com website (2. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. © Vision Service Plan. 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. 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. Click + Upload Document. Under Third Party Billing, select the EDI Receiver. Ordering a Single Eyeglass Lens or Two Different Lenses. Adding Lenses to an Eyeglass Order. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Eyefinity Practice Management 10. With Eyefinity Practice Management, you'll have all the tools you need to cut down on per-patient tasks and build an. Details. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. With a Firefox browser window open, click the Firefox Menu icon (upper right corner). ( Eyefinity Practice Management does not automatically send bills to patients. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. You can select up to eight options to display in the scheduler drop-down. Activating Labs: 1. Entering Place of Service Information. Looking Up Eyeglass Lenses by Entering Lens Information. Enter the Cut Off Date to print, or select a date from the calendar. 0707, option 1. The Return Order window displays a message that the order was processed using multiple credit cards, and that refunding will create a customer credit for the entered amount and then refund the customer credit. In the Add Place Of Service window, record the place of service Name. Click Applied Insurance Payments by Provider by Transaction Date. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. Locate the transaction you want to edit, and enter the new Amount. 448. Then, select Edit Claim from the Action drop-down list. 5353 to reach our Customer Care team. Patient appointment confirmations are processed. The Company: Setup screen opens. Reviewing and Editing Claims. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. For information on billing claims through Gateway EDI or Standard EDI, see Billing Claims Through TriZetto (Gateway EDI) and Billing Claims. The training office opens. This will open the Practice Setup view. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. Mirror coatings are not included in the lens color. ; It should first be confirmed that the Physical Inventory Method is set. Special characters (such as !, @, $, etc. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. For information on enabling pop-up. On the Printing Product Labels page, click the Setting Up Label Printers link. 2. Wi-Fi. Select a Style. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. From the EPM Front Office home page, click the Administration button. ) are allowed. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. Record the Frame Specific Attributes. If the frame has not already been priced for your practice, the Frame Price window opens. com website can be accessed via the following steps: 1. Printing CMS 1500 Forms from Material Orders. 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. View the login names for all other providers and staff, reset any other user’s password, and then log in as other users. 2 Watch on your own time to learn how Eyefinity Practice Management and Eyefinity EHR simplifies your practice's day-to-day complexities for a more efficient workflow. Inventory Videos. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). In the address bar, type the URL and press Enter. 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). The Insurance screen displays a list of the patient's insurance plans. Fixed Issues. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Select Exam/Contact Lens Exam and click Calculate Benefits next to the VSP plan. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Click + Staff. Release Date: February 1, 2022. Click the Frame Lookup tab. 3. In Office: Setup, click Scheduler and select Preferences. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. 2) S9986. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Insurance Billing Process. Base Consultants Epm Ltd. Networking. The Choice is Yours. Eyefinity Practice Management is a robust, flexible, and secure cloud-based practice management solution that enables your staff to stay connected at every point in the practice—in real time. To return to viewing only the scheduled office hours, click Show business hours. 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,. com or call us at 877. The Payor ID now appears correctly in the Add Insurance and Edit Insurance windows. Perform an adjustment to add or remove items from your inventory. Remember office identifier. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Reset Password: Step 1 of 3 - Verify User Account. Click Patient Reports. Billing Claims Electronically. If you need help locating your login url, please contact ehrsupport@eyefinity. This document may be found here. These claims will have one of. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. DESCRIPTION: How to generate a report listing all patients that have had a certain Exam Type or Specific CPT/Procedure Code in Eyefinity Practice Management (EPM). The place of service name appears in box 32 on the CMS 1500 form. Select Declined to Share if the patient does not want to share his or her. EPM support gladly and quickly helps. Click + Check for VSP Insurance. Click Place of Service. Press Tab or Enter. Login URL: A unique login url is created for each Eyefinity EHR Customer. If you need to edit the information: In Company: Setup, click Integrations. 4. Get in Touch. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Return to Login Page. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. The following table describes all of the claim statuses in Claims Management, as well as the. The Claims Processing screen displays a list of your search results. Click Add to Order. The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. Log into the portal using your. The available fields will depend on whether you are editing a provider, staff member, or office resource. To have Eyefinity Practice Management make an automatic adjustment so that the claim payment amount equals the sum of the payable line item payments, click the Automatically adjust line item icon. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. See Navigating Administration for information on how to get to Office: Setup. In Eyefinity Practice Management Front Office, select the labels you want to print. If you want to set up a rotating. This section tells you how to manage, process, and bill claims in Claims Management. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. Click Generate. Label height: 1. Enter the Authorization Date, and Expiration Date. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. From the EPM Front Office home page, click the Administration button. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. 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. Editing Resources. The camera view displays below Step 1: Align the Camera and take photo. Create an extras only order to record charges to patients for your office records only. To search using the Last Name and First Name fields, you must enter some valid text. 3. Everything was easy to learn, use and. 942. To apply a Pricing Option, select one from the drop-down list and click Reprice. Enter the Date of Service in the next available row. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Click Save. 1) S9986. Phone Support. Reset your password. If you need to retake the photo, click Take Photo again. Click Integrations, or click the Office drop-down menu and select Integrations. Eyefinity Practice Management provides reports to help you manage your billing. 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. 3. 5. In the Office Billing Name (33) field, enter the Group or Practice Name. Select the Maui Jim Lab. 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. * Office Zip Code. 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. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. com or call 1-833-EDGEPro, option 1. Reviews of Eyefinity EHR. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 1. Navigate to the Eyefinity. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. Getting Started with TriZetto. 43. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. You can view, print, and export the reports to a PDF file or an Excel spreadsheet. Select the date criteria. com or call us at 877. 941. Click Catalog in the blue menu bar, and select Frames. RESOLUTION: 1. The provider’s credential. Backward compatible font names. Before you can begin using Eyefinity Electronic Appointment Reminders, you need to verify that all providers you want to be in the appointment reminders have the Active, Online Schedule, and Electronic Patient Notifications check boxes selected in the Add/Edit Provider window. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. If you want to display only active insurance plans, select Active Only at the top-left of the screen. EPM - Adding Services to the. To apply a Pricing Option, select one from the drop-down list and click Reprice. Eyefinity Practice Management 10. Click Appointments and then select Resource Schedule. For more information, see Printing Frame Labels and Printing Accessory Labels. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. Then, click the Transfer Balance icon. Topics include: Insurance Billing Process. The errors can occur due to incorrect or missing credentials or incorrectly. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. When you need to have two tabs open simultaneously, use separate browsers. The photo displays below Step 2: Confirm Photo. Repeat step 4 for each Level 1 tax authority you want to add. 1. Release Date: February 5, 2019. Search for the provider for whom you want to set up resource hours. Order these labels directly from. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. The claim and all line items on the claim have the status On Hold. From the EPM Front Office home page, click the Search For Patients button or click the Patients tab at the top of the page and select Search. Click Print. New features are added regularly that make work flow and efficiency better. Warning When Adding Custom Frame Removed. Enter the patient’s Last Name, First Name, Date of Birth, and/or Phone number. The provider’s login name for Eyefinity Practice Management. If you need to delete a payout entry, click the Remove Payout icon in the Action column. This section includes:. You are now prompted to add miscellaneous extras to VSP orders in the Pricing screen when they are not present and the eyeglass lens style requires them. Click +Activity. Before you can begin using them, Eyefinity must first activate the integrations. The patient enters Name, Zip Code, Date of Birth, and Email address. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. In the Office Billing Name (33) field, enter the Group or Practice Name. Resource Setup. 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. The Patient Marketing Dashboard opens. From EPM Front Office Home page, click the My Reports button. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Eyefinity Practice Management 10. Click Eyeglass Order. Administration Enhancement. Processing Claims and Carrier Payments Videos. 2. Log into the portal using your. If reports will not generate/display, it may be necessary to disable the browser's Pop-Up blocker, or, add the EPM URL as a Pop-Up blocker exception. For Urgent Support Requests Please Call. Enter the Amount of the payout. Click Total Patient Count. Eyefinity Practice Management 10. Key Features. Reviewing and Modifying Patient Information from the Appointment Calendar. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. based team stands ready to help. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. You may need to scroll to the right to see all the columns. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. Review the Lab information. Enter the Lab Name and select a State for the lab you want to activate. ; Edit the following fields, as necessary. Welcome to the online help for Eyefinity Practice Management. Access information and get support at your fingertips. The Office: Setup screen opens. RESOLUTION: Navigating to an order’s Current Pricing page:. The Medical Exam check box is selected by default. Click Save. Adding Non-VSP Formulary Lenses to an Order. You can view and export the reports to either a PDF file or an Excel spreadsheet. 2 Number of users is based on the number of practice users (doctors, staff, and patients) simultaneously using Eyefinity cloud products (Eyefinity Practice Management, AcuityLogic, and Eyefinity EHR, including the patient kiosk) at the practice location. If you have questions. To preview the ANSI 5010 file for the selected claims before submitting the claims to TriZetto, click Create EDI File. Type an Explanation for the payout, if necessary. 