Multi-modality and
Multi-provider
Practices

You do it all! And so do we :)
 Manage your very different modalities and providers all in one - OptiMantra offers clinical personalization with a unified full-suite
practice management platform

Everything you need for all that you do

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Patient Engagement

Patient engagement with Kiosk, Patient Portal, Email, Text (and even CRM integration)
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Clinical Integrations

Comprehensive clinical integrations: eRx, fax, labs & more
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Customizable Charting

Customizable charting and documentation by provider and modality
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Inventory, POS & Billing

Inventory management, POS, insurance billing, packages, recurring memberships, invoicing, gift cards, and more
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Multi-Location & Provider Scheduling

Efficient multi-location, multi-provider and resource scheduling and online booking
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Office Chat & Task Workflows

Streamlined office management and communications with embedded chat and to-dos
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Tracking & CRM

Marketing conversion tracking and CRM webhooks integration to maximize practice growth
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Effortless Expansion

Scalable staff and provider changes and new location set-up

Advanced Marketing & CRM Integration

Optimize your patient acquisition with marketing tracking in OptiMantra, and integrate your CRM. Our CRM-agnostic integration helps you capture the best of both worlds: tailor marketing ads and campaigns, and automate follow-ups, in your CRM, and capture all of your medical and patient interactions in your EMR. By combining your marketing data with practice management, you'll boost patient engagement and retention with less manual effort.

Kiosk, Patient Portal & Email Communication

Empower patients with a secure, user-friendly kiosk and patient portal to manage their care. The kiosk allows you to quickly check-in patients and ensure they’ve completed their paperwork. Through the patient portal, patients can view their health records, book appointments, and access customized treatment plans. Automated email notifications and reminders keep patients informed and connected, reducing no-show rates and increasing patient satisfaction. Two-way and group texting can be added to expand your communication reach. Streamlined communication ensures that your practice can maintain proactive and clear engagement with each patient.

Patient Engagement with Kiosk, Patient Portal, Email, Text
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Comprehensive Clinical Integrations: eRx, Labs & More

Fully integrated e-prescribing (eRx), lab ordering, and results retrieval enable quick and accurate clinical management. These integrations streamline the workflow by reducing the need for double-entry and manual paperwork, allowing providers to focus more on patient care. With seamless access to lab data and the ability to send e-prescriptions directly to pharmacies, your practice operates more efficiently and delivers a better patient experience.

Customizable Charting & Documentation

Create charting workflows that adapt to the unique needs of your practice. Customizable templates and note-taking features allow providers to efficiently document patient visits, ensuring compliance and consistency across the board. By personalizing the charting experience, you can maintain detailed, structured records that enhance care quality and make reporting simpler. This flexibility supports diverse practice needs, from traditional therapy sessions to advanced treatment planning.

Customizable Charting Bridges Medical and Wellness Services
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Fully Integrated POS & Billing Solutions

Manage all financial transactions with a fully integrated POS system that supports insurance billing, package management, and gift card sales. The integrated system tracks patient balances, applies insurance payments, and processes out-of-pocket expenses seamlessly. You can also create and manage service packages or memberships that align with patient preferences, improving convenience and revenue streams. This robust POS integration makes it easy for practices to stay organized and maintain a healthy cash flow.

Efficient Multi-Location & Multi-Provider Scheduling

Simplify scheduling for practices with multiple providers, resources (like your infrared sauna or cold plunge), and locations using intuitive, custom calendar views. The system allows you to manage overlapping appointments, coordinate resources, and provide easy access to schedules across different sites. With automated appointment reminders and streamlined booking options, your practice can efficiently allocate time and resources, minimizing patient wait times and reducing scheduling conflicts.

Streamlined Office Chat & Workflow Management

Keep your team connected with built-in office chat and task management features. These tools facilitate real-time communication between providers, administrators, and support staff, so you don’t need any other communication apps (and no more running back and forth to the front desk). Assign tasks, track progress, and set reminders within a centralized platform to improve practice-wide collaboration.

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

Effortless Expansion: Scalable Location Setup

Expanding with franchises or adding new locations? The platform is designed to adapt quickly to your practice’s growth, making the setup process for new providers and locations seamless. Growing your practice to separate sites or adding franchises is simple too - our team will help you replicate services, templates and forms as you expand to new sites. Whether you’re adding a new modality, opening a new branch, or adding a different site, the system supports a smooth transition and maintains consistency across your expanding business.

TESTIMONIALS

Hear from multi-modality 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

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

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
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.