Use OptiMantra’s Kiosk and Patient Portal to offer a seamless check-in experience and ongoing communication capabilities for patients and providers. Patients can complete intake forms, view upcoming appointments, and access care documents through a secure portal. Automated text and email reminders keep patients engaged, reducing no-shows and ensuring clear, timely communication.
Track your patients using our comprehensive Patient Dashboard - keeping up with patient labs, tasks, and essential health maintenance tasks becomes easy. Patients and providers can view the dashboard at a glance, ensuring all preventive care tasks are met on time and keep tabs on what matters most to the patient. Set reminders for screenings, immunizations, and routine checkups based on age, gender, or specific health needs, or highlight specific abnormal lab results to check on later.
Adapt your charting and documentation tools to the unique needs of your practice with our easy-to-use chart notes and templates. Whether your documentation requirements are specific to your specialty or tailored to different types of visits, you can configure the system to support a multitude of charting approaches.
Options for tagging charts, annotating images, and integrating standardized forms from our library of hundreds of primary care templates make charting accurate and efficient. Post-visit, easily share pre- and post-treatment instructions and handouts right from your chart note.
Seamlessly run all of your practice workflows in a single system with embedded and easy access to faxing and referrals, eRx, in-house lab tracking and resulting, and lab ordering with Labcorp, Access, Quest, CPL, Rupa and hundreds more labs. With e-prescribing, including compounded medications, supplies, and controlled substances and PMP/PDMP connection, providers can manage medications directly within the system. Lab integrations allow providers to order tests, view results, and track patient data visually over time, with in-house labs adding the flexibility to result lab work completed on-site.
Manage your inventory with our integrated workflow to ensure accurate tracking for consumables, medications, and custom formulations. Monitor stock levels, lots, and expiration dates to maintain compliance and avoid shortages. As you prescribe or administer from your inventory, OptiMantra automatically updates quantities and notifies you of low-level amounts. Create personalized treatments with custom formulations and protocols. Detailed tracking helps streamline ordering and keeps your inventory aligned with patient demand, optimizing usage.
Easily handle patient payments and insurance billing with our fully integrated POS and billing system. Take cards on file, deposits, or full payment at the time of online booking, and track your credit card, check, or third-party payments in Superbills. For insurance practices, run your eligibility checks, add co-pays, and process insurance claims right from within your charting; automated payment posting closes the insurance tracking loop. You can also send statements and invoices with clickable payment links.
For cash-pay direct and primary care practices, OptiMantra enables quick check-outs with recurring subscriptions and membership management, packages, and gift cards. Tag patients by membership level to easily track patient offers and adapt your messaging in group emails and texting. Optionally, add an integrated terminal to facilitate a seamless check-out experience.
Seamlessly integrate telehealth into appointment email and text reminders - patients receive reminders with secure telehealth links accessible from any mobile or desktop device (no downloading extra software required!) making access to their appointments straightforward and reducing no-shows. With our Zoom upgrade, take advantage of group sessions, built-in chat, and more. During telehealth sessions, access patient charts and clinical tools directly within the platform.
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