OptiMantra Features

Administrative (3)

Regular Updates - E-Prescribing: Ensures e-prescribing database and certifications remain up-to-date via market and industry research
Clinical Alerts - E-Prescribing: Allows the set up of custom or common alerts to notify physicians and pharmacists of potential prescription issues
Electronic Prior Authorization - E-Prescribing: Ensures that patient and medication critera is met to facilitate quick and accurate authorization of medication

Operations (7)

HIPAA Compliant - E-Prescribing: Ensures compliance with HIPAA and other health care regulations via encryption and security
Provider Certification - E-Prescribing: Provides and/or updates e-prescription certification of providers
Pharmacy Medication History - E-Prescribing: Tracks and provides history of medication history data of the pharmacy
EPCS - E-Prescribing: Supports and tracks the electronic prescribing of controlled substances and drugs
Patient Medication History - E-Prescribing: Tracks and provides history of medication history data of the patient
EPCS Compliant: Compliant w/ EPCS (Electronic Prescriptions for Controlled Substances) regulations as set by the DEA (Drug Enforcement Administration)
Prescription Cancellation: Enables medical providers and/or patients to electronically cancel prescriptions

Interoperability (4)

Pharmacy Network - E-Prescribing: Connects e-prescribing database with pharmacies
EHR Integration - E-Prescribing: Supports integration of e-prescribing database to existing EHRs
Lab Integration - E-Prescribing: Supports connection of EHR and pharmacy inventory management software to laboratory database
Third-Party Integrations: Set up connections to third-party platforms to improve business processes

Clinical Workflow Management (8)

Multiple Medical Provider Access: Allows medical professionals from any department to access and update patient health information
Ancillary Care Provider Access: Allows medical professionals from other health systems access patient health information
Clinical Documentation: Simplifies charting and patient documentation tasks
Mobile Access: Access software remotely via mobile devices
Historical Reporting: Information, data and reports that are being tracked over time
For Primary Care: Designed for primary care doctors/facilities.
For Urgent Care: Designed for urgent care/emergency facilities.
Clinical Care: Any form of examination or diagnosis performed for the purpose of medical treatment.

Patient Health Information Management (37)

ePHI Storage: Electronically, securely stores patient records
Interoperability: Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software
Patient Workflow Management: Tracks and monitors the movement of patients through the health care practice or system
Telemedicine Integration: Provide integration with third-party telehealth applications
Claims Management: Process of submitting and following up on claims with insurance companies
Documentation Management: Manage product specific documents in a categorized order
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Document Management: Store, manage, and track all electronic documents in a centralized location
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
Task Management: Create, manage and track all task activities and progression
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Prescription Management: Prescribing, renewing, and keeping a record of the medicines given to an individual or animal
Inventory Management: Track and manage inventory levels to maintain proper supply
Forms Management: Store, manage and track all forms in a centralized location
Image Management: Support for uploading and retaining image files in the cemetery records database
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Intake Management: Activities related to the initial admission of a charge into the organization's care
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Lab Order Management: Submit and track requests for laboratory tests
Configurable Workflow: Configure existing workflows to meet your organization's needs
Formulary Management: Determine clinically appropriate and cost-effective medications and therapies for patients
EMR/EHR: Create and securely store digital patient records
Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Records Management: Ability to record, store, update, and retrieve information
Template Management: Create, save, and re-purpose templates for emails, forms, etc.
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Referral Management: Log and store the source of contacts/leads
Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
For Pain Management: Designed for pain management practices & departments
Escalation Management: Define a process for transferring calls/tickets to management
Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed
In-Patient Management: Care of patients who are admitted and stay in the hospital overnight

Operations Management (4)

Administrative Processes: Simplifies and supports administrative processes like registration, reporting, document management, and inventory.
Back Office Processes: Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.
Workflow Coordination: Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.
Practice Specialty Support: Tailors functionality based on specific nuances of specialty practices.

