Optima for senior living communities

The Trusted Rehab Therapy EHR & RCM Platform for Senior Living Communities

Built on 25+ years of expertise, Optima EHR serves as the clinical backbone of your therapy program, with Direct Bill and Alinea fully integrated to complete the revenue cycle. The result is an end-to-end workflow that improves documentation accuracy, strengthens compliance, and delivers predictable financial outcomes.

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Trusted by rehab teams for more than two decades. 

Optima Eliminates the Biggest Pain Points in Senior Living  

Cut documentation time to focus more on residents — not paperwork

Track revenue, utilization & therapist performance in real time 

Reduce denials with accurate coding and required field checks

Streamline referral-to-patient payment with Direct Bill and Alinea

Why Senior Living Communities Trust Optima​

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  • AI-powered transcription and automated field population streamline documentation
  • Tablet-enabled workflows support efficient point-of-care documentation 
  • Embedded rehab therapy rules guide compliant, audit-ready charting 
  • Structured workflows minimize rework and reduce after-hours documentation 
  • Structured plan-of-care management that tracks required elements automatically 
  • Integrated coding workflows aligned to rehab therapy billing rules 
  • Claims generated directly from compliant clinical data 
  • Real-time visibility into productivity, minutes, and utilization 
  • Community- and organization-level performance analytics 
  • Smarter scheduling driven by actionable operational and revenue data 
  • Built-in claim validation aligned with Medicare Part B and payer rules 
  • Automated checks to reduce coding and billing errors before submission 
  • Embedded safeguards that support compliant documentation and billing 
  • Real-time validation to prevent incomplete or incorrect claims 
  • Bring residents onto caseload faster and in compliance 
  • Submit cleaner claims with fewer denials and corrections 
  • Get paid faster with streamlined billing and reconciliation
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Optima Unity with AI: The Future of Therapy Workflow 

A modern clinical platform enhanced by native AI

Discover Unity + AI

Modern, web-based therapy platform designed with direct therapist input 

Streamlined, intuitive clinical workflows with in-app guidance and walkthroughs 

Native, optional AI to cut documentation time plus AI-assisted notes and transcription 

Automated detail capture and form fill to reduce administrative burden 

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Optima Direct Bill: Clean Claims, Fewer Errors, Faster Reimbursement

Built inside Optima, Direct Bill automates claim creation, validation, and payment posting to accelerate reimbursement.

  • 50% faster charge posting & claim creation 
  • Catches errors before claim submission 
  • Reduces denials and rework 
  • 25% less manual payment posting 
  • Improves visibility into outstanding balances 
  • Supports multi-community billing operations 
Learn More About Direct Bill

Alinea in Optima: Powers the Revenue Cycle from Referrals to Patient Payments

Fully embedded in Optima, Alinea streamlines onboarding, aligns teams, and protects revenue from day one.  

  •  Converts referrals to active caseload quicker 
  • Automates insurance verification and prior authorizations
  • Reduces onboarding delays 
  • Aligns therapists and billing teams 
  • Supports clean claims for Direct Bill 
  • Ensures timely reimbursement and patient payments
Learn More About Alinea
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Tailored for Your Role 

Run your department with confidence. Optima provides real-time visibility into productivity, and helps you keep senior living community operations efficient, compliant, and financially predictable across all locations. 

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rehab therapy director

Spend more time treating residents and less time documenting. With Optima Unity, clinicians gain tablet-enabled rehab therapy-specific workflows and AI-assisted form completion that streamlines notes, improves accuracy, and strengthens the therapist–resident connection. 

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Physical therapist

Optima offers visibility into rehab therapy utilization, revenue cycles, operational efficiency, and reimbursement trends—helping you ensure senior living residents receive consistent, high-quality therapy. 

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executive director

Improve the financial health of your therapy program. Optima centralizes coding, billing, payments, and reporting, enabling cleaner claims, reduced denials, and more predictable monthly revenue. 

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 “We reduced claim rework from 5,000 to 2,300, dramatically improving accuracy.” 

EmpowerMe

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“Optima saves us about 40 hours each month by eliminating documentation gaps and billing errors before they occur.”

PPS Therapies

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“Direct Bill helps keep our billing efficient and scalable as volumes grow. Alinea strengthens the front end, giving us a more reliable revenue cycle overall.” 

Adam Schambach, Revenue Cycle Director, Legacy Healthcare Services

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“Optima meets the compliance requirements we need to get paid for the great services we provide.” 

Christina Devlin, PT, DPT, Vice President of Therapy Services, Aston Health

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“We attributed $20,000 in denials to missing physician orders — an issue Optima eliminated.” 

Director of Revenue Cycle, Senior Living Therapy Provider

Trusted Integration Partners

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Press Release

Net Health Launches Optima Unity with AI 

Optima Unity transforms documentation and decision-making through intelligent automation 

Read Now

Advanced Protection for the Future of Healthcare

Net Health takes the utmost care to properly secure and protect customer data through policy implementation, robust technical controls and external compliance assessments.

You’ve got questions. We’ve got answers.​

Optima has been trusted for 25+ years and is the #1 therapy-specific EHR for onsite rehab teams across Senior Living Communities.

Optima is purpose-built for rehab therapy teams in Senior Living Communities, not a general EHR. It supports Medicare Part B, private insurance, and self-pay billing with therapy-specific documentation workflows, compliance guardrails, and productivity tools designed for rehab providers. 

Optima integrates seamlessly with Senior Living EHR platforms like PointClickCare and MatrixCare, keeping rehab therapy and community documentation aligned without replacing your core system. 

Optima includes built-in Medicare Part B rules, required-field checks, documentation safeguards, and timeliness alerts that help therapy teams stay audit-ready every day. The platform automatically updates as CMS and regulatory requirements change, so documentation and billing remain aligned—without manual tracking or guesswork. 

Yes. With Alinea managing referral, patient intake, eligibility verification, and prior authorizations, and Direct Bill handling clean claim creation, submission, and payment posting, Optima delivers a connected therapy workflow and revenue cycle management tool.

Alinea manages the full front-end and ongoing payer requirements—initial and repeat eligibility checks, benefit verification, and both new and renewal prior authorizations. Direct Bill automates clean claim creation, submission, and payment posting. Fully integrated within Optima, they function as one connected revenue cycle management solution.

Optima Unity with AI is the next evolution of the Optima platform, bringing together Care Operations Management (COM) and Point of Care (POC) into a single, modern clinical experience. Built on a cloud-native foundation with natively embedded AI, Unity delivers a cleaner, more intuitive workflow that reduces documentation burden and improves efficiency—while preserving the familiar Optima workflows therapy teams rely on. Unity is rolling out in phases beginning in 2026. 

Optima Unity with AI is the next evolution of the Optima platform, bringing Care Operations Management and Point of Care together in a modern, cloud-native clinical experience. AI is natively embedded to support real-time transcription, speaker identification, and intelligent form initialization—reducing documentation burden while keeping clinicians in full control. Unity is rolling out in phases beginning in 2026. 

No. Unity is a core upgrade to Optima’s clinical experience, designed to streamline how clinicians work within the EHR. AI is natively built into the Unity platform, but it is optional and can be added at an additional cost to further reduce documentation effort and improve workflow efficiency. Unity can be used with or without AI, though enabling AI is recommended for teams seeking the most streamlined experience. 

Discover the Power of Optima

See how Optima transforms therapy across Senior Living Communities. 

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