See How OptiMantra Adapts To
‍The Way You Practice

Busy practitioners need to not only minimize the time spent on repetitive tasks, but also efficiently gather information to support their personalized framework of diagnosis and treatment.



OptiMantra provides a library of templates (clickable and copy-paste style) and questionnaires out-of-the-box or practitioners can create their own as needed.
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SOAP Templates: You can easily create templates, and the existing library covers all four SOAP sections --- Subjective, Objective, Assessment, and Plan -- for different modalities.
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Custom Questionnaires: You can extend your intake forms with questionnaires supporting specific scenarios -- either directly from the  library or by creating our own. Have patients fill them out prior to their visits, via an emailed link or the patient portal, to improve your visit effectiveness.

While many practitioners operate largely in person, patients expect - especially for certain types of treatment - to have the ability to speak with their provider through virtual means as well. This is critical during a public health crisis, like the COVID pandemic, but also to expand a practice's reach to engage patients that may be less mobile or more geographically distant.

OptiMantra provides secure HIPAA- and PHIPA-compliant telehealth capabilities to easily connect practitioners and patients.



Video-chat: You can use OptiMantra's secure videochat service, built directly into the program, to set up a video conference conversation with your patients at no additional cost. Patients receive a secure email link and you can start the video conversation when you're ready.

Supplements are an integral part of many integrative wellness treatments across modalities -- and many practices prescribe supplements as well as maintain their own dispensary.



OptiMantra's dispensary module tracks inventory with on-hand items, pricing, vendors and suppliers, and other details in an easy-to-manage format.

Inventory Management: As you dispense your items, the program keeps track of your inventory.



Purchase Orders: You can create, send, and receive replenishment on POs.



Expiring Items and Low Stock Items: You can easily view items that are low on stock or expiring, so you can replenish them in time.

Increasingly, integrative and wellness services are supported by insurance and 3rd payers; many practices want to support patients who are taking advantage of their insurance coverage to seek treatment.



OptiMantra provides a built-in insurance billing module to create and submit claims with fewer than 3 clicks.



Pending Claims: You can easily view the status of your pending claims and run analytics on your past encounters to see the reimbursement levels of different services.



Auto-posting EOBs: You don't have to spend any time recording and keeping track of your checks with EOB auto-posting.

You can even take advantage of our integrated RCM (managed insurance billing) services.

One of the ways to continue to engage clients and grow your business is by providing gift cards - an easy way for clients to share your services with their friends and family.
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OptiMantra provides gift card functionality built into the program - so you can sell gift cards and have clients redeem them all within one program.

Collecting payments can be a challenge but robust invoicing workflow can help you track which clients have yet to complete payment, and make it easy for you to send them direct invoices with their balances due.



OptiMantra provides online invoicing that enables you to send unpaid bills to clients via email to make it easier for you to get paid.

No-show appointments hurt business; a combination of email and text reminders is one of the most cost-effective ways practices can keep their no-show rates low.

OptiMantra provides email and text message reminders for patient appointments and for the plethora of other clinical and administrative next steps patients need to take. Alerts and reminders are not just for patients, they can also help practice staff keep track of their to-do list.

Patient Reminders: You can customize email and text reminders to ask patients to prepare for their visit, guide them to fill out intake forms prior to their appointments online, or complete lab or diagnostic tests.

Staff Alerts: You and your staff may need to follow up with a patient regarding treatment  or respond to their phone calls or voicemails; staff tasks and alerts serve as a personalized to-do list to track all of your activities.

A patient portal is a necessity for today's integrative practice -- it reduces patient time spent in the waiting room filling out forms, and thus delaying your schedule, and minimizes front office follow-up requests for documents and copies of plans.

OptiMantra's Patient Portal encourages patients to keep their administrative and medical information up-to-date, fill out intake forms and questionnaire prior to their visits, and access their treatment plans, invoices and other documents, at their convenience, at any time and from any place.

You and your patients can also take advantage of secure HIPAA- and PHIPA-compliant messaging that keeps patients' personal and medical information private. Patients can also use the service to directly message any members of your staff -- be it for a refill request or an administrative question.