The SATO CG408 Properties window opens. com or toll free by phone at 800. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. Enhance your knowledge, provide product feedback, and get support using our community portal. Eyefinity EHR: Technician (iPad and Browser) Doctor (iPad and Browser) Keep an eye out. Eyefinity announces the newest version of Eyefinity Practice Management. Click Inventory and select Product Inventory. 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. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Creating a Complete Eyeglass Order. Enter the Authorization Date, and Expiration Date. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. Staff ID. Click Return. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. 5353 - Software Support for Eyefinity Practice Management, Eyefinity EHR, OfficeMate, ExamWRITER, and AcuityLogic. Click Create EDI File. For more information on reports that allow you to reconcile insurance (carrier and patient) receivables with Claims Management transactions, see Understanding Key Financial Reports in. Click Patients and select Search/Add Patients. Enter the Date of Service in the next available row. 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. Those appointments automatically sync to your schedule in Eyefinity Practice Management, giving you the ability to organically grow your practice without extending operating hours or. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. 38. ; Click the Appointments option in the upper action bar and select Appointment Calendar. Browse for the document file and click Open. Navigate to the Eyefinity. Locate the order you want to adjust in the Invoiced Orders list, and. The Browse Frames screen opens. The staff ID is displayed on patient invoices and transactions generated by the staff member for tracking and auditing purposes. Select the link that corresponds to the. Navigate to the Eyefinity. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Label height: 1. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. 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. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. This section includes: The requirements listed below represent the minimum specifications required by Eyefinity Practice Management. 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. Dial 800. Wi-Fi. com or call us at 877. Eyefinity Customer Care offers a wide array of self-help support options and product troubleshooting documentation available 24/7/365. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. 3. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. You'll learn with step-by-step tutorials, exercises, and knowledge checks to make sure you're quickly able to navigate through the software. 5353 to reach our Customer Care team from 6:00am to 5:00pm Pacific Time. 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. Access information and get support at your fingertips. Using ERA reduces the time required for processing remittances/payments from days to hours and automates the reconciliation of claims and. You can return individual items on an order (partial return), or return the entire order at one time (full return). Record the Week Rotation Start Week for your rotating schedule. Locate the information you're looking for and click the link to go to that section of the. Click the Claims Information button. Click the + Owner button. This section includes: Front Office. Navigate to the Eyefinity. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Label height: 1. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Click Save. Supercharge Your Schedule. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. 942. In the list that displays, select About Firefox. See What It's All About. Your calls. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. com. This section discusses the procedures required to set up providers in Eyefinity Practice Management. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. The Remittance Details window opens with the Not Applied tab displayed. 3 - Screening. EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice Management; Patient out of Pocket and Doctor Reimbursement Supported Plans; EPM - Cancelling/Deleting Existing Patient Appointments in Eyefinity Practice Management. Getting Started. If the provider is an outside doctor:Update the information in the Post External Claim window, as needed. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Make sure the frame has been priced and activated in Administration. com; Patient Engagement; PRACTICE TYPE; Single Location; Multilocation; Medical Location; Retail. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. 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. com website can be accessed via the following steps: 1. Record the Model Attributes information for the frame. * Office Zip Code. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. 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. 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). This updated version improves upon your system's robust attributes and offers new features and expanded functionality. ×Sorry to interrupt. Then, click the Transfer Balance icon. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. It automates and simplifies common daily. Creating an Exam-Only Order. If the provider is an outside doctor:In Book View: Click Filter and select a resource from the Resource drop-down list. See Reviewing and Pricing Pending Eyefinity EHR Exams for more information. 2) S9986. 1. Access to Eyewear Options. Electronic appointment reminders are sent for any unconfirmed appointment. Perform one of the following actions: Click + New Payment to record a new payment. In the Office Billing Name (33) field, enter the Group or Practice Name. 3. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. This section contains the following topics: Reprinting an Invoice. The update made the system even less logical and simple. 