Overview
OptiMantra is a practice management and EHR platform built for integrative, functional, and holistic care, with scheduling, billing, and patient engagement tools.
Use Keragon to connect OptiMantra with Balance and bring patient responsibility into a digital-first billing workflow. A configured workflow can send eligible patient and balance data to Balance, deliver digital statements by text and email, automate follow-up, and support payment-status or posting workflows when the available OptiMantra actions permit it.
Exact triggers, actions, and data mappings depend on your OptiMantra configuration and connector permissions. Contact Balance to confirm the workflow for your practice.