Added Efficiencies (49)

Compliance: Maintains practice compliance around health care mandates and regulatory requirements.
Medical Billing: Manage billing and payments for a healthcare provider
Patient Information Management: Tracks and monitors patient demographic information.
Medical Billing: Manage billing and payments for a healthcare provider
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Data Integration: Combining data from different sources and providing a unified view
Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Expense Management: Plan, pay and track business related expenses.
Claims Management: Process of submitting and following up on claims with insurance companies
Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Workflow Management: Create, design and manage workflows for repetitive tasks
Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Records Management: Ability to record, store, update, and retrieve information
Document Management: Store, manage, and track all electronic documents in a centralized location
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Assessment Management: Creation, administration, and evaluation of assessments or tests
Template Management: Create, save, and re-purpose templates for emails, forms, etc.
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Inventory Management: Track and manage inventory levels to maintain proper supply
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
EMR/EHR: Create and securely store digital patient records
Forms Management: Store, manage and track all forms in a centralized location
Contact Management: Manage, organize, and store contact information
Accounting Integration: Integrate with a third-party accounting system
Out-Patient Management: Care of patients who do not stay overnight
Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
Physician Management: Track and organize physician schedules and pertinent information
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Task Management: Create, manage and track all task activities and progression
Policy Management: Create, manage, and track policies and procedures within an organization
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
In-Patient Management: Care of patients who are admitted and stay in the hospital overnight
Lab Information Management: Allows you to effectively manage samples and associated data
Bed Management: The allocation and provision of beds
Patient Flow Management
Vaccine Management: Manage vaccine administration from the time the vaccine arrives at the clinic until it is administered
Financial Management: Plan, manage, and track the financial activities of an individual or organization
Telemedicine Integration: Provide integration with third-party telehealth applications

Business Management (8)

Inventory Management: Tracks medical inventory and sales inventory.
Merchant Services: Processes debit and credit card payments and supports POS functions.
Appointment Scheduling: Allows both staff and clients to manage appointments, and provides calendar to track all appointments.
Employee Management: Assists with employee shift scheduling and payroll or commission management.
Event Scheduling: Plan an event's time and location
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Client Management: Manage contact details and communication with clients
Forms Management: Store, manage and track all forms in a centralized location

Marketing (3)

Practice Management (26)

Patient Records: Stores electronic patient records either natively or via integration with EMR or EHR software, and manages all intake forms, SOAP notes, and records.
Photo Management: Allows photos to be uploaded and stored for clinical comparisons pre- and post-operation.
E-Prescribing and Lab Orders: Electronically submits any prescription information to pharmacies, and supports lab orders.
Patient Portal: Provides a self-service portal for clients to track all appointment and treatment history, including billing, prescriptions, and after-care notes.
Insurance Billing: Supports eligibility and prior authorization, and insurance claims submissions.
Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Discount Management: Track products that are for sale at a reduced price or part of coupon promotions
Promotions Management: Design, communicate, and distribute incentives to perform a specific action
Gift Card Management: Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Medical Billing: Manage billing and payments for a healthcare provider
Records Management: Ability to record, store, update, and retrieve information
Reputation Management: Monitor and manage customers' perceptions about a business, product, or service
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Lab Order Management: Submit and track requests for laboratory tests
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Document Management: Store, manage, and track all electronic documents in a centralized location
Marketing Management: Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Workflow Management: Create, design and manage workflows for repetitive tasks
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Claims Management: Process of submitting and following up on claims with insurance companies
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Platform Tools (7)

Reporting and Analytics: Monitors all relevant business KPIs to improve clinical and administrative processes.
Healthtech Integrations: Integrates with necessary healthcare solutions to support patient engagement, revenue cycle management, and related clinic functions.
Mobile App: Provides a mobile application to view calendars and patient records via smartphones or tablets.
Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Website Integration: Seamlessly integrates with 3rd party websites
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Customer Mobile App: Platform for customers to directly manage their appointments and profile

Agentic AI - EHR (1)

Additional Functionality (305)

Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Document Storage: Store and organize documents in a centralized system
Activity Tracking: Track and document all activities across devices, networks, and other systems
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API: Application programming interface that allows for integration with other systems/databases
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Appointment Scheduling: Schedule appointments via a calendar
Customizable Reports: Alter the layout and content of reports
Real-Time Updates: Receive system updates as soon as any changes are made
E-Prescribing: Transmit prescriptions to pharmacies electronically
Scheduling: Plan availability and assign specific time slots for tasks and resources
Pharmacy: Stock, distribute, and manage billing for drugs
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Data: Receive data and information in real time
Data Import/Export: Import and export data to and from software applications
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
Real-Time Reporting: Active reporting of data and metrics
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Multi-Location: Manage and support multiple locations
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Project Accounting: Manage and track financials on a project-to-project basis
Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance
Payment Processing: Accept, record, and reconcile financial transactions
Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes
Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
General Ledger: Centralized accounting record which tracks all financial transactions
Mobile Access: Access software remotely via mobile devices
Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Secure Data Storage: Securely stores data to prevent data loss or breaches
Financial Reporting: Generate reports to assess the financial performance of an organization
Accounts Payable: Track money owed to a company's creditors/suppliers
Accounts Receivable: Track outstanding invoices and the money owed from clients
Budgeting/Forecasting: Create budgets based on historical data and future projections
Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Electronic Payments: Electronically collect payments for goods or services
Patient Scheduling: Book and manage patient appointments and follow-ups
Live Chat: Ability to chat online in real time
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Physician Scheduling: Manage physician availability and schedules
Multi-Physician: Supports practices with multiple healthcare professionals
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
Telemedicine: Meet with patients remotely
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Patient Intake: Patients can register for appointments in advance online
Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Task Scheduling: Track and manage the scheduling of tasks
Chat/Messaging: Communicate using direct chat or messages within the system
Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
For Occupational Therapists: Designed for the use of occupational therapists
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Progress Reports: Document and report the progress of ongoing projects
Mobile Alerts: Notifications via mobile devices
Customizable Forms: Customize contracts and forms to collect specific information
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking: Estimated waiting time in the queue
Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Patient Location Tracking: Identify patient's location at any given point in time
SMS Messaging: Send messages via SMS
Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring: Active monitoring of systems, applications, or networks
Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician
Credit Card Processing: Accept and process credit card transactions
Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children
Scheduled/Automated Reports: Set a time to generate routine reports automatically
Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
Medical History Records: Records of patients' medical history
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
Email Reminders: Reminders sent via email
Availability Indicator: Indication whether a resource is available or protected from allocation
For Podiatrists: Intended to be used by podiatrists
Online Intake Forms: Online forms for managing client intake
Customizable Fields: Customize data fields to support various needs and use cases
Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
Customizable Branding: Add customized logos and colors to align with company branding
Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Referral Tracking: Log and store the source of contacts/leads
For Speech Therapists: Designed for the use of speech therapists
Historical Reporting: Information, data and reports that are being tracked over time
Marketing Automation: Automate workflows and trigger campaigns based on customer actions
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Payment Processing: Accept, record, and reconcile financial transactions
Before & After Pictures: Before and after photos of procedure(s)
Billing & Invoicing: Create, manage, and send invoices or bills to customers
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Electronic Payments: Electronically collect payments for goods or services
Customizable Reports: Alter the layout and content of reports
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
SMS Messaging: Send messages via SMS
Online Booking: Book meetings and appointments through a website or digital platform
Sales Reports: Reports specific to sales analysis for trends and strategies
Treatment Packages: Sell multiple treatments together as a set
Customizable Forms: Customize contracts and forms to collect specific information
API: Application programming interface that allows for integration with other systems/databases
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Email Marketing: Create and send email blasts/campaigns
Customizable Branding: Add customized logos and colors to align with company branding
Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
For Medical Spas: Designed for medical spas
Multi-Location: Manage and support multiple locations
For Plastic Surgery Practices: For plastic surgery practices
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Telemedicine: Meet with patients remotely
Electronic Faxes: Create, edit, preview, and send faxes electronically
Point of Sale (POS): Accept and process customer payments for products or services using hardware and software
Customer Surveys: Tool to send questionnaires to customers to gauge feedback
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance
Consent Forms: A document containing important information about medical records, procedures, trials, testing, risk and benefits for patients.
Live Chat: Ability to chat online in real time
kiosk: Touch-screen device allowing patients and customers to do self-check-in and pay with credit or debit cards for free
Plastic Surgery Simulator: Previewing simulated plastic surgery results before and after
E-Prescribing: Transmit prescriptions to pharmacies electronically
SMS Reminders: Reminders sent via SMS/text message
Referral Tracking: Log and store the source of contacts/leads
Mobile Alerts: Notifications via mobile devices
Automated Quoting: Generate rule-based quotes for clients automatically
EMR/EHR: Create and securely store digital patient records
Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions
Messaging: Communicate using messages within the system
SMS Reminders: Reminders sent via SMS/text message
Drug Reference Database: Electronic storage of drug information such as name, brand, appearance, etc.
Scheduling: Plan availability and assign specific time slots for tasks and resources
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
Mobile App: Access the system via a mobile application
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Claims Management: Process of submitting and following up on claims with insurance companies
Payment Processing: Accept, record, and reconcile financial transactions
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Online Refills: Allows medical providers and/or customers to request previously filled prescriptions online
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications
Healthcare Compliance: Compliant with healthcare rules and regulations around the world
Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
API: Application programming interface that allows for integration with other systems/databases
Formulary Management: Determine clinically appropriate and cost-effective medications and therapies for patients
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Electronic Prior Authorization: Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.
Records Management: Ability to record, store, update, and retrieve information
Pricing Data: Real-time pricing data for products, services, etc.
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Predictive Analytics: Predict future data based on historical data sets
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
Inventory Management: Track and manage inventory levels to maintain proper supply
Audit Trail: A record of all activities within the system, including user access, changes made, etc.
Document Management: Store, manage, and track all electronic documents in a centralized location
Task Management: Create, manage and track all task activities and progression
Electronic Signature: Digitally sign online documents
Workflow Management: Create, design and manage workflows for repetitive tasks
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Location: Manage and support multiple locations
Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Diagnostic Reports: Reporting completed by clinicians that summarizes health/medical diagnoses
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export: Import and export data to and from software applications
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Prescription Management: Prescribing, renewing, and keeping a record of the medicines given to an individual or animal
Quality Assurance: Systematic evaluation of various aspects of a project or service to prevent defects or issues
For Anesthesiologists: Software specialized for anesthesiologists
Data Collection: Process of gathering, measuring, and analyzing accurate data
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Preoperative Modules: Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
ICD-10 Compliance: Manage the intricacies of ICD-10 cataloging and ensure clinic compliance
Intraoperative Charting: The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors.
EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Templates: Sample files or documents that could be customized as needed or used as is
Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms: Customize contracts and forms to collect specific information
Multi-Location: Manage and support multiple locations
Voice Recognition: Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
API: Application programming interface that allows for integration with other systems/databases
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
E-Prescribing: Transmit prescriptions to pharmacies electronically
Billing & Invoicing: Create, manage, and send invoices or bills to customers
ONC-ATCB Certified: Certified for healthcare IT products based on the results from ONC-ATL
Referral Tracking: Log and store the source of contacts/leads
Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Electronic Payments: Electronically collect payments for goods or services
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
Meaningful Use Certified: Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged
Live Chat: Ability to chat online in real time
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
For Cardiologists: Intended to be used by cardiologists
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Reports: Alter the layout and content of reports
Appointment Scheduling: Schedule appointments via a calendar
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Monitoring Device Integration: Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.
Patient Intake: Patients can register for appointments in advance online
Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action
Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
For Dermatologists: Software specialized for dermatologists
Data Import/Export: Import and export data to and from software applications
Lab Integration: Receive lab results electronically
Telemedicine: Meet with patients remotely
Medical Billing: Manage billing and payments for a healthcare provider
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Audit Trail: A record of all activities within the system, including user access, changes made, etc.
Medication Database: Find and verify prescription medications by color, shape or imprint
Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician
Handwriting Recognition: To scribe and interpret the written words received from online or offline inputs
Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
Patient Scheduling: Book and manage patient appointments and follow-ups
Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Outcome Assessment Tools: Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Family History Tracking: Track family medical history to diagnose existing/new conditions and diseases.
Annotations: Highlight content and/or make notations about parts of content
Diagnostic Reports: Reporting completed by clinicians that summarizes health/medical diagnoses
Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children
Customizable Tests: Create tailored assessments that test for specific relevant skills
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
EDI: Transfer of data from one computer system to another
For Family Medicine: For family practices
Medication History: Access to patient medication history data
For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs
For Mental/Behavioral Health: For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications
Mobile App: Access the system via a mobile application
Therapy Notes: Tools to help therapists document, record, and recall patient encounters
Electronic Signature: Digitally sign online documents
For Group Therapy: For mental health professionals providing therapy to multiple patients at the same time
For Neurologists: Designed for Neurologists
Speech Recognition: Train your system to interpret and transcribe voice messages
Hardware Integration: Hardware components included as part of the software system
For Obstetrics & Gynecology: For obstetrics and gynecology (OB/GYN) practices
Diagnostic Imaging: Render images of the body for diagnostic and treatment purposes
Patient Education: Educational and medical resources that are delivered to patients online
Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Task Scheduling: Track and manage the scheduling of tasks
For Ophthalmologists: For medical practices that specialize in the diagnosis and treatment of eye disorders
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
3D Imaging: Representation of any object in 3D
For Orthopedics: Specialized software for Orthopedic practices
PACS Integration: Ability to integrate with picture archiving and communication system to store diagnostic imaging files.
Electronic Prior Authorization: Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.
Analytics: Tools for the systematic analysis of various types of data or statistics
Vitals Tracking: Track and measure patient's vitals
For Podiatrists: Intended to be used by podiatrists
Medical History Records: Records of patients' medical history
Automatic Transcription: Use AI to convert voice into text automatically
Case Notes: Access and track notes regarding case activities and updates within case files
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Third-Party Integration: Addition of necessary external data, applications, tools, or features
Scheduling: Plan availability and assign specific time slots for tasks and resources
For Psychiatrists: Must serve psychiatrists/psychiatric practices
Self Check-In/Check-Out: Check-in and out via a mobile device or kiosk
Urgent Care Templates: Pre-formatted documents and forms for Urgent Care processes.
Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
Lab Results: Laboratory test results
Payment Processing: Accept, record, and reconcile financial transactions
Data Security: Protect sensitive data for digital privacy
Drug Reference Database: Electronic storage of drug information such as name, brand, appearance, etc.
Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Urologists: Intended to be used by urologists.
Collaboration Tools: Provides a channel for team members to share media files, communicate, and work together
Web-based Deployment: SaaS, web-based, online deployment

