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See below for course details and times of each session. Reference the key label for the product training levels and recommendations on which courses would be most suited to your role in the practice.


 

COURSE SCHEDULE

 

KEY LABEL


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


 

 

EYEFINITY PRODUCT TRAINING


 

ABB Integration for Contact Lens Ordering

  Advanced
See how you can simplify contact lens ordering via the ABB integration.

Product:
Eyefinity Practice Management

Recommended for:
  Optician       Ophthalmic Technician

Presenters:
Tammy Lensch
Janine San Juan

 


June 23, 2020
4:00 p.m. – 5:00 p.m. PT

June 25, 2020
6:00 a.m. – 7:00 a.m. PT

 


 

Analytics: Unleash the Power of Your Data

  Advanced
See how every visit documented in Eyefinity EHR provides a tremendous amount of valuable data and learn how to harness and utilize this data through Eyefinity EHR Analytics.

Product:
Eyefinity EHR

Recommended for:

  Doctor       OphthalmicTechnician

Presenters:
Sonya Rowlands


June 24, 2020
1:30 p.m. – 2:15 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:
Janine San Juan


June 24, 2020
2:30 p.m. – 3:30 p.m. PT

June 25, 2020
3:30 p.m. – 4:30 p.m. PT

June 26, 2020
6:30 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 ERA (electronic remittance advice).

Product:
Eyefinity Practice Management

Recommended for:
   Biller       Doctor        Optician      

Presenters:
Kimberly Lewis
Elaine Thomas-Bush

 


June 23, 2020
12:30 p.m. – 2:00 p.m. PT

June 24, 2020
12:30 p.m. – 2:00 p.m. PT

June 25, 2020
9:30 a.m. – 11:00 a.m. PT

June 26, 2020
5:30 a.m. – 7:00 a.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:
Janine San Juan


June 23, 2020
9:00 a.m. – 10:00 a.m. PT

 

 


 

Documentation 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:
Jonathan Barfield
Mike Lockhart

 


June 24, 2020
12:00 p.m. – 1:00 p.m. PT

June 25, 2020
5:00 a.m. – 6:00 a.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

 


June 23, 2020
2:30 p.m. – 3:30 p.m. PT

June 25, 2020
2:30 p.m. – 3:30 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:  
Elaine Thomas-Bush


June 23, 2020
10:00 a.m. – 11:30 a.m. PT

June 24, 2020
4:00 p.m. – 5:30 p.m. PT

June 25, 2020
11:30 a.m. – 1:00 p.m. PT

 

 


 

Image Management: A Sight to Behold

  Advanced
Learn how you can integrate valuable diagnostic imaging tools with Eyefinity EHR Image Management and how to store those images in the patient chart.

Product:
Eyefinity EHR

Recommended for:
  Office Manager       Opthalmic Technician

Presenters:
Michelle Brocious


June 25, 2020
11:00 a.m. – 11:45 a.m. PT

 


 

Mastering Lab Orders

  Advanced
Learn best practices and efficiencies for creating both eyeglass and contact lens orders in Eyefinity Practice Management.

Product:
Eyefinity Practice Management

Recommended for:
  Office Manager      Optician 

Presenters:
Kimberly Lewis


June 24, 2020
11:00 a.m. – 12:00 p.m. PT

June 26, 2020
5:00 a.m. – 6:00 a.m. PT

 

 


 

Mastering Protocols

  Advanced
See how you can save time and ensure code-compliant documentation by creating Eyefinity EHR protocol templates for commonly used exam types, diagnoses, and treatment plans/procedures.  Get started creating protocols you can use in your own exams!

Product:
Eyefinity EHR

Recommended for:
  Biller       Doctor       Opthalmic Technician

Presenter:
Mike Lockhart


June 23, 2020
2:30 p.m. – 3:30 p.m. PT

June 24, 2020
5:00 a.m. – 6:00 a.m. PT

June 25, 2020
9:00 a.m. – 10:00 a.m. PT

June 26, 2020
11:00 a.m. – 12:00 p.m. PT

 


 

Non VSP Formulary Lens & Billing

  Advanced
Learn best practices for creating material orders with non VSP formulary lens and processing the order on Eyefinity.com

Product:
Eyefinity Practice Management

Recommended for:
  Biller       Optician     

Presenter:
Elaine Thomas-Bush


June 24, 2020
2:30 p.m. – 3:30 p.m. PT

June 26, 2020
7:30 a.m. – 8:30 a.m. PT

 

 


 

Pretesting Tips and Tricks

  Advanced
Learn Vision Exam tips and insights on efficient pretesting documentation for both new and established patients. 

