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Compass

Training Webinars

In-depth webinars to navigate through top trending topics for practice management and EHR capabilities in Eyefinity EncompassTM.

Upcoming Webinars

Feeling lost navigating through your workflows? Join our Training Webinar series to guide you through your software. There is NO COST to join. Just register for the webinars you want to attend. Can't make it to the live session? Register anyway to watch on demand.

Industry Insights

What's Coming to Encompass: A VEW Recap
Tuesday, October 7, 2025 at 11:00 a.m. PT
Vision Expo West is coming, and Eyefinity is just getting started! Missing the show? You can still be one of the first to see the bold, new additions coming to Eyefinity Encompass™ in our upcoming webinar! Join us for an exclusive VEW recap, showcasing exciting new add-ons we'll be sharing at the show. See how one platform can deliver infinite possibilities!

Practice Management 

Advanced Material Orders
Wednesday, October 8, 2025 at 10:00 a.m. PT
Master daily transaction workflows—patient balances, credits, payments, remakes, returns, and more—with proven best practices.

Recalls in Eyefinity Encompass
Wednesday, October 22, 2025 at 10:00 a.m. PT

Explore how to setup templates when printing recall letters, postcards, and mailing labels.

Setting up Templates in Encompass with the Appointment Scheduler Functionality
Tuesday, December 9, 2025 at 10:00 a.m. PT

Learn how Service Templates will structure your appointment calendar, so appointments are created based on availability and provider preferences.

EHR

Using Glyph Tools & the Drawing Board on the iPad
Tuesday, September 16, 2025 at 11:00 a.m. PT
Learn how to effectively use EHR in Eyefinity Encompass to create and use Glyphs. We'll also use the Drawing Board on the iPad to indicate locations of various conditions and diagram options that can be stored in your visit note.

Working with Protocols in Eyefinity Encompass 
Monday, November 17, 2025 at 9:00 a.m. PT

Discover how protocols (recording a series of common steps for a specific type of exam) will reduce your exam documentation time while minimizing taps or clicks.

Boosting Efficiency with Image Management
Tuesday, November 18, 2025 at 10:00 a.m. PT

See how Image Management provides a faster, smarter way to work with patient diagnostic images, enabling you to seamlessly file and display them directly in Eyefinity Encompass—saving you time and eliminating manual uploads so you can stay focused on patient care.

AcuityLogic

All About Maui Jim for AcuityLogic
Thursday, October 9, 2025 at 9:00 a.m. PT
Learn all about Admin/Product setup and Lens Product Configuration for Maui Jim in AcuityLogic™.  

On Demand Webinars

View our library of past webinars. Live webinars will be added for on demand viewing 48 hours after the live event has concluded.

Industry Insights Webinars

  • Modernizing Eye Care with AI: Preparing Your Practice for What's Next

    Description

    From streamlining workflows to delivering a better patient experience, artificial intelligence (AI) is reshaping the future of eye care! Join Justin Manning, OD, MPH, FAAO, Chief of Member Experience Officer at PECAA, and Jeremy Law, Product Manager at Eyefinity, as they breakdown the evolution of AI in the industry, practical tips to leverage it in today's digital age, and reveal how Eyefinity is integrating new AI capabilities to help your practice stay ahead! Reserve your spot and discover what’s next for smarter, more connected care.

    Time


    30 min

    Watch On Demand

  • Smarter Engagement: Turning Patient Trends into Profit

    Description

    Today’s smartest patient engagement tools can do more than just connect you to your patients—they can grow your practice and boost your profits! This event explores the latest patient engagement trends, what patients expect in this digital market, and how you can keep them coming back. See how Eyefinity’s top tools—and new add-ons—help you reduce no-shows, fill your schedule, and work to build patient loyalty that lasts! Reserve your seat today to learn how to exceed expectations and drive real growth.

    Time


    30 min

    Watch On Demand

EHR Webinars

  • Conducting a Simple Eye Exam

    Description

    Learn how to document routine eye exams more quickly utilizing Eyefinity Encompass™ EHR capabilities. See how you can document a complete eye exam from within the Visit Overview as well as the Chief Complaint and Review of Systems.

    Time

    45 min

    Watch On Demand

  • Medical Exams and Special Plans 

    Description

    Learn how to document Medical Exams and Special Plans on the iPad using EHR in Eyefinity Encompass.

    Time

    45 min

    Watch On Demand

  • Co-management in Eyefinity Encompass

    Description

    Learn how to use Eyefinity Encompass EHR capabilities to document a cataract postoperative visit using co-management as a plan.

