Resource Setup. Through the VSP Vision Exam Rebate offered by PECAA, PECAA Max members can get an extra $5 for each VSP ® vision care exam claim paid— up to $45,000— through the end of 2024! The rebate demonstrates how VSP and PECAA (Professional Eye Care Associates of America) are working together to invest in the future of independent eye care. Eyefinity Practice Management. From the EPM Front Office home page, click the Claim Management option (in the upper Action toolbar) and select Claim Management from the drop-down menu. Go to the portal provided to you from the Patient Engagement certified partner. Record the Model Attributes information for the frame. All customers can access online forms; if the customer is not an existing patient, the patient can register or call your office. Get in Touch. 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 example, 200 forms were previously processed in 8 minutes. EPM - Adding Services to the. Existing Eyefinity Practice Management customers can try Electronic Patient Notifications for three months FREE!After you resolve all of the posting errors for the remittance, Eyefinity Practice Management posts the remittance automatically. 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. All rights reservedThen, from the Adjustment Type drop-down list, select Bill To Insurance --> Transfer Balance to Another Insurance. Correcting a Failed Test Batch. Supercharge Your Schedule. Click Configure Printer and select the following settings: Label width: 2. ; Locate the Open stock receipt. Access to Eyewear Options. ReloadEyefinity Practice Management 10. ; Enter the Insurance Reimbursement amounts that the medical. 942. Entering Place of Service Information. 4. It automates and simplifies common daily. Setting the Claim Status to Ready to Bill. No complaints except for with EPM which was the reason our office switched to Revolution. 3. Send the printed form to the carrier. When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management. To verify your practice’s bandwidth, go to Speakeasy Speed Test and select the city closest. Setting Up Integrations. Click the Claims Information button. Viewing Appointments for Inactive. For more information on editing frame and lens information, go to Adding a Frame to an Eyeglass Order and Adding Lenses to an Eyeglass Order. To activate the third-party billing integration: In Company: Setup, click Insurance and then select Insurance Integrations. To print the Stock Transfer Report and send the stock transfer, click OK. All passwords must be 8-15 characters, contain at least one numeric. To return to viewing only the scheduled office hours, click Show business hours. Modify resource hours as described in Setting Up Resource Schedules to modify resource hours. Click Custom Frame Setup. * Office Identifier. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. 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. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. Set up only the tax authorities for the tax authority levels you need for your. Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. The system checks to see if your account is active. Receiving a Stock Transfer. On the left side of the Demographics screen, click Material Orders. DESCRIPTION: How to reschedule an appointment in the Eyefinity Practice Management (EPM) Appointment Calendar. The lab is added to the order. read more >> Eyefinity Blog. 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. The update to custom frames in the 10. Click +Activity. Eyefinity Practice Management customers can login at pm. Eyefinity announces the newest version of Eyefinity Practice Management. We recommend using the following Eyefinity Practice Management reports to validate your EDGEPro integration: For help with EDGEPro, email GPN support at support@gatewaypn. Log into the Eyefinity Support Community - Access the Eyefinity Support Community to create and update support cases, access. NOTE: In order to create an Eyeglass order in EPM, unless the lens is Plano, the prescription (Rx) must first be entered. 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. From EPM Front Office, navigate to Claim Management. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. ; Click the Appointments option in the upper action bar and select Appointment Calendar. Supercharge Your Schedule. Create the exam order and click Save. Before you can use the. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. The errors can occur due to incorrect or missing credentials or incorrectly. Wi-Fi. 2. Remember office identifier. In the Add Place Of Service window, record the place of service Name. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before (meaning that if the patient has an appointment on Thursday, they would receive reminders on the Saturday and Tuesday before). Services on the exams are listed individually, by procedure code. Walk In - Select for walk-in patients. ; NOTE: In EPM, reports, such as the Patient Billing History Report,. Click Contact Lens Order. The number entered in the UPC and Product Code fields when manually setting up a product in EPM should not exceed 12 characters. Looking Up Eyeglass Lenses by Entering Lens Information. 