Mark OM, Support

The Recall List helps you identify patients who haven't been seen recently so your practice can reach out and re-engage them. This article walks through how to filter and export the Recall List, ho...

This article explains the Payment Deposit options for online booking, how the deposit amount applies across services, and how to override the deposit requirement for an individual service. Walkthro...

Use your own SendGrid account to send group emails from Optimantra and gain full visibility into delivery statistics — including opens, spam reports, and more. Note that statistics apply to group e...

The Demographics Profile setting controls which optional fields appear to patients across the patient portal, kiosk, the demographics form, and online booking. This guide covers where to find the s...

OverviewOptiMantra supports writable (fillable) PDF documents that can be uploaded, auto-filled with some patient and practitioner data, completed, and saved or printed. This is useful for forms su...

This article explains how to configure your clinic’s header information and logo within OptiMantra’s Provider Settings. These settings control how your clinic name, contact details, and branding ap...

Telehealth — Video CallsIndividual & Group SessionsIn OptiMantra, you can use the built-in secure video chat to communicate with your clients. Both 1:1 telehealth calls and group video calls run on...

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...

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...

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...