OptiMantra Case Studies
Discover how practices like yours are growing faster and working smarter with OptiMantra’s all-in-one EMR and practice management solution.

San Juan Chiropractic Drastically Cut Charting Time with DeepCura + OptiMantra Integration
Dr. Tori, a chiropractor and licensed acupuncturist, struggled with charting tools that didn’t understand holistic care—until she discovered DeepCura’s AI scribe and integrated it with OptiMantra’s EMR. In this case study, learn how San Juan Chiropractic and Integrative Therapies transformed their documentation workflow, slashing admin time from 15 hours to just 2 hours per week. See how this powerful integration improves accuracy, automates CPT coding, and supports integrative practices with language that truly fits their care model.

How Merit Weight Loss Scaled to 1,000+ Monthly Subscriptions with OptiMantra
Merit Weight Loss, co-founded by Stephanie Sisk, APRN, WHNP-BC, transformed its business model with a bold shift to subscriptions and the support of OptiMantra’s scalable EMR and practice management platform. This case study explores how they streamlined billing, scheduling, and care delivery—growing to over 1,000 active subscriptions and opening a second location. Read on for lessons in scaling, consistency, and delivering a seamless client experience.

How Optimal Body & Health Streamlined Patient Care with DeepCura + OptiMantra
In this case study, discover how Dr. Cindy Viers of Optimal Body & Health overcame charting fatigue and reclaimed her time by integrating DeepCura’s AI charting with OptiMantra’s EMR platform. Focused on functional medicine, hormone therapy, and weight loss, her hybrid practice now delivers more efficient, personalized care—without the admin burden. Learn how automation improved clinical accuracy, enhanced patient communication, and helped Cindy focus on what matters most: the people she serves.

Redefining Primary Care with Heart, Vision, and the Right Tools
Discover how Serendipity Health & Wellness transformed hybrid care by switching to OptiMantra. Founder Marissa Roberts, APRN, shares how the platform streamlined workflows, reduced stress, and supported her mission to deliver personalized, relationship-driven care.
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How Valiant Health Built a Secure and HIPAA-Compliant Clinic with OptiMantra
Launching a new practice is no small feat, but for Odia Russette—APRN, FNP, and co-owner of Valiant Health—proactively building a secure, HIPAA-compliant foundation was non-negotiable. From choosing the right EMR system with advanced access controls to training staff and leveraging AI for policy development, this blog walks through how Valiant Health built its security infrastructure from day one. Learn how Odia’s compliance expertise and partnership with OptiMantra have helped this Texarkana-based men’s health clinic lead with both personalized care and data protection.