EPM - Handling VSP Coordination of Benefits with a Non-VSP Primary Insurance in Eyefinity Practice ManagementApplying Insurance for Coordination of Benefits (COB) This section explains how to apply primary and secondary insurance for coordination of benefits. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. Follow the steps provided in Setting Up Resource Schedules to add a resource schedule for the office resource. Electronic patient recall messages are sent to patients based on the recall types and schedules you set up in Eyefinity Practice Management Administration. For Non-VSP orders, the system sets the lab to On Site. Eyefinity EPM. Under Frames Data, click the Check status link. 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. A unique alphanumeric ID. 42 release was intentional to help prevent incorrect data collection and ensure labs have the specific information needed to. Android 10 or later. Editing Resources. Click Save. Select Referring Professional to print a list of outside providers who. ; For instructions on adding a Non-VSP authorization to a patient, refer to Article 000020740 - EPM - Adding Insurance Authorizations and Eligibilities to Patients in. Click Patients and select Search/Add Patients. 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. Printing a Packing Slip. To remove a payment method, click the X next to it. The VSP secondary claim is created and the status is set to On Hold. In the menu on the left side of the screen, click Manuals and select VSP. Processing Claims. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reimbursement amounts are calculated for lens material or style items instead of for the base lens. If the plan is not listed, see Adding Non-VSP Insurance Information. Click Configure Printer and select the following settings: Label width: 2. The Select Insurance window opens. Search for the claim. Access information and get support at your fingertips. Click the Optical Labs button or hover over the Office tab at the top and select Lab Setup. 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. This group is solely intended for active users of Eyefinity Practice Management. 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 system imports the patient's insurance coverage information available from TriZetto and displays it in the Eligibilities window. Click Save. If the plan has shared allowances configured, the available allowance amount is shown. Adding VSP Insurance Information. Locate the VSP secondary claim in the list and select Edit Claim from the Action drop-down list. Select Plan. Locate the transaction you want to edit, and enter the new Amount. You can now add a photo to a patient's record from the Overview screen by: Uploading an existing photo file stored on your. It automates and simplifies common daily tasks and drives efficiency through an easy-to-use interface. 3. This section includes: Front Office. If the report does not open, check to make sure your browser is set to allow pop-up windows. Enter the Month & Year or click the Calendar button to select the date. Log into the portal using your. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. The office resource is added to the list in the Company: Office Resource Setup screen. iPadOS 15 or later. Walk In - Select for walk-in patients. Right-click the time slot, and select Schedule Selected Patient or New Appointment. com or call us at. For additional credit cards, repeat steps 6 through 10. The Browse Eyeglass Lenses screen opens. Material Orders and Advanced Transactions Videos. DESCRIPTION: How to perform a Physical Inventory Count (by Sheet) in Eyefinity Practice Management (EPM). Barcode scanners read barcode numbers and make locating products in Eyefinity Practice Management easy and accurate. Details. Trending Articles. Before using Electronic Eyewear Ready Notifications, you need to set up providers in Eyefinity Practice Management to enable online scheduling. RESOLUTION: In Eyefinity Practice Management, once a patient profile is created, it cannot be deleted. Click Driver Settings and select the following settings: Always use driver settings. Record the Frame Specific Attributes. This section includes:. Also, an alternative option for removing a payment if the user cannot delete the payment from the Check Detail section. 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. Review the Lab information. If you are printing in detailed format, type the Date From to print, or select a date from the calendar. Click the Invoiced tab, if it is not already displayed. Before you can use the. The Remittance Details window opens with the Not Applied tab displayed. Your calls are answered. The recall modal shows once the exam item is invoiced and payment is made on the exam order. See Setting Up Appointment Services. IMPORTANT: When emailing the Implementation Team or Customer Care, the Account Name and Phone number on file should be included in the. As you process claims, they move from the Not Applied tab to the Underpaid, Overpaid, or Completed tab, depending on the claim status. Repeat step 4 for each Level 1 tax authority you want to add. Eyefinity Practice Management 10. Select a contact lens authorization, or click + Non-Insurance Order to proceed without using insurance. The Eyefinity Electronic Patient Notifications service automatically sends text or voice notifications that are directly integrated with your Eyefinity Practice Management system. Before you can begin using them, Eyefinity must first activate the integrations. Dial 800. All passwords must be 8-15 characters, contain at least one numeric character, and abide by your company’s password policy. Show Me. For more information, go to Adding Modifier Codes and Dispensing Fees