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THE LODGE COURSE SCHEDULE


 

COURSE DETAILS

Expand the categories below to browse course details and times of each session. Reference the key labels (below) for the product training levels and recommendations on which courses would be most suited to your role in the practice.

   

KEY LABELS


  Basic       Advanced     All Roles       Biller       Doctor       Front Desk       Office Manager       Optician       Ophthalmic Technician


 

  • PRODUCT TRAINING - EYEFINITY PRACTICE MANAGEMENT

    ABB Integration for Contact Lens Ordering

      Advanced
    See how you can simplify contact lens ordering via the ABB integration by reviewing set-up processes and learning best-practice workflows and efficiencies.

    Product:
    Eyefinity Practice Management

    Recommended for:
      Optician       Ophthalmic Technician

    Presenters:
    Janine San Juan
    Jonathan Barfield
    Tammy Lensch

    Schedule:
    November 10, 2020
    7:00 a.m. – 8:00 a.m. PT

    November 11, 2020
    12:00 p.m. – 1:00 p.m. PT

    November 12, 2020
    3:00 p.m. – 4:00 p.m. PT

     


    Back to Basics*

      Basic 
    Get a hands-on refresher on best practices for basic Eyefinity Practice Management functionality: entering a new patient, scheduling, VSP Bulk Authorizations, and patient invoicing.

    Product:
    Eyefinity Practice Management

    Recommended for:
      Front Desk       Office Manager     

    Presenters:
    Mike Lockhart
    Kimberly Lewis

    Schedule:
    November 10, 2020
    7:30 a.m. – 9:00 a.m. PT

    November 11, 2020
    10:30 a.m. – 12:00 p.m. PT

    November 12, 2020
    6:00 a.m. – 7:30 a.m. PT

     


    Claim Management & Reconciliation with ERA 

      Advanced
    Learn best practices for claim management and reconciliation, focused on the simplicity of remittance and payment processing using electronic remittance advice (ERA).

    Product:
    Eyefinity Practice Management

    Recommended for:
       Biller       Doctor        Optician      

    Presenters:
    Kimberly Lewis
    Elaine Thomas-Bush

    Schedule:
    November 10, 2020
    7:00 a.m. – 8:30 a.m. PT

    November 11, 2020
    1:30 p.m. – 3:00 p.m. PT

     


    Customizing Your Scheduler* 

      Basic 
    Learn how you can customize your Eyefinity Practice Management scheduler and services for flexible and intuitive scheduling.

    Product:
    Eyefinity Practice Management

    Recommended for:
      Front Desk       Office Manager     

    Presenters:
    Jonathan Barfield
    Sonya Rowlands


    Schedule:  
    November 11, 2020
    6:00 a.m. – 7:00 a.m. PT

    November 12, 2020
    11:00 a.m. – 12:00 p.m. PT

     


    EPM Road Map & Feedback

      Basic 
    During this interactive session, work directly with product managers to provide input on strategic direction and feature designs. We will also share the Eyefinity Practice Management roadmap for the next 6 – 12 months. 

    Product:
    Eyefinity Practice Management 

    Recommended for:

      All Roles  

    Presenters:
    Sarah Ouellet

    Schedule:
    November 13, 2020
    12:00 p.m. – 12:30 p.m. PT

     


    Eyeglass Lens Setup 

      Advanced
    Learn how to price and activate your eyeglass lenses and set up related labs. Get hands-on instructions on Maui Jim lenses and lab set up. Perfect, if you’re just getting started with lens set up or looking for a refresher.

    Product:
    Eyefinity Practice Management

    Recommended for:
       Office Manager       Optician     

    Presenters:  
    Sonya Rowlands

    Schedule:
    November 10, 2020
    11:00 a.m. – 12:30 p.m. PT

    November 12, 2020
    5:00 a.m. – 6:30 a.m. PT

     


    Mastering Material Orders

      Advanced
    Learn best practices and efficiencies for creating both eyeglass and contact lens orders in Eyefinity Practice Management, including creating material orders with non-VSP Formulary Lens, Lab Proprietary and Medically Necessary Contact Lenses, and walk through processing your order on eyefinity.com as needed!