    Time

    45 min

    Watch On Demand

  • Streamline Patient Check-in with Eyefinity Kiosk

    Description

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

    Time

    45 min

    Watch On Demand

  • Understanding the Patient Portal Experience

    Description

    Learn how to activate a patient's portal, optional portal features, and manage a patient's access to visit notes using EHR in Eyefinity Encompass

    Time

    45 min

    Watch On Demand

  • Introduction to Eyefinity Encompass

    Description

    Take a peek at Eyefinity Encompass practice management and EHR capabilities and see what it means for you.

    Time

    45 min

    Watch On Demand

  • Specialty Contact Lens Workflow

    Description

    Software Solutions Product Manager Jeremy Law will cover the basics of documenting prescriptions for custom contact lenses such as RGP, hybrid, and scleral lenses utilizing Eyefinity Encompass™ EHR capabilities. Learn how to streamline and customize your workflow based on the types of lenses you prescribe. This overview will cover both the web and iPad applications.

    Time

    45 min

    Watch On Demand

  • All about Maui Jim

    Description

    Learn how to setup Maui Jim Eyeglass Lens Attributes and Lens Treatments, including which Ophthalmic and Sunglass frames to use. We'll walk through the steps of creating an Eyeglass Order in Eyefinity Encompass.

    Time


    60 min

    Watch On Demand

  • Boosting Your Online Presence

    Description

    See how you can attract new patients and retain existing ones with Eyefinity Digital Marketing Services, a suite of hassle-free services including website design, online reviews, SEO, email marketing, and more.

    Time


    60 min

    Watch On Demand

  • Claims Management for the Experienced User

    Description

    Explore every aspect of claim management—from batch adjustments and Payment Rule setup to the ease of remittance and payment processing with electronic remittance advice (ERA).

    Time
    60 min

    Watch On Demand

  • Coordination of Benefits

    Description

    Learn how the VSP Coordination of Benefits (COB) allows you to utilize benefits from multiple VSP plans or a combination of medical and vision plans to maximize coverage for eye care services.

    Time
    60 min

    Watch On Demand

  • New Dashboard Reporting Using Analytics and Insights in Eyefinity Encompass

    Description

    Dive deeper into your data with our exciting new reporting and dashboard features. Our enhanced reporting and dashboards offer a streamlined experience to visualize your progress and make data-driven decisions with ease. Get ready for a more powerful way to analyze your data and gain actionable insights.

    Time
    60 min

    Watch On Demand

  • Contact Lens Ordering

    Description

    Learn how Eyefinity Encompass integrates with ABB Optical, CLX, and Fait Distribution for contact lens orders and how your prescriptions are imported.

    Time
    45 min

    Watch On Demand

Practice Management Webinars

  • All about Maui Jim

    Description

    Learn how to setup Maui Jim Eyeglass Lens Attributes and Lens Treatments, including which Ophthalmic and Sunglass frames to use. We'll walk through the steps of creating an Eyeglass Order in Eyefinity Encompass.

    Time


    60 min

    Watch On Demand

  • Boosting Your Online Presence

    Description

    See how you can attract new patients and retain existing ones with Eyefinity Digital Marketing Services, a suite of hassle-free services including website design, online reviews, SEO, email marketing, and more.

    Time


    60 min

    Watch On Demand

  • Claims Management for the Experienced User

    Description

    Explore every aspect of claim management—from batch adjustments and Payment Rule setup to the ease of remittance and payment processing with electronic remittance advice (ERA).

    Time
    60 min

    Watch On Demand

  • Coordination of Benefits

    Description

    Learn how the VSP Coordination of Benefits (COB) allows you to utilize benefits from multiple VSP plans or a combination of medical and vision plans to maximize coverage for eye care services.

    Time
    60 min

    Watch On Demand

  • New Dashboard Reporting Using Analytics and Insights in Eyefinity Encompass

    Description

    Dive deeper into your data with our exciting new reporting and dashboard features. Our enhanced reporting and dashboards offer a streamlined experience to visualize your progress and make data-driven decisions with ease. Get ready for a more powerful way to analyze your data and gain actionable insights.

    Time
    60 min

    Watch On Demand

  • Eyeglass Lens Setup 

    Description

    Learn how to set up and maintain your eyeglass lenses, including pricing for base lenses and upgrades.

    Time
    45 min

    Watch On Demand

  • Contact Lens Ordering

    Description

    Learn how Eyefinity Encompass integrates with ABB Optical, CLX, and Fait Distribution for contact lens orders and how your prescriptions are imported.

    Time
    45 min

    Watch On Demand

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