3. With in-product help, 1:1 training, webinars, conferences, and onsite training—you’re covered with a range of hands-on educational offerings for every role, skill level, and budget. To transfer outstanding receivables for the entire claim, in the Payment Amount column, enter the amount to pay towards each line item. Before using TriZetto to for the first time, you need to verify that all necessary information is set up in Eyefinity Practice Management and then submit a test batch to TriZetto. For example, 200 forms were previously processed in 8 minutes. 2. Record the Document Name any Comments you want to include. DESCRIPTION: How to run the Patient Billing History Report in Eyefinity Practice Management (EPM). Enter the receiver information you received from the clearinghouse. Reset your password. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. To remove a record from the list, click Remove. Material Orders and Advanced Transactions Videos. To apply a Pricing Option, select one from the drop-down list and click Reprice. Getting Started with TriZetto. RESOLUTION: In order to enable VSP Electronic Remittance Advice (ERA) processing functionality for Eyefinity Practice Management (EPM), subscribers will need to contact. S. Login URL: A unique login url is created for each Eyefinity EHR Customer. 4. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. When the. 0707, option 1. The following table describes all of the claim statuses in Claims Management, as well as the. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Reviews of Eyefinity EHR. Record the rest of the lens information and click Add to Order. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Adding Non-VSP Formulary Lenses to an Order. Click the practice name in the upper action-bar (far left), then select the Office ID from the drop-down menu. 5353 and request we block the certified partner's access to your system or complete the instructions below. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. A unique alphanumeric ID. comReturning Orders. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Get in Touch. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Search for and click the check number to open the carrier check. 43. Click Save. A green icon next to Contact indicates that. The patient portal is an example of this. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. The Transfer Balance to Secondary Insurance section appears. Login URL: A unique login url is created for each Eyefinity EHR Customer. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Deleting Appointments in Day or Week View. Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Walk In - Select for walk-in patients. Click Save. Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims. Release Date: January 26, 2023. Access to Eyewear Options. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. com or call us at 877. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. The report provides a breakdown of the counts recorded at each inventory location by collection. 2. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. 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. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. DESCRIPTION: How to view and print Appointment Confirmations and Patient Welcome Forms in Eyefinity Practice Management (EPM). A Patient has a pending exam link displays on the patient's Demographics and Overview screens when they have at least one pending exam. The claim opens. EPM - Accessing the Eyefinity Practice Management Training Sandbox. Click Sales Reports. NOTE: Once you are in the training environment you will see an. Click [X]. From EPM Front Office, navigate to Claim Management. On the Printing Product Labels page, click the Setting Up Label Printers link. Click Add to Order. 942. The adjustment record is created and the Inventory Activity grid opens. Viewing Appointments for Inactive. Entering Place of Service Information. Add the. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. The claim and all line items on the claim have the status On Hold. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. The place of service name appears in box 32 on the CMS 1500 form. Get in Touch. This page explains the requirements for Eyefinity Practice Management. Click + Add. 941. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. When you need to have two tabs open simultaneously, use separate browsers. The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. 5353 to reach our Customer Care team. Android 10 or later. Insurance Claim Rejection Notice for Loop 2000B, Segment SBR09 in OfficeMate (Version 8 and below). This document may be found here. Create the exam order and click Save. Click Custom Frame Setup. In the search field, enter the type, style, material, color, or coating for the lens (es) you want to look up. Topics include: Insurance Billing Process. 38. Click the Frames button located under the Products/Services section or hover over the Products/Services tab in the upper-most menu and select Frame Setup. Patients may be listed more than once if they have more than one active VSP plan. Click + Eligibility. The instructions below highlight the key steps of processing and billing claims. Select the Document Type. The following table provides information about all the warnings you might see in the VSP interface: The service code is not valid in inventory for the specified product. In Office: Setup, click Claims Information. If you want to change the claim status, click Yes, Change to Billed. Log into the portal using your. 1) S9986. Premier providers receive access to exclusive offers,. Select the office resource in the Resource. Printing CMS 1500 Forms from Material Orders. Base Consultants Epm Ltd. Open the Claim Detail window for the claim, and click Edit Claim. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Creating a Complete Eyeglass Order. Click a Carrier/Plan name to view or edit the plan information. Messages are sent weekly on Tuesday. Details. Although Eyefinity Practice Management creates. Open an Internet browser and log into Eyefinity Practice Management. Navigate to the Eyefinity. On the left side of the Demographics screen, click Material Orders. 4. Reason for choosing Eyefinity Practice Management. 