    Product:
    Eyefinity Practice Management

    Recommended for: 
      Office Manager       Optician     

    Presenter:
    Elaine Thomas-Bush

    Schedule:
    November 10, 2020
    9:00 a.m. – 10:30 a.m. PT

    November 11, 2020
    3:30 p.m. – 5:00 p.m. PT

     


    Regain Control of Your Frame Inventory (Scanner) 

      Advanced
    Learn innovative inventory methods to take control of your frame inventory and maintain it using the scanner. 

    Product:
    Eyefinity Practice Management 

    Recommended for:

      Office Manager       Optician 

    Presenters:
    Elaine Thomas-Bush

    Schedule:
    November 12, 2020
    2:00 p.m. – 3:00 p.m. PT

     


    Regain Control of your Frame Inventory (Copy/Paste) 

      Advanced
    Learn innovative inventory methods to take control of your frame inventory and maintain it, using the "copy" and "paste" functionality. 

    Product:
    Eyefinity Practice Management 

    Recommended for:

      Office Manager       Optician 

    Presenters:
    Mike Lockhart

    Schedule:
    November 13, 2020
    5:00 a.m. – 6:00 a.m. PT

     


    The Eyefinity Patient Journey

      Basic 
    Experience the patient journey through the Eyefinity cloud solutions, Eyefinity Practice Management and Eyefinity EHR. We will start by scheduling an online appointment using eWebExtra
    TM, then move to the check-in experience in Eyefinity Practice Management, and on to Eyefinity EHR to document an exam. The journey will continue and culminate in Eyefinity Practice Management, where we’ll create and invoice an order, which we’ll receive through order management.

    Products:
    Eyefinity EHR
    Eyefinity Practice Management

    Recommended for:
      All Roles     

    Presenter:
    Elaine Thomas-Bush
    Michelle Brocious

    Schedule:
    November 10, 2020
    11:00 a.m. – 12:30 p.m. PT

    November 12, 2020
    6:00 a.m. – 7:30 a.m. PT

    November 13, 2020
    9:00 a.m. – 10:30 a.m. PT

     


    Top 10 Business Insight Reports

      Basic 
    Learn how you can pull the top 10 reports in Eyefinity Practice Management and use the powerful information they deliver to help you make pivotal business decisions. Highlights include standard, dashboard, and billing reports.

    Product:
    Eyefinity Practice Management

    Recommended for:
      Biller       Doctor      Office Manager   

    Presenter:
    Tammy Lensch

    Schedule:
    November 10, 2020
    2:00 p.m. – 3:30 p.m. PT

    November 13, 2020
    5:30 a.m. – 7:00 a.m. PT

     


    VSP Integration for Material Orders including VSP IOF

      Advanced
    Learn how you can increase productivity and accuracy with Material Orders using the power of VSP Integration, as well as the VSP IOF program.  Explore best practice workflow and efficiencies with the guidance of an Eyefinity Educator.  

    Product:
    Eyefinity Practice Management

    Recommended for:
      Biller       Optician     

    Presenter:
    Elaine Thomas-Bush
    Janine San Juan

    Schedule:
    November 10, 2020
    5:00 a.m. – 6:30 a.m. PT

    November 12, 2020
    11:30 a.m. – 1:00 p.m. PT

     

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  • PRODUCT TRAINING - EYEFINITY EHR

    Documenting for the Scribe*

      Basic 
    Learn best practices for fast and efficient scribing in Eyefinity EHR on both the browser and iPad.