942. Electronic appointment reminders are sent for any unconfirmed appointment. com or toll free by phone at 800. 3. Topics include: Adding Providers. Select a Model, or click + Model to enter the name of a new one. If you still want to edit the information, click I Understand the Risk. Enter Optional Comments, as needed. In Office: Setup, click Claims Information. Eyefinity recommends that you consult with your hardware technician to properly set up your barcode scanner. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). In the list that displays, select About Firefox. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Eyefinity Practice Management; Eyefinity EHR; eWebExtra; Eyefinity. Office Identifier. RESOLUTION: Log into Eyefinity Practice Management (EPM). Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. ; In the Pricing screen, click the Add link to add a medical insurance plan as the Primary Insurance. The provider’s Eyefinity EHR ID. 0. Click Reporting and select Standard Reports. Under Third Party Billing, enter your Senders Code/Site Key. Select the check box next to each claim you want to bill. Click Inventory and select Product Inventory. 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. The office resource is added to the list in the Company: Office Resource Setup screen. 7”. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. The system checks to see if your account is active. To send a batch order to ABB: Click Inventory and select Product Inventory. Select the Item Type. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reviewing and Modifying Patient Information From the Calendar [video] Scheduling Telehealth Appointments [video]In the Integrations window, click Edit. When billing patients, you always bill manually. Eyefinity Practice Management 10. Easily review and save patient images from diagnostic equipment. 4. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. If the prescription is complete, click the Recheck icon. S elect the Maui Jim Lens Style. At least one is required for the online scheduler to function. Verify that the device is ready. The Patient Engagement Connection screen opens. Setting Up Products/Services. ; Click the link for the provider or staff member's Last Name, or the Resource Name. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. 4913, option 2. ) This section includes: Transferring an Insurance Balance to the Patient. 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. The warning when adding a custom frame has been removed. On the Stock tab, search for the order you want to send. This topic includes: Verifying Required Information. Click Exams. Checked Out - Select when the patient checks out. To merge patients: Click Patients, and select Merge Patients. Patient Engagement Tools Videos. ; Locate the Open stock receipt. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. As part of these efforts, we've started rolling out a new VSP interface in Eyefinity Practice Management for in-network providers, beginning in February 2021 with select practices. ×Sorry to interrupt. Click Configure Printer and select the following settings: Label width: 2. 3,210 likes · 19 talking about this. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). Compare real user opinions on the pros and cons to make more informed decisions. Find solutions with our robust network of equipment, software, and product partners. The styles are filtered to show only those available for in-office finishing. Premier providers receive access to exclusive offers,. Locate the order you want to adjust in the Invoiced Orders list, and. Receiving a Stock Transfer. 3. Number of Views 1. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. 448. For more information, see Setting Up Electronic Eyewear Ready Notifications. A claim’s statuses are a collection of all the statuses of its line items. Access to Eyewear Options. Eyefinity Practice Management. EPM - Accessing the Eyefinity Practice Management Training Sandbox. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. based team stands ready to help. Click Save. A claim’s status determines how the claim can be edited and processed. If the prescription is incomplete, enter information in the required fields. Type your Frames Data User Name. Click Save. iPadOS 15 or later. Eyefinity Practice Management 10. 1. Setting Up Provider Security Settings. For more information, go to Looking Up and Editing Stock Orders. Click Integrations, or click Office on the menu bar and. Click + Place Of Service. Enter the Authorization Number. Edit, copy, adjust, and change claim status. The Eligibilities window opens. Complete the following fields: Field. 33 Front Office includes enhancements to the following areas: New Quantity Defaults for Contact Lens Orders; ID Field in Subscriber Information; New Quantity Defaults for Contact Lens Orders. 3. A message appears, asking if the patient is the subscriber/member of record for VSP. Now, 200 forms are processed in 2. 2 includes the following updates. Viewing Appointments for Inactive. Topics include: Setting Up the SATO WS408TT Label Printer. Click the Claims Information button. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. Create the exam order and click Save. 3. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). You can return individual items on an order (partial return), or return the entire order at one time (full return). Click the Claims Information button. 4. Go to the portal provided to you from the Patient Engagement certified partner. 5353 and request we block the certified partner's access to your system or complete the instructions below. On the left side of the Demographics screen, click Insurance. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. 26 Release Notes. The Medical Exam check box is selected by default. You must contact the lab directly to notify them of the return. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. A pre-appointment is a future appointment created at the time the. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. 7”. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. SATO WS408TT. If you want the browser to remember your login name each time you visit Eyefinity Practice Management, select Remember login name. Order these labels directly from Think Smart at 800. Full-cycle Broker Management Solution. 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. Enter the Lab Name and select a State for the lab you want to activate. 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.