Set Your Game Plan with the OfficeMate Business Insights Dashboard, powered by The EDGE

GPN The EDGEBy Rebecca Johnson, Executive Director, GPN

Just as a football coach needs to prepare for the big game, an office needs a game plan for success. Imagine if the coach never looks at any stats other than his win-loss record. Do you think the team has a chance of making it to the big game? Coaches use advanced statistics to understand the actual effect of each player on their team. As a business owner or office manager, you too must understand more than whether you have a win. A business-savvy professional understands the reason why there is or isn’t money in the bank.

OfficeMate 12.0 users have access to a business insights dashboard, powered by The EDGE®. This exclusive Eyefinity dashboard provides a quick glance of specific crucial areas (KPIs) of the business. To access the business insights, simply click the Dashboard icon on the toolbar within OfficeMate. You can also view the information in the Reports window in OfficeMate.

The full version of The EDGE is interactive, allowing for a deeper dive into the analytics, including information filtering and the ability to quickly get to the details of each transaction. To learn more about The EDGE, click the Explore button in the upper-right-corner of the OfficeMate business insights dashboard, or contact Gateway Professional Network.

Patient Portals: How to Train Your Patients to Use Them

Robert BassAn EHR patient portal offers patients a secure way to view records, schedule appointments, and interact with your office. Along with elevating patient care, EHR patient portals enables you meet meaningful use requirements.

Check out how Robert Bass, OD, increased patient portal usage with his patients. Read the entire article: Patient Portals: How to Train Your Patients to Use Them

Copied with permission from Review of Optometric Business.

Catch a Break – Hardship Exceptions to Meaningful Use

Meaningful_Use_sticknoteAre you a Medicare provider who has yet to participate in meaningful use? If so, an important deadline is approaching quickly. July 1 is the deadline to begin meaningful use Stage 1 to attest before Medicare payment adjustments take place in 2015. That’s right, you must have installed a 2014 Edition certified EHR, begin your three-month reporting period on July 1, and attest on October 1 to avoid the 1% penalty.

If you’re in your second year of Stage 1 or beginning Stage 2 in 2014, you have two opportunities to begin your reporting period: July 1 and October 1.

Are you afraid you’re not going to make it?

Not to worry. The CMS recognizes that there are valid reasons that render an undue hardship or eliminate feasibility for a practice to participate. Those valid reasons will prevent payment adjustments for a year. Exceptions are segmented into six categories:

  • Infrastructure – EPs practicing in an area where internet access is not available or feasible to attain
  • New EPs – EPs who began their practice without sufficient time to begin meaningful use and attest before 2015
  • Unforeseen Circumstances – In the event of a natural disaster or other unforeseeable event
  • Patient Interaction – EPs who do not have face-to-face or telemedicine interaction with patients, or who do not need to follow-up with their patients
  • Multiple Locations – Applies when it causes the EP to lose control over the availability of certified EHR for more than 50% of patient encounters
  • Vendor Issues – EPs whose EHR vendor has been unable to attain 2014 ONC certification for their EHR*

Still not sure if you qualify for the hardship exception? Use the CMS online tool to determine if you qualify. Don’t sit back just yet. You must file for an exception by July 1, 2014, to avoid penalties in 2015. Exceptions are valid for one year and then must be renewed.

If your hardship exception is approved you’ll skip your current year of meaningful use and advance to the next year when you resume. For example, if you were scheduled to demonstrate your second year of Stage 1 in 2014, you would skip to your first year of Stage 2 in 2015.

While some providers may file a hardship exception to postpone their meaningful use adoption and see if a recent CMS proposal will allow them attest, there is no guarantee your exception will be approved. Our 2014 Edition certified products are ready and available now to help you meet your meaningful use requirements.

For more information and specific details about the hardship exception, view the CMS document outlining meaningful use timelines and exceptions. And of course, if you have any questions about meaningful use, contact us at


* While 717 EHR vendors offered certified products for the 2011 Edition of meaningful use, only 151 offer certified products for the 2014 Edition. Eyefinity’s EHR solutions are currently certified to meet the ONC 2014 Edition criteria and support both Stage 1 and 2 meaningful use. [Source: Certified Health IT Product List, accessed June 24, 2014, comparing 2011 to 2014 complete ambulatory EHRs]

Eyefinity Announces Strategic Technology Partnership with Modernizing Medicine, Inc.

Eyefinity EHR logoEyefinity and Modernizing Medicine, Inc. (MMI) have announced a new technology partnership that will integrate Eyefinity’s award-winning practice management portfolio with MMI’s Electronic Medical Assistant® (EMA), a cloud-based electronic health record (EHR) solution, resulting in a fully-integrated offering for the optometry industry. This partnership will provide optometry practitioners and physicians with the next generation of cloud-based technologies that will enable their practices to meet the demands of an evolving industry, with an adaptive learning engine and intuitive user interface built by medical industry experts and optometrists for maximum workflow efficiency.

