1. To merge your data with the label document, select “Insert Merge Field” and choose the fields as required to print labels.
2. You can align the fields the way you want the printed data to appear.
3. Click on “Finish & Merge -> Print Documents...” to print the labels.
4. The final result should appear as follows.
Emailing Newsletters and Reminders to Patients
Another feature that is now available in E-Z Frame Platinum Edition (versions 2.0.9.5 and higher) is that you can now generate professional e-newsletters and send important reminders to your patients using First Insight's Optometry.net. Email informative newsletters and reminders about your services, products and promotions—save hundreds of dollars on printing and mailing costs.
You Must Subscribe to Optometry.net to Use This Feature
Before you can email e-newsletters and patient reminders, you must first subscribe to Optometry.net. Take advantage of a free 90-day trial period. Visit
www.optometry.net to register: http://www.optometry.net/join/. For more information, email http://customer.first-insight.com/contact_form_EZ.asp.
Setup Optometry.Net Details
1. Click Configure then Application from the Overview menu to enter your Optometry.net username and password.
2. Make sure that the "Send E-Mail?" checkbox is checked on the patient record and the patient's email address is entered as shown below.
3. Click Marketing from the Overview menu to enter the Marketing section.
4. Click Patient E-Communication to send e-newsletters and reminders to the patient.
Sending E-Newsletters
1. Select General Letter and enter the search criteria under the Find Patient section. Click Find Patient.
2. A list of patients will be displayed.
3. Send Using Default Template: You can send an e-mail to the list of patients that populates and the email will be sent in the default format that is present at Optometry.net.
4. Enhance Using Optometry: This will open the default template available at Optometry.net and you can modify as per your requirements.
Sending Patient Reminders
1. Select an option that is available under Patient Reminders, depending on the type of reminder you want to send. For example, click Appointment, add the appointment date range in the "Appt Date From" section, then click Find.
2. A list of patients will be displayed.
3. Send Using Default Template: You can send an e-mail to the list of patients that polulates and the email will be sent in the default format that present at Optometry.net.
4. Enhance Using Optometry: This will open the default template that is available at Optometry.net and you can modify as per your requirements.
Managing Your Frames Data Inventory
Maintaining and managing the frame inventory is a very important component of a successful practice. The Frames Data SPEX UPC CD-ROM is available separately from Frames Data at www.framesdata.com. Before you can use Frames Data link, you must purchase the monthly Frames Data subscription from Frames Data.
Adding frames to your inventory, including entry of all of the collection, color, size and pricing fields can automatically be done using the Frames Data integration. This represents significant timesaving over manually entering and updating your frame inventory.
Importing Your Inventory with the Frames Data SPEX UPC CD-ROM
The following discussion assumes that you have installed the Frames Data SPEX CD-ROM on your system.
1. Select FramesData from the Overview menu.
2. A dialog box will open. Browse the path for Frames Data CD. Browse the SPEXUPC folder and select DISK_DIR.UPC.
3. Select a Manufacturer, Brand and Series and click the Execute button. The list will be displayed. You will be able to see the following columns: Style, Manufacturer, Series, UPC, Cost, Color, Color Code and FPC.
4. Select the frames to be imported in E-Z Frame and click the Import to Catalog button. This will import Frames Data to the catalog. SKU and FPC are new columns that were added to the Frames Data catalog.
5. The following status bar will be shown.
6. Once importing completes, click on the Catalog option.
FRAMES Data Inventory
1. To import the Frames Data in Inventory, select the frames and click Import.
2. On the following window, click the Select button to choose the inventory category.
3. Choose the Item Class, Item Type and Item Category and select the Continue option.
4. Choose the Vendor name from the drop-down and select Continue to import the selected frames into Inventory.
5. Choose Inventory from the Overview menu and the imported Frames Data will be listed as shown below.
6. Once the Frames Data is imported in inventory, it can be edited. Select the Frames Data and click the Details option.
7. Edit the record and update the data.
8. Once data is updated, click Save.
Integration and Supplemental Training Guides E-Z Frame-Electronic Claims (EDI) Integration Guide
This guide explains how you can setup and use the E-Claims Integration module (commonly referred to as EDI or Electronic Data Interchange) within E-Z Frame. Once setup is complete, you can submit e-claims directly from E-Z Frame to the TriZetto Provider Solutions clearinghouse.
IMPORTANT: Before you can submit claims to TriZetto Provider Solutions, you must first enroll with TriZetto Provider Solutions to select and signup for an e-claims package that best fits the needs of your office. The cost for submitting e-claims (per provider/per month) with TriZetto will be billed separately from any add-on module or annual support charges with First Insight.
Download E-Z Frame-E-Claims (EDI) Integration Guide
E-Z Frame-ParadEyes.com and VisionWeb Lab Integration Guide
This guide explains how you can setup and use the ParadEyes.com and VisionWeb spectacle ordering module within E-Z Frame Platinum. Once setup is complete, you can send lens or spectacle orders directly from E-Z Frame to your lab.
IMPORTANT: Before you can submit orders through VisionWeb labs, you must first purchase the E-Z Frame-VisionWeb Link from First Insight and register as a member with VisionWeb.
Download E-Z Frame-ParadEyes.com and VisionWeb Lab Integration Guide
Managing Diagnosis Codes in E-Z Frame Guide
This guide demonstrates how to add, edit, and delete diagnosis codes within E-Z Frame Platinum Edition version 3.0.1.0 and higher. The initial install of the E-Z Frame software will be complete with a base list of diagnosis codes to get you started. If you need to make any changes to this list you will have the ability to do so by following the steps in this guide.
Download Managing Diagnosis Codes in E-Z Frame Guide
E-Z Frame-ICD-10 Selection Tool Workflow Guide
This guide will review the functionality and workflow of the E-Z Frame-ICD Selection Tool.
Download E-Z Frame-ICD-10 Selection Tool Workflow Guide
Quick Reference Guide to Setting up the MaximEyes EHR Integration
This guide provides a list of setup items that are essential to providers being able to efficiently begin using MaximEyes EHR.
IMPORTANT: Before you can use the MaximEyes EHR integration within E-Z Frame, you must first purchase and install MaximEyes EHR (version 2.0.1.0 and higher).
Download Quick Reference Guide to Setting Up the MaximEyes EHR Integration
E-Z Frame-MaximEyes EHR Integration Users Guide
IMPORTANT: Before you can use the MaximEyes EHR integration within E-Z Frame, you must first purchase and install MaximEyes EHR (version 2.0.1.0 and higher).
Download E-Z Frame-MaximEyes EHR Integration Users Guide
EyeClinic.net (Patient Portal) and E-Z Frame Integration
Effective and timely communication is vital to a successful patient-doctor relationship.
EyeClinic.net, First Insight's HIPAA-compliant patient portal, allows patients and doctors to interact easily and securely by sharing confidential healthcare information in real-time. Patients can send private messages to the practice, view and print their healthcare information, and much more. EyeClinic.net is your doorway to automating a paperless practice through minimizing administrative overhead, maximizing office resources, and complying with Stage 2 Meaningful Use criteria.
Once you purchase the MaximEyes EHR integration, you will receive access to the MaximEyes
"For Customers website" where you can download an EyeClinic.net training guide and view computer based trainings to help guide you through the registration and workflow process.
IMPORTANT: Before you can use the EyeClinic.net integration, you must first purchase and install MaximEyes EHR (version 2.0.1.0 and higher).