At OptiMantra, we know that transitioning to and thriving with a new EMR and practice management system can be a big leap. That’s why we’ve built a comprehensive, hands-on support system to guide you every step of the way—from setup to scaling.
Whether you're a brand new practice or a seasoned clinic expanding locations, our team is here to support you with a range of accessible and personalized options.
Drop-In Office Hours – Daily Access to Real Experts
Have a quick question? Need help figuring out a feature? Join our daily drop-in office hours and connect directly with a member of our team. No appointment needed—just log in and ask. It’s a great way to get instant answers and stay on track without opening a ticket.
Onboarding Options for Every Style
We offer both Express Onboarding—a streamlined path for tech-savvy clinics that want to set up quickly—and Managed Onboarding, a guided experience with a dedicated specialist walking you through configuration, training, and go-live prep. You choose what works best for your team’s workflow and learning style.
Post-Onboarding 1-on-1 Q&A Sessions
Even after onboarding is complete, support doesn’t stop. Every clinic has access to 1-on-1 sessions to ask deeper questions, fine-tune workflows, and optimize their use of the platform. These are especially helpful as your clinic grows and your needs evolve.
Ticketing Support – Always There When You Need Us
For anything that needs documentation or backend work, our ticketing system is your go-to. Submit questions, report issues, or request changes—our team responds promptly and tracks everything to ensure nothing falls through the cracks.
Insurance Training & Weekly Q&A Sessions
Billing doesn’t need to be overwhelming. Our insurance training modules and live weekly Q&A sessions are designed to demystify the process, answer real-world questions, and help your team become confident and efficient in claim submissions, payments, and follow-ups.
How to Reach Us
- For Office Hours, 1-on-1 Sessions, and Other Trainings - Sign up with our published links in your OptiMantra account - under the big pink question mark!
- Can’t Log In? Submit a Ticket by emailing us at support@freshdesk.optimantra.com or giving us a call at 866-868-5070
With OptiMantra, you’re never alone. From your first login to your thousandth patient, we’re here to support your success every step of the way.
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