    Product:
    Eyefinity EHR

    Recommended for:
      Doctor       Ophthalmic Technician

    Presenters:
    Michelle Brocious
    Mike Lockhart

    Schedule:
    November 10, 2020
    5:00 a.m. – 6:00 a.m. PT

    November 11, 2020
    12:30 p.m. – 1:30 p.m. PT

    November 12, 2020
    8:00 a.m. – 9:00 a.m. PT

     


    EEHR Tips and Tricks

      Advanced
    You will learn Vision Exam tips and insights on efficient documentation for both new and established patients. Join to learn more about icons, the "more" tab, Customizing Vision Exam, Agenda/Quick List, Eyelog, Attachments, and Printing Rx. 

    Product:
    Eyefinity EHR 

    Recommended for:

      Doctor       Ophthalmic Technician

    Presenters:
    Janine San Juan
    Kimberly Lewis

    Schedule:
    November 10, 2020
    4:00 p.m. – 5:00 p.m. PT

    November 11, 2020
    5:00 a.m. – 6:00 a.m. PT

    November 12, 2020
    11:00 a.m. – 12:00 p.m. PT

     


    Enjoy More Face-To-Face Time with Your Patients!

      Basic 
    Learn Eyefinity EHR best practices using the iPad to enhance your patient’s experience with more face-to-face time, instead of being stuck behind a computer station or desk. 

    Product:
    Eyefinity EHR

    Recommended for:
      Doctor       Ophthalmic Technician

    Presenters: 
    Michelle Brocious
    Sonya Rowlands

    Schedule:
    November 10, 2020
    6:30 a.m. – 7:30 a.m. PT

    November 11, 2020
    8:30 a.m. – 9:30 a.m. PT

    November 13, 2020
    7:30 a.m. – 8:30 a.m. PT

     


    EEHR Road Map & Feedback

      Basic 
    During this interactive session, work directly with product managers to provide input on strategic direction and feature designs. We will also share the Eyefinity EHR roadmap for the next 6 – 12 months. 

    Product:
    Eyefinity EHR

    Recommended for:

      All Roles  

    Presenters:
    Jeremy Law

    Schedule:
    November 13, 2020
    12:30 p.m. – 1:00 p.m. PT

     


    Introduction to Protocols* 

      Basic 
    Get started creating protocols you can use in your own exams! Learn how to create a Protocol from start to finish and bring it into the Ocular Exam Room and review the Template/Default Protocols.

    Product:
    Eyefinity EHR

    Recommended for:
      Doctor       Ophthalmic Technician

    Presenter:
    Kimberly Lewis
    Tammy Lensch

    Schedule:
    November 10, 2020
    2:30 p.m. – 3:30 p.m. PT

    November 11, 2020
    6:30 a.m. – 7:30 a.m. PT

     


    Mastering Protocols

      Advanced
    Save time and ensure code-compliant documentation by creating Eyefinity EHR protocol templates for commonly used exam types, diagnoses, and treatment plans/procedures. Learn how to manage it, Resume the Protocol DX once it is brought into the Ocular exam room and how to bring in another Protocol based on the patient DX. Review the Save function and creating a Protocol from the Ocular Exam Room!

    Product:
    Eyefinity EHR

    Recommended for:
      Biller       Doctor       Ophthalmic Technician

    Presenter:
    Sonya Rowlands

    Schedule:
    November 13, 2020
    6:30 a.m. – 7:30 a.m. PT

     


    See More Patients in Less Time

      Advanced
    Pick up insights on streamlining exam documentation by using follow up visits, previous findings, and copy forward functionality in Eyefinity EHR.

    Product:
    Eyefinity EHR

    Recommended for:
      Doctor       Ophthalmic Technician

    Presenters:
    Jonathan Barfield
    Sonya Rowlands

    Schedule:
    November 11, 2020
    11:00 a.m. – 12:00 p.m. PT

    November 13, 2020
    10:00 a.m. – 11:00 a.m. PT

     


    Simplify Patient Check-In with the EEHR Kiosk

      Advanced
    Get Eyefinity EHR Kiosk training focused on best practice workflows, and customization options for a smooth patient check-in and effortless first impressions.