2. This field defaults to the provider selected for the patient in Demographics. Description. It is a well-coordinated and thought-out support system focused on getting you the help you need as quickly and efficiently as possible. Applying VSP. The Total Patient Count appears at the top of the dashboard. Click the column headings to sort the. Warning When Adding Custom Frame Removed. Locate the medical plan to which you want to add eligibilities and click Eligibility. Open an Internet browser and log into Eyefinity Practice Management. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. The warning when adding a custom frame has been removed. Access information and get support at your fingertips. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. To apply a Pricing Option, select one from the drop-down list and click Reprice. EPM - Creating a Contact Lens Order in Eyefinity Practice Management (EPM) Number of Views 700. This section includes:Creating and Processing Orders. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. 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. Send the printed form to the carrier. The dates available for the report are based on the inventory session dates for the selected item type. Record patient insurance and pull authorizations. DEA # The provider’s DEA number. iPadOS 15 or later. Eyefinity Practice Management 10. 35 includes fixed issues in the following areas: Front Office; Claim Management; New VSP Interface; Front Office. Topics include: Insurance Billing Process. Reviewing and Editing Claims. If the prescription is complete, click the Recheck icon. System Enhancement Front Office Enhancements Claim Management Enhancement Fixed Issues Eyefinity Practice Management 10. Click Exams. secure. Base Consultants Epm Ltd. This group is solely intended for active users of Eyefinity Practice Management. 3. A green icon next to Contact indicates that. If you need to delete a payout entry, click the Remove Payout icon in the Action column. The list includes patient names, dates of birth, phone numbers, mailing addresses, email addresses, and whether each patient is active or inactive in your system. * Login Name. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. 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. 942. Type the name of the Level 1 tax authority in the text box and click the plus icon. The Patient Engagement Connection screen opens. Talk to our advisors to see if Eyefinity EHR is a good fit for you!. This page explains the requirements for Eyefinity Practice Management. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. PROS. For VSP orders, the system automatically sets IOF Program as the lab. com or toll free by phone at 800. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Maintaining Inventory. Repeat this step to add any additional payouts. Pros: The thing that I like most about the software is that enhancements are made on a regular basis based on user feedback. * Login Name. Enter the Lab Name and select a State for the lab you want to activate. 5. Locate the transaction you want to edit, and enter the new Amount. Click Place of Service. From any page within EPM Front Office, click the Help button in the top-right corner of the page. The frame is added to the list under Step 2: Print the Item (s). 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. The report opens in a new window. Select the check box next to each claim you want to bill. 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. Editing Resources. 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. From the EPM Front Office home page, click the Search For Patients button or click the Patients option from the upper action bar and select Search Patients. Select the Aging Type. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. Processing Claims. Special characters (such as !, @, $, etc. 4. Supercharge Your Schedule. Reset your password. Welcome to the online help for Eyefinity Practice Management. The videos in this section explain how to manage your inventory in Eyefinity Practice Management. com website can be accessed via the following steps: 1. All passwords must be 8-15 characters, contain at least one number, and abide by your company's password policy. 2. 1. Looking Up Frames by Entering Frame Information. Getting Started. Navigate to the Eyefinity. VSP requires that all lenses, frames, and extras have prices greater than $0. Dial 800. If you are using Standard EDI, enter the Payor ID. 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. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Enter the Authorization Number. You can return individual items on an order (partial return), or return the entire order at one time (full return). Eyefinity Practice Management 10. The following table describes all of the claim statuses in Claims Management, as well as the. The update made the system even less logical and simple. The Browse Eyeglass Lenses screen opens. If your office supports pre-appointing appointments, select Supports Pre-Appointments. Click the. Click Catalog in the blue menu bar, and select Frames. The claim opens. Use Eyefinity Practice Management Inventory to track, adjust, and report on your product inventory. Enter Optional Comments, as needed. The Return/Void receipt and a credit card receipt open in new browser windows. Release Date: April 15, 2022. * Office Identifier. 