Eyefinity EHR, launching in late 2013, brings together the collective strength of Eyefinity—the long-time industry leader for practice management and EHR solutions, as well as the number one software provider for federal stimulus payments for demonstrating meaningful use—and MMI, a proven leader in EHR technology for more than 1,000 physician practices across the country in specialty markets including dermatology, ophthalmology, orthopedics, plastic surgery, and cosmetic surgery. MMI was listed at No. 47 on Forbes’ annual ranking of America’s Most Promising Companies for this year.

“Eyefinity is bringing the newest EHR technology to eyecare professionals and physicians, built specifically with the optometry practice in mind,” said Steve Baker, president of Eyefinity. “Our exclusive partnership with MMI enables us to bring a medical-based EHR system to the optometry sector and integrate it with the robust Eyefinity Practice Management solution, with the intent of giving doctors the ability to deliver an unparalleled patient experience and increase practice revenue.”

Eyefinity EHR features include:

  • Native iPad technology. Provides fast, easy workflow in the palm of your hand.
  • Cloud-based documenting. Charts available at multiple practice locations eliminating costly hardware; built-in data backup included.
  • Adaptability to diagnosis style. Adaptive learning eliminates the need for complicated templates.
  • Patient portal. Patients can easily input medical history and demographic from either home or a tablet and information can be updated by the patient in future visits.

“We are excited to partner with a leading company like Eyefinity in taking EHR technology to the next level,” said Daniel Cane, President and CEO of MMI. “Eyefinity EHR, powered by EMA, is built to maximize a practice’s efficiency in providing patients with quality care, and is exclusively available from Eyefinity for the optometry market.”

For the latest information on Eyefinity EHR, including videos about this new product offering coming later this year, visit Interested in this new technology? Register to get on our exclusive list to be the first to learn more.

3 Ways to Save on Accepting Credit Cards

How much are you really paying to accept credit cards? You might be surprised if you look at your statement closely.

There are several fees that can impact your costs for accepting credit cards:

  • Keyed In vs. Swiped Fees. The way you enter a credit card number into your payment system can impact the amount you pay.
  • Per-Transaction Fees. Are you paying more than 30¢ per transaction? If so, you may be paying too much.
  • Recurring Monthly Fees. Check out how much you’re paying in monthly or “hidden fees.” Think of these fees like the miscellaneous fees you pay when you refinance your mortgage. They can include statement, compliance, or processing fees, just to name a few. Each processor names their fees differently.

It can be hard to decipher your statement to see what you’re really paying to accept credit cards. Total Merchant Services (Total), an Eyefinity strategic partner, helps you understand your current pricing structure and shows you different ways to save money with a free statement analysis.

Exclusive Eyefinity Offer

Eyefinity has partnered with Total to provide eyecare practices with a trusted credit card processing company that has more than 17 years of experience processing credit card payments for small businesses and healthcare professionals. Plus, they make switching processors painless:

  • Safe. Total is HIPAA compliant, so you don’t have to worry about the confidentiality and protection of your patients’ personal information.
  • Simple. Complete a short one-page application and you could be up and running in 24 hours. Plus, Total has a 98% acceptance rate.
  • Affordable. No hidden fees. No contract. No leasing equipment. You’ll have a flat monthly rate of $7.50 with some of the lowest rates around.

Total provides Eyefinity customers with an exclusive offer:

  • Low rates with up to 15% savings on processing fees
    $100 off your first month’s statement
  • Free card swipe devices (terminal, computer, mobile)
  • Month-to-month agreement with no termination or hidden fees
  • Free statement analysis

See How Much You Can Save
Eyefinity customers are saving an average of $300 a month with Total. How much could you save? Find out at or call Total at 800.841.9813.

Total Merchant Service three ways to save

Wouldn’t It Be Great if “What if” Could Be “You Can?” Well, It’s about to Happen!

What if technology could make your practice more efficient? What if more time could make you more money? What if technology could make you truly mobile? What if technology could learn how you like to diagnose? What if technology could help you create a better patient experience?

Wouldn’t it be great if “what if” could be “YOU CAN?” Well it’s about to happen.

Coming this summer, Eyefinity will introduce a cutting-edge EHR system that works the way YOU practice medicine. Coupled with the robust OfficeMate Practice Management system, no other system compares for increased revenue and enhanced patient care.

Don’t get left behind—check out this video, then register to get on an exclusive waiting list.

The Newly Designed

Check out the newly designed homepage and more.

When you visit, you’ll experience a new look and feel—and a new way to log in for business.

eyefinity.comDo more.

Quickly and conveniently, browse our full suite of integrated products and solutions from your desktop or mobile device. In five easy sections, you’ll find everything you need to grow your practice, with a click—or tap—of your finger.

See more.

Grab your coffee and get your daily dose of Eyefinity product info, industry happenings, and brewing topics in the Latest News & Trends section. Don’t miss a thing!

Get more.

Eyefinity is the only company in the industry to offer one, total solution to streamline everyday processes to help you succeed. Let us diagnose your practice and recommend the best solution to increase revenue and enhance patient care.

It’s business as usual.

