Reset your password. 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. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. 3. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 5353 and request we block the certified partner's access to your system or complete the instructions below. com website can be accessed via the following steps: 1. Reset Password: Step 1 of 3 - Verify User Account. The system checks to see if your account is active. RESOLUTION: Log into Eyefinity Practice Management (EPM). Mirror coatings are not included in the lens color. 448. Record patient insurance and pull authorizations. When billing patients, you always bill manually. * Login Name. * Office Phone Number. That’s why we give you the resources needed to stay up to date on our products and services, ever-changing regulations, and training opportunities—all with quality. A message displays, asking if you want to change the claim status of each claim to Billed. For detailed information on the data included on the report, go to Aged Claims Report. ; 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 Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. The report provides a breakdown of the counts recorded at each inventory location by collection. Eyefinity announces the newest version of Eyefinity Practice Management. If you need help locating your login url, please contact ehrsupport@eyefinity. To search using the Last Name and First Name fields, you must enter some valid text. Review the Lab information. Repeat steps 3 through 6 to add tax authorities for the second and third tax authority levels, if needed. 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. 4. The videos in this section explain how to set up and use Eyefinity's integrated patient engagement tools with Eyefinity Practice Management. Welcome to the online help for Eyefinity Practice Management. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. If the claim status is not Ready to Bill Patient, click the On Hold button. 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. Eyefinity Practice Management now includes the following features to help practices that participate in the VSP Global Premier Program maintain and capitalize on their Premier status. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. Now, 200 forms are processed in 2. Reviewing and Modifying Patient Information from the Appointment Calendar. Search for and select insurance claims that have not yet been billed or that require attention. If your office supports pre-appointing appointments, select Supports Pre-Appointments. Whether you need to request a demo, receive customer support, or want training, our U. S elect the Maui Jim Lens Style. RESOLUTION: To create a report listing all patients that have had a certain type of Exam or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM), use. Repeat steps 4 through 7 for all frame labels you need to print. Click a Carrier/Plan name to view or edit the plan information. Select the Referral Type. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. The SATO CG408 Properties window opens. To print the Stock Transfer Report and send the stock transfer, click OK. Select By Date Range to enter a date range to print, or select dates from the calendar. Backward compatible font names. With in-product help, 1:1 training, webinars, conferences, and onsite training—you’re covered with a range of hands-on educational offerings for every role, skill level, and budget. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. Position the patient in the camera view and click Take Photo. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Checked Out - Select when the patient checks out. This field defaults to the provider selected for the patient in Demographics. Enter the Document Name. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Reason for choosing Eyefinity Practice Management. Enter the Lab Name and select a State for the lab you want to activate. Click +Adjustment. On the left side of the Demographics screen, click Insurance. There are too many button clicks that do nothing. Locate the information you're looking for and click the link to go to that section of the. To select all claims on the current page of the grid, select the check box in the heading row. 5 minutes. ; To determine the patient’s. Dial 800. Click the. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Everything was easy to learn, use and. Eyefinity announces the newest version of Eyefinity Practice Management. In the Lab Name search field, enter the name of the lab. In the Contact Lens Setup page, select the. Number of Views 1. 42. Cons: The workaround processes tend to become the norm since the program usage is not simple. See What It's All About. 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. Receiving a Stock Transfer. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. 2. A list of all the patients recorded in your system opens. DEA # The provider’s DEA number. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Make sure the frame has been priced and activated in Administration. In the Choose Order Type screen, click Frame Only. ( Eyefinity Practice Management does not automatically send bills to patients. You can generate the report for frame or accessory inventory sessions. EPM - Adding Services to the. 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. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Phone Support. Eyefinity Practice Management provides reports to help you manage your billing. Make sure the frame has been priced and activated in Administration. Eyefinity Practice Management 10. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. SATO WS408TT. You can only process patient payments by posting internal claim transactions. The following table provides information about all the warnings you might see in the VSP interface: The service code is not valid in inventory for the specified product. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. Under Frames Data, click the Check status link. Eyefinity Practice Management customers can login at pm. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Reviewing and Editing Claims. DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. Enter the patient’s Last Name, First Name, and/or Date of Birth. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. com. