Setting Up and Activating Insurance Plans

Eyefinity Practice Managementprovides a list of preconfigured insurance carriers and plans.

To make a plan available in Front Office, you first need to activate it. Once you activate a carrier and plan, you can select them from the Carrier Name and Plan Name fields in the Add Insurance window in Front Office.

  1. In Company: Setup, click Insurance and select Carrier & Plan Setup.
  2. Enter the Carrier/Plan you want to activate.
  3. Click Search.
  4. Locate the plan you want to activate and select the Active check box.
  5. If you want to include PQRS codes on claims for this plan, select the PQRS check box.
  6. Click Save.