Mark OM, Support

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Activity overview

Latest activity by Mark OM, Support
  • Mark OM, Support created an article,

    Retail and Walk-In Sales to Non-Patients

    Some practices sell products — supplements, skincare, equipment, and similar items — to individuals who are not established patients. Since OptiMantra requires a patient record to generate a Superb...

  • Mark OM, Support created an article,

    How to Use the Phone Log

    How to Use the Phone Log and Record Phone Messages in OptiMantraOverviewThis article explains how to log phone messages for patients and providers in OptiMantra, view notifications, and include pho...

  • Mark OM, Support created an article,

    Patient Portal Messaging

    Overview:This article covers how to configure and use the patient portal messaging feature, including user settings, message limits, out-of-office configuration, and how to manage incoming messages...

  • Mark OM, Support created an article,

    Patient Portal Password Reset Guidance

    Password RequirementsTo help keep your account secure, passwords must meet the following requirements.Password RulesYour password must:Be between 8 and 16 characters longContain at least:1 uppercas...

  • Mark OM, Support created an article,

    Upload Documents and Usage

    Patient Documents: Uploading and Managing FilesThis article explains how to upload, manage, and share documents within the Patient Documents section.  Uploading a Document Adding a Custom Document ...

  • Mark OM, Support created an article,

    How Patients Can Complete Forms in OptiMantra

    Option 1: Completing Forms via the Patient PortalOption 2: Completing Forms via Email Links   How Patients Can Complete Forms in OptiMantraPatients can complete required forms in OptiMantra using o...

  • Mark OM, Support created an article,

    Chart in OptiMantra

     Table of Contents:Configure Charting SectionsSelecting Charting SectionsStarting a Chart NoteData Pulling From Previous NotesPatient Summary (Left Panel) Visit DetailsUsing QuestionnairesVisual Ch...

  • Mark OM, Support created an article,

    Exporting Data from Another EMR, Practice Management or Scheduling System

    Exporting Data from Another EMR, Practice Management or Scheduling SystemNote: If you are looking to export data from OptiMantra, please visit the following article: /hc/articles/42341553632404 Exp...

  • Mark OM, Support created an article,

    Import your Practice Data into OptiMantra

    Overview As part of Onboarding, the OptiMantra team can help you upload all of your data - patients, contacts, supplies and services - into the program from Excel or CSV files Import your data into...

  • Mark OM, Support created an article,

    Time Zone selector Explanation

    Time Zone selector In OptiMantra, you are able to set your location time zone and adjust the display time zone for online booking and appointment reminders to your patient’s local time zone.The sch...