Creating Exam-Only Orders and Adding Exams to Orders

You can create an order just for an exam, or add an exam to a non-invoiced eyeglass or contact lens order.

What do you want to do?

  1. On the left side of the Demographics screen, perform one of the following steps:
    • Click Exams. In the Exams screen, click + Exam.
    • Click Material Orders . In the Material Orders screen, under Create an Order, click Add Exam.
  2. If your practice has on-the-fly benefit calculations enabled for exam-only orders, select an insurance plan. Only those plans with exam authorizations appear. A green icon next to Exam indicates that the patient has a valid authorization. To create the order without insurance, locate Non-Insurance/Private Pay and click + Non-Insurance Order.

    If your practice does not have on-the-fly benefit calculations enabled, proceed to step 3.

    For information on setting up the on-the-fly benefit calculations feature, see Setting Up On-The-Fly Benefit Calculations for Exams.
  3. Select a Provider.
  4. Under Diagnosis Codes, search for and select a relevant code in field A. Additional fields (B, C, D, etc.) display as you add diagnosis codes so you can record up to 12 codes.

    If your practice has on-the-fly benefit calculations enabled for exam-only orders, the Estimated Charges area displays the estimated insurance and patient charges as you add items to the exam. Click the See detailed breakdown link to view the charges for each item. For VSP plans and non-VSP insurance plans with calculations enabled, click Update Insurance Estimates to perform a patient out-of-pocket calculation.

    If you have Eyefinity EHR integrated with Eyefinity Practice Management, you can click + Exam From Eyefinity EHR to bring over diagnosis codes, procedure codes, PQRS codes, and modifier codes from the Exam record in Eyefinity EHR.
  5. Under Procedure Codes, select Procedure Codes, up to four Diagnosis Codes, and up to four Modifier Codes for the Exam, Fitting Fee, and Procedure.
  6. To add additional procedures, click + Procedure.

    You can select the same Procedure more than once.

  7. Select a PQRS code, if necessary.

    You can assign one Modifier Code to the PQRS code.

  8. To add additional PQRS codes, click + PQRS.
  9. Review the Exam Memo for important information.

    If this exam was imported from Eyefinity EHR, recommended plans to bill for specific CPT code line items appear in the Exam Memo.

  10. Under Patient Condition(s)and Other Medical Conditions, indicate any medical conditions present in the patient.

    The system automatically selects the check boxes for Diabetes, Diabetic Retinopathy, High Cholesterol, Hypertension, Glaucoma, and ARMD based on the diagnosis codes you selected above.

    This information is automatically sent to VSP to ensure additional reimbursement for these conditions (as for the VSP Eye Health Management Program).

  11. Click Save and Price Exam.
  12. Price and invoice the order, as appropriate.
  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Non-Invoiced tab, if it is not already displayed.
  3. Locate the order in the Non-Invoiced Orders list and select Price from the Actions drop-down list.

    The Current Pricing screen opens.

  4. Click + Exam.
  5. Follow the directions in Create an exam-only order , steps 2-11, to enter the exam information.
  6. Price and invoice the order, as appropriate.

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