RESOLUTION: Log into Eyefinity Practice Management (EPM). If you need help locating your login url, please contact [email protected]. DESCRIPTION: How to setup a barcode scanner for use with Eyefinity Practice Management (EPM). RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. Eyefinity Practice Management customers can login at pm. The patient enters Name, Zip Code, Date of Birth, and Email address. 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 is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Eyefinity Practice Management 10. 15 Front Office includes an enhancement to the following area: VSP Global® Premier Program Updates; VSP Global ® Premier Program Updates. Search millions of options and order from 19 leading manufacturers and distributors, all in one spot. Type Instructions for the lab, if needed, and make. 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). Setting the Claim Status to Ready to Bill. 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. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Activating Labs: 1. If the prescription is incomplete, enter information in the required fields. Providers are prompted to set a new password the first time they log in to the system. Enter any Notes for the adjustment. 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. Enter the amount paid in the Tender Amount field. 42. To set up a rotating schedule: Click Rotation Setup. 2 includes the following updates. For more information, see Printing Frame Labels and Printing Accessory Labels. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. Select a Manufacturer. Select By Date Range to enter a date range to print, or select dates from the calendar. com website (2. 4. Media type: Continuous labels. Patients may be listed more than once if they have more than one active VSP plan. 38. Registering for a Patient Portal Account. The system checks to see if your account is active. 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. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. Select Refund for the Refund Method. On the left side of the Demographics screen, click Material Orders. Reset Password: Step 1 of 3 - Verify User Account. Position the patient in the camera view and click Take Photo. 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. EPM - Setting Up the ABB Contact Lens Ordering Integration in Eyefinity Practice Management. 448. See Navigating Administration for information on how to get to Office: Setup. DESCRIPTION: How to identify the Primary and Secondary insurances in the Eyefinity Practice Management (EPM) Scheduler. Release Date: October 20, 2023. Release Date: December 7, 2021. com website (2. In the Contact Lens Setup page, select the. 23 Front Office includes enhancements to the following areas: Patient Photos; Patient Nicknames in Appointment Scheduler; Patients With No Recall Report; Patient Photos. The Change Amount field updates to show the amount owed to the patient. read more >> Eyefinity Blog | May 7, 2021 Key VSP® Integrations That Will Boost Productivity in Your Optometric Practice Eyefinity Practice Management Login. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Select an adjustment type for the line item from the Adjustment Type drop-down list and enter the adjustment amount in the Amount text box. Your calls are answered. If you do not know the UPC or item number, or if you want a more refined search, go to Using the Stock Item Search. DESCRIPTION: How to make adjustments or write-offs to an insurance balance on a patient's claim in Eyefinity Practice Management (EPM). Ordering a Single Eyeglass Lens or Two Different Lenses. Click the column headings to sort the. Select the Bad Address, Bad Phone, or Bad Email check box to indicate that the information recorded is incorrect. Click Reporting and select Standard Reports. The Order Summary screen for the remake order opens. Enter Optional Comments, as needed. 942. Locate the medical plan to which you want to add eligibilities and click Eligibility. This updated version improves upon Eyefinity Practice Management’s robust attributes and offers new features and expanded functionality. 942. To send a batch order to ABB: Click Inventory and select Product Inventory. The browser's PDF viewer opens and provides a preview of the labels you selected: VDOMDHTMLe>Document Moved. Locate the medical plan to which you want to add eligibilities and click Eligibility. Click Save. Click Electronic Patient Notification - Manage at the top of the screen. 5. Claim Management Enhancements. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. 3. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Enter the Authorization Date, and Expiration Date. The table of contents for the VSP Provider Reference Manual opens. Welcome to the online help for Eyefinity Practice Management. 3,210 likes · 19 talking about this. Click Save. This section includes: Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. Mirror coatings are not included in the lens color. 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. 41. In the Office Billing Name (33) field, enter the Group or Practice Name. Select all of the extras you want to add. Billing Claims Electronically. Setting the Claim Status to Ready to Bill. 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. Click the Invoiced tab, if it is not already displayed. For the purpose of eyewear ready notifications, the term “eyewear” includes eyeglasses, sunglasses, prescription. Click On Hold. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. This section helps you get started with Eyefinity Practice Management. SATO WS408TT. Order these labels directly from. The new amount is saved and will appear on the Daily Transaction Payment Report. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). This section includes:Click Reporting and select Dashboard. For information on how to get started, see our website. 4. Eyefinity announces the newest version of Eyefinity Practice Management. Receiving a Stock Transfer. ; To determine the patient’s. 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. Reviews of Eyefinity EHR. Click Inventory and select Product Inventory. If your office supports pre-appointing appointments, select Supports Pre-Appointments. In. Click Total Patient Count. Click Appointments and then select Resource Schedule. Material Orders and Transactions Videos. 