to Orders. This section includes:Click Reporting and select Dashboard. To apply a secondary insurance, click the Add link next to Secondary Insurance and repeat steps a through e. If you are ordering a Maui Jim Sun Rx frame you must select Maui Jim lenses. Cursor-over the Education & Onboarding option and select Role-Based Training from the drop-down menu. See Navigating Administration for information on how to get to Office: Setup. Order these labels directly from. Supercharge Your Schedule. SATO WS408TT. If you want to display only active insurance plans, select Active Only at the top-left of the screen. Cons: I wish that the software was more seamless from EHR to EPM. This field defaults to the provider selected for the patient in Demographics. com website (2. Number of Views 142 EPM - Adding Insurance Authorizations and Eligibilities to Patients in Eyefinity Practice Management. Applying VSP as Both Primary and Secondary Insurance . DESCRIPTION: How to delete an insurance payment that was applied to a claim on a carrier check in Eyefinity Practice Management (EPM). 41. To change applied patient payment amounts: Click Store Operations, and select Change Payments. 2. Reset Password: Step 1 of 3 - Verify User Account. For assistance with creating an Eyeglass or Contact Lens Rx, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in. Reviews of Eyefinity Practice Management. Appointment Confirmations [video] Adding Scheduler Exceptions [video] Using Book View. We were recognized as the Favorite EHR Software Company, Favorite Practice Management Software Company, Favorite EHR Software. To print the PDF to a CMS 1500 form, click Print. comLocate the time slot you want, and use one of the following methods to open the Add Appointment window: Double-click the time slot. Release Date: March 31, 2021. Don't see what you're looking for?EPM Support Knowledge Base Access from Help Menu; VSP Global ® Premier Program Support. 2. When the. In Office: Setup, click Scheduler and select Preferences. Wi-Fi. Eyefinity EHR and Eyefinity Practice Management are a cloud-based, electronic health record and practice management solution designed to meet the unique needs of the optometric industry for single and multi-location practices. Click the Claim # link in the row of the claim you want to adjust. 1. Networking. Click Save. On the left side of the Demographics screen, click Insurance. A Sign On window opens. You can also view and print previous transactions and enter miscellaneous. To activate the third-party billing integration: In Company: Setup, click Insurance and then select Insurance Integrations. Locate the medical plan to which you want to add eligibilities and click Eligibility. Current Eyefinity Practice Management/Eyefinity EHR subscribers can now sign up for our new role-based training. Release Date: January 26, 2023 Eyefinity announces the newest version of Eyefinity Practice Management. Record your Office Identifier, Login Name, and Password. If a claim is rejected with a note similar to “Patient not eligible for benefits,” then bill the claim to the patient. On the Printing Product Labels page, click the Setting Up Label Printers link. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system. This topic includes: Verifying Required Information. 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. The Add Appointment window opens. Click + Add. Click Integrations, or click the Office drop-down menu and select Integrations. 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. NEW For 2023: No-cost, Role-Based Training. 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. If you are interested in setting up integrations, contact your. 2) S9986. Access to Eyewear Options. The Integrations screen opens. Click Save. Navigate to the Eyefinity. 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. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Reset your password. Click your username/office ID displayed in the upper-right corner, next to the Logout button, then select Switch to Training. 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. Click Total Patient Count. Click Add Extras . We have the ability to contact support by phone, facebook and/or email at any time, so we aren't left alone to "deal with. In. 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. Enter the patient’s SSN (Last 4) or unique Full. 4. You can perform partial returns of contact lens orders only if there was no. 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. ReloadEyefinity Practice Management 10. The number entered in the UPC and Product Code fields when. Eyefinity Practice Management. Enter the Authorization Number. And a Username and Password to use for the portal and clicks Submit. This section includes: Front Office. You can set the number of days before an appointment the reminder will be sent; the default is five days and two days before. The Return Order window opens. Search for and click the check number to open the carrier check. The tab opens and displays eClaim. Appointments are recorded in your Eyefinity Practice Management Scheduler in real time, and email confirmations are sent to your patient, all automatically. To setup recall reminders, go into EPM Administration, select Services and ensure the Recall Reminders checkbox is selected for the particular exam item being invoiced. Setting Up Labels to Print from Eyefinity Practice Management Front Office. * Office Phone Number. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. Services section. You may need to scroll to the right to see all the columns. To add contact lenses to the batch order (for example, to replenish your trial lens stock): Click the blue arrow next to the stock order to see the. Eyefinity Practice Management offers features such as time and. Perform an adjustment to add or remove items from your inventory. Enter the Cut Off Date to print, or select a date from the calendar. Select Exam/Contact Lens Exam and click Calculate Benefits next to the medical insurance plan. The TriZetto logo in the upper-right corner of the window. Eyefinity is thrilled to announce we earned four 2020 EyeVote Readers’ Choice Awards , presented by Vision Monday and 20/20 Magazine. Dial 800. Click Inventory and select Product Inventory. Billing Claims Electronically. Access to Eyewear Options. Populating the Taxonomy Code with the ZZ Qualifier on CMS 1500 Paper Forms in OfficeMate Version 8. It simplifies and automates the complexities of your day-to-dayUnder Select Payment Method, select the payment type and enter the payment amount. 5353 and choose option 1 to reach our Customer Care team. Remember office identifier. Setting Up Provider Security Settings. Everything was easy to learn, use and. To print the Stock Transfer Report and send the stock transfer, click OK. If you want to change the claim status, click Yes, Change to Billed. 800. Streamline the eye care experience with Eyefinity’s integrated online scheduler that allows patients to book their appointments 24/7. Wi-Fi. To Access the Eyefinity Practice Management (EPM) Training Sandbox: 1. 3 includes the following. RESOLUTION: IMPORTANT: Before applying any payments, make sure the Check Amount correctly accounts for the charge-backs as well as any. 2. Eyefinity Practice Management changes the Order Status to Sent and updates the item’s On-Hand quantities for your office. Activating Labs: 1. On any screen in Front Office, click Patients and select VSP Authorizations. Eyefinity, Rancho Cordova, California. Reset your password. S. Supercharge Your Schedule. Navigate to the Eyefinity. Watch Demo Eyefinity provides innovative practices, like yours, reliable practice management and electronic health records solutions that support you in simplifying workflows for a. Enter the patient's name and/or any. ×Sorry to interrupt. Variety is key when your patients are looking for frames and contact lenses, but it’s physically impossible to stock all SKUs in practice. Click Inventory and select Product Inventory. Previously, if you changed the. Click On Hold. New features are added regularly that make work flow and efficiency better. S elect the Maui Jim Lens Style. 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). Company Profile | Victoria, BC, Canada | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor. Release Date: January 26, 2023. The Material Orders screen opens. 1. Reasons for Choosing Eyefinity Practice Management: We chose EPM because they did a good sales pitch. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. This section helps you get started with Eyefinity Practice Management. Eyefinity Practice Management customers can login at pm. Reporting. 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 claim status changes to Billed and the CMS 1500 form opens as a PDF in a new window. 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. Login URL: A unique login url is created for each Eyefinity EHR Customer. Click Print. Security. The transfer is. Click the Claims Information button. You cannot create or delete services/exams. 4913, option 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. All passwords must be 8-15 characters, contain at least one numeric. DESCRIPTION: How to price a material order in EPM, declare patient co-pays, and apply charges to primary and secondary insurances. Click Eyeglass Order. An eWebExtra website with the Integrated Online Forms and Integrated Online. com or call us at 877. Eyefinity announces the newest version of Eyefinity Practice Management. If you need to edit the information: In Company: Setup, click Integrations. Receiving a Stock Transfer. Office Identifier. The barcode labels used with Eyefinity products can accommodate up to 12 numerical characters. A pre-appointment is a future appointment created at the time the. The date field defaults to the next business day. Click the eInsurance tab. Eyefinity Practice Management customers can login at pm. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Click + Staff. 2. In the Demographics window, under Contact Information, record the patient’s name, address, telephone, and email information. Eyefinity recommends that you purchase frame labels and ribbon from Think Smart for all barcode printing in Eyefinity Practice Management. Create an extras only order to record charges to patients for your office records only. 800. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. You can set up your products and services in Eyefinity Practice Management before you use it. The place of service name appears in box 32 on the CMS 1500 form. To return to viewing only the scheduled office hours, click Show business hours. 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. 3. Warning When Adding Custom Frame Removed. 5. In the Add Place Of Service window, record the place of service Name. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Getting Started with TriZetto. A unique alphanumeric ID. If you need help locating your login credentials, please refer to the EPM support/resources page, contact. The new amount is saved and will appear on the Daily Transaction Payment Report. Material Orders and Advanced Transactions Videos. In Eyefinity Practice Management Front Office, select the labels you want to print. If you aren’t using Eyefinity EHR and your front office staff didn’t add the CPT Category II codes to the order, you’ll need to manually add CPT Category II codes to VSP claims: Search for the claim and select Edit Claim. 