Product:
Eyefinity EHR

Recommended for:
  Doctor       Ophthalmic Technician

Presenters:
Tammy Lensch
Mike Lockhart

 


June 23, 2020
11:00 a.m. – 12:00 p.m. PT (Browser)

June 24, 2020
4:00 p.m. – 5:30 p.m. PT (iPad)

 


 

Regain Control of Your Frame Inventory

  Advanced
Learn innovative inventory methods to take control over your frame inventory and maintain it.

Product:
Eyefinity Practice Management

Recommended for:
  Office Manager       Optician     

Presenters:
Tammy Lensch
Elaine Thomas-Bush

 


June 23, 2020
7:30 a.m. – 8:30 a.m. PT

June 26, 2020
10:00 a.m. – 11:00 a.m. PT

 


 

Save Time with Integrated Patient Engagement 

  Advanced
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.

Products:
Eyefinity EHR
Eyefinity Practice Management 

Recommended for:
  All Roles   

Presenters:
Shawn Barker
Jeff Wainscott


June 23, 2020
11:00 a.m. – 12:00 p.m. PT

June 24, 2020
12:00 p.m. – 1:00 p.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
Michelle Brocious

 


June 23, 2020
5:00 a.m. – 6:00 a.m. PT (Browser)

June 25, 2020
6:00 a.m. – 7:00 a.m. PT (iPad)

 


 

Simplify Patient Check-In with the Eyefinity EHR Kiosk 

  Basic
Get hands on 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:
Sonya Rowlands


June 23, 2020
9:00 a.m. – 10:00 a.m. PT

June 24, 2020
10:30 a.m. – 11:30 a.m. PT

June 26, 2020
9:00 a.m. – 10:00 a.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
Sonya Rowlands

 


June 23, 2020
6:30 a.m. – 7:30 a.m. PT

June 24, 2020
6:30 a.m. – 7:30 a.m. PT

June 25, 2020
7:30 a.m. – 8:30 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 eWebExtraTM, 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


June 23, 2020
5:00 a.m. – 6:30 a.m. PT

June 24, 2020
9:00 a.m. – 11:30 a.m. PT

June 25, 2020
2:30 p.m. – 4:00 p.m. PT

June 26, 2020
11:00 a.m. – 12:30 p.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


June 23, 2020
11:00 a.m. – 12:00 p.m. PT

June 24, 2020
6:30 a.m. – 7:30 a.m. PT

June 25, 2020
11:30 a.m. – 12:30 p.m. PT

 

 


 

VSP Integration for Material Orders 

  Advanced
Learn how you can increase productivity and accuracy with Material Orders using the power of VSP Integration.  Explore best practice workflow and efficiencies that allow you to get hands-on with the guidance of an Eyefinity Educator. 

Product:
Eyefinity Practice Management

Recommended for:
  Biller       Optician     

Presenter:
Kimberly Lewis


June 24, 2020
7:30 a.m. – 8:30 a.m. PT

June 26, 2020
8:30 a.m. – 9:30 a.m. PT

 


 


 

VSP PRODUCTS & PROGRAMS


 

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:
Joseph Romo


June 23, 2020
3:00 p.m. – 4:00 p.m. PT

June 24, 2020
6:00 a.m. – 7:00 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


June 23, 2020
6:00 a.m. – 7:00 a.m. PT

June 25, 2020
3:00 p.m. – 4:00 p.m. PT

 


 

VSP Eyewear:  Optimizing Your Cash Flow and VSP Benefits

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.

Products:
All Products

Recommended for:
  All Roles    

Presenters:
David Andrews
Susan Ohneck 


June 23, 2020
8:30 a.m. – 9:30 a.m. PT

June 25, 2020
8:30 a.m. – 9:30 a.m. PT

 


 

VSP HR:  In Changing Times - Be Your Best Self

Learn how to personally cope better during times of change. Gain insights and discuss tools on how to change our mindset, modify our behaviors, and be productive. 

Products:
All Products

Recommended for:
  All Roles    

Presenter:
Shauna Harrington


June 23, 2020
10:30 a.m. – 11:30 a.m. PT

June 25, 2020
10:00 a.m. – 11:00 a.m. PT

 


 

VSP Optics: Product Updates

Join us for a product overview and strategy session on Unity Lenses & Lens Enhancements and Unity BioSync Contact Lenses. 