1 - Screening Corneal Topography (CPT is S9986. Recording Contact Information. Eyefinity offers toll-free customer care from 6:00am to 5:00pm Pacific Time. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. 942. Setting Up Provider Scheduler Resource Hours. In the VSP Calculation window, click Override and enter the amounts that VSP will. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. The name of the. Click + Staff. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. Reviewing Remittance Download Errors. Staff Name. Messages can be sent to patients for upcoming scheduled appointments, recalls, and eyewear ready notifications. com website (2. Eyefinity Practice Management now includes the following features to help practices that participate in the VSP Global Premier Program maintain and capitalize on their Premier status. 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). In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Description. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Some features have failed to load due to an internet connectivity problem. * Login Name. A warning message appears, asking you to confirm that you understand that changing the integration information may break your integration. This will open the Practice Setup view. Using Book View in the Appointment Calendar. In Office: Setup, click Optical Labs. If you need help locating your login url, please contact [email protected]. Perform one of the following: If the patient is the subscriber/member: Click Yes. S. 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). Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Click Marketing Reports. In the Lab Name search field, enter the name of the lab. Material Orders and Transactions Videos. The Medical Exam check box is selected by default. Search for the services/exams that you want to set up or modify. Editing Resources. Eyefinity Practice Management 10. 448. Click the Claims Information button. The requirements outlined on this page represent the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. 43. com or call us at 877. Click + Upload Document. Copying Eyeglass Orders. EPM - Adding New Services/CPT Codes to Eyefinity. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. Supercharge Your Schedule. If you need to edit the information: In Company: Setup, click Integrations. Enter the Lab Name and select a State for the lab you want to activate. ; When the Appointment Calendar opens, navigate to the day that. Click Save. 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. Supercharge Your Schedule. A message displays, asking if you want to change the claim status of each claim to Billed. 38. Processing Claims. 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. Locate the carrier and select the Electronic Claim Submission check box. Under Contact Lens Ordering, select Eyefinity - ABB for the Contact Lens Supplier. 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. 7”. To run the Total Patient Account Receivable. 800. Setting Up and Using TriZetto with Eyefinity Practice Management 3 Setting Up and Using TriZetto with Eyefinity Practice Management Billing Claims Through TriZetto 4. Forms are recorded in your Eyefinity Practice Management system in real time, and email confirmations are sent to your patient, all automatically. 2. Search for the provider for whom you want to set up resource hours. 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. Viewing a VSP or eLab Order's Integration Status. You can print documents related to orders, such as invoices, packing slips, prescriptions, and CMS 1500 forms from the Invoiced tab in Material Orders. The role-based training sign-up form on the Eyefinity. Eyefinity announces the newest version of Eyefinity Practice Management. com or call 1-833-EDGEPro, option 1. Mirror coatings are not included in the lens color. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. 42. Looking Up Frames by Entering Frame Information. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. * Office Zip Code. After an order is created, you can generate and print an invoice. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. Enter the patient’s Last Name, First Name, and/or Date of Birth. You must contact the lab directly to notify them of the return. Select By Month & Year and enter the month and year, or click the Calendar button to select the date. The available fields will depend on whether you are editing a provider, staff member, or office resource. Click Inventory and select Product Inventory. Setting Up Barcode Scanners. Compare real user opinions on the pros and cons to make more informed decisions. To print the PDF to a CMS 1500 form, click Print. In the Add Place Of Service window, record the place of service Name. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The Integrations screen opens. 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. © Vision Service Plan. Gateway EDI files are submitted automatically by Eyefinity Practice Management to TriZetto/Gateway. ; 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. 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. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. In the Choose Order Type screen, click Frame Only. Click the Driver settings tab. The role-based training sign-up form on the Eyefinity. For more information, go to Searching for Claims. Networking. This section tells you how to bill claims to insurance carriers through TriZetto/Gateway (Gateway EDI) and Standard EDI clearinghouses. RESOLUTION: 1. Credential. Eyefinity Practice Management. Office Identifier. Creating Orders for In-Office Finishing (IOF) Creating a Frame Only Order. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling, insurance eligibility and authorizations, optical orders, and billing. To search using the Last Name and First Name fields, you must enter some valid text. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Select the check box next to each claim you want to bill. Office Identifier. Click Save. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. If you need to enter more than one payment method, click + Add one more method. Send the printed form to the carrier. Device Operating System. Trending Articles. In.