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. 3. For more information, see Printing Frame Labels and Printing Accessory Labels. Your new password must be different from your last 5 passwords. The table of contents for the VSP Provider Reference Manual opens. Phone Support. Type an End Date or select a date from the calendar. Eyefinity Practice Management 10. The Choice is Yours. Under Third Party Billing, enter your Senders Code/Site Key. NOTE: Once you are in the training environment you will see an. 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. For more information, go to Searching for Claims. 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. On the Printing Product Labels page, click the Setting Up Label Printers link. Eyefinity Practice Management users who start or renew subscriptions are eligible for a 50% discount on the subscription fee from Frames Data. Release Date: December 7, 2021. In the left sidebar menu, click the Maintaining Inventory link to expand the menu and then select Printing Product Labels. The videos in this section explain how to record prescriptions, as well as create and invoice orders in Eyefinity Practice Management. Enter any Comments, if needed. Eyefinity Practice Management 10. Post and edit payments and transfer balances. Click Contact Lens Order. Search for the services/exams that you want to set up or modify. 2. This updated version improves upon your system's robust attributes and offers new features and expanded functionality. Whether you need to request a demo, receive customer support, or want training, our U. DESCRIPTION: How to assign colors to Services in the Appointment Scheduler in Eyefinity Practice Management (EPM). Eyefinity Practice Management 10. RESOLUTION: 1. 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. Setting Up Barcode Scanners. This page explains the requirements for Eyefinity Practice Management. RESOLUTION: Navigating to an order’s Current Pricing page:. Eyefinity Practice Management provides reports to help you manage patient information, appointments, marketing efforts, and sales. Click + Place Of Service. Release Date: February 5, 2019. 4. In the Credit Card Processing screen, click Edit. For instructions on assigning an insurance to a patient, refer to Article 000019402 - EPM - Adding Insurance Carriers and Plans to Patients in Eyefinity Practice Management. From any page within EPM Front Office, click the Help button in the top-right corner of the page. Adding Non-VSP Formulary Lenses to an Order. The Scan Documents window closes and the document is saved as a PDF file in the Documents screen. Billing Claims Electronically. 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. Eyefinity Practice Management records the transactions as refunds. Stock that has been transferred from another office to your office appears on the Receipt tab in Inventory. 2 - Screening Frequency Doubling Technology (FDT) (CPT is S9986. The dates available for the report are based on the inventory session dates for the selected item type. The place of service name appears in box 32 on the CMS 1500 form. Premier providers receive access to exclusive offers,. In. The styles are filtered to show only those available for in-office finishing. The VSP Authorizations screen opens and displays all patients with active VSP plans who have appointments scheduled for the selected date. There are too many button clicks that do nothing. Remember office identifier. This change was made to accommodate future teleheath integration enhancements. To print the PDF to a CMS 1500 form, click Print. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. Eyefinity Earns Four 2020 EyeVote Reader’s Choice Awards. This section includes:Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. Click Sales Reports. Select the check box next to each claim you want to bill. Canceling Appointments in Day and Week View. Once you have completed this process, do not edit the Insured ID field in the Add/Edit. Eyefinity Practice Management is a cloud-based practice management solution that enables your staff to connect, collaborate and stay informed with real-time notifications. Electronic appointment reminders are sent for any unconfirmed appointment. On the Stock tab, search for the order you want to send. The Source field indicates that this is a Manual prescription, meaning it is being created in Eyefinity Practice Management and was not imported. 0707, option 1 Review the minimum hardware and system specifications required to effectively use Eyefinity Practice Management. You'll see the word "training" next to the Eyefinity logo in the upper left corner of the screen and an orange banner at the top. 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. The Medical Exam check box is selected by default. 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. 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 Not Applied tab includes all the claims in the remittance that need to be processed. From the EPM Front Office home page, click the Administration button or click the Go to Administration link at the bottom of the page. Front Office; Claims Management; Front Office. EPM - Pricing an Eyeglass, Contact Lens, or Exam/Miscellaneous Order in Eyefinity Practice Management. Setting the Claim Status to Ready to Bill. DESCRIPTION: How to change the colors used in the Appointment Calendar in Eyefinity Practice Management (EPM). 1. For detailed instructions outlining how to enter an Rx in Eyefinity Practice Management, refer to Article 000019530 - EPM - Creating an Eyeglass Lens or Contact Lens Rx in Eyefinity Practice Management. The Patient Marketing Dashboard opens. The videos in this section explain how to manage your inventory in Eyefinity Practice Management.