You’ll notice the location of the Log In has moved. But don’t worry—you won’t experience any disruptions to filing claims and placing orders. Simply click “Log In” in the top right corner and you’ll be directed to a new page to input your current user ID and password.

If you have questions about the login change, or if you have trouble finding your favorite pages, contact customer care at 877.448.0707, option 1.

Eyefinity to be Highlighted at SARTA TechEdge Celebration

Steve Baker, President of Eyefinity

Eyefinity president, Steve Baker, will share the story of Eyefinity during the upcoming TechEdge Celebration hosted by the Sacramento Area Regional Technology Alliance (SARTA) on March 8 in Sacramento, the home of Eyefinity. The 2013 TechEdge Celebration is the tenth year that SARTA has hosted the Sacramento region’s largest celebration of its technology sector. TechEdge features thought-provoking and inspirational keynote speakers, motivating stories of accomplishment from regional technology leaders including Baker and a comprehensive map of the region’s entire tech sector.

“I’m looking forward to sharing our success story to show how a company like Eyefinity can succeed in Sacramento with customers across the United States,” said Baker. “The Sacramento market can be an exciting and invigorating locale to build companies. We must be smart in the areas where executives need to work together.”

As part of the TechEdge speaker lineup, Pandora Radio cofounder and chief strategy officer, Tim Westergren, will share stories of the company’s growth. Other regional technology leaders scheduled to speak include Jeff Gray, CEO of Glue Networks and Lisa Klinkhammer, president and CEO of SargesList, Inc.

“We need to attract talent, young talent, to this market,” said Baker. “We need to communicate the great story that we have to share one about work/life balance and how the [Sacramento] region is a great place to live and work.  If we don’t tell the story, someone else will for their region.  I don’t know about you, but I really don’t like to lose.”

Annual Practice Benchmark: Running Your Year-end Reports

Review 2012 and Plan for 2013 with OfficeMate and eyeReports

The end of the year, means new year’s resolutions and reflections back to the previous year. To many of us, it also means tax season is approaching. This year, resolve to make tax season a planning time for your practice as well.

OfficeMate Year-end Reports
Eyefinity recommends that you run the following OfficeMate reports at the end of each year:

  • Production Report – Year-to-Year Comparison
    Run this report to see the production for the selected period and the year-to-date totals grouped by the financial or production report groups
  • Production Report – Period Comparison
    Run this report to compare your 2012 totals to your 2011 totals.
  • Inventory Custom Reports – Stock Status
    Run this report to see the net inventory valuation of the stock on hand if you’re maintaining perpetual inventory.
  • Aging Reports – Aged A/R Report 30-60-90-120+
    Run this report to see the end-of-year patient and insurance balances total due.
  • Sales Tax Register
    Run this report to calculate sales tax due.

Refer to our extensive knowledge base to see how to run these valuable reports.

Learn Even More about Your Practice with eyeReports
Seeing where you’ve been is great, but being able to project where you’re going is even better. eyeReports, an OfficeMate Certified Partner, helps you take an even deeper look into your practice. These additional reports are great for year-end reporting and for planning for 2013. With eyeReports, you can track various aspects of your practice’s performance:

  • Year-to-year comparisons of production groups, procedure codes, and products sold.
  • Practice metrics and key performance indicators to compare with the Management and Business Advisory National Averages.
  • Insurance profitability, amounts not collected, and written off by each insurance carrier. Determine which carriers it makes sense to continue to accept.
  • Frame and lens gross profits.
  • Comparative dispenser sales. Identify your staff superstars.
  • Comparative collections generated by primary diagnosis code, CPT codes, and financial and production groups.
  • Gross profits by frames sold, board turns, and many other frame categories.
  • Patient sources, how many, and what fees are associated with those patients.
  • Patients who do not have future recall dates.
  • Past ExamWRITER exams that have not been closed.

Schedule a personal demo to learn how eyeReports can help you see your practice in a whole new light.

Year-end reporting is never fun, but we all have to do it. Take this time to close your 2012 books and plan to make 2013 even brighter.

Eyefinity Honored with an EyeVote Readers’ Choice Award

EyeVote Readers' Choice AwardsWe’d like to send a very special thank you to all of you out there who voted and honored Eyefinity with the EyeVote Readers’ Choice Award for practice management software company!

Vision Monday and 20/20 Magazine’s EyeVote Readers’ Choice Awards is a special survey aimed at identifying readers’ favorite products and companies of the year within the eyecare industry.

Optical retailers and eyecare professional readers of the two Jobson Medical Information publications were asked to identify their favorite products in eight distinct categories: optical frames, spectacle lenses, sunglasses, contact lenses, optical equipment, diagnostic equipment, practice management software, and online ordering. Selected companies were chosen based on both brand and company selections made by readers. This year’s survey spanned a wide range of product brands and product groups.

We at Eyefinity are excited to once again be included on the winners list which was recently announced by Vision Monday and 20/20 Magazine. Congratulations to all the other winners as well! Read more about the EyeVote Readers’ Choice Awards.