OptiMantra terms of use and disclaimers
Business Details
- 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
- Enable two-factor authentication
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)
Patient Portal and Kiosk Mode
Charting
- 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
- How to Use the Phone Log
- Upload Documents and Usage
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
- Issuing Credit in Optimantra (Credit Memo)
- Configure, set up Payment Processing with Fiserv (recommended), StripeExpress or Authorize
- 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
- Superbills - Four Ways to Create a Superbill
Insurance
- Get started with insurance billing
- Enroll with payers for EDI/ERA/EFT and other Insurance FAQs
- Manage your insurance billing in OptiMantra
- Let us manage your insurance billing (RCM - revenue cycle management)
- [Video] Insurance HCFA Form Basics
- Billing with supervising providers
Prescribing Medications (eRx)
Clinical 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
- ​Creating an Imaging Order in OptiMantra
Analytics
- Learn about Analytics (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
- View deposits by payment type
Inventory, Supplies and POs
Patient Communications
- Set-up Patient Communications in OptiMantra (basic set up)
- Set-up Customized Email and Text Messages (basic set-up)
- Set up Patient Tags
- Office Chat
- Use 2-way / two-way, automated reviews, and group texting
- Troubleshoot email delivery and other email FAQs
Marketing and CRM Integration
Device Integrations
General FAQs
- User Management and OptiMantra Subscription Page FAQs
- Merge patient records (delete duplicate patients)
- Annotatable PDFs
- Export data out of OptiMantra
- Understand notifications list (above OptiMantra menu)
- Mark inactive, archive or delete a patient (And Recovery)