Setting Up Eyefinity Patient Engagement Solutions

This section explains how to set up Eyefinity's integrated patient engagement solutions with Eyefinity Practice Management. For information on how the solutions work, see Using Eyefinity Patient Engagement Solutions.

For information on how to get started with the Integrated Online Forms, Integrated Online Scheduler, Eyefinity Electronic Patient Notifications and Eyefinity PatientNavigator, see our website. Additional fees may apply.

Before you can use the Eyefinity Integrated Online Scheduler, verify the following areas of Eyefinity Practice Management are set up correctly:

The online scheduler will not work if you do not have at least one provider, one insurance plan, and one of the required CPT codes set up as described below.

Offices

Verify the Office Name entered in Administration matches what you want to show on your online forms and scheduler. If you have multiple locations, check the office name for each location. See Setting Up Office Contact Information. The office name you enter also appears on invoices, prescriptions, and reports in Eyefinity Practice Management.

Providers

Verify the following for each provider you want to have available in the online scheduler and/or collect forms for:

Staff

If you opt to enable staff appointments, verify the following for each staff member you want available in the online scheduler:

If your office has multiple staff members available to take appointments, you can set up a single, generic staff member to be used for all online appointments.

Scheduler

Verify:

  • Office hours are set up in Administration. See Setting Up Office Hours
  • Providers/Staff for online scheduling are visible in the Scheduler in Front Office. If they are not, click the blue button with white lines on it and select Resource Settings. In the Resource Settings window, select the check box next to each provider/staff member.

Services

Set the Reason for Visit options available in the online scheduler.

  1. Verify at least one CPT code is fully configured and activated in Administration. For more information, see Setting Up Services.
    Default codes include:

    • 92004: Comprehensive Exam – New

    • 92014: Comprehensive Exam – Existing

    • 92310: New Contact Lens Fit

    • 99203: Office Vst Level 3 New

  2. Set up and activate the CPT code(s) in Appointment Service Setup in Administration. Be sure to select the Active check box for each CPT code. See Setting Up Appointment Services
You can select up to eight (8) options to display in the scheduler drop-down. At least one is required for the online scheduler to function. Contact Eyefinity Customer Care at epmsupport@eyefinity.com for assistance in setting up the Reason for Visit drop-down and mapping the CPT codes.

Insurance

Verify each insurance plan you want to appear in the online scheduler is set up and activated in Administration. See Setting Up and Activating Insurance Plans

Cancel/Reschedule

You can opt in to enabling patients to cancel or reschedule existing appointments via the online scheduler. With this feature, you can establish when the patient can cancel or reschedule; for example, you can allow cancel/reschedule up to 24 hours prior to the appointment. You can also indicate when your practice should receive an email alerting you to the cancel/reschedule.

To opt in to using cancel/reschedule and configure your system, see Patient Engagement Opt In Features.

When creating your eWebExtra website, you need to opt in to use Eyefinity Integrated Online Forms. When you opt in, the New Patient Form is available for use. You can also opt in to customize and use additional forms, such as the HIPAA or Notice of Privacy Practices form, and the Retinal Scan form.

To opt in to use the Notice of Privacy Practices (HIPAA) or Retinal Scan forms, go to Patient Engagement Opt In Features. Each form can be customized to fit your needs and requires you provide information specific to how you want the form to display.