    Product:
    Eyefinity EHR

    Recommended for:
       Doctor       Front Desk       Office Manager       Ophthalmic Technician

    Presenter:
    Elaine Thomas-Bush
    Sonya Rowlands

    Schedule:
    November 10, 2020
    1:00 p.m. – 2:00 p.m. PT

    November 12, 2020
    8:30 a.m. – 9:30 p.m. PT

     


    Streamline Your Patient Forms and Letters

      Advanced
    Learn how to streamline your patient forms, consents, and setup referral and communication letters you can use. 

    Product:
    Eyefinity EHR

    Recommended for:
      Doctor       Office Manager       Ophthalmic Technician

    Presenters:
    Jonathan Barfield
    Michelle Brocious

    Schedule:
    November 11, 2020
    6:30 a.m. – 7:30 a.m. PT

    November 12, 2020
    9:30 a.m. – 10:30 a.m. PT

     


    The Eyefinity Patient Journey

      Basic 
    Experience the patient journey through the Eyefinity cloud solutions, Eyefinity Practice Management and Eyefinity EHR. We will start by scheduling an online appointment using eWebExtra
    TM, then move to the check-in experience in Eyefinity Practice Management, and on to Eyefinity EHR to document an exam. The journey will continue and culminate in Eyefinity Practice Management, where we’ll create and invoice an order, which we’ll receive through order management.

    Products:
    Eyefinity EHR
    Eyefinity Practice Management

    Recommended for:
      All Roles     

    Presenter:
    Elaine Thomas-Bush
    Michelle Brocious

    Schedule:
    November 10, 2020
    11:00 a.m. – 12:30 p.m. PT

    November 12, 2020
    6:00 a.m. – 7:30 a.m. PT

    November 13, 2020
    9:00 a.m. – 10:30 a.m. PT

     


    Unleash the Power: Analytics & Image Management

      Advanced
    With every visit documented in Eyefinity EHR a tremendous amount of valuable data is captured. Learn how to harness and utilize this data through Eyefinity EHR Analytics, including how you can integrate valuable diagnostic imaging tools with Eyefinity EHR Image Management and store those images in the patient chart.

    Product:
    Eyefinity EHR

    Recommended for:

      Doctor      Office Manager      Ophthalmic Technician

    Presenters:
    Jeremy Law

    Schedule:
    November 11, 2020
    2:00 p.m. – 3:00 p.m. PT

    November 13, 2020
    11:00 a.m. – 12:00 p.m. PT

     

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  • VSP PRODUCTS & PROGRAMS

    Employee Engagement: Rev Up Performance, Productivity & Profit 

    Employee engagement plays an important role in the success and growth of a practice. Profit is one of the key facts upon which the growth and survival of a business depends. Employee engagement is important as it improves performance and productivity, which in turn brings in additional revenue. Research shows that only 25% of employees are engaged in their work at any given time. Unfortunately, 74% are either indifferent to their work or actively disengaged (Gallup).

    Join us to learn ways you and the leadership team in your practice can create the best environment for all employees. This will help move the dial to increase your patients' satisfaction and your profit. You will learn:

    • What employee engagement is and why it's important to your practice
    • Keys to engaging your employees
    • Several no cost/low cost practical ideas to help engage your employees

    Recommended for:
      All Roles    

    Presenter:
    Shauna Harrington

    Schedule:
    November 12, 2020
    3:30 p.m. – 4:30 p.m. PT

     


    Framing the Future of Eyewear with Frame Board Management 

    Marchon & Altair share how their frame board management programs provide benefits such as cash flow stabilization and improved operational efficiencies. This session is also combined with learning how to maximize your reimbursement for practices participating in the VSP Global Premier Program at the Platinum level. 

