What's New in AcuityLogic 7.10 for Cloud Users

Release Date: July 23, 2019

Eyefinity announces the newest version of AcuityLogic. In addition to resolving known issues in previous versions of AcuityLogic, this updated version offers new features and expanded functionality.

Topics include the following:

• 1

• 1

• 1
• 1

For more information on AcuityLogic features, training, and integrations, contact your account representative, or call Eyefinity at 800.942.5353.

Admin Enhancements

Admin includes enhancements in the following areas:

• 1
• 1
• 1

Customizing Patient Billing Statements

You can now customize your company's patient billing statement in the Company Information window's Patient Billing Statements and Invoice Customization menu as follows:

1. Show or hide the order number.
2. Change the header background and text colors.
3. Enter customized payment text for your company.
4. Customize the caption for your company:
   • Specify whether the caption includes the insurance carrier's default phone number, no number, or a custom number. To update the default number, contact your account representative. If you select the custom number option, enter it in the field that appears under the drop-down list
   • Specify whether the caption includes your company phone number or the phone number of the office generating the statement. The default company and office numbers are specified in the Company Information window and the Office Information window respectively.
   By default, this caption appears on all patient billing statements. If necessary, you can edit the caption for an individual statement in AcuityLogic Billing. See Printing Patient Bills Individually.
5. After uploading a logo to appear on patient billing statements, adjust its height and width with the sizing handles, and adjust its position by dragging it.
6. Click Preview to view and save your changes.

Assigning a Home Doctor to an Office

You can now assign a home doctor to your offices to populate the following boxes in the CMS 1500 form and electronic claim submissions when an employee doctor is not associated with an order:

• Box 24j — Home doctor National Provider Identifier (NPI)
• Box 31 — Home doctor name

Typically, home doctors are used when an order includes an outside prescription.

To specify a home doctor for an office

1. In Admin, click Company, and select Company Setup.
2. In the row of the appropriate company, click the Offices link.
3. In the Company Offices table, click the office number link in the Office # column.
4. In the Office Information window, click Billing Information.
5. In the Billing Information window, select a home doctor from the Home Doctor drop-down list:

   

6. Save your change.

Taxing Accessories at the Lens Base Rate

If you use the Tax Calculator, you can now configure accessories to be taxed at the ophthalmic (lens base) tax rate instead of the rate set up for the accessory. To configure an accessory to be taxed at the lens base rate, select the Tax at Ophthalmic Rate check box in the Other Items mapping window.

BackOffice Enhancements

BackOffice includes an enhancement in the following area:

• 1

Running the Mail Check Report

You can now run the Mail Check Report (AC131) to generate a list of patients who received mail check refunds through AcuityLogic POS.

Billing Enhancements

Billing includes enhancements in the following areas:

• 1
• 1

Exporting Reports in CSV Format

You can now export the following Billing reports in comma-separated values (CSV) format:

• Billing Payment by Transaction Date Report (GB130)
• Claim Collection Report (GB128)
• Claim Transaction Journal Report (GB109)
• Doctor Exam Sales Report (GB122)
• EDI Billed Claim Statistics (GB123)
• Patient Refund Report (GB111)

To export a report in CSV format:

1. Open the report in Billing.
2. In the report window, enter the appropriate values.
3. Click Generate.
4. Click Export to CSV.

   For example:

   

   The report is exported in CSV format to your default download folder.

   For example:

   EmployeeName,CarrierName,TotalClaims,FileName
   Test Employee,AETNA,8,20180702100105_RSN_hitecT1_Steve222_AETNA.txt
   Test Employee,Davis Vision,1,20180702100114_RSN_hitecT1_12345_DSV.txt
   Test Employee,AETNA,1,20180703191336_RSN_hitecT1_Steve111_AETNA.txt
   Test Employee,Davis Vision,7,20180703191342_RSN_hitecT1_12345_DSV.txt
   Test Employee,Davis Vision,4,20180705075639_RSN_hitecT1_12345_DSV.txt
   Test Employee,Davis Vision,1,20180705100130_RSN_hitecT1_12345_DSV.txt
   Test Employee,AETNA,2,20180705120111_RSN_hitecT1_Steve111_AETNA.txt
   Test Employee,Davis Vision,1,20180705120122_RSN_hitecT1_12345_DSV.txt
   Test Employee,Davis Vision,6,20180705140122_RSN_hitecT1_12345_DSV.txt
   Test Employee,AETNA,3,20180706100120_RSN_hitecT1_Steve222_AETNA.txt
   Test Employee,Davis Vision,5,20180706100140_RSN_hitecT1_12345_DSV.txt
   Test Employee,AETNA,1,20180706120129_RSN_hitecT1_Steve111_AETNA.txt
   ...