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. Locate the medical plan to which you want to add eligibilities and click Eligibility. Services section. Select the In Office check box next to Finishing. Adding VSP Insurance Information. Dial 800. From the EPM Front Office home page, click the Claims Management button or click the Claims Management tab at the top and select Claims Management. Enter the patient’s SSN (Last 4) or unique Full. Before you can begin using Eyefinity EHR with Eyefinity Practice Management, Eyefinity must first activate and set up the integration. 2. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. 10 Front Office includes enhancements to the following areas: VSP Formulary Updated with Maui Jim Frames and Lenses; Patient IDs on Detailed Patient Statements Report CSV File; VSP Formulary Updated with Maui Jim Frames and Lenses. 1 fixes the following issues: When configured in the Invoice Customization settings in Administration, the Promise Date now displays on customer invoices. Release Date: October 20, 2023. These system requirements are routinely reviewed and updated. Searching for Claims. This section includes: Printing Patient Lists from the Patient Demographics Dashboard. Click Total Patient Count. based team stands ready to help. For EPM questions or technical assistance, the Customer Care department should be contacted either by Email at EPMSupport@eyefinity. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. These claims will have one of. ; If you need to enter another payment method, click + Add one more method and perform one of the following:. Enter any Comments, if needed. The table of contents for the VSP Provider Reference Manual opens. The Select Insurance window opens. You can also filter the calendar by Service Type and/or Appointment Status. Eyefinity announces the newest version of Eyefinity Practice Management. 3 includes the following. The Integrations screen opens. 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. 2. 4913, option 2. The patient enters Name, Zip Code, Date of Birth, and Email address. Reporting. DESCRIPTION: How to inactivate a patient in Eyefinity Practice Management (EPM). Eyefinity Practice Management 10. Type an End Date or select a date from the calendar. Compare real user opinions on the pros and cons to make more informed decisions. 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. Android 10 or later. Select Referring Professional to print a list of outside providers who. When billing patients, you always bill manually. Enabling Pop-ups. 5353 and request we block the certified partner's access to your system or complete the instructions below. From EPM Front Office Home page, click the My Reports button. Order these labels directly from Think Smart at 800. For the Credit Card (Manual) payment type —Enter the Last 4 Digits of the card number and the Expiration Date, if required. Editing Contact Lens Prescriptions Imported from Eyefinity EHR. Find solutions with our robust network of equipment, software, and product partners. 00. 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). Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. For more information, go to Navigating Book View. Material Orders and Advanced Transactions Videos. CSS ErrorWith EyeMed, you have the opportunity to maximize your network participation. For example, you cannot bill a claim to a carrier until the claim’s status is set to Ready to Bill. The date field defaults to the next business day. 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. 1. Staff Name. 43. To add modifiers and/or a dispensing fee, click the Add/Review link. 942. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. Eyefinity Practice Management 10. For Non-VSP orders, the system sets the lab to On Site. Processing Claims and Carrier Payments Videos. com or toll free by phone at 800. To return to viewing only the scheduled office hours, click Show business hours. RESOLUTION: Navigating to the Patient’s Insurance Page: 1. Topics include: Setting Up the SATO WS408TT Label Printer. Go to the portal provided to you from the Patient Engagement certified partner. The Patient Marketing Dashboard opens. Call 800. EPM - Adding New Services/CPT Codes to Eyefinity. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. Dial 800. In the menu on the left side of the screen, click Manuals and select VSP. Supercharge Your Schedule. Click Applied Insurance Payments by Provider by Transaction Date. Number of Views 1. See Navigating Administration for information on how to get to Office: Setup. At least one is required for the online scheduler to function. Patient appointment confirmations are processed. DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). At EyeMed, our goal is to improve benefits in ways that are good for clients, members, independent. 38. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. Your new password must be different from your last 5 passwords. 448. Staff Name. Perform one of the following: If the patient is the subscriber/member: Click Yes. A Sign On window opens. Click Appointments and then select Resource Schedule. 