Return To Setup Steps
In the Services and Point-of-Sale section, you can create services, add service groupings and packages, add classes, and categorize services for reporting
Basic Set up covers your Services creation - to create groupings, packages, etc. visit our Advanced set-up guide
Settings > Services (Fee Schedule)
Here on the Services page, create your list of offered Services - these may include services, procedures, labs, appointment types or other offerings that are not inventory or supplies.
A couple of things to note:
- A service may or may not have a CPT code associated with it
- You can have multiple services tied to the same CPT Code
- For insurance billing, you can also set default Modifiers
During onboarding, you can send our team an excel/csv list of all your services (using the templates here) to import them directly into the program: Import your Practice Data into OptiMantra
The 'Select More Options' button in the top-right corner allows you to make bulk changes to your Services such as sorting, assigning them to practitioners, categorizing them and more.
Wondering about Add-ons?
Add-ons are easy to include!
Create your add-ons as their own services (create Service) with their own pricing (e.g., B12 shot)
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Select the base service, Edit, and scroll down to the bottom of the page > Add Services
Select your add-on service(s)
These will now appear under Add-ons for scheduling and in online booking
Go to the next onboarding section: Patient Forms
(or, Return To Setup Steps)