Administration And Practice Management
OptiMantra provides the following core functionality to facilitate the provision of health and wellness services to patients in any integrative medicine practice and ensure its smooth day-to-day operation.
Reminder, Alerts and Tasks
Patients need reminders, whether to remember their appointments, ensure follow through on follow ups, or for the plethora of other clinical and administrative next steps they need to take. Reminder emails can also remind patients to prepare for their visit, guiding them to fill out intake forms securely online, prior to their appointments. This saves time in the office and allows the practitioners to review the information beforehand. Through emails, text messages, or both, OptiMantra facilitates communication with your patients, so you can help them stay on time and on track.
Alerts and reminders are not just for patients, they can also help practice staff keep track of their to-do list.
Inventory Management
Supplements are an integral part of the majority of the integrative practices. OptiMantra's dispensary module helps you configure your items with on-hand, pricing, vendor/supplier, and other details in an easy-to-manage format.
Inventory Management: As you dispense your items, the program keeps track of your inventory.
Purchase Orders: You can create, send and receive replenishment on POs.
Expiring Items and Low Stock Items: Easily view items that are low on stock or expiring, so you can replenish them in time.
Reporting And Insights (Calibration Analytics)
To consistently improve on practice performance, you need to be able to measure and track your key metrics. The Analytics module provides a flexible, powerful set of reports that give you the option to slice your data in meaningful ways. Among many others, view aging reports, customer account statements, summaries for the services and supplies you are dispensing, and trends by customizable categorization.
Insurance Billing
Create and submit insurance claims with fewer than 3 clicks, at no additional fee. You can easily view the status of your pending claims and run analytics on your past encounters to see the reimbursement levels of different services. With auto posting of EOBs, you don't have to spend any time recording and keeping track of your checks. You can also take advantage of a group of billers who work with our program to simplify your billing even further.
Relationship Management
Newsletters: You can create newsletter-style emails and send them to your clients to keep them apprised of upcoming events, promotions, or research.
Birthday Emails: You can send out automated Birthday emails.
Faxes
Take advantage of our online and secure fax options, and eliminate the need for a physical fax machine.