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. 1) S9986. Eyefinity EHR offers the only native iPad app in the optometric industry and takes advantage of the iPad’s built-in. In the Office Billing Name (33) field, enter the Group or Practice Name. Enter the Lab Name and select a State for the lab you want to activate. Search for the provider for whom you want to set up resource hours. This section includes:. In the menu on the left side of the screen, click Manuals and select VSP. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. Get in Touch. You must contact the lab directly to notify them of the return. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. If the plan has shared allowances configured, the available allowance amount is shown. Click Delete in the row of the line item whose transaction you want to. Select a Model, or click + Model to enter the name of a new one. Messages are sent weekly on Tuesday. At least one is required for the online scheduler to function. Click Save. You can also add and modify products and services at any time. If you need to retake the photo, click Take Photo again. The place of service name appears in box 32 on the CMS 1500 form. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. Entering Place of Service Information. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. 3 includes the following. Search for the services/exams that you want to set up or modify. On the Printing Product Labels page, click the Setting Up Label Printers link. 3. You can also print labels for frames and accessories. 942. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Click the Claim # link in the row of the claim you want to adjust. Release Date: January 26, 2023. Ordering a Single Eyeglass Lens or Two Different Lenses. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. © Vision Service Plan. A claim’s statuses are a collection of all the statuses of its line items. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Adding Lenses to an Eyeglass Order. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. The patient enters Name, Zip Code, Date of Birth, and Email address. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Click + Eligibility. Correcting a Failed Test Batch. Topics include: Insurance Billing Process. 877. An eWebExtra website with the Integrated Online Forms and Integrated Online. 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. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. 3 Release Notes. From the EPM Front Office home page, click the Administration button. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. Label height: 1. 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. 2. Click Save. For more information on how to use theThe speed at which Eyefinity Practice Management generates and submits EDI claim forms to TriZetto is greatly improved. Getting Started. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. You can click the link to access the Exams screen. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. Before you can use the integrated online forms, you need to make sure. The Patient Engagement Connection screen opens. 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. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. Click Patient Reports. Click Save. Click [X]. Press Tab or Enter. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Click Custom Frame Setup. 5353 and request we block the certified partner's access to your system or complete the instructions below. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. 2) S9986. Send the printed form to the carrier. The Integrations screen opens. Click Eyeglass Order. 4. 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). 1. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. You can return individual items on an order (partial return), or return the entire order at one time (full return). Click Save to add the item to the stock transfer. 4913, option 2. Underpayment Adjustment Types. From the EPM Front Office home page, click the Administration button. 1. Image Management. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. Printing a VSP Doctor Service Report. 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. For more information on reports that allow you to reconcile insurance (carrier and patient) receivables with Claims Management transactions, see Understanding Key Financial Reports in. Printing a Packing Slip. All passwords must be 8-15 characters, contain at least one numeric. 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. 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. Record your Office Identifier, Login Name, and Password. Discover new Premier Program tiers, where you can set your sights on the benefits you want most, and reward your practice with every step you take. Select the date criteria. On any screen in Front Office, click Patients and select VSP Authorizations. 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. 4. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Log into the portal using your. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. 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. Click + Choose File. 0. 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). For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. The Make Payment screen opens and displays the Invoiced Orders tab. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Select Referring Patient to print a list of existing patients who referred new patients to your practice. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Patient appointment confirmations are processed. Click Configure Printer and select the following settings: Label width: 2. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. com website (2. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Device Operating System. New features are added regularly that make work flow and efficiency better. Eyefinity Practice Management 10. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Click the eInsurance tab. Topics include: Setting Up the SATO WS408TT Label Printer. 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. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management. Inactivating Providers. Enter the patient's name and/or any. See Navigating Administration for information on how to get to Office: Setup. 2. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. Click the Question Mark icon on the bottom of the Firefox Menu. This change was made to accommodate future teleheath integration enhancements. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. Locate the insurance plan to which you want to add eligibilities. For Non-VSP orders, the system sets the lab to On Site. Record a Retail Price for the frame, and click Save. Processing Claims and Carrier Payments Videos. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. The Rx: Contact Lenses screen opens. 3. Select all of the extras you want to add. Eyefinity Practice Management 10. And a Username and Password to use for the portal and clicks Submit. S. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. Select the Maui Jim Lab. 942. Locate the Claim # in the Check Detail section (left-most section). Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. 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. Ordering Eyeglasses with VSP Medicaid. Select a Manufacturer. Eyefinity announces the newest version of Eyefinity Practice Management. Create, process, return, and remake orders. This section contains the following topics: Reprinting an Invoice. Release Date: December 7, 2021. These system requirements are routinely reviewed and updated. 1. Eyefinity EHR ID. Click the company name drop-down list on the far-left of the blue menu bar and select the office where you want to change the telehealth application. Get in Touch. Searching for Claims. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. 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. From EPM Front Office Home page, click the My Reports button. See Navigating Administration for information on how to get to Office: Setup. ; Click the Receipt tab. 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. The Return/Void receipt and a credit card receipt open in new browser windows. Locate the transaction you want to edit, and enter the new Amount. 3. Only those plans with exam authorizations appear. A Sign On window opens. Click Catalog in the blue menu bar, and select Frames. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. 5. 1. Enter the Document Name. based team stands ready to help. Activating Labs: 1. You can set up and modify service/exam names, item groups, prices, and durations. Select the Return Reason. Viewing Appointments for Inactive. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Returned orders are not automatically returned or canceled with the lab. If your practice has multiple locations, you can transfer stock between your offices. To select all claims on the current page of the grid, select the check box in the heading row. Click Appointments and then select Resource Schedule. Eyefinity Practice Management 10. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. . At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. 2. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). Click Bill Carrier. Office Identifier. 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. To activate the third-party billing integration: In Company: Setup, click Insurance and then select Insurance Integrations. You can view and export the reports to either a PDF file or an Excel spreadsheet. To remove an additional payment method, click. 2. * Office Phone Number. Recording Contact Information. Click Save. 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. The instructions below highlight the key steps of processing and billing claims. The role-based training sign-up form on the Eyefinity. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. The name of the. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. 800. There are too many button clicks that do nothing. 3. Eyefinity Practice Management customers can login at pm. We believe in a stress-free way to get the support you need, when you need it. A claim’s status determines how the claim can be edited and processed. Navigating to the Custom Frame Setup page: 1. Enter the Authorization Number. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. For detailed instructions outlining how to enter an Rx in Eyefinity Practice Management, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in Eyefinity Practice Management. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. For videos about the more advanced features of Material Orders, including remaking and returning orders, see Material Orders and Advanced Transactions Videos. 1”. Reviewing Remittance Download Errors. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. 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. The Total Patient Count appears at the top of the dashboard. 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. In the Material Orders screen, under Create an Order, click Add Exam. Navigating to the Custom Frame Setup page: 1. Resource Setup. 2. You can search for existing patients by using the patient’s last name, first name, date of birth, or phone number. ; Edit the following fields, as necessary. com website can be accessed via the following steps: 1. Edit, copy, adjust, and change claim status. Select Plan. 38. Setting the Claim Status to Ready to Bill. The requirements outlined on this. Trending Articles. Cons: I wish that the software was more seamless from EHR to EPM. Changes include the following: Frame reimbursement amounts are more accurate. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Click the Claims Information button. Create and modify calendar schedules for resources. The warning when adding a custom frame has been removed. Creating an Extras Only Order. For product support, check out the . Supercharge Your Schedule. Release Date: August 17, 2022. On the left side of the Demographics screen, click Material Orders. You can also view and print previous transactions and enter miscellaneous. Your calls are answered. If required, search for the patient for whom you are scheduling the appointment. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. eyefinity. Click Electronic Patient Notification - Manage at the top of the screen. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Setting Up Provider NPIs, Taxonomy Codes, Tax IDs, and Legacy IDs for Individual. based team stands ready to help. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. 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. Select the office resource in the Resource. Select the Document Type.