When the. Setting the Claim Status to Ready to Bill. If you know the UPC Code and/or Item Number you want to. 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. Reviewing Remittance Download Errors. Receiving a Stock Transfer. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. S elect the Maui Jim Lens Style. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. Copying Eyeglass Orders. EPM - Adding Services to the. 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. All passwords must be 8-15 characters, contain at least one numeric. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. Wi-Fi. The provider’s login name for Eyefinity Practice Management. The Not Applied tab includes all the claims in the remittance that need to be processed. 5353, option 4. Make sure the frame has been priced and activated in Administration. This field defaults to the provider selected for the patient in Demographics. You can select up to eight options to display in the scheduler drop-down. 38. Networking. You'll see the word "training" next to the Eyefinity logo in the upper left corner of the screen and an orange banner at the top. Number of Views 1. 5353 and request we block the certified partner's access to your system or complete the instructions below. There are too many button clicks that do nothing. For more information on editing frame and lens information, go to Adding a Frame to an Eyeglass Order and Adding Lenses to an Eyeglass Order. 2) S9986. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. RESOLUTION: 1. 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. If the plan is not listed, see Adding Non-VSP Insurance Information. Description. The patient clicks Register on your website. eyefinity. 4. 2. Click Save. Click Save. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. After an order is created, you can generate and print an invoice. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. Type an End Date or select a date from the calendar. The Change Amount field updates to show the amount owed to the patient. 6. 5. Eyefinity Practice Management 10. Deselect the Active Only check box. 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. For frame inventory sessions, you can select one or more collections. based team stands ready to help. Enter the required information and if possible, enter any additional information and skip to Step 7. You can also filter the calendar by Service Type and/or Appointment Status. Access information and get support at your fingertips. It automates and simplifies common daily. Number of Views 1. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Looking Up Eyeglass Lenses by Entering Lens Information. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. Click Add Extras . Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. Activating Labs: 1. In Office: Setup, click Integrations and then click Credit Card Processing. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. Billing Claims Manually. Resource Setup. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Select the Document Type. Select a Collection. * Login Name. Locate the information you're looking for and click the link to go to that section of the. Checked Out - Select when the patient checks out. Reset your password. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Although Eyefinity Practice Management creates. To return to viewing only the scheduled office hours, click Show business hours. The following table describes all of the claim statuses in Claims Management, as well as the. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. 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. Eyefinity Practice Management 10. Click + Choose File. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Electronic appointment reminders are sent for any unconfirmed appointment. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. If you need to retake the photo, click Take Photo again. The adjustment record is created and the Inventory Activity grid opens. Select Refund for the Refund Method. You can set up and modify service/exam names, item groups, prices, and durations. Services on the exams are listed individually, by procedure code. Eyefinity announces the newest version of Eyefinity Practice Management. Click Place of Service. 800. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. 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. Administration. Record patient insurance and pull authorizations. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. On the left side of the Demographics screen, click Material Orders. The Return Order window opens. The Take Patient Photo from Camera screen opens. Click Appointments and then select Resource Schedule. Processing Claims. 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. 3. 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. If the report does not open, check to make sure your browser is set to allow pop-up windows. Printing a Packing Slip. Credential. Eyefinity Practice Management. 4. The following inventory information for the frame appears under. Eyefinity Practice Management 10. The Material Orders 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. Electronic appointment reminders are sent for any unconfirmed appointment. Select a Model, or click + Model to enter the name of a new one. Adding Non-VSP Formulary Lenses to an Order. 2 includes the following updates. In. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. Eyefinity Practice Management offers features such as time and. The process used by the Electronic Remittance Advice (ERA) feature to identify duplicate remittances has been improved. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. In the Exams screen, click + Exam. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. 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. Search for and click the check number to open the carrier check. If this problem persists, try reloading the page. Whether you need to request a demo, receive customer support, or want training, our U. The role-based training sign-up form on the Eyefinity. eyefinity. Click Inventory and select Product Inventory. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 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. 1. On the Printing Product Labels page, click the Setting Up Label Printers link. Viewing Patient Insurance Information. The Medical Exam check box is selected by default. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). 942. Material Orders and Advanced Transactions Videos. RESOLUTION: Follow the steps provided below to complete a Physical Inventory in EPM while a practice's Physical Inventory Method is set to Sheet (rather than Scan). DESCRIPTION: How to use the Recall by Last Exam Date Report in Eyefinity Practice Management (EPM). Go to the portal provided to you from the Patient Engagement certified partner. Enter the Authorization Date, and Expiration Date. You must contact the lab directly to notify them of the return. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. These system requirements are routinely reviewed and updated. Applying VSP. Phone Support. Click + Place Of Service. 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. Your practice. 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. To set up office hours in the Scheduler, go to Setting Up Resource Schedules. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. 941. The office resource is added to the list in the Company: Office Resource Setup screen. Access information and get support at your fingertips. You can return individual items on an order (partial return), or return the entire order at one time (full return). The patient portal is an example of this. 2. Printing CMS 1500 Forms from Material Orders. If you need help locating your login url, please contact ehrsupport@eyefinity. Click Save. Perform an adjustment to add or remove items from your inventory. Entering Place of Service Information. Add the. Select an adjustment type for the line item from the Adjustment Type drop-down list and enter the adjustment amount in the Amount text box. Locate the transaction you want to edit, and enter the new Amount. Release Date: January 26, 2023. To apply a Pricing Option, select one from the drop-down list and click Reprice. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Billing Claims Electronically. 2 includes the following updates to the Pricing screen. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. S elect the Maui Jim Lens Style. Eyefinity Practice Management 10. Reset Password: Step 1 of 3 - Verify User Account. 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. 5353 to reach our Customer Care team. For more information, go to Searching for Claims. Click Close. Enter the patient’s SSN (Last 4) or unique Full. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. * Office Phone Number. Material Orders and Transactions Videos. In Office: Setup, click Claims Information. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Ordering Eyeglasses with VSP Medicaid. Setting Up Products/Services. Eyefinity Practice Management 10. com website can be accessed via the following steps: 1. We'll have more courses soon! Learn Independently. 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. 4. The provider’s credential. 2. This section includes:Creating and Processing Orders. Reviews of Eyefinity Practice Management. Select the In Office check box next to Finishing. Label height: 1. 942. Click Save. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. 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. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Supercharge Your Schedule. A unique alphanumeric ID. If the prescription is incomplete, enter information in the required fields. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. 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. 942. You can also print labels for frames and accessories. The Eyefinity Practice Management training videos explain how to use the following areas of the system: Patient Demographics and Appointments Videos. A unique alphanumeric ID. ; 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. Eyefinity Practice Management 10. Click Save. This section tells you how to manage, process, and bill claims in Claims Management. Eyefinity announces the newest version of Eyefinity Practice Management. Services section. 3. NOTE: Once you are in the training environment you will see an. Eyefinity announces the newest version of Eyefinity Practice Management. Click [X]. 2. Release Date: February 1, 2022. Screening Codes from Eyefinity EHR. 1) S9986. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. Click Delete in the row of the line item whose transaction you want to. Click Print. 2. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Processing Claims and Carrier Payments Videos. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Type an Explanation for the payout, if necessary. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. See Navigating Administration for information on how to get to Office: Setup. You can enter partial information. 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. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. The Remittance Details window opens with the Not Applied tab displayed. com. RESOLUTION: From the EPM Front Office home page, click Appointment Confirmations, or, click the Appointments option in the upper action bar, and select Appointment Confirmations from the drop-down. For additional credit cards, repeat steps 6 through 10. Get in Touch. You can set up your products and services in Eyefinity Practice Management before you use it. For more information, go to Receiving New Payments. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Go to Claim Management and search for the claim. Dial 800. Eyefinity Practice Management 10. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. On the left side of the Demographics screen, click Material Orders. 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). Getting Started with TriZetto. Dial 800. Setting Up Provider Scheduler Resource Hours. Click Driver Settings and select the following settings: Always use driver settings. RESOLUTION: The insurance drop-down list in the EPM Appointment Scheduler displays the patient’s active insurances in alphabetical order, but does not indicate which is the Primary, Secondary, etc. Click a Carrier/Plan name to view or edit the plan information. The dates available for the report are based on the inventory session dates for the selected item type. 942. Material Orders and Advanced Transactions Videos. Object Moved. 5 minutes. 1. It. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. Reset your password. Topics include: Insurance Billing Process. Select the Document Type. Click Material Orders . Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. From the EPM Front Office home page, click the Claim Management option (in the upper Action toolbar) and select Claim Management from the drop-down menu. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. Click Save. Select the Maui Jim Lab. You can also add and modify products and services at any time. If you have Eyefinity EHR integrated with Eyefinity Practice Management, the following procedure codes will now be imported from your exams: S9986. Select the Referral Type. We chose EPM because they did a good sales pitch. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Reporting. Click Check Status. If you need help locating your login url, please contact [email protected]. Registering for a Patient Portal Account. Go to the portal provided to you from the Patient Engagement certified partner. See What It's All About. 4. EPM support gladly and quickly helps. based team stands ready to help. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. The Select Insurance window opens. Login URL: A unique login url is created for each Eyefinity EHR Customer. Enter the Amount of the payout. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. 3,210 likes · 19 talking about this. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. Send the printed form to the carrier. This section contains the following topics: Reprinting an Invoice. Correcting a Failed Test Batch. 3. From EPM Front Office, navigate to Claim Management. Patient appointment confirmations are processed. 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. Select the check box next to each claim you want to bill. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. 2. Printing a VSP Doctor Service Report. Billing Claims Manually. Canceling Appointments in Day and Week View. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. This section tells you how to manage, process, and bill claims in Claims Management. Create the exam order and click Save. In Office: Setup, click Optical Labs. Walk In - Select for walk-in patients. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. The system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. Track, adjust, and report on inventory. In the list, click the patient records you want to merge. Click the Print icon. Click Save. Release Date: March 31, 2021. Eyefinity Practice Management 10. 5353 and choose option 1 to reach our Customer Care team. On the Printing Product Labels page, click the Setting Up Label Printers link. Front Office; Claims Management; Front Office. RESOLUTION: 1. Don't see what you're looking for? Try typing one or two keywords from your question in the Search field in the upper-right corner of the screen to find a help topic that covers it. Eyefinity Practice Management 10. Type your Current Password. At least one is required for the online scheduler to function. In Office: Setup, click Optical Labs. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. Click Marketing Reports. You cannot search for claims by adjustment type (for example, Biller Review). On any screen in Front Office, click Patients and select VSP Authorizations. Office Identifier. Select the link that corresponds to the. 26 Release Notes. Enter Optional Comments, as needed. The Patient Engagement Connection screen opens. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). This section includes:. Click the column headings to sort the. The update made the system even less logical and simple. A Sign On window opens. In. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. Eyefinity Practice Management customers can login at pm. The role-based training sign-up form on the Eyefinity. Trending Articles. You'll learn with step-by-step tutorials. A green icon next to Contact indicates that. Messages are sent weekly on Tuesday.