    Recommended for:
      All Roles    

    Presenter:
    David Andrews
    Susan Ohneck

    Schedule:
    November 10, 2020
    10:00 a.m. – 11:00 a.m. PT

     


    Maximizing VSP: Meet the GBD Consultant 

    You want to maximize opportunities and increase revenue. Do you know who to call to make that happen? Attend this presentation and meet the consultants that leverage practice-specific data to uncover opportunities that make you more money. Then, walk away with a plan to make it happen.  

    Recommended for:
      All Roles    

    Presenter:
    Byron Dunsmore
    Dan Stegall

    Schedule:
    November 11, 2020
    11:00 a.m. – 12:00 p.m. PT

     


    Maximizing VSP: The Formulary Changes 

    Are you maximizing VSP’s ophthalmic formulary changes? Attend this presentation and you’ll walk away with an understanding of the changes and how you can maximize them to bring value to your practice, including maintaining your current profitability and earning more when you choose preferred products.  

    Recommended for:
      All Roles    

    Presenter:
    Byron Dunsmore
    Dan Stegall

    Schedule:
    November 10, 2020
    1:30 p.m. – 2:30 p.m. PT

     


    The VSP Global Premier Program 

    Learn how the enhanced Premier Program is designed with you in mind. Join us as we explore the program enhancements for your practice to compete and differentiate in the marketplace.

    Products:
    All Products

    Recommended for:
      All Roles    

    Presenter:
    Patrick Donovan

    Schedule:
    November 12, 2020
    9:30 a.m. – 10:30 a.m. PT

     


    Understanding VSP: Explanation of Payments

    Learn how to read an Explanation of Benefits (EOB) to recognize common pitfalls and find resources to assist with reconciling the Explanation of Payments (EOP). 

    Products:
    All Products

    Recommended for:
      All Roles    

    Presenter:
    Patrick Miller

    Schedule:
    November 11, 2020
    3:00 p.m. – 4:00 p.m. PT

     


    VSP Optics: Invest in your practice with Unity BioSync

    Unity BioSync® with HydraMist® is THE contact lens exclusive to VSP Network Doctors and is not available online or at chain retail. Featuring high oxygen supply, all-day comfort and a convenient wearing schedule, it’s now easier than ever to show your patients a new world of premium contacts they can only find in your practice. 

    Recommended for:
      All Roles    

    Presenter:
    Alex Dreu

    Schedule:
    November 10, 2020
    3:00 p.m. – 4:00 p.m. PT

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  • PRODUCT INTEGRATIONS

    Abyde: HIPAA, 2020 & What Your Practice Needs to Know 

    When considering office needs, HIPAA compliance is often at the bottom of the list. Yet, with the increasing emphasis on HIPAA complaints in 2020, HIPAA should be a top priority for eye care providers as we look to 2021. Join us to hear:

    • How 2020, COVID-19 and the rise in patient complaints has affected HIPAA
    • What your practice should be doing right now to avoid breaches, audits and fines
    • A review of mandatory HIPAA requirements and emphasis on common mistakes.

    Recommended for:
      All Roles    

    Presenter:
    JD Davidson 

    Schedule:
    November 13, 2020
    8:30 a.m. – 9:30 a.m. PT

     


    ECR Vault: Managing Patient Records

    Let's discuss the advantages and challenges of migrating to a paperless practice while providing more time for patient engagement. See how ECR Vault can help with scanning and easily retrieving patient records through Eyefinity Practice Management & Eyefinity EHR.

    Recommended for:
      All Roles   

    Presenter:
    Tom Tyler

    Schedule:
    November 12, 2020
    1:00 p.m. – 2:00 p.m. PT

     


    Save Time with Integrated Patient Engagement 

    Tired of the chaos in managing patient appointments and notifications in multiple systems? Say goodbye to manual and repetitive work and let our integrated solutions do the heavy lifting for you. See how you can use Eyefinity Practice Management’s powerful solutions to give your patients the ultimate online and in-office experience, while increasing your practice workflow efficiencies.