942. Click Inventory and select Product Inventory. Material Orders and Advanced Transactions Videos. This section includes: System Enhancement; Front Office Enhancements; Claim Management Enhancement; Fixed Issues; Eyefinity Practice Management 10. Click Material Orders . Select a frame from the list. Click Save. A message appears, asking if the patient is the subscriber/member of record for VSP. ; Edit the following fields, as necessary. 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. EPM - VSP Claims On Hold for V2781 When Using Near Variable Focus Lenses in Eyefinity Practice Management. As of August 14, 2019, Maui Jim has joined the VSP Formulary and. Click a Carrier/Plan name to view or edit the plan information. Locate the insurance plan to which you want to add eligibilities. Search for the claim. 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. Although you can use any barcode scanner programmed to read the Interleaved 2 of 5 format with. 5353 to reach our Customer Care team. Reviews of Eyefinity EHR. There are too many button clicks that do nothing. 3. SATO CG408TT (Discontinued) Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. eyefinity. 31 Release Notes. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. 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. The Eligibilities window opens. Right-click the time slot, and select Schedule Selected Patient or New Appointment. Locate the transaction you want to edit, and enter the new Amount. 2. 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. Premier Program practices to save up to $1,500 on Eyefinity's cloud-based software. Messages are sent weekly on Tuesday. If the credit card receipt does not open, you may need to update your browser's popup window settings. The styles are filtered to show only those available for in-office finishing. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. 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. 3. The Take Patient Photo from Camera screen opens. The SATO CG408 Properties window opens. Search or use the menu to the left to find the information you need to make your practice run smoothly and efficiently. From the EPM Front Office home page, click the Administration button. If your practice has an eWebExtra website, the Integrated Scheduler allows your patients to schedule appointments online, twenty-four hours a day, seven days a week. This section contains the following topics: Reprinting an Invoice. Eyefinity Practice Management 10. 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). Click [X]. Click Create EDI File. Phone Support. Talk to our advisors to see if Eyefinity Practice Management is a good fit for you!. Learn how Eyefinity Practice Management elevates your optometry practice's workflow with automated features like online appointment scheduling,. Enter the amount paid in the Tender Amount field. Select Plan. The Rx: Contact Lenses screen opens. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. RESOLUTION: Log into Eyefinity Practice Management (EPM). From EPM Front Office, navigate to Claim Management. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. Eyefinity Practice Management 10. The provider’s login name for Eyefinity Practice Management. Billing Patients. EPM - Identifying the Primary Insurance in the Scheduler in Eyefinity Practice Management. Processing Price Adjustments and Refunding Payments on One Credit Card with Worldpay. 1. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. 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. Enter the Authorization Date, and Expiration Date. The photo displays below Step 2: Confirm Photo. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. Wi-Fi. Everything was easy to learn, use and. Eyefinity Practice Management customers can login at pm. If you know the UPC Code and/or Item Number you want to. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. 3. In the address bar, type the URL and press Enter. 5. New features are added regularly that make work flow and efficiency better. You may need to scroll to the right to see all the columns. After logging into Eyefinity Practice Management, use the Front Office home screen controls to navigate the system. 5. Claim Management Enhancements. The number entered in the UPC and Product Code fields when. Type your Frames Data User Name. It simplifies and automates the complexities of your day-today operations and liberates you to practice the way you want. Your practice. S. To access the training version of the office you are currently logged in to, click the User button in the upper-right area of the screen, and select Switch to Training. See Navigating Administration for information on how to get to Office: Setup. Eyefinity Practice Management is the leading cloud-based practice management software that offers a robust, flexible, and secure solution that enables your staff to stay connected at every point in the practice. 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. Click the Frame Lookup tab. On the Stock tab, search for the order you want to send. The provider’s credential. ; Select the Resource that you want to schedule. Select the office resource in the Resource. The new amount is saved and will appear on the Daily Transaction Payment Report. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. In the Material Orders screen, under Create an Order, click Add Exam. 3. Screening Codes from Eyefinity EHR.