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Optimantra
Integration
EHR & Practice Management

✓HIPAA CompliantNo Code Required
Optimantra Integration — Connect Your EHR to AI Workflows
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
What you can automate with Optimantra
Automate Patient Intake
Try itWhen a patient submits an online form, Cevi automatically creates or updates their record in Optimantra — no manual data entry, no copy-paste errors.
Appointment Sync & Reminders
Try itKeep Optimantra appointments in sync with external calendars and automatically send SMS/email reminders to reduce no-shows.
Insurance Verification on Autopilot
Try itWhen a new appointment is booked in Optimantra, Cevi automatically runs eligibility checks and writes the results back to the patient record.
Clinical Data Routing
Try itRoute lab results, prescriptions, and clinical documents from Optimantra to the right team members and systems automatically.
Billing & Claims Automation
Try itWhen an encounter is completed in Optimantra, Cevi can trigger claim submission, payment reminders, and revenue cycle workflows.
Two-Way CRM Sync
Try itKeep patient data synchronized between Optimantra and your CRM so marketing and clinical teams always work from the same source of truth.
Discover popular templates with Optimantra
Connect Optimantra with 147+ tools
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Explore Optimantra triggers and actions
Cevi supports 1 Optimantra triggers and 7 actions
Optimantra API Capabilities
40+ API endpoints. API Key authentication. Real-time webhooks.
View official API documentationQuick Facts
Category
Auth
Endpoints
FHIR
Webhooks
Frequently asked questions
Popular integrations like Optimantra
Ready to automate your practice?
BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II



































