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On the recordRead 12 Oct 202630 facts
Optimax Case Management
Optimax Case Management · Las Vegas, Nevada, United States
On the record
- Access
- Optimax runs in the cloud through a web browser and requires internet access; the FAQ lists PCs, laptops, iPads, Android tablets, Mac, Linux, Chromebooks, and phones.optimaxmedical.com · read 11 Oct 2026
- Audit trail
- Yesoptimaxmedical.com · read 22 Sep 2026
- Backup
- The FAQ says the database is backed up daily, with backups stored in multiple datacenters apart from the production database.optimaxmedical.com · read 11 Oct 2026
- Billing connection
- Case management information flows into Optimax revenue cycle management billing data for processing and payment.optimaxmedical.com · read 12 Oct 2026
- Case workflows
- It supports client profiles, intakes, assessments, service plans, referrals, case notes, eligibility, authorizations, and service requests.optimaxmedical.com · read 11 Oct 2026
- Client and program management
- It supports client profiles with multiple cases, intake forms, referrals, assessments, service plans, case notes, eligibility, authorizations, and service requests.optimaxmedical.com · read 12 Oct 2026
- Client portal
- Clients can use the portal to update profiles, complete forms and assessments, review plans and case notes, request or schedule services, and submit surveys.optimaxmedical.com · read 12 Oct 2026
- Communication
- The platform provides secure messaging, emails, notifications, alerts, and automated appointment reminders.optimaxmedical.com · read 12 Oct 2026
- Custom case fields
- Yesoptimaxmedical.com · read 22 Sep 2026
- Customization
- Users can customize views, data fields, forms, reports, dashboards, workflows, state machines, and security roles.optimaxmedical.com · read 12 Oct 2026
- Data exchange
- Optimax supports importing and exporting Excel, CSV, XML, and JSON data, as well as API integrations and automatic synchronization between systems.optimaxmedical.com · read 12 Oct 2026
- Deployment
- cloudoptimaxmedical.com · read 22 Sep 2026
- Hosting and compliance
- Optimax says it is hosted in Google Cloud and describes the hosting environment as HIPAA and HITECH compliant, HITRUST CSF certified, and SOC 2 compliant.optimaxmedical.com · read 11 Oct 2026
- Case intake forms
- Yesoptimaxmedical.com · read 22 Sep 2026
- Integrations
- The platform supports imports and exports in Excel, CSV, XML, and JSON formats, data synchronization, and third-party API integrations.optimaxmedical.com · read 11 Oct 2026
- Intended users
- The maker lists use cases including intellectual and developmental disabilities, vocational rehabilitation, school health, autism programs, early intervention, aging and home health, behavioral health, residential services, veterans services, and youth and family services.optimaxmedical.com · read 12 Oct 2026
- Named integration partners
- The maker lists standard integrations with DocNow, Azalea Health, Waystar, BillFlash, MDToolBox, and TriZetto Provider Solutions.optimaxmedical.com · read 12 Oct 2026
- Portals and communication
- Client, staff, and partner portals support service requests, forms, messaging, updates, resource sharing, and collaboration.optimaxmedical.com · read 11 Oct 2026
