To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. 5. Record the rest of the lens information and click Add to Order. 42. com website can be accessed via the following steps: 1. Patients may be listed more than once if they have more than one active VSP plan. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Type a Start Date or select a date from the calendar. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. 43. This section discusses the procedures required to set up providers in Eyefinity Practice Management. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. Click Save. ; Select the Resource that you want to schedule. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. Cons: The workaround processes tend to become the norm since the program usage is not simple. 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. Locate the information you're looking for and click the link to go to that section of the. This group is solely intended for active users of Eyefinity Practice Management. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). You can generate the report for frame or accessory inventory sessions. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. Select Declined to Share if the patient does not want to share his or her. If the prescription is incomplete, enter information in the required fields. 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. Editing Resources. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. You cannot search for claims by adjustment type (for example, Biller Review). com or call us at 877. To print the Stock Transfer Report and send the stock transfer, click OK. Using the Patient Marketing Dashboard. The update to custom frames in the 10. Click the Invoiced tab, if it is not already displayed. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. RESOLUTION: The Appointment Scheduler in Eyefinity Practice Management includes the option to change the colors that indicate when the practice is Closed, Available, Not Available, as well as colors for Appointments, and. 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. Go to the portal provided to you from the Patient Engagement certified partner. The role-based training sign-up form on the Eyefinity. In Company: Setup, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Release Date: December 7, 2021. Whether you need to request a demo, receive customer support, or want training, our U. Click the Question Mark icon on the bottom of the Firefox Menu. Access information and get support at your fingertips. Before you can use Worldpay for online credit card processing, you must activate the integration. Type the name of the Level 1 tax authority in the text box and click the plus icon. com. Reviewing and Modifying Patient Information from the Appointment Calendar. Click + Eligibility. To successfully view all windows in Eyefinity Practice Management, you must have pop-ups enabled in your Internet browser. To search using the Last Name and First Name fields, you must enter some valid text. 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. Repeat step 4 for each Level 1 tax authority you want to add. Receiving a Stock Transfer. 5 minutes. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Eyefinity Practice Management 10. 38. Position the patient in the camera view and click Take Photo. Type your Frames Data User Name. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. Setting Up Provider Scheduler Resource Hours. 4. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. The Integrations screen opens. The choice is yours. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Enter the patient's name and/or any other filters, and then click the Search button. The Remittance Details window opens with the Not Applied tab displayed. If the frame has not already been priced for your practice, the Frame Price window opens. If the plan is not listed, see Adding Non-VSP Insurance Information. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. A claim’s statuses are a collection of all the statuses of its line items. ; If your practice has more than one location, the Pending Exams grid. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Supercharge Your Schedule. 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. Then, click the Transfer Balance icon. For more information, go to Searching for Claims. The Office: Setup screen opens. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. The provider’s Eyefinity EHR ID. Automate reminders, recalls, and eyewear-ready notifications to your patients. The provider’s login name for Eyefinity Practice Management. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. If you will be sending VSP and non-VSP orders to a lab, set up two separate entries: one for VSP patients and one for non-VSP patients. 942. Click [X]. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. 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 credentials, please refer to the EPM support/resources page, contact. Create and modify calendar schedules for resources. Locate the carrier and select the Electronic Claim Submission check box. Record your Office Identifier, Login Name, and Password. 1. To apply a Pricing Option, select one from the drop-down list and click Reprice. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. The Electronic Patient Notifications Messaging Runs Report window opens. Reset Resource Password. Click the Frame Lookup tab. If the claim status is not Ready to Bill Patient, click the On Hold button. Eyefinity announces the newest version of Eyefinity Practice Management. 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. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). iPadOS 15 or later. Learn Independently. Search for the services/exams that you want to set up or modify. 800. * Login Name. You can also filter the calendar by Service Type and/or Appointment Status. NOTE: Once you are in the training environment you will see an. If you need help locating your login url, please contact ehrsupport@eyefinity. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. The system checks to see if the patient has an existing patient record in your Eyefinity Practice Management system. Privacy and Security Policy | Customer Care | System Requirements | Terms and Conditions | Notice of Privacy Practices | BAA | © 2023 Eyefinity, Inc. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. The provider’s credential. 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. Edit, copy, adjust, and change claim status. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. The available fields will depend on whether you are editing a provider, staff member, or office resource. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. This page explains the requirements for Eyefinity Practice Management. 448. 38. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. To return to viewing only the scheduled office hours, click Show business hours. The role-based training sign-up form on the Eyefinity. Setting the Claim Status to Ready to Bill. 0707, option 1. Release Date: October 20, 2023. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. 2) S9986. For more information, go to Searching for Claims. 16 Claims Management includes an enhancement to the following area: Duplicate Remittance Identification; Duplicate Remittance Identification. 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. If the plan is not listed, see Adding Non-VSP Insurance Information. If you have questions. Contact Eyefinity Customer Care at epmsupport@eyefinity. Reset Password: Step 1 of 3 - Verify User Account. If your practice has multiple locations, you can transfer stock between your offices. These system requirements are routinely reviewed and updated. The Order Summary screen for the remake order opens. Changes include the following: Frame reimbursement amounts are more accurate. Eyefinity Practice Management customers can login at pm. Topics include: Insurance Billing Process. Topics include: Insurance Billing Process. Full-cycle Broker Management Solution. 3. Complete the following fields: Field. On the Printing Product Labels page, click the Setting Up Label Printers link. 3. Enter the amount paid in the Tender Amount field. Whether you need to request a demo, receive customer support, or want training, our U. Administration Enhancement. Click Custom Frame Setup. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Clearinghouses such as RelayHealth, Navicure, Apex, and Claim MD are not currently supported for use with Eyefinity Practice Management. You can view and export the reports to either a PDF file or an Excel spreadsheet. Welcome to the online help for Eyefinity Practice Management. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. * Office Identifier. 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. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. 3. Eyefinity Practice Management 10. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. We chose EPM because they did a good sales pitch. You can return individual items on an order (partial return), or return the entire order at one time (full return). Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. The Eligibilities window opens. Before you can begin using them, Eyefinity must first activate the integrations. com or call us at 877. 2. 31 Release Notes. Printing a VSP Doctor Service Report. 942. Some features have failed to load due to an internet connectivity problem. Please log on to the Eyefinity Support Community to submit any enhancement questions. In Eyefinity Practice Management, colors can be assigned for specific Services so that when an appointment is scheduled for the specific service, the appointment will appear in the Scheduler with the color assigned. Enter the receiver information you received from the clearinghouse. 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. 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. 1. In Company: Setup, click Products/Services and select Service Setup. For product support, check out the . 942. Eyefinity Practice Management. 1”. We'll have more courses soon! Learn Independently. The place of service name appears in box 32 on the CMS 1500 form. Click + Upload Document. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. If any custom frames already exist in the system that match the model you selected. Patient Engagement Tools Videos. 1. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. Reset your password. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. In. Click the Invoiced tab, if it is not already displayed. Cons: I wish that the software was more seamless from EHR to EPM. Access to Eyewear Options. Record the Week Rotation Start Week for your rotating schedule. In the list that displays, select About Firefox. If you are interested in setting up integrations, contact your. Click Save to add the item to the stock transfer. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. In Office: Setup, click Optical Labs. Walk In - Select for walk-in patients. Activating Labs: 1. 5. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. 3. Post and edit payments and transfer balances. 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. Applying VSP as Both Primary and Secondary Insurance . Creating an Exam-Only Order. In Eyefinity Practice Management Front Office, select the labels you want to print. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. Click Contact Lens Order. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. Click the Driver settings tab. Enter the Authorization Date, and Expiration Date. Search for and select insurance claims that have not yet been billed or that require attention. Open the Claim Detail window for the claim, and click Edit Claim. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. 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. If it is active, the screen is updated to display. Android 10 or later. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Processing Claims. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. Deleting Appointments in Day or Week View. Select the Return Reason. Adding Lenses to an Eyeglass Order. 448. You can enter partial information. You can set up and modify service/exam names, item groups, prices, and durations. 3. 4. Staff Name. Eyefinity Practice Management 10. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Click Exams. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. 941. 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). All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. This will open the Practice Setup view. Go to the Scheduler and click the blue button with white lines on it and select Resource Settings. Click Eyeglass Order. 2. Create, process, return, and remake orders. ; It should first be confirmed that the Physical Inventory Method is set. RESOLUTION: 1. See Navigating Administration for information on how to get to Office: Setup. Access to Eyewear Options. Printing a Packing Slip. We believe in a stress-free way to get the support you need, when you need it. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. Billing Claims Manually. Locate the claim and click the Claim Number link. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. If you are interested in integrating with Eyefinity EHR, contact your Eyefinity Practice Management Account Manager. The Eyefinity Electronic Patient Recalls require an additional fee and setup by Eyefinity. This topic includes: Verifying Required Information. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Eyefinity Practice Management records the transactions as refunds. Order these labels directly from Think Smart at 800. Eyefinity announces the newest version of Eyefinity Practice Management. Adding Non-VSP Formulary Lenses to an Order. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. Click Bill Carrier. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Details. 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. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. 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. If your office supports pre-appointing appointments, select Supports Pre-Appointments. Enter the Month & Year or click the Calendar button to select the date. ; In the Pricing screen, click the Add link to add a medical insurance plan as the Primary Insurance. Office Identifier. Eyefinity Practice Management 10. 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. This document may be found here. There are too many button clicks that do nothing. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Reset your password. * Login Name. Entering Place of Service Information. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. 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). read more >> Eyefinity Blog. Set up only the tax authorities for the tax authority levels you need for your. Click Patient Statements. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. At this time, claims for any other carrier can only be billed through TriZetto/GatewayEDI. In Company: Setup, click Insurance and select Carrier & Plan Setup. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 2. The instructions below highlight the key steps of processing and billing claims. Enter Optional Comments, as needed. Click Referral Source Tracking Report. 448. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. The update made the system even less logical and simple. Processing Claims and Carrier Payments Videos. Remember office identifier. 2. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. On the Printing Product Labels page, click the Setting Up Label Printers link. Modifier 52 is. 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. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. Search for and click the check number to open the carrier check. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Enter the Document Name. 4. See Navigating Administration for information on how to get to Office: Setup. The Not Applied tab includes all the claims in the remittance that need to be processed. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. 3 - Screening. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Make sure the frame has been priced and activated in Administration. Select the Maui Jim Lab. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. The role-based training sign-up form on the Eyefinity. Enter the Document Name. 21 Claims Management includes enhancements to the following area: Backdate Patient Payments, Carrier Payments, and Electronic Remittances When you add or edit patient payments, carrier payments, and electronic remittances, you can now enter dates in the Deposit Date field that are up to. eyefinity. The Return Order window opens. If you need to edit the information: In Company: Setup, click Integrations. 2. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. See Navigating Administration for information on how to get to Office: Setup. 5353, option 4. Click Process Payments and select Carrier Payments.