OptiMantra Features

Administrative (3)

Operations (7)

Interoperability (4)

Clinical Workflow Management (8)

Patient Health Information Management (37)

Operations Management (4)

Added Efficiencies (49)

Business Management (8)

Marketing (3)

Practice Management (26)

Platform Tools (7)

Agentic AI - EHR (1)

Additional Functionality (305)

Treatment Planning (1)

AI Copilot (1)

Customizable Forms (1)

Third-Party Integrations (1)

Workflow Management (1)

Automatic Transcription (1)

Inventory Management (1)

Electronic Payments (1)

Customizable Templates (1)

Activity Dashboard (1)

Scheduling (1)

Decision Support (1)

Prescription Management (1)

Document Management (1)

Self Service Portal (1)

Reminders (1)

Generative AI (1)

Case Management (1)

Reporting/Analytics (1)

Access Controls/Permissions (1)

Insurance Eligibility Verification (1)

Charting (1)

Voice Recognition (1)

Analytics (1)

Third-Party Integration (1)

Lab Integration (1)

For Psychiatrists (1)

HIPAA Compliant (1)

Initial Assessments (1)

Appointment Management (1)

Forms Management (1)

Telemedicine (1)

Historical Reporting (1)

Progress Notes (1)

Patient Engagement (1)

EDI (1)

Patient Communications (1)

Case Notes (1)

Escalation Management (1)

Revenue Management (1)

EMR/EHR (1)

Imaging and X-rays (1)

Medication History (1)

Claims Management (1)

Care Plan Management (1)

Intake Management (1)

Self Check-In/Check-Out (1)

Medical Billing (1)

Patient Scheduling (1)

SOAP notes (1)

Lab Order Management (1)

Appointment Scheduling (1)

Patient Portal (1)

For Family Medicine (1)

Medication Management (1)

Coding Assistance (1)

Referral Management (1)

Diagnostic Reports (1)

Confirmations/Reminders (1)

Patient Records Management (1)

E-Prescribing (1)