Frequently Asked Questions

We are an online, cloud based PM software company, so you don't need to download or install anything. A laptop, desktop or tablet connected to Internet is all you need ( we recommend 2 GHz for processor speed and 2 GB for RAM ). We support different browses (IE, Firefox, Chrome, Safari) but Chrome is preferred for its speed and its ability to stay up to date with security updates. We also recommend that you have a decent wireless connection (5MBPS or better).

The U.S. Department of Health and Human Services (HHS) issued the HIPAA Privacy Rule to enforce HIPAA requirement. The Privacy Rule addresses the use and disclosure of the health information for individuals by covered entities subject to the Rule. It also creates a standard for individual privacy rights to control and understand how their health information is used. The rule requires:


a) Safeguards must be put in place to protect protected health information (PHI).
b) use and sharing of PHI must be limited to intended and required purposes only.
c) have agreements in place with service providers (business associates agreement).
d) have procedures in place to limit who has access to PHI.


We provide a Business Associates agreement as part of our license. We have administrative safeguards in place for proper and auditable access to PHI and employees who have access to PHI are provided with regular training on HIPAA and other privacy rules. We have technical safeguards in place to protect the digital information, including but not limited to encryption/decryption, SSL and secure storage of the data. All access to the application and data is logged in audit table. We also have process in place to take regular backups and also have provisions in place for disaster recovery. Our application and data resides in data center that complies with NIST 800-53, a higher security standard.

The Payment Card Industry (PCI) Data Security Standard (DSS) is an information security standard defined by the Payment Card Industry Security Standards Council. In order to protect the credit/debit and eCheck details, we use SSL and encryption procedures to make sure data is safe.

Yes, we will transfer your current EHR data to OptiMantra. This includes importing your previous consent forms and questionnaires, as well as patient demographics, appointments, chart notes and documents provided in a supported format (CCDA, Excel/CSV or PDF). There is no fee involved for standard data migration.

Yes, we do! Android users can download OptiMantra’s mobile app from Google Playstore, and iOS users can contact our team for a dedicated download link.
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The following features are available in the practice-facing version of the app:
- Scheduling - add, modify, and cancel appointments
- Search/add patients - search for patients, update their details, and attach documents
- Patient communication - communicate with your patients through patient portal messaging and two-way texting
- Analytics - View your deposits report to monitor daily financials

In the patient-facing version of the app, patients are able to:
- Update demographics and clinical profiles
- Access and upload documents, pictures, and lab results
- Send patient portal messages
- Submit consent forms, intakes and questionnaires
- Pay outstanding bills
- Schedule or reschedule appointments