The following table describes all of the claim statuses in Claims Management, as well as the. Checked Out - Select when the patient checks out. 3,210 likes · 19 talking about this. In. Select the check box next to each claim you want to bill. 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. Repeat this step to add any additional payouts. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Deleting Appointments in Day or Week View. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Search for the provider for whom you want to set up resource hours. 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. Setting Up Barcode Scanners. For assistance with this, refer to Article 000019553 - EPM - Viewing Manufacturer Specifications for an Eyeglass Lens or Contact Lens in Eyefinity Practice Management. To remove an additional payment method, click. Release Date: April 15, 2022. Phone Support. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. Warning When Adding Custom Frame Removed. Click Return. Correcting a Failed Test Batch. Click Save. We chose EPM because they did a good sales pitch. You can only process patient payments by posting internal claim transactions. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Locate the transaction you want to edit, and enter the new Amount. Repeat step 4 for each Level 1 tax authority you want to add. Changes include the following: Frame reimbursement amounts are more accurate. You can set up your products and services in Eyefinity Practice Management before you use it. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. Access to Eyewear Options. Whether you need to request a demo, receive customer support, or want training, our U. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. You can perform partial returns of contact lens orders only if there was no. 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. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. The role-based training sign-up form on the Eyefinity. In the Lab Name search field, enter the name of the lab. 2. 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 Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. Recording Contact Information. Click Place of Service. Enter the Lab Name and select a State for the lab you want to activate. This topic includes: Verifying Required Information. Eyefinity Practice Management 10. Electronic appointment reminders are sent for any unconfirmed appointment. Navigating to the Custom Frame Setup page: 1. Record the Frame Specific Attributes. To submit all of the displayed claims to TriZetto, click Create And Send. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. ERA now uses the company. Rescheduling Appointments in Day and Week View. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. Eyefinity, Rancho Cordova, California. The Select Insurance window opens. Administration Enhancement. In the gray toolbar below the tabs, click VSP Online. 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. ; 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. Before you can use the integrated online forms, you need to make sure. 0707, option 1. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. 3. 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. Select Plan. 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. For assistance in adding a Non-VSP authorization to the patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. Number of Views 1. For information on enabling pop-up. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. To print the Stock Transfer Report and send the stock transfer, click OK. The number entered in the UPC and Product Code fields when. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. 43. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. This field defaults to the provider selected for the patient in Demographics. Getting Started. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. Enter the Document Name. Staff ID. This section contains the following topics: Reprinting an Invoice. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. The camera view displays below Step 1: Align the Camera and take photo. 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. Select the Item Type. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. The Choice is Yours. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. Click the eInsurance tab. Eyefinity Practice Management 10. The name of the. In Office: Setup, click Optical Labs. 4. Patient appointment confirmations are processed. The Eligibilities window opens. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Order these labels directly from Think Smart at 800. ; Select the Resource that you want to schedule. 2 includes the following updates to the Pricing screen. To select all claims on the current page of the grid, select the check box in the heading row. These claims will have one of. The default login password for new providers is start123. Remember office identifier. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Topics include: Insurance Billing Process. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. 38. Maintaining Inventory. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. The Claims Processing screen displays a list of your search results. 4913, option 2. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). If you need help locating your login url, please contact ehrsupport@eyefinity. Get in Touch. 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. 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. The patient portal is an example of this. Our compassionate customer care team is ready with a variety of tools and. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Experience the convenience of learning independently at your own pace with the Eyefinity Learning Center, so you can access the course when and where you want. See What It's All About. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Click + Check for VSP Insurance. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. Locate the information you're looking for and click the link to go to that section of the. 3. Topics include: What Is Eyefinity Practice Management? Eyefinity Practice Management System RequirementsThe Pending Eyefinity EHR Exams section of the Exams screen has been renamed to Pending Exams. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Supercharge Your Schedule. 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. Click Referral Source Tracking Report. Eyefinity announces the newest version of Eyefinity Practice Management. In Eyefinity Practice Management Front Office, select the labels you want to print. Eyefinity Practice Management 10. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Creating a Complete Eyeglass Order. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. In Company: Setup, click Insurance and select Carrier & Plan Setup. The Patient Open Exams Report lists all exams received from Eyefinity EHR that have not been invoiced during a specified date range. Click Close. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reset your password. 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. Cons: The workaround processes tend to become the norm since the program usage is not simple. Click the column headings to sort the. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. Go to Claim Management and search for the claim. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. Trending Articles. Select Refund for the Refund Method. 3. You can enter partial information. If the Edit Claim button is not visible, you may need to click the On Hold button to change the claim status to On Hold for editing. 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. Click Configure Printer and select the following settings: Label width: 2. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. To send a batch order to ABB: Click Inventory and select Product Inventory. 1”. Enter the Month & Year or click the Calendar button to select the date. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. When you obtain two separate authorizations for VSP patients and apply both to an order as the primary and secondary insurance, Eyefinity Practice Management automatically processes the claim as a VSP Coordination of Benefits submission. When billing patients, you always bill manually. Select the Document Type. Click + Staff. Click [X]. Key Features. Click + Upload Document. The Return Order window displays a message that the order was processed using multiple credit cards, and that refunding will create a customer credit for the entered amount and then refund the customer credit. S elect the Maui Jim Lens Style. Eyefinity Practice Management 10. To view and modify an internal claim, do not click a claim number that says “ (external)”. Get in Touch. See What It's All About. If you need help locating your login url, please contact ehrsupport@eyefinity. 942. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Dial 800. * Office Zip Code. 19 Administration includes. Click Search. Supercharge Your Schedule. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. Reviews of Eyefinity Practice Management. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. com website can be accessed via the following steps: 1. Previously, if you changed the. The Office: Setup screen opens. Click + Add. 00. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Remember office identifier. Then, click the Transfer Balance icon. Learn Independently. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. 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). 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. S. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. For more information, go to Searching for Claims. The lab is added to the order. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. To remove a record from the list, click Remove. The Electronic Patient Notifications Messaging Runs Report window opens. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. On the left side of the Demographics screen, click Material Orders. Scroll down to the 24. Then, select Edit Claim from the Action drop-down list. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. ; It should first be confirmed that the Physical Inventory Method is set. Dial 800. Click Inventory and select Product Inventory. 1. Select a Manufacturer. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. 942. Administration Enhancement. Select the office(s) that the doctor works in. 3 Release Notes. Now, 200 forms are processed in 2. Deselect the Active Only check box. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. Access information and get support at your fingertips. You can view and export the reports to either a PDF file or an Excel spreadsheet. Eyefinity announces the newest version of Eyefinity Practice Management. This section tells you how to manage, process, and bill claims in Claims Management. RESOLUTION: Log into Eyefinity Practice Management (EPM). EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice ManagementApplying Insurance for Coordination of Benefits (COB) This section explains how to apply primary and secondary insurance for coordination of benefits. 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). Locate the claim and click the Claim Number link. Type the name of the Level 1 tax authority in the text box and click the plus icon. Moving Multiple Appointments at the Same Time. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. This section helps you get started with Eyefinity Practice Management. Release Date: February 1, 2022. On the left side of the Demographics screen, click Material Orders. Click the Driver settings tab. Click Marketing Reports. Your calls are answered. Enter the required information and if possible, enter any additional information and skip to Step 7. In the Material Orders screen, under Create an Order, click Add Exam. At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. You can also print labels for frames and accessories. Creating a Lens Only Order. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. The Make Payment screen opens and displays the Invoiced Orders tab. Click Save. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. This page explains the requirements for Eyefinity Practice Management. Services on the exams are listed individually, by procedure code. The system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. Click Generate. 448. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. Browse for the document file and click Open. DESCRIPTION: How to create or edit a recall schedule for an existing recall type in Eyefinity Practice Management (EPM). 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. This will open the Practice Setup view. Click Exams. For product support, check out the . Dial 800. The SATO CG408 Properties window opens. read more >> Eyefinity Blog. 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. Office Identifier. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. We chose EPM because they did a good sales pitch. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Android 10 or later. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Click the Question Mark icon on the bottom of the Firefox Menu. To set up a rotating schedule: Click Rotation Setup. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. Standard EDI files are not submitted automatically. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Enter the Amount of the payout. Modifier 52 is. Enter the Lab Name and select a State for the lab you want to activate. From any page within EPM Front Office, click the Help button in the top-right corner of the page. A list of all the patients recorded in your system opens. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. com or toll free by phone at 800. Click Save. Click +Activity. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Locate the transaction you want to edit, and enter the new Amount. Only those plans with exam authorizations appear. On any screen in Front Office, click Patients and select VSP Authorizations. Click Integrations, or click the Office drop-down menu and select Integrations. The training office opens. Click Catalog in the blue menu bar, and select Frames. The date field defaults to the next business day. A Sign On window opens. ; Locate the Open stock receipt. The recall modal shows once the exam item is invoiced and payment is made on the exam order. 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 EPM. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. If reports will not generate/display, it may be necessary to disable the browser's Pop-Up blocker, or, add the EPM URL as a Pop-Up blocker exception. A claim’s status determines how the claim can be edited and processed. EPM - Adding New Services/CPT Codes to Eyefinity. Enter the Document Name. Underpayment Adjustment Types. And a Username and Password to use for the portal and clicks Submit. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. In the About Mozilla Firefox window, it will say Firefox is up to date under the version number if the browser is up-to-date. 2. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. In the Add Place Of Service window, record the place of service Name. Open the Claim Detail window for the claim, and click Edit Claim. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Click the Frames button located under the Products/Services section or hover over the Products/Services tab in the upper-most menu and select Frame Setup. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. Activating Labs: 1. Creating a Complete Eyeglass Order. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. See Setting Up Appointment Services. Printing a VSP Doctor Service Report. Click the Claim # link in the row of the claim you want to adjust. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. 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. Select the Document Type. Eyefinity Practice Management 10. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. 1”. 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. A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. 2. Access information and get support at your fingertips. Be Kind and Courteous. If you want to change the claim status, click Yes, Change to Billed. In Office: Setup, click Claims Information. Your new password must be different from your last 5 passwords. Select the Maui Jim Lab. For example, CPT 92250 is billed on a signature benefit with exam and refraction. If the plan is not listed, see Adding Non-VSP Insurance Information. On the left side of the Demographics screen, click Insurance. Complete the following fields: Field. Eyefinity Practice Management 10. Canceling Appointments in Day and Week View. 2 includes the following updates. To print the PDF to a CMS 1500 form, click Print. The update made the system even less logical and simple. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. The Select Insurance window opens.