Epion Guide

Epion Guide

Epion Guide

Download the Epion Extension (only need to do once)

1)  In the upper righthand corner of your browser, click the puzzle piece icon.
2)   In the dropdown menu, select the Pin icon next to Epion Insurance Inbox. If you do not have the Epion Insurance Inbox in this list, see Troubleshooting Steps 1-4 at the bottom of this page.


3) When complete, you will see a blue pin instead of an empty pin shape and there will be a little “E” icon in the corner of your browser. To launch the Epion sidebar, click the “E” icon in the top right corner of your browser toolbar.

 

 

Troubleshooting Steps:

1)      Press the Windows key and “i” at the same time.  This will open settings.  

2)      Click on Accounts, then click "Access Work or School".


3)      In that window, click on your Geode account, then click the Info button that appears.  

4)      Scroll down in the new window and click Sync.  When the sync finishes, about 30 seconds, look again to see if you have it.

 


Set Default Browser to be Google Chrome (Chrome required for Epion extension - only need to do once)

1) Open up System settings by pressing Windows key+I, and then click on “Apps.”


2) From the pane on the left side, click “Default Apps.”



3) Locate the Web Browser section, click on your current default browser, and then scroll through the list and select “Google Chrome.”



4) Close Settings, and that’s it. Chrome is now your default web browser.

Logging into Epion

If you plan to use the Epion extension tools, you must re-initiate in Epion each morning prior to using it. If you change login departments, you will need to reinitiate in the new department.
 1) To initiate, click on Apps> Epion



2) A new tab will open with the message “Login Successful”. Your initiation is complete and you can close the tab and return to Athena. If you are ever having issues with the extension, try re-initiating, as this may solve it.



Using the Epion Sidebar


While in Athena, click the "E" icon in your Chrome toolbar to launch the Epion Sidebar. Click on the hamburger menu (the three green lines) in the right-hand corner of the inbox to view your activity options.


Insurance Inbox

This option contains the Patient Appointment list. The list displays the patient’s name and ID given by the practice in chronological order. When you click the patient’s name, you can access their awaiting insurance information and follow the steps of reviewing insurance card images. 

●     Click the patient ID to review the insurance images

○        Patients listed in RED have an appointment today

○        Patients listed in ORANGE have an appointment tomorrow

○        Patients listed in GREY have an appointment two days from now



1) Clicking on the patient ID from the patient appointment will bring you to their Quickview in Athena AND bring you to their insurance images on the right.



2) If you need to adjust the image, you can use the two squares with arrows to turn the image until it is corrected. To zoom in, double click on the image and click and grab to move around the screen. Double click again to zoom out.


3) “SAVE CARD” uploads the card image to the insurance package that is indicated by the “Primary” or “Secondary” radio buttons. “NEXT PATIENT” will bring you to the next patient no the list, skipping over the current patient WITHOUT saving.



4) When finished, you should see “update/delete card image” next to insurance card image, helping signify the card has been uploaded.



***If a patient uploaded two different cards, use the “1” and “2” to toggle between card images. 




Follow the same steps for the primary insurance, making sure the “Secondary” button is clicked instead of “Primary” for the radio buttons above “SAVE CARD”

Patient

This option contains the option to edit today’s co-pay, send a PreVisit Link and send the patient a custom text.



To send a patient text: 
1)  Select the patient that you would like to receive the text. You must be on the correct page in Athena to load the Patient tab: either the Appointment Quickview page, the Start Check-in page, or in the Exam (for providers).
2) Once you are in the Appointment Quickview of Start Check-in page, you can select the “Patient” tab from the hamburger menu in the Insurance Inbox.
3) Fill in the text you want to send in the "Sent Patient Text" field and click send. It will send to the patient instantaneously. The patient is not able to respond to these texts.

Send Patient Forms

This option allows you to select one or multiple forms to send to your patient. You are also able to confirm and change the patient's cell number that the form is going to.



