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Optimantra

Integration

EHR & Practice Management
Cevi AI Agents Integrations Background
HIPAA CompliantNo Code Required

Optimantra Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Optimantra workflows run without staff lifting a finger.

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Optimantra workflows run without staff lifting a finger.

1
Triggers
7
Actions
40+
API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Explore Optimantra triggers and actions

Cevi supports 1 Optimantra triggers and 7 actions

Optimantra
Generic trigger
Manually set up a webhook trigger in your OptiMantra dashboard
trigger
Optimantra
Create patient
Creates a new patient record
action
Optimantra
Schedule appointment
Books a new appointment
action
Optimantra
Update patient demographics
Updates patient contact and demographic info
action
Optimantra
Send reminder
Sends an appointment reminder to the patient
action
Optimantra
Create note
Creates a clinical note
action

Optimantra API Capabilities

40+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation
API Endpoints
40+
Authentication
API Key
FHIR
Webhooks
Yes ✓

Integrative Medicine

  • Patient records
  • Supplement dispensing
  • Lab orders
  • Treatment plans

Scheduling

  • Appointment management
  • Online booking
  • Practitioner calendars
  • Automated reminders

Billing

  • Insurance billing
  • Superbill generation
  • Payment tracking
  • Financial reports

Build your Optimantra automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Optimantra

EHR & Practice Management

optimantra

View API documentation

Quick Facts

CategoryEHR & Practice Management
AuthAPI Key
Endpoints40+
FHIR
WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.
Most Optimantra workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.
Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.
Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.
Yes. Cevi supports both reading data from Optimantra (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.
Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II