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Custom-Tailored Medical Records EHR

Custom-Tailored Medical Records EHR

Optimax is an all-in-one clinical charting solution that equips you with the tools to manage patient records, schedule appointments, document patient visits with comprehensive data collection, and handle insurance billing—all in one place. Our user-friendly platform is accessible anytime, anywhere, making your workflow more efficient and flexible.

Schedule and Tasks

Schedule and Tasks

Easily schedule one-time or recurring appointments, manage clinician availability, and access appointment notes and billing details directly from your calendar. Integrated with patient records and billing, your calendar keeps everything connected and organized in one streamlined view.

  • Effortless Appointment Scheduling
    Quickly schedule patient visits, practice-wide events, or personal time off with just a few clicks. Appointment details automatically carry over into notes and insurance claims, streamlining your workflow and reducing the chance of data entry errors.
  • Personalized Calendar Views
    Customize your calendar to display specific clinicians, client appointments, or practice locations. Toggle between daily, weekly, and monthly views.
  • Accessible From Any Device
    Access your schedule anytime, anywhere on any device, laptop, tablet or phone with internet service. Stay up to date on your appointments while on the go.
  • Task Management
    View and manage your tasks and create tasks for other team members too. Monitor status of your tasks, even when assigned to someone else. Tasks can be connected to the patient, episode, insurance claim, facility and more. See all the actions taken on a task and monitor progress to completion.
  • Automated Appointment Reminders
    Minimize no-shows, last-minute cancellations, and administrative costs with automated appointment reminders via text or email. Simply choose your client’s preferred contact method, and Optimax will handle the notifications for you.
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Visit Notes

Visit Notes

Optimax enables a fully paperless practice with unlimited, HIPAA-compliant document and file storage, accessible from anywhere with an internet connection. Your records are securely encrypted and automatically backed up, giving you peace of mind and less to manage.

  • Touch Note Technology
    The speed of pen and paper with the security and accessibility of a digital note. Fast flexible documentation that doesn’t get in the way of patient care.
  • Downloadable Notes and Documents
    Access and download any note, file, or document stored in Optimax for convenient printing or faxing from any location. Download individual items or compile multiple notes into a single PDF—complete with your practice’s logo on every page.
  •   Designed for Fast, Efficient Note-Taking
    Our note views blend dropdowns, checkboxes, and free-text fields to provide a streamlined yet thorough documentation experience. Key details automatically carry over from the appointment to the note, minimizing data entry and reducing errors. Plus, all templates support speech-to-text software, allowing you to dictate notes in seconds.
  • Easy Diagnosis Code Search
    Quickly find ICD-10 codes with an intuitive search built into each note template. Just start typing a diagnosis or code, and Optimax shows relevant matches to speed up your workflow.
  • Instant History Access
    Easily view past documentation or pull forward relevant details into your current note with one click to help ensure consistency and continuity across sessions.
Customization at Your Fingertips

Customization at Your Fingertips

Simplify long-term maintenance and ongoing adaptation of your solution without reliance on outside developers or their specialized knowledge.

  • Customize any view, anywhere, for one user, groups of users, or all users.
  • Custom Data Fields
  • Custom Form Designer
  • Custom Report Designer
  • Dashboard Designer
  • Workflow Management Tools
  • State Machine Configuration
  • Security Role Management
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Engage and Communicate

Engage and Communicate

Our intuitive portal empowers patients by providing a secure and accessible digital platform. Patients can view their information, request services, complete forms, and communicate directly with your team.

  • Patient Portal
    Empower your patients to take an active role in their care with a secure, easy-to-use online portal. They can update their profiles, complete forms and assessments, review service plans, and visit notes. They can also request or schedule services, submit surveys, and access helpful resources and support.
  • Patient Communication
    Stay connected with your patients through secure messaging, emails, notifications, and alerts. Use these tools to offer feedback, guidance, and coaching as needed. Appointment reminders are automated and customized for you, and interactive messages are a click away anywhere in Optimax.
Analytics and Reports

Analytics and Reports

Gain Complete Visibility and Insight into Clinical and Financial Data
Access the data you need in real time through customizable reports and dashboards. Effortlessly monitor office performance, patient outcomes, and progress toward organizational goals.

  • Tailored Reporting
    Design and access reports that present your data exactly how you need it. Use classic reports, dashboards, pivot tables, or tools like Power BI to uncover insights and gain a deeper understanding of your information.
  • Real-Time Data Access
    View and analyze your data the moment it's updated, ensuring you always work with the most current and accurate information. Track changes and trends over time, and leverage real-time insights to make timely, well-informed decisions and take immediate action.
  • Flexible Export and Sharing Options
    Easily export your data and reports in formats like Excel, PDF, CSV, docx, and more—saving them locally or to cloud storage.
  • Visualize Your Data
    Uncover patterns, trends, and connections within your data using intuitive visualization dashboards. Highlight program achievements and pinpoint areas for growth through clear, impactful visuals.
Built on the Optimax Revenue Cycle Management Core

Built on the Optimax Revenue Cycle Management Core

Information from your notes and activities flows directly into billing data for processing and payment with the power and capability of Optimax to keep the finances flowing smoothly.

Streamline My Cash Flow