone Number. Select the Return Reason. Patients may be listed more than once if they have more than one active VSP plan. Setting the Claim Status to Ready to Bill. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. The dashboard defaults to displaying all patients. 5353, option 4. Whether you need to request a demo, receive customer support, or want training, our U. Locate the Claim # in the Check Detail section (left-most section). ReloadEyefinity Practice Management 10. The Not Applied tab includes all the claims in the remittance that need to be processed. Then, click the Transfer Balance icon. Reset your password. In the Contact Lens Setup page, select the. 942. Applying VSP. Contact Eyefinity Customer Care at epmsupport@eyefinity. The Select Insurance window opens. Some features have failed to load due to an internet connectivity problem. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Before you can use Worldpay for online credit card processing, you must activate the integration. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. This field defaults to the provider selected for the patient in Demographics. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. Repeat this step to add any additional payouts. Order these labels directly from. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. * Login Name. 38. Repeat steps 4 through 7 for all frame labels you need to print. 800. An eWebExtra website with the Integrated Online Forms and Integrated Online. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 2. Walk In - Select for walk-in patients. 2. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Click Search. Eyefinity Practice Management 10. In. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. 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. EPM - Adding New Services/CPT Codes to Eyefinity. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. 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. Insurance Billing Process. RESOLUTION: 1. Enhance your knowledge, provide product feedback, and get support using our community portal. Claim Management Enhancements. Eyefinity Practice Management 10. 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. Front Office; Claims Management; Front Office. In the left-side menu, click Patient Marketing. ; If your practice has more than one location, the Pending Exams grid. Getting Started with TriZetto. Mirror coatings are not included in the lens color. If the prescription is complete, click the Recheck icon. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Create the exam order and click Save. 7. Creating a Lens Only Order. You can set up your products and services in Eyefinity Practice Management before you use it. Edit, copy, adjust, and change claim status. DEA # The provider’s DEA number. These claims will have one of. In Office: Setup, click Optical Labs. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. Select all of the extras you want to add. 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. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. ; Select the Resource that you want to schedule. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. ; Edit the following fields, as necessary. The place of service name appears in box 32 on the CMS 1500 form. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Automate reminders, recalls, and eyewear-ready notifications to your patients. The list includes patient names, dates of birth, phone numbers, mailing addresses, email addresses, and whether each patient is active or inactive in your system. These system requirements are routinely reviewed and updated. Recording Contact Information. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Click Total Patient Count. If your practice recently converted to Eyefinity Practice Management from another system, the any outstanding balance from your old system is included in the patient's total balance. Access information and get support at your fingertips. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Processing Claims. Reviewing Remittance Download Errors. 0. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. We chose EPM because they did a good sales pitch. Supercharge Your Schedule. This section includes: Front Office Enhancements. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Type an End Date or select a date from the calendar. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. If you aren’t using Eyefinity EHR and your front office staff didn’t add the CPT Category II codes to the order, you’ll need to manually add CPT Category II codes to VSP claims: Search for the claim and select Edit Claim. The patient portal is an example of this. 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. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. iPadOS 15 or later. You can also add and modify products and services at any time. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Starting April 2, 2019, users without a valid Frames Data IDA/Eyefinity Practice Management Edition user name entered in Administration will see a 60-day countdown within Eyefinity Practice. No complaints except for with EPM which was the reason our office switched to Revolution. Description. Click Save. Click Save. Contact Lens ordering has been updated to expand the possible default values for the Quantity field on the Choose. Adding Non-VSP Formulary Lenses to an Order. Go to Claim Management and search for the claim. Get in Touch. In the list that displays, select About Firefox. ; Click the link for the provider or staff member's Last Name, or the Resource Name. Select the link that corresponds to the. There are too many button clicks that do nothing. Complete the following fields: Field. Ordering a Single Eyeglass Lens or Two Different Lenses. Click the Claims Information button. From the EPM Front Office home page, click the Administration button. For VSP orders, the system automatically sets IOF Program as the lab. Click Generate. ; Click the Appointments option in the upper action bar and select Appointment Calendar. If you need help locating your login url, please contact ehrsupport@eyefinity. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. Eyefinity Practice Management customers can login at pm. Access information and get support at your fingertips. It. See Navigating Administration for information on how to get to Office: Setup. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in 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. 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. Click Exams. The Total Patient Count appears at the top of the dashboard. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. To post internal claim transactions: From Claims Management, click Process Payments and select Carrier Payments or Patient Payments. Access to Eyewear Options. Before you can begin using them, Eyefinity must first activate the integrations. Release Date: January 26, 2023. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. The available fields will depend on whether you are editing a provider, staff member, or office resource. The training office opens. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 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. If you are using Standard EDI, enter the Payor ID. The transfer is. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. For more information, see Setting Up Electronic Eyewear Ready Notifications. iPadOS 15 or later. Click Save. Select the check box next to each claim you want to bill. 942. Select the Document Type. * Office Phone Number. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. 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. 2. Click + Place Of Service. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Access to Eyewear Options. From the EPM Front Office home page, click the Search For Patients button or click the Patients tab at the top of the page and select Search. A pre-appointment is a future appointment created at the time the. 0707, option 1. Click Inventory and select Product Inventory. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. Printing CMS 1500 Forms from Material Orders. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Type your New Password, and then type it again to confirm. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. Setting Up Provider Security Settings. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. comReturning Orders. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. 43. This section tells you how to manage, process, and bill claims in Claims 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. Release Date: February 5, 2019. Click Delete in the row of the line item whose transaction you want to. 3. 1.