Setting Up and Using Certified Partner Telehealth Integrations with Eyefinity Practice Management

With Eyefinity’s certified partner telehealth integrations with ZEISS, Topcon, and DigitalOptometrics, you have the flexibility to offer doctor-remote comprehensive eye exams. Doctor-remote eye exams can provide accessibility to remote or hard-to-serve regions. This model of virtual care may also offer more flexible scheduling options, the ability to add a part-time OD or contract doctor at a fraction of the cost, and can help ensure coverage across multiple practice locations. Once you select a certified partner and configure the integration, patient demographics and pretesting information can be shared between systems, ensuring patient records are accurate, while also eliminating the need for double entry.

This section explains how to perform the setup tasks for the integration and how to schedule telehealth appointments in Eyefinity Practice Management.

• Viewing Company Telehealth Application Information
• Activating Telehealth Applications for Offices
• Setting Up Providers and Office Resources for Telehealth
• Scheduling Telehealth Appointments
• Using the Integrations with Contract Telehealth Providers

Viewing Company Telehealth Application Information

Once your integration has been enabled by Eyefinity, access the Integrations screen in Company Setup to confirm which telehealth application is enabled for your company. Only applications listed on this screen are available for use by your offices. For information on enabling an application for individual offices, see Activating Telehealth Applications for Offices.

1. On the Eyefinity Practice Management home screen, click Administration.

2. Click Integrations, or click Company on the blue menu bar and select Integrations.

   The Company Integrations screen opens. The telehealth application(s) enabled for your company are listed in the Applications field under Telehealth.

Activating Telehealth Applications for Offices

Before an office can schedule telehealth appointments, you must first activate one or more telehealth applications for it in Office: Setup. Use this procedure to add or change an office's application settings.

1. On the Eyefinity Practice Management home screen, click Administration.

   The Company: Setup screen opens.

2. Click the company name drop-down list on the far-left of the blue menu bar and select the office where you want to change the telehealth application.

   The Office: Setup screen opens.

3. Click Integrations, or click Office on the menu bar and select Integrations.

   The Office Integrations screen opens.

4. Click Edit.

   A warning message displays, asking you to confirm that you understand that changing the settings on this screen may break your integrations.

5. Click I Understand the Risk.
6. Select one or more applications from the Application drop-down list under Telehealth. Only applications enabled for your company display in the drop-down list.
   If you deselect an application in the drop-down list to deactivate it, and there are appointments scheduled at the office using that application, a warning message displays, informing you that all scheduled telehealth appointments using the application will be changed to in-person appointments. If you want these appointments to remain telehealth appointments, you will need to manually edit them to select a different application. For instructions on selecting an application for an appointment, see Scheduling Telehealth Appointments.
7. Click Save.

   The settings for the office are updated to allow telehealth appointments to be scheduled using the selected application(s). Repeat this procedure, as necessary, for each office in your company. You can now set up your providers and office resources so you can schedule appointments through the integration.

Setting Up Providers and Office Resources for Telehealth

Providers and office resources that are set up as telehealth users can be scheduled for telehealth appointments. You can indicate in Add/Edit Provider and Add/Edit Office Resource that a provider or resource is available for telehealth appointments either full time (telehealth appointments only) or part time (available for both telehealth and in-office appointments).

1. From the menu, select Resources in the toolbar menu and select Provider Setup.
2. Locate the provider or resource in the list and click the link in the Last Name or Resource Name column.
3. Under Settings/Integration, select a Telehealth User setting.
   • Select Never to prevent the provider or resource from being booked for telehealth appointments.
   • Select Part Time to allow both in-office and telehealth appointments to be created for this provider or resource.
   • Select Full Time to allow only telehealth appointments to be created for this provider or resource. The telehealth application activated for the office will be selected automatically when creating the appointments.
4. Click Save.

   If you selected Part Time or Full Time, you are now able to select a telehealth application when adding appointments for the provider or resource. For more information, see Scheduling Telehealth Appointments

Scheduling Telehealth Appointments

You need to complete the setup tasks explained above before you can schedule telehealth appointments. Only providers and resources with Part Time or Full Time selected from the Telehealth User drop-down list in Administration can be booked for telehealth appointments. For more information, see Setting Up Providers and Office Resources for Telehealth.

Patient demographics information is shared with the telehealth application and is visible in the application only when an appointment is scheduled for the patient. The information is stored in the application only for the appointment.

1. Follow the instructions in Adding New Appointments in Day and Week View to create a new appointment.
2. Select the Telehealth Application. Only applications activated for the current office are displayed in the drop-down list. See Activating Telehealth Applications for Offices for more information.
   The Telehealth Application drop-down list displays only if the selected provider or resource is set as a Part Time or Full Time telehealth user in Administration.
3. Enter the remaining appointment information and click Save.

The appointment is added to the Scheduler. Telehealth appointments are indicated by a T icon.



If the telehealth application selected for the appointment is deactivated in Administration after the appointment is scheduled, the appointment will automatically change to an in-person appointment. If you want the appointment to remain a telehealth appointment, you need to open the appointment and edit it to select a different application.

Using the Integrations with Contract Telehealth Providers

Eyefinity’s certified partner telehealth integrations can also import information from contracted outside providers who do not have access to your Eyefinity Practice Management system. The contracted doctor must use the same telehealth application your practice has enabled.

The following information is transmitted from the contract doctor to your system through your integration:

• The contract doctor's provider information

• Exam information, including CPT and ICD-10 codes

• Eyeglass and contact lens prescriptions (including updates to existing prescriptions)