For Optimontra
Convertmax ingests Optimontra scheduling and billing milestones as first-party events—so bookings, cancellations, visit checkout, and superbills all roll up into the same attribution and journey analytics you use for growth.
What we can track
Each event below is pushed to Convertmax as it happens in Optimontra, so your team can connect patient and visit lifecycle signals to marketing performance—not only to static reports inside a single tool.
Whenever an appointment is booked for a patient—whether scheduled in the office or online—Convertmax receives the event so you can tie the booking to campaigns, channels, and upstream journeys.
Whenever an appointment is marked cancelled in appointment details, data is sent to Convertmax so you can measure funnel quality, no-show patterns, and which acquisition paths still influence outcomes.
Whenever a patient is checked out from their appointment in appointment details, data is sent to Convertmax to connect completed visits with marketing touchpoints and downstream revenue signals.
Whenever a superbill is created and saved for a patient, data is sent to Convertmax so billing milestones sit on the same first-party timeline as acquisition, engagement, and visit completion.
Want to map additional Optimontra objects or validate event payloads for your workflow? Email help@convertmax.io or book time with the team.
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