Products:
All Products

Recommended for:
  All Roles    

Presenters:
Simrit Chahal
Alex Dreu


June 23, 2020
1:30 p.m. – 2:30 p.m. PT

June 24, 2020
3:00 p.m. – 4:00 p.m. PT

 


 


 

PARTNER INTEGRATIONS


 

Abyde: State of HIPAA Address

Partner Integration

Learn how your practice can implement a stress-free HIPAA compliance program, including the government-mandated Security Risk Analysis, Business Associate Agreements, annual HIPAA training, and more! Hear more on recent updates to HIPAA waivers, expected increases in enforcement, and what your practice can do to prepare for a return to the office. 

Products:
All Products

Recommended for:
  All Roles    

Presenters:
Joe Marziello
JD Davidson


June 24, 2020
2:00 p.m. – 3:00 p.m. PT

June 26, 2020
10:00 a.m. – 11:00 a.m. PT

 


 

ECR Vault: Managing Patient Records 

Partner Integration

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.

Products:
All Products

Recommended for:
  All Roles   

Presenter:
Tom Tyler


June 24, 2020
8:00 a.m. – 9:00 a.m. PT

June 25, 2020
7:00 a.m. – 8:00 a.m. PT

 


 

TriZetto - Clearinghouse 101: Transform Your Practice with Automation 

Partner Integration

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.

Products:
All Products

Recommended for:
  All Roles   

Presenter:
Heidi Brannon


June 25, 2020
1:30 p.m. – 2:30 p.m. PT

June 26, 2020
6:00 a.m. – 7:00 a.m. PT

 


 

Weave - Utilizing Modern Communication to Create the Best Patient Experience

Partner Integration

Let’s look beyond the clinical aspects of a practice and see how focusing on the patient, as a customer, can have a positive impact on your practice. See how Weave, a leader in communication technology, can partner with you to better connect with your patients to quickly build rapport, and add a personal touch to your conversations.  

Products:
All Products

Recommended for:
  All Roles   

Presenter:
Monroe McKay


June 23, 2020
7:00 a.m. – 8:00 a.m. PT

June 26, 2020
10:00 a.m. – 11:00 a.m. PT

 


 

Worldpay – Accepting Payments Made Easier Through Integration with Eyefinity Practice Management 

Partner 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. 

Products:
All Products

Recommended for:
  All Roles   

Presenter:
Monica Brady


June 23, 2020
3:00 p.m. – 4:00 p.m. PT

June 25, 2020
10:00 a.m. – 11:00 a.m. PT

 


 


 

INDUSTRY & REGULATORY


 

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


June 24, 2020
11:00 a.m. – 12:00 p.m. PT

June 25, 2020
8:00 a.m. – 9:00 a.m. PT

 


 

Documenting MIPS in Eyefinity EHR

  Advanced
Documenting MIPS measures can seem like a chore, but it doesn’t have to. See how to document the most popular measures to ensure you’re getting the highest MIPS score with Eyefinity EHR.

Products:
All Products

Recommended for:
  All Roles   

Presenters:
Michael Opsteegh


June 23, 2020
9:00 a.m. – 10:00 a.m. PT

June 24, 2020
3:00 p.m. – 4:00 p.m. PT

 


 

Don’t Let Rx’s Walk Out Your Door

ABO Approved CE Credit: Ophthalmic Level I 

Learn the importance of tracking the capture rate of Rx’s 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! 

Products:
All Products

Recommended for:
  All Roles 

Presenter:
Rebecca Johnson


June 23, 2020
7:00 a.m. – 8:00 a.m. PT

June 25, 2020
12:00 p.m. – 1:00 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. 

Products:
All Products

Recommended for:
  All Roles     

Presenter:
Elaine Thomas-Bush


June 23, 2020
12:30 p.m. – 1:30 p.m. PT

June 25, 2020
9:30 a.m. – 10:30 a.m. PT

 


 

What the MIPS is Going On?

  Advanced

Obtain a clearer understanding of the Merit-Based Incentive Payment System (MIPS), how it has become part of our daily lives, and how it continues to change and evolve. Learn what you could be doing to maximize your potential incentive payments and get a sneak peek at what you can expect in 2021 and 2022.

Products:
All Products

Recommended for:
  All Roles   

Presenter:
Michael Opsteegh


June 24, 2020
8:30 a.m. – 9:30 a.m. PT

June 25, 2020
3:00 p.m. – 4:00 p.m. PT