Optimantra Super User Course

In this course we will cover the most important aspects of Optimantra such as scheduling, payments, document management, charting concepts, and more.

Course curriculum

1. Introduction to Optimantra
2. Intro to Optimantra Video
3. Introduction Review
1. Introduction to Scheduling
2. Configure Basic Services
3. Schedule A Patient Manually
4. View Calendar and Scheduling Basics
5. Manage Appointments and View Change History
6. Set Up Patient Tags
7. Use Kiosk For Client Self-Service Check-In
8. Scheduling Review
9. Scheduling Quiz
1. Introduction to Payments
2. Check-Out, Create Superbills, and Take Payments
3. Process Refunds / Give Credit
4. Use Express Check-Out
5. Payments Review
6. Payments Quiz
1. Introduction to Subscriptions
2. Manage Recurring Billing / Payments
3. Subscriptions Review
4. Subscriptions Quiz
1. Introduction to Documents
2. Create a Prospect Registration Form For Your Website
3. Create and Link Consent Forms and Questionnaire
4. Documents Review
5. Documents Quiz
1. Introduction to Labs
2. Set Up and Use Connected Labs
3. Labs Review
4. Labs Quiz
1. Introduction to Charting
2. Chart in Optimantra
3. MA's / PA's Preparing Charts
4. Charting Review
5. Charting Quiz
1. Introduction to eRx
2. Use e-Prescribing (eRx)
3. eRx Review
4. eRx Quiz
1. Introduction to Patient Portal
2. Use Patient Portal
3. Patient Portal Review
4. Patient Portal Quiz
1. Introduction to Communications
2. Set Up Customized Email & Text Messages
3. Set Up Reminder Emails and Text Messages
4. Use 2-Way & Group Texting
5. Troubleshoot Email Delivery & Other Emails FAQs
6. Communications Review
7. Communications Quiz
1. Conclusion

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