Setting Up Your Practice to Use Online Payments

Eyefinity works with you to set up online payments. This topic guides you through the onboarding process and the tasks we recommend for a successful launch and use of the product.

As an early adopter, we need the following from you:

• If using Worldpay, we need your Worldpay account Merchant ID (MID) – If you have already set up your POS terminal, Eyefinity pulls your MID from Encompass. Otherwise, you need to provider your MID. The MID is used to set up your online payment link and ensures reporting and funds settlement use the same back account as is used for your in-store card terminal transactions.

• If using EncompassPay - Eyefinity pulls your information to set up your online payment link and ensures reporting and funds settlement use the same back account as is used for your in-store card terminal transactions.

• A Practice Email Address – Eyefinity uses this email address to automatically notify you any time a payment cannot automatically be posted to Encompass.

Once signed up, your Eyefinity PatientNavigator account is updated to accept online payments. After leaving your practice, patients can use your existing Eyefinity PatientNavigator URL to view their order status, download their RX, and pay online any remaining balance on their order.

Eyefinity also provides you a second URL, called a Paybill URL, that can be branded with your practice logo. The Paybill URL, enables patients to pay their balance due after insurance claim processing is complete. To avoid patient confusion, we recommend only providing the Paybill URL when attempting to collect unpaid patient insurance balances; for example, when you mail monthly paper statements to patients. See Understanding the Paybill URL.

Determining a Go Live Date

Once we have the information we need, we will work with you to establish a start day when online payments are enabled for your practice. Once a date is decided, you can begin to prepare your practice and patients for the change – this includes communications and developing an operational strategy.

If you need to delay your Go-Live date, that’s ok, just notify us. We want to make sure you are successful.

Actions to be Taken Before the Go-Live Date

• In Encompass, a Payment Type of “Online Payments” is added and selected for your Company. You can use this payment type to track and report on online payments.

• In the Eyefinity PatientNavigator Admin, a user login is setup for your company. We will provide you the login and URL to Admin. In Admin, you can review all online payments to determine if they posted to Encompass successfully or if need to be posted.

• As stated above, you need to establish and provide an email address for your practice to receive online payment notifications. The email notifications sent to this email alert you to any online payments not automatically posted to Encompass. The email provides the details of any attempted payment, which you can then use to manually post the payment to Encompass. Typically, this happens when a customer makes an online payment after you complete daily closing for the day in Encompass.

• Online payments are enabled within your existing Eyefinity PatientNavigator account. Your patients can use your existing Order Status URL to not only view the status but also pay any balance due on that order.

• A second Paybill URL is also generated for your practice. The Paybill URL is new and can be used to direct your patients to pay their balance due after insurance claims processing is complete; for example, a QR code or the Paybill URL can be provided with the patient statement.

  The Paybill URL calculates the total patient responsibility balance of potentially multiple claims against a single order after claims processing is complete. This URL is optional and intended to help you reduce patient write-offs or avoid sending the patient account to collections. To avoid customer confusion and potential overpayment, we recommend you only use the Paybill URL on the patient statement. See Paybill – How it works for more details.