OptiMantra terms of use and disclaimers
Business Details
- Setting Up Your Clinic Logo and Header Information
- Configure Business
- Set up and manage (add or delete) users
- Set up and use Fax (including the Sfax Portal)
- Get Sfax cover page
- Manage multiple different OM accounts with aliases - for co-signing physicians, multi-account owners, franchises, and more
Scheduling
- Configure Scheduling
- Time Zone selector Explanation
- Manage appointments and view change history
- Block off your calendar for vacations, meetings, and more
- Save a Scheduler fixed view
- Configure and Troubleshoot Online Booking
Patient Forms (Intake, Consent, Questionnaire)
- Demographics Profile Setup and Usage
- Writable PDFs in OptiMantra
- Configure Forms
- Create and Use Consent Forms and Custom Questionnaires
- How Patients Can Complete Forms in OptiMantra
- Viewing Patient Submitted Forms
Patient Portal and Kiosk Mode
- Troubleshooting Patient Portal Login Issues: A Guide for Clinics
- Troubleshooting Patient Portal Login Issues: A Guide for Patients
- Patient Portal Messaging
- Patient Portal Password Reset Guidance
- Use Kiosk for client self-service check-in
- Configure and use the Patient Portal for Forms, Messaging, and more.
Charting
- Visual Charting Tool
- Restricting Charting Access
- Closing & Finalizing Your Chart Note
- Set up and use Clinical Charting Templates (SOAP, Clickable and Dot-Phrase)
- Speed Up Your Charting By Importing From Previous Notes
- Manage access controls for Charting
Services, Packages and Classes
- Configure Basic Services
- Set up and use Services Groups / Templates
- Set up Categories (Type/SubTypes for Services and Supplies)
- Set up classes (recurring multi-client meetings)
- Create and use coupons
- Create and send Good Faith Estimates
Superbills, Payments, and Payment Processing
- Processing and Recording Payments within OptiMantra
- Issuing Credit in Optimantra (Credit Memo)
- Configure & Set Up Integrated Payment Processing
- How to Process and Record a Void or Refund in OptiMantra
- Schedule Installment Payments (scheduled automatic payments) from a Superbill
- Add your Fiserv Direct Integration and Terminal Device
Insurance
- Get started with insurance billing
- Enroll with payers for EDI/ERA/EFT and other Insurance FAQs
- Manage your insurance billing in OptiMantra
- [Video] Insurance HCFA Form Basics
- Billing with supervising providers
- Insurance Eligibility Checks
Prescribing Medications (eRx)
Clinical Labs
- Troubleshooting Direct Labs
- Set up and Use Connected Labs
- Direct Lab Connection Requisitions and Results
- Request Rupa (LEGACY RUPA) integration
- Print lab requisition forms (non-integrated) or set up in-house labs/diagnostics
- Set up lab templates and favorite test codes
Analytics
- Using the Recall List to Find and Re-Engage Patients
- Analytics 101: The Basics
- Analytics Roles: Overview and Configuration
- View all service/procedure charges for a patient by dates
- View adjustment and line item details
- View and export a list of patients and their addresses
Inventory, Supplies and POs
Patient Communications
- SendGrid Integration Setup Guide for Group Emails
- Patient Communications — FAQs
- Telehealth — Video Calls
- Set-up Patient Communications in OptiMantra (basic set up)
- Set-up Customized Email and Text Messages (basic set-up)
- Set up Patient Tags
Marketing and CRM Integration
Device Integrations
General FAQs
- User Management and OptiMantra Subscription Page FAQs
- Merge patient records (delete duplicate patients)
- How to Annotate PDFs in the Documents Section
- Export data out of OptiMantra
- Understand notifications list (above OptiMantra menu)
- Mark inactive, archive or delete a patient (And Recovery)