FAQs about your OptiMantra Subscription Payment
How do I update my OptiMantra subscription details for my monthly payment?
Please navigate to Settings > Business > OptiMantra Subscription to see your current subscription total including your providers, clinical support, add-ons, and any applicable discounts. To add features such as eRx, sFax, two-way texting, or group texting, select the desired quantity for each feature on this page. This action will automatically generate a support ticket for our team to process your request.
If you've been with OptiMantra for a few years and the OptiMantra Subscription page is not updated or blank, please send a message to our support team and we can let you know what your subscription details entail!
How do I update my card on file?
To update your card, please navigate to Settings > Business > OptiMantra Subscription > Add Card > Enter Your Card Details > Update Card. You will know your new card on file has saved when the last four digits appear under Step 3.
If you've been with OptiMantra for a few years and the Update Card button is not available, please send a message to our support team and we can update your card on file.
What qualifies as part-time for providers or clinical support?
Part-time providers and clinical support have fewer than 50 interactions per month. Per our User Agreement, interactions are defined as chart notes, appointments, and/or superbills.
Please note that part-time providers are already discounted at 30% off our full subscription price, therefore other discounts do not apply to part-time providers. The 30% discount is built into the provider price under Settings > Business > OptiMantra Subscription.
How do I view my receipts for my monthly OptiMantra Subscription?
To view your receipts, please navigate to Settings > Business > OptiMantra Subscription > View Receipts.
If you've been with OptiMantra for a few years and the View Receipts button is not available, please send a message to our support team and we can send you copies of your receipts!
What is your cancellation policy?
We have a 30-day notice period for cancellations, so please note you'll have one final monthly subscription payment and systems access for 30 more days after submitting your cancellation request. Please submit your cancellation request using the Cancel Subscription button under Settings > Business > OptiMantra Subscription. If you have further questions regarding your cancellation, please follow up directly in your cancellation ticket.
Please note we require your clinic's main point of contact to complete our cancellation request form prior to processing any cancellation. You will receive a link to the form upon submitting a cancellation request.
We will automatically disconnect any add-ons at the end of the month if you have not removed them in Settings > Business > OptiMantra Subscription. To cancel external payment gateway accounts, please refer to this article for more information.
How do I export data from my OptiMantra Account
Please reference this article: Export Data out of OptiMantra.
Can I pause my OptiMantra account?
Temporary subscription pauses may be granted on a case-by-case basis for extenuating circumstances. Upon an approved request, we will transition your account from active to read-only at $15/month. To request a pause for your OptiMantra Subscription, please submit a ticket for out team.
Read-Only Plan
OptiMantra's read-only plan keeps your OptiMantra account and all data accessible at all times, in a view-only capacity. This will allow you to reference your patient list, past appointments, charting templates, forms, our Knowledge Base Articles, etc. at $15/month. Read-only allows you to easily maintain your data for when you are ready to pick back up again.
What is Step 2 (Tax Address) on the OptiMantra Subscription Page?
The address field found under Settings > Business > OptiMantra Subscription > Step 2 is your billing address -- the address associated with your subscription payment. We are required to collect this information for tax reporting purposes.