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 provider’s credential. 2) S9986. Setting Up Barcode Scanners. Eyefinity Practice Management 10. Frame Lookup [video] Inventory Scan Method [video]Process Claims [video] Editing Claims [video] Billing Claims Electronically Through TriZetto (Gateway EDI) [video] Standard EDI Claim Submission [video] Billing Non Electronic Claims [video] Billing Safety Claims [video] Applying Batch Adjustments [video]For patients who currently have VSP insurance, you must access the Insurance screen and click + Check for VSP Insurance to update the patient's plan information with their VSP Consumer ID prior to obtaining an authorization through the new interface. Staff Name. Click Catalog in the blue menu bar, and select Frames. 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. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. RESOLUTION: Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Locate the transaction you want to edit, and enter the new Amount. If you need help locating your login credentials, please refer to the EPM support/resources page or contact us at epmsupport@eyefinity. 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. 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. Click Exams. For more information, go to Setting Up Gateway EDI Site Keys for Individual Offices. What Is Eyefinity Practice Management? Eyefinity Practice Management has three main modules: Administration; Front Office; Claims Management; Most of your Eyefinity. Click Delete in the row of the line item whose transaction you want to. The VSP secondary claim is created and the status is set to On Hold. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 2. You can enter partial information. The "blue circle" no longer incorrectly displays in the Select Insurance, Discount, or Update Tax Rate Breakdown windows. Perform one of the following steps: If the prescription is incomplete, click the prescription in the list. Base Consultants Epm Ltd. ReloadEyefinity Practice Management 10. 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. Reset your password. A Sign On window opens. All passwords must be 8-15 characters, contain at least one numeric. And a Username and Password to use for the portal and clicks Submit. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Enter the Amount of the payout. If you want to set up a rotating. There are too many button clicks that do nothing. Then, click the Transfer Balance icon. Click Custom Frame Setup. Click Driver Settings and select the following settings: Always use driver settings. 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. To change applied patient payment amounts: Click Store Operations, and select Change Payments. Click Bill Carrier. 2. 1. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. In the list, click the patient records you want to merge. Cons: The workaround processes tend to become the norm since the program usage is not simple. 3. On the Printing Product Labels page, click the Setting Up Label Printers link. Media type: Continuous labels. You can enter partial information. Services section. Record patient insurance and pull authorizations. In the gray toolbar below the tabs, click VSP Online. If you need help locating your login url, please contact ehrsupport@eyefinity. Processing Claims. If you need to delete a payout entry, click the Remove Payout icon in the Action column. Supercharge Your Schedule. Automate reminders, recalls, and eyewear-ready notifications to your patients. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. Order these labels directly from Think Smart at 800. 4. To choose which resources are shown in the Resource drop-down list, click the button and select Resource Settings. Eyefinity Practice Management 10. Eyefinity EPM. Get in Touch. 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. Repeat this step to add any additional payouts. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. 3. Before you can use the. Release Date: December 7, 2021. Enter the patient’s Last Name, First Name, and/or Date of Birth. Looking Up Eyeglass Lenses by Entering Lens Information. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Reset Password: Step 1 of 3 - Verify User Account. 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. Reviews of Eyefinity Practice Management. 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. 4. For VSP orders, the system automatically sets IOF Program as the lab. If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration. 0707, option 1. Entering Place of Service Information. In Company: Setup, click Resources and select Provider Setup. 7”. This section includes: Front Office. Click Inventory and select Product Inventory. 4. 1. Eyefinity Practice Management 10. Billing Claims Manually. Using the Patient Marketing Dashboard. Creating an Extras Only Order. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 4. The dates available for the report are based on the inventory session dates for the selected item type. Deselect the Active Only check box. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. Access to Eyewear Options. Backward compatible font names. Only those plans with exam authorizations appear. On any screen in Front Office, click Patients and select VSP Authorizations. Select the Referral Type. Open the Claim Detail window for the claim, and click Edit Claim. The Choice is Yours. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Show Me. 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. If you know the UPC Code and/or Item Number you want to. To filter the report and narrow the report’s results, select options from one or more of the following drop-down menus: Select Carrier. To print the PDF to a CMS 1500 form, click Print. Eyefinity announces the newest version of Eyefinity Practice Management. The role-based training sign-up form on the Eyefinity. Click Search. From any page within EPM Front Office, click the Help button in the top-right corner of the page. 1. Perform one of the following: If the patient is the subscriber/member: Click Yes. This section contains the following topics: Reprinting an Invoice. Record the Quantity of labels for each frame. Release Date: March 31, 2021. 