    Recommended for:
      All Roles   

    Presenters:
    Shawn Barker
    Jeff Wainscott

    Schedule:
    November 10, 2020
    9:00 a.m. – 10:00 a.m. PT

     


    TriZetto Clearinghouse 101: Transform Your Practice with Automation 

    See how you can simplify your workflow and get paid quicker using TriZetto Provider Solutions as your clearinghouse and/or credentialing partner. Partnership, innovation, and integration can truly make a difference in your office.

    Recommended for:
      All Roles   

    Presenter:
    Heidi Brannon

    Schedule:
    November 11, 2020
    7:30 a.m. – 8:30 a.m. PT

     


    Worldpay: Accepting Payments Made Easier with EPM Integration 

    Learn how integrated payments can make your practice more efficient, faster, and more secure. Join Eyefinity partner Worldpay, a global leader in payment technology. Together, we offer payment processing services specifically designed for optometry practices. 

    Recommended for:
      All Roles   

    Presenter:
    Monica Brady 

    Schedule:
    November 10, 2020
    12:00 p.m. – 1:00 p.m. PT

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  • INDUSTRY INSIGHTS

    Blue Light: Navigating the Conversation in Office

    ABO Approved CE Credit: Non-ophthalmic 

    Gain a comprehensive understanding of Blue Light and its sources, its effects on our eyes, minimizing its impact, and how to drive the conversation with your patients.

    Products:
    All Products

    Recommended for:
      All Roles     

    Presenter:
    Janine San Juan

    Schedule:
    November 11, 2020
    4:00 p.m. – 5:00 p.m. PT

     


    Don't Let Rxs Walk Out Your Door 

    ABO Approved CE Credit: Ophthalmic Level I  

    Learn the importance of tracking the capture rate of Rxs along with methods of improving it by involving everyone on the team. Stop waving good-bye to profit as it walks out of your door! 

    Recommended for:
      All Roles     

    Presenter:
    Rebecca Johnson

    Schedule:
    November 10, 2020
    8:00 a.m. – 9:00 a.m. PT

    November 12, 2020
    11:30 a.m. – 12:30 p.m. PT

     


    Pricing Your Eyeglass Lenses Attributes: Are You Making A Profit?

    ABO Approved CE Credit: Ophthalmic Level I  

    Learn new strategies for pricing your eyeglass lens attributes and lens treatments to stay competitive within your market while optimizing your eyeglass lens profits.

    Recommended for:
      All Roles     

    Presenter:
    Elaine Thomas-Bush

    Schedule:
    November 11, 2020
    9:00 a.m. – 10:00 a.m. PT

    November 13, 2020
    6:00 a.m. – 7:00 a.m. PT

     


    Telehealth: Moving Beyond the Pandemic  

      Advanced
    With integrated telehealth capabilities in Eyefinity EHR, your practice can offer virtual patient visits while practicing within CMS regulations and state guidelines, during the COVID-19 pandemic and beyond. As the world continues to navigate through these uncertain times, learn how you can safely and efficiently extend care to at-risk and remote patients. Meet patient expectations with the latest, in-demand technology that includes video chat capabilities.

    Recommended for:
      All Roles   

    Presenter:
    Dr. Valerie Sheety-Pilon
    Dr. Jennifer Mallinger

    Schedule:
    November 12, 2020
    10:00 a.m. – 11:00 a.m. PT

     


    Telehealth: When and How  

      Basic
    Learn how you can leverage your Eyefinity EHR optometric software to provide remote care for consultations, supervision, and medication management. Efficiently document and code virtual patient visits, with auto-coding to help ensure accurate billing and claims management. Boost convenience and accessibility of eye care, especially for at-risk patient populations.

    Recommended for:
      All Roles   

    Presenter:
    Dr. Valerie Sheety-Pilon
    Dr. Jennifer Mallinger

    Schedule:
    November 11, 2020
    12:00 p.m. – 1:00 p.m. PT

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*Limit 10 attendees for this course.