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Medical Billing with Power and Precision

Optimax Revenue Cycle Management is at the heart of our EHR solutions, and it is available as a stand-alone solution that can connect and integrate across your systems. Our automated processes, instant data validation, and extensive workflow management tools make the billing process smooth, quick, and accurate, reducing your time to get paid.

Medical Billing Made Simple

Billing doesn’t have to be a hassle. Optimax provides a fully integrated billing solution within your EHR, featuring electronic insurance claims, automated ERA payment posting, billing reports, and more. Designed to save you time and accelerate payments, it's the comprehensive billing software you need—whether you accept insurance or operate privately.

Simplified Electronic Insurance Billing
Handle the entire insurance process—from eligibility checks to payment posting—within a single platform. With integrated clearinghouse capabilities built into your Optimax account, you can submit claims and receive updates from over 2,000 insurance payers nationwide, all without leaving the system.
Real-Time Eligibility Checks
Instantly access detailed reports on your clients’ insurance coverage. Real-Time Eligibility supports hundreds of insurance payers, helping you avoid lengthy calls and prepare for sessions with confidence.
Built-In Data Validation for Fewer Errors
Prevent claim rejections before submission with our advanced data validation features. You'll be notified of any issues in advance, helping you submit clean claims the first time and avoid delays in reimbursement.
Track Claim Status in Real Time
Stay informed at every step of the claims process. View submission status, check for rejections, and resubmit when necessary. Your To-Do list highlights next steps, and Optimax keeps you updated from clearinghouse to payer so you're never in the dark.
Electronic Remittance Advice (ERA)
Say goodbye to paper EOBs. Enroll to receive ERAs directly in Optimax. With automated ERA payment posting, key payment details are automatically extracted and payments are applied automatically.

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Automated Processing

Optimax can automate many of the tedious manual processes typically involved in Medical Billing. Automations increase staff efficiency and allow you to focus on important issues over mundane tasks.

Automatic Claims Submission
When claims are ready to send, Optimax can automatically submit them to your clearinghouse or payer, and process the responses they return.
Scheduled Eligibility Checks
Automate eligibility checks for new patients, any time coverage changes, or after certain time periods. Results can feed workflow processes to highlight and correct eligibility issues before claims are filed.
Auto-Post Payer Responses
All response types, including ERA payments, can be automatically posted when they are received in Optimax, saving time and driving workflows for rejections. You customize the rules to determine when a response can auto-post, and when it should spawn other workflows for manual intervention.
Automated Reports
Schedule reports to process and post their results into your cloud storage, or attach to workflow tasks.

Integrate and Capture Data

Take advantage of automated and ad hoc integration options to seamlessly connect and synchronize your data across systems and platforms. Easily import and export data from diverse formats like Excel, CSV, XML, JSON, and APIs. Integrated data is accessible from all our workflow and analytics tools.

Data Conversion! With Transactions!
Yes, we can convert your data from many products such as Medisoft©, Lytec©, AdvancedMD©, and many more. We can convert everything, including demographics, references, and financial transactions, or you can selectively import to clean up that rusty old data.
Flexible Data Import and Export
Easily bring in data from sources like Excel, CSV, XML, JSON, and APIs, with tools to map and transform it to match your specific fields and forms. Export data just as effortlessly to multiple formats and destinations, applying filters and formatting to meet your exact needs.
Data Synchronization
Ensure your data stays accurate and up to date between multiple systems, with automatic synchronization to maintain consistency.
Third-Party API Integration
Expand the power and flexibility of your case management system by integrating with third-party applications and services offering complementary and specialized features. Seamlessly access and use these tools directly within Optimax to enhance service delivery and streamline your workflow.

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Analytics and Reports

Gain Complete Visibility and Insight into the Revenue Cycle
Access the data you need in real time through customizable reports and dashboards. Effortlessly monitor financial performance, claim velocity, and staff efficiency.

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.

Self-Serve Customization

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