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. S. S elect the Maui Jim Lens Style. The claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. Learn Independently. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Enter the Authorization Number. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. The number entered in the UPC and Product Code fields when. Locate the insurance plan to which you want to add eligibilities. com website can be accessed via the following steps: 1. Everything was easy to learn, use and. Click Patient Statements. For frame inventory sessions, you can select one or more collections. This section tells you how to manage, process, and bill claims in Claims Management. 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. Type your Current Password. Details. Resource Setup. Topics include: Insurance Billing Process. This section includes:Eyefinity Practice Management automatically generates claims to meet this requirement, including splitting the charge amounts, receivables, and copay amounts for each item. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. 43. On the Printing Product Labels page, click the Setting Up Label Printers link. 2. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. 4. 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 - 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. Change the passwords of other users. Searching for Claims. Remember office identifier. 0707, option 1. Click Close. For. Eyefinity Practice Management. Eyefinity, Rancho Cordova, California. Experience the convenience of learning independently at your own pace with the Eyefinity Learning Center, so you can access the course when and where you want. 1) S9986. If the plan has shared allowances configured, the available allowance amount is shown. Setting Up Provider Scheduler Resource Hours. The Eyefinity Practice Management (EPM) ERA system does not/will not download VSP payments that were received BEFORE the ERA feature was enabled. On the left side of the Demographics screen, click Insurance. The choice is yours. com or call us at. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. From any page within EPM Front Office, click the Help button in the top-right corner of the page. If the prescribing provider is an office doctor, select Provider and proceed to step 6. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. 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. Reason for choosing Eyefinity Practice Management. From EPM Front Office, navigate to Claim Management. Select the link that corresponds to the. 2. To remove a record from the list, click Remove. 3 Release Notes. Enter the Cut Off Date to print, or select a date from the calendar. ERA now uses the company. ) are allowed. com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes. In the Choose Order Type screen, click Frame Only. Mirror coatings are not included in the lens color. A green icon next to Contact indicates that. The Eligibilities window opens. To disable access to the Patient Engagement Interface, either call Eyefinity at 1. Click + Add. Networking. If you want to change the claim status, click Yes, Change to Billed. 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. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. * Login Name. To put multiple claims on hold at the same time: Search for the claims you want to change to On Hold status. This document may be found here. In the Material Orders screen, under Create an Order, click Add Exam. 1. Select the Document Type. The patient clicks Register on your website. Eyefinity announces the newest version of Eyefinity Practice Management. When the refund is complete, the Credit Card Transaction Complete message appears in Eyefinity Practice Management. The date field defaults to the next business day. Release Date: January 26, 2023. Eyefinity’s Electronic Patient Notifications. Click Applied Insurance Payments by Provider by Transaction Date. To print the PDF to a CMS 1500 form, click Print. 3. The warning when adding a custom frame has been removed. ) This section includes: Transferring an Insurance Balance to the Patient. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. Release Date: February 5, 2019. The Insurance screen displays a list of the patient's insurance plans. To add modifiers and/or a dispensing fee, click the Add/Review link. 3. 2. 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. You can use Eyefinity Practice Management to create and modify eyeglass and contact lens orders, as well as orders for other products and services such as accessories and repairs. Deleting Appointments in Day or Week View. Eyefinity Practice Management 10. Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Eyefinity offers innovative EHR & Practice Management software that streamlines workflow, enhances p Eyefinity | Rancho Cordova CASending an order to collections in Eyefinity Practice Management is for write-off and financial reporting purposes only and does not automatically send information to a collection agency. Administration. In Office: Setup, click Integrations and then click Credit Card Processing. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. Locate the order you want to adjust in the Invoiced Orders list, and. Access information and get support at your fingertips. Eyefinity Practice Management offers features such as time and. 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. Ordering Eyeglasses with VSP Medicaid. Click Referral Source Tracking Report. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. See Reviewing and Pricing Pending Eyefinity EHR Exams for more information. Office Identifier. For more information on editing document information, exporting, printing, and deleting documents from this screen, see Managing Patient Documents. Changes include the following: Frame reimbursement amounts are more accurate. The Return Order window opens. 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). This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Select a Model, or click + Model to enter the name of a new one.