Tailored for Your Integrative and Functional Medicine Practice

From custom functional medicine intakes, annotatable images and customizable charting to inventory management, automated patient communications and reporting, OptiMantra has everything you need to focus on delivering high-quality, personalized care.

Everything you need
for your integrative and functional practice

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Pre-Built
Form Library

Pre-built library of integrative and functional medicine forms
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Inventory Management

Supplements database, inventory tracking, custom formulations, and protocols
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Comprehensive Communications

Patient Portal, emails, texting and even CRM integration
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Clinical Integrations

Integrated eRx, fax, Fullscripts, hundreds of labs and more
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Customized Charting

Built-in integrative and functional chart note and customizable intakes
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Packages, Memberships, Invoicing...

Robust point-of-sale with recurring subscriptions, packages, gift cards, invoicing and more
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Integrated Telehealth

HIPAA-compliant and fully integrated teleheath with text and email reminders

Pre-built Library of Functional Medicine Forms

Streamline patient intake and documentation using functional medicine-specific templates from OptiMantra’s extensive library of forms - including the MSQ, Symptom Survey, Wheel of Balance, Review of Systems, lifestyle and environmental questionnaire, prolotherapy service templates, and 1000+ more. These customizable forms ensure you gather comprehensive data on patients’ symptoms, lifestyle factors, and overall wellness, allowing you to provide targeted and individualized care.

Patient Engagement with Kiosk, Patient Portal, Email, Text
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Inventory Management with Supplements Database, Tracking, Custom Formulations, and Protocols

Efficiently manage your inventory with our robust inventory tracking designed to capture quantities, lot numbers, and expiration dates for supplements, medications, and other products commonly used in functional medicine. The charting custom formulations module allows you to create personalized protocols, supplement or treatment blends - seamlessly updating your inventory as you go - ensuring that each patient receives tailored care. Lastly, search and add supplements and medications directly to your charts from our 100,000+ item database.

Patient Portal, Text, and Email Communication

Empower patients with a user-friendly portal where they can access records, track their progress, and engage in their health journey. Through the portal, as well as integrated text and email, you can communicate essential updates, health reminders, and treatment instructions, keeping patients engaged and informed while supporting compliance and retention.

Customizable Charting Bridges Medical and Wellness Services
Annotatable Images to Record Injections and Quantities

Comprehensive Clinical Integrations: eRx, Fullscripts, Labs, and More

OptiMantra provides seamless integrations with faxing, e-prescribing, Fullscripts supplement drop-shipping, and lab ordering (including Labcorp, Quest, Access, Rupa, Evexia, CPL and hundreds of others) to make patient care easier and more efficient. Order labs directly from within the platform and complete side-by-side comparisons and view trends over time to determine how your patients are doing. Send prescriptions to pharmacies effortlessly, including compounded meds and controlled substances, ensuring that you’re equipped to offer a full spectrum of integrative care.

Customizable Charting & Documentation

Personalize charting templates to meet the specific needs of functional medicine, from initial assessments to treatment follow-ups. Offer functional medicine, naturopathic, homeopathic and other holistic treatments including clinical and laboratory diagnostic testing, nutrition, naturopathic physical medicine (including manipulative therapy), minor surgery, homeopathy, prescription medication, dietary supplements, nutraceuticals, and more. Capture detailed notes, track patient progress, and tailor documentation to streamline clinical workflows, enabling you to maintain a holistic view of each patient’s health journey.

Inventory Management for Beauty Product, Supplements, and IV and Injections
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Fully integrated POS and Insurance Billing

Manage payments - and insurance if you take it - with ease through a fully integrated POS system that supports cash and insurance payments. Easily remove quantities from your inventory as you sell them. Track services, packages, memberships, and gift cards, and invoice for outstanding payments amounts. Manage your financial records through our robust analytics for an organized and sustainable practice.

HIPAA-compliant and Integrated Telehealth

Seamlessly add telehealth to appointment email and text reminders - patients receive reminders with secure telehealth links accessible from any mobile or desktop device (no downloading extra software required!) making access to their appointments straightforward and reducing no-shows. With our Zoom upgrade, take advantage of group sessions, built-in chat, and more. During telehealth sessions, access patient charts and clinical tools directly within the platform.

Inventory Management for Beauty Product, Supplements, and IV and Injections
TESTIMONIALS

Hear from integrative and functional practitioners like you

We provide primary care, functional medicine hormone replacement, and pediatric integrative care. Before we used OptiMantra, we were using Charm. We switched over because we needed something that could be more of an all-in-one system: to do paperwork, schedule, chart, sell supplements, check out patients, and bill insurance.

It's been a literally a hundred percent turnaround and we get pretty much zero complaints as far as not being able to figure out how to do the paperwork. The biggest thing on our end is just the ease of use and being able to capture patients and retain patients.

Micah Hubbard, MSN FNP-C
Flourish Integrative Wellness
Ava and Springfield, MO

We have been with have been with OptiMantra for 5 years.We began with practice management - our 4 practitioners were pleased with the scheduling, check out, insurance billing, and reporting.Two years ago, we started using the EMR, and are very pleased with the increased productivity and ease of use.The EMR conversion was straight-forward and the support was great. The program has IV therapy, an E-Rx module, and they built a prolotherapy module for us.

I would recommend a serious look at OptiMantra.

Dr. Michael Cronin, ND
Naturopathic Physician's Group, Founder of SCNM, Past President of AANP
Scottsdale, AZ

I find OptiMantra to be the most comprehensive EMR I have used, incorporating everything required in a fully integrated EMR for running a busy, multi practitioner office. You can run any office, large or small, from a single practitioner to multiple integrated multi-disciplinary practitioners with this program. I can do booking, charting, IV and al linjections, inventory control, and I never have to worry about backups, dataloss or data security, and it is fully compliant with all my licensing and regulatory needs. I also find the program intuitive and easy to learn.I’ve been very impressed with OptiMantra. Check them out.

Dr. Michael Nowazek, BSc, ND
Owner and Clinic Director, Green Apple Health Care Ltd.
Alberta, Canada

OptiMantra has helped reduce the workload at the front desk, improved our patient communication and has helped the doctors consolidate patient information and communications. Where the OptiMantra team really excels is in quality customer service. They have been responsive to our questions,  open to our suggestions, and have become our partners in serving our clients.We highly recommend OptiMantra to our peers and the integrative medicine community.

Dr. Robert DeBease, DC, and Dr. Pamela DeBease, ND
AlternaCare WeightLoss and Holistic Healthcare
Newnan, GA
PRICING

Simple and affordable without the long-term commitment.

Plans start at $99/mo for the first practitioner. We offer discounts for students, NPs, MAs, PAs, and part-time or community clinics.
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Integrate with systems you already use
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OptiMantra offers a full suite of clinical, billing, point of sale, digital, and cloud integrations. If you’re using a third-party service, chances are we integrate with it.