942. Services section. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. Access information and get support at your fingertips. 19 Administration includes. You can generate the report for frame or accessory inventory sessions. The Patient Marketing Dashboard opens. ( Eyefinity Practice Management does not automatically send bills to patients. 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. Billing Claims Electronically. Activating Labs: 1. To view and modify an internal claim, do not click a claim number that says “ (external)”. Reviewing Remittance Download Errors. Scroll down to the 24. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). Eyefinity announces the newest version of Eyefinity Practice Management. A message displays, asking if you want to change the claim status of each claim to Billed. This section includes:Creating and Processing Orders. Navigating to the Custom Frame Setup page: 1. Click Close. If you need help locating your login credentials, please refer to the EPM support/resources page, contact [email protected] - Deleting Applied Insurance Payments from Insurance Checks in Eyefinity Practice Management. Office Identifier. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Before you can use Worldpay for online credit card processing, you must activate the integration. Eyefinity Practice Management 10. We have the ability to contact support by phone, facebook and/or email at any time, so we aren't left alone to "deal with. eyefinity. Type a Start Date or select a date from the calendar. com or call us at 877. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. The claim and all line items on the claim have the status On Hold. Printing a Packing Slip. 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. Eyefinity Practice Management customers can login at pm. 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. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. For more information, go to Receiving New Payments. 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. 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,. ) are allowed. 4. Eyefinity Practice Management 10. . When it comes to where and how you want to learn, Eyefinity Learning is all about options. The default login password for new providers is start123. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. Browse for the document file and click Open. In the left-side menu, click Patient Marketing. In Company: Setup, click Insurance and select Carrier & Plan Setup. Click Appointments and then select Resource Schedule. Topics include: Insurance Billing Process. Reset your password. 00. Staff ID. 448. Click Save. 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. EPM support gladly and quickly helps. RESOLUTION: 1. Open the Claim Detail window for the claim, and click Edit Claim. 6. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. 942. Eyefinity Practice Management 10. Mirror coatings are not included in the lens color. The training office opens. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. On the left side of the Demographics screen, perform one of the following steps: Click Material Orders and then, under Create an Order, click Add Eyeglass Order. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Moving Multiple Appointments at the Same Time. Material Orders and Transactions Videos. Enter the Date of Service in the next available row. Enter the Lab Name and select a State for the lab you want to activate. Eyefinity Practice Management 10. Click Add Payment to record the payment and close the window. On the left side of the Demographics screen, click Insurance. Under EPN Reports, click View Messaging Runs. On the Printing Product Labels page, click the Setting Up Label Printers link. 0707, option 1 - Eyefinity Website Services. Dial 800. 2. On the left side of the Demographics screen, perform one of the following steps: Click Material Orders and then, under Create an Order, click Add Eyeglass Order. Type your Frames Data User Name. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. To ensure that the text is aligned properly on the form, make sure that the Fit to Page or Print to Page Size check box is deselected. Enter any Notes for the adjustment. Wi-Fi. Click Save. Supercharge Your Schedule. Return to Login Page. RESOLUTION: Navigating to an order’s Current Pricing page:. Hold the Ctrl key as you click links to allow the pop-up windows to appear, or set your browser’s preferences to display pop-up windows in Eyefinity Practice Management. Select Referring Patient to print a list of existing patients who referred new patients to your practice. Those appointments automatically sync to your schedule in Eyefinity Practice Management, giving you the ability to organically grow your practice without extending operating hours or. You can only process patient payments by posting internal claim transactions. Providers are prompted to set a new password the first time they log in to the system. You'll learn with step-by-step tutorials. The Patient Engagement Connection screen opens. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Select Declined to Share if the patient does not want to share his or her. Number of Views 1. Add the. RESOLUTION: Vision Service Plan (VSP) claims can be automatically sent to Eyefinity using the VSP Interface. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. 35 includes fixed issues in the following areas: Front Office; Claim Management; New VSP Interface; Front Office. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. The Return Order window opens. Click Modify in the Clinic Hours column. 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. Navigate to the Eyefinity. To upload a document: On the left side of the Demographics screen, under Correspondence, click Documents. The Eligibilities window opens. Creating a Lens Only Order. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. DESCRIPTION: How to post a charge-back (negative payment) from an insurance carrier check or Explanation of Benefits (EoB) to a patient's claim in Eyefinity Practice Management (EPM). The SATO CG408 Properties window opens. Eyefinity announces the newest version of Eyefinity Practice Management. Click Material Orders and then, under Create an Order, click Add Contact Lens Order. Repeat this step to add any additional payouts. On the Printing Product Labels page, click the Setting Up Label Printers link. 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. 38. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. Eyefinity Practice Management 10. Type an Explanation for the payout, if necessary. Details for the selected patient records appear below the list. Reset your password. Wi-Fi. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. 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. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Entering Place of Service Information. 2. Select the Document Type. The Select Insurance window opens. Eyefinity Practice Management System Requirements. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. The Transfer Balance to Secondary Insurance section appears. The Order Summary screen for the remake order opens. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. The report opens in a new window. For Non-VSP orders, the system sets the lab to On Site. Enter the Authorization Date, and Expiration Date. Select the office(s) that the doctor works in. ; When the Appointment Calendar opens, navigate to the day that. Getting Started. Open the Claim Detail window for the claim, and click Edit Claim. 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. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. Entering Place of Service Information. Deleting Appointments in Day or Week View. Click Electronic Patient Notification - Manage at the top of the screen. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. The Office: Setup screen opens. 4. 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. The claim opens. To print the PDF to a CMS 1500 form, click Print. See the latest verified ratings & reviews for Eyefinity Practice Management. Number of Views 771. Supercharge Your Schedule. You cannot search for claims by adjustment type (for example, Biller Review). Type the name of the Level 1 tax authority in the text box and click the plus icon. The new amount is saved and will appear on the Daily Transaction Payment Report. Eyefinity Practice Management 10. The dashboard defaults to displaying all patients. Supercharge Your Schedule. When you need to have two tabs open simultaneously, use separate browsers. Select the check box next to each claim you want to bill. Mirror coatings are not included in the lens color. The Material Orders screen opens. See What It's All About. You can also print labels for frames and accessories. 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. Your calls are answered. If the claim status is not Ready to Bill Patient, click the On Hold button. On the left side of the Demographics screen, click Insurance. The camera view displays below Step 1: Align the Camera and take photo. 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). See Navigating Administration for information on how to get to Office: Setup. The place of service name appears in box 32 on the CMS 1500 form. * Office Phone Number. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. You can integrate Eyefinity Practice Management with other products and services to make contact lens ordering, credit card processing, billing, and managing patient records easier. Click the Frame Lookup tab. Select the In Office check box next to Finishing. 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. 2. 2 includes the following updates to the Pricing screen. RESOLUTION: NOTE: The Recall by Last Exam Date report displays patients with a Last Exam Date or last exam order date within the selected date range. Release Date: December 7, 2021. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. Resource Schedule Setup. 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. 31 Release Notes. When billing patients, you always bill manually. This page explains the requirements for Eyefinity Practice Management. Reviews of Eyefinity EHR. 0707, option 1. Access to Eyewear Options. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. Click Search. 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. Adding Non-VSP Formulary Lenses to an Order. You must contact the lab directly to notify them of the return. 800. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. The Integration Status column displays a message for each order that was. EPM - Adding New Services/CPT Codes to Eyefinity. based team stands ready to help. 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. Access to Eyewear Options. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). Make sure the frame has been priced and activated in Administration. See Reviewing and Pricing Pending Eyefinity EHR Exams for more information. Description. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. See Navigating Administration for information on how to get to Office: Setup. On the EPM Administration home page, click the Contact Lenses button or hover over the Products/Services tab at the top and select Contact Lens Setup. Eyefinity Practice Management 10. Copying Eyeglass Orders. The SATO CG408 Properties window opens. In the Exams screen, click + Exam. 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. 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 report does not open, check to make sure your browser is set to allow pop-up windows. com website can be accessed via the following steps: 1. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Eyefinity Practice Management provides reports to help you manage your billing. Media type: Continuous labels. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. For more information, go to Navigating Book View. Reset Resource Password. 4. Select the Return Reason. Click Create EDI File. Enter the patient’s Last Name, First Name, and/or Date of Birth. Front Office; Claims Management; Front Office. After an order is created, you can generate and print an invoice. 2. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. Looking Up Eyeglass Lenses by Entering Lens Information. 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. Release Date: January 26, 2023. Click the User button in the upper-right area of the screen, and select Change Password. comReturning Orders. 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. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. At least one is required for the online scheduler to function. To remove an additional payment method, click. 7”. Eyefinity Practice Management records the transactions as refunds. Click +Adjustment. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. This will open the Practice Setup view. Credential. Eyefinity announces the newest version of Eyefinity Practice Management. Click Catalog in the blue menu bar, and select Frames. We believe in a stress-free way to get the support you need, when you need it. Search for the claim. You can also filter the calendar by Service Type and/or Appointment Status. Click Place of Service. Recording Contact Information. Using Book View in the Appointment Calendar. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Select Plan. Get in Touch. To return to viewing only the scheduled office hours, click Show business hours. Patient Engagement Tools Videos. 38. Supercharge Your Schedule. Media type: Continuous labels. Searching for Claims. Whether you need to request a demo, receive customer support, or want training, our U. 7”. The TriZetto logo in the upper-right corner of the window. 3. Administration Enhancement. Eyefinity Practice Management 10. The photo displays below Step 2: Confirm Photo. Premier providers receive access to exclusive offers,. Click Add Extras . This change was made to accommodate future teleheath integration enhancements. Eyefinity Practice Management 10. Go to the portal provided to you from the Patient Engagement certified partner. Type an End Date or select a date from the calendar. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. If you are interested in setting up integrations, contact your. Click Process Payments and select Carrier Payments. Getting Started with TriZetto. The Not Applied tab includes all the claims in the remittance that need to be processed. 5. Click Material Orders . From any page within EPM Front Office, click the Help button in the top-right corner of the page. Reviewing and Modifying Patient Information from the Appointment Calendar. 1. 448. Complete the following fields: Field. Click Exams. Enter the Cut Off Date to print, or select a date from the calendar. Details. 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. Enter any Comments, if needed. Rescheduling Appointments in Day and Week View. If it is active, the screen is updated to display. ; Click the Appointments option in the upper action bar and select Appointment Calendar. The choice is yours. Repeat step 4 for each Level 1 tax authority you want to add. Our compassionate customer care team is ready with a variety of tools 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). Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Click +Activity. Image Management. 942. Locate the transaction you want to edit, and enter the new Amount. Click the Driver settings tab. For more information, see Editing Resources. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. For frame inventory sessions, you can select one or more collections. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. Record patient insurance and pull authorizations. The Company: Setup screen opens. ; 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. To select all claims on the current page of the grid, select the check box in the heading row. Using the Patient Marketing Dashboard. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. The place of service name appears in box 32 on the CMS 1500 form. Locate the carrier and select the Electronic Claim Submission check box. Material Orders and Transactions Videos. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. In Front Office, click Store Operations in the upper-right corner of any screen and select Credit Card Processing. Topics include: Setting Up the SATO WS408TT Label Printer. Dial 800. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Se lect a Maui Jim Lens Mirror Coating from the Additional Coating field. Claim Management Enhancements. If the version is not. Wi-Fi. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. 2. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Release Date: March 31, 2021. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. Eyefinity Practice Management 10. Setting the Claim Status to Ready to Bill. 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. Locate the information you're looking for and click the link to go to that section of the. 3. Registering for a Patient Portal Account. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. If any custom frames already exist in the system that match the model you selected. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. Click Save. EPM - Running the Total Patient Account Receivable Aging Report to show Patients with Open Balances in Eyefinity Practice. A Sign On window opens. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Enter the Authorization Number. Enhance your knowledge, provide product feedback, and get support using our community portal. Press Tab or Enter. Set up only the tax authorities for the tax authority levels you need for your. To apply a Pricing Option, select one from the drop-down list and click Reprice. Although Eyefinity Practice Management creates. Login URL: A unique login url is created for each Eyefinity EHR Customer. 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). com. For more information, go to Searching for Claims. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). Cons: I wish that the software was more seamless from EHR to EPM.