Populating Box 33b in the CMS 1500 Form

In the Billing Provider Information section of the Edit Claim window, you can now use the new Other ID field to enter the following numbers into Box 33b of the CMS 1500 form:

• State license
• Unique physician identifier (UPIN)
• Provider commercial
• Provider taxonomy

The Other ID field can contain up to 15 characters of alphanumeric free text.

You specify the number type by selecting a value from the Other ID Qualifier drop-down list:

In the CMS 1500 form, the qualifier is prepended to the ID in box 33b (for example, ZZ321654987321654).

Fixed Issues

AcuityLogic 7.10 fixes issues in the following areas:

• 1
• 1
• 1
• 1

Admin

• When you select Print Vendor Name from the Frame Tag Option list in the Company Information window, AcuityLogic now selects the vendor in the following order of precedence:
1. Company Vendor (Company > Product Mapping > Frames > Frame Collection > Default Vendor)
2. Frame Collection Vendor (Company > Product Mapping > Frames > Collection Name > Default Vendor)

Previously, the frame collection vendor had precedence over the company vendor.

BackOffice

• When you deselect one or more reasons from the Discount Reasons drop-down list in the Discount Analysis Detail report (AC141), those reasons are no longer included in the report. Previously, the deselected reasons were included.
• When you select Calendar View from the Appointment drop-down list, an error no longer occurs if the office you are logged in to is not set up as a retail store. Instead, information for the first active retail office in the Office drop-down list is displayed in the calendar, and the name of that office is displayed in the Office field.

Billing

• When the Material Allowance method is used with a percent-of-allowance receivable, AcuityLogic no longer calculates an incorrect receivable if the allowance used is less than the allowance specified in the plan. Now, the receivable is based on the amount of the allowance actually used on the order instead of the total allowance amount. For example, if a plan specifies a $500 allowance but the eyeglasses retail for $350, the 80% receivable is $280 (80% of the actual cost), not $400 (80% of the plan's total allowance).

• The Billing Adjustments Report (GB116) now includes all adjustment transactions that occur during the report's time period, including auto-adjustments (refunds and remakes) and post-billing adjustments, which can be verified against the Billing Transaction Report (GB117).
  

POS

• If you save an order for disposable contact lenses and then reprice it after applying the insurance benefits, the Spectera Non Formulary Contact Lens Only method now applies the entire allowance to the contact lenses. Previously, any remaining allowance was erroneously applied to the exam, which is not covered for nonformulary contact lenses.
• The Summary tab for a contact lens order now shows the correct ship-to address. Previously, the tab showed whichever office the user was logged in to.
• When you adjust the sales price of an order before a patient makes a payment, the adjustment is now displayed in the new Adjustment Amt. column on the final patient invoice and subtracted from the balance due. Previously, although the adjustment was factored into the balance due, it was not displayed on the invoice.
  
• When you calculate insurance benefits for a VSP order, you no longer receive an unknown error if the exam's Exam Type field is empty.
  
• When a pricing option is included on an order, the pricing option is also included for any refund or remake associated with the order. Previously, pricing options were not included for refunds and remakes, which made it difficult to match them to their corresponding sale for reconciliation. Similarly, pricing options are now included for refunds and remakes in the BackOffice Pricing Options Detail Report (AC156).
• If you create a hard contact lens prescription for one eye and then print it, the printout now contains information for only that eye. Previously, the printout also contained erroneous power, color, and quantity information for the other eye.