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
Patient Health Information Management (3)
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
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. 10 reviewers of OptiMantra have provided feedback on this feature.
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. 10 reviewers of OptiMantra have provided feedback on this feature.
Practice Specialty Support
Tailors functionality based on specific nuances of specialty practices.
Added Efficiencies (3)
Compliance
Maintains practice compliance around health care mandates and regulatory requirements.
Integration with Billing Software
Enables integration with revenue cycle management (RCM), medical billing, and insurance solutions for effective recordkeeping and maintenance.
Patient Information Management
Tracks and monitors patient demographic information.
Business Management (4)
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.
Marketing (3)
Client Communications
Supports email and text communications for marketing or feedback purposes.
Loyalty Management
Manages loyalty programs and tracks client rewards.
CRM
Provides basic CRM functionality to track client information and support strategic outreach efforts.
Practice Management (5)
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.
Platform Tools (3)
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.
Agentic AI - EHR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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