1)  Access the patient you want to send forms to. Launch the Epion sidebar. 
2) Click the green hamburger menu and select the "Send Patient Forms" option.
3) Click on the “Send Forms” dropdown and select forms from the available list
    1. Multiple forms may be selected (up to 6)
    2. If you accidentally select the wrong one, click the gray X in the corner of the form to delete it from the selection box.
4) Update the cell phone number to send to, as needed in the "Confirm Patient Cell Number" field. You can enter any cell phone number here.
5) Click the "Send Patient Forms" button to send and you will get a confirmation message that they have been sent.
6) When the patient signs the forms, they will automatically flow back into Athena.

Payment Requests (Copay or Outstanding Balance)

1) Access the patient you want to send a payment request to. Launch the Epion sidebar.
2) Click the green hamburger menu and select the "Payment Requests" option.

Copay:
3) Select "Co-pay or Self-pay request" and enter the amount you'd like to collect in the "Co-pay or Self-Pay Amount" field. This will be the amount the patient is asked to pay when they receive the link.
4) Select "Send Request" and a payment link will be sent via text to the mobile phone and email address listed for the patient. 



Existing Outstanding Balance:
Balances owed by patients for previous visits will appear here. 
5) Select the balance(s) you would like to send to the patient.
6) Select "Send Request" and a payment link will be sent via text to the mobile phone and email address listed for the patient. 



Settings

Under this option, there will be two radio buttons. Select "Athena Department Chosen at Login” so that you only see insurance cards for your department. If needed, use the option for “All Athena Departments” to show all cards will show for all practices.

Epion Patient Notifications

Patients receive notifications up to 2 times from Epion:

  1. First notification: 7 days prior to the visit, they receive a text and email
  2. Second notification: if they have not completed the self-check in process by the day before the visit, Epion will send a second text and email the day before the visit

If the patient still has not completed self-check in by the time you are checking them in, you will re-push the check-in process to them manually for them to complete at that time.


Overview of All Geode Patient Communications

 

When

At Time of Booking

5 Days before Appt

Day Before Appt

Day of Appt

Immediately After Appt

Comm Method

Confirmation email (if telehealth visit, email contains Doxy link)

Epion self-check in email and text

Epion self-check in email and text (if not completed yet)

If telehealth, Doxy link sent 15 minutes before visit via email and text

Feedback survey and request for online review (sent after appt and repeats every 90 days)

 


How to Turn Off Patient Notifications (if requested by patient)

Epion Texts:
1) Ask the patient to reply "STOP" to the Epion message. This will stop all future Epion texts.

Epion Emails:
1) Ask the patient to click the "Unsubscribe" link at the bottom of their Epion email. This will stop all future Epion emails.















    • Related Articles

    • Doxy.me Guide

      Doxy.Me Guide Logging into Doxy.me 1. Access Doxy.me via the icon on your desktop, the hamburger button in Athena, or by going to https://geodehealth.doxy.me/sign-in using Chrome. If it's your first time logging in, select "SSO Sign-In". 2. You may ...

    • Screening Workflow in Epion and Athena

      Patient workflow for completing screenings: 1. Patients will receive screenings in the Epion Previsit automated at the following cadence: PHQ-9 Every 2 weeks GAD-7 Every 2 weeks Absenteeism/Presenteeism Questionnaire Every Visit C-SSRS Yearly Tobacco ...

    • Nirvana athenaOne Workflow

      Nirvana Eligibility Checking Automated Checking Workflow Please reference the below workflow when reviewing Nirvana Eligibility. If you there are any issues with Nirvana and athenaOne please be sure to submit a zoho ticket to the EMR Team to resolve ...

    • How to Disable Message Alerts in Geode Clinical Applications

      How to Disable Message Alerts in Geode Clinical Applications athenaOne Notifications In the patient Quickview, scroll to the Privacy section and click “Manage Privacy.” In manage privacy, there is a section labeled Communicator Automated Messaging ...

    • Credit Card on File

      Credit Card on File Overview: Saving a credit card to file Audience: Front Office Support Review: Patients are required to save a credit card on file. This can be done in the EPION pre-visit link texted to our patients. If they do not save their card ...