Electronic Medical Records & Practice Management Modules

Whether you're flying solo or a bustling multi-disciplinary, multi-practitioner office, manage your integrative medicine, wellness and medispa (aesthetics) practice in our powerful end-to-end platform

Modality & Speciality-Specific Customizations

Direct Primary and Urgent Care

Engage with your patients virtually through OptiMantra's secure videochat capabilities, built directly into the program and at no additional cost.



Capture patient progress with our customizable intake questionnaires and clickable chart notes.



Use OptiMantra's robust and integrated lab network to administer bloodwork and other tests and to track your patients' indicators over time with our easy-to-use analytics.



Prescribe supplements and controlled substances with OptiMantra's e-Prescribing module.

Easily share pre- and post- treatment instructions through your library of hand-outs and through OptiMantra's HIPAA/PHIPA-compliant and intuitive patient portal.

Functional Medicine & Naturopathy

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.

Leverage our pre-built library of forms including MSQ and Symptom Survey and utilize our charting templates or customize your own - our templates include wheel of balance, review of systems, homeopathy intake, lifestyle and environmental questionnaire, IV therapy, prolotherapy service templates and supplement and nutritional protocols.

With labs and diagnostic data, complete side-by-side comparisons and view trends over time to determine how your patients are doing and easily share results with them in the patient portal.

Search and add supplements and medications directly to your charts from our 100,000+ item database.

Screenshot of the functional medicine features

Acupuncture & Traditional Chinese Medicine (TCM)

Track your acupuncture and TCM treatments including acupuncture, acupressure, cupping, electroacupuncture, moxibustion, tongue and pulse diagnosis, and herbal, tincture and formula recommendations.

Use our pre-built charting templates or customize your own - our templates includes: TCM diagnosis, TCM meridians and points, tongue and pulse diagnosis, protocols and service templates.

Benefit from our tailored library of images for annotation; or, import your own and take notes on it directly.

Create your own custom formulations or search and add supplements and medications directly to your charts from our 100,000+ item database.

Chart on the go and navigate multiple rooms with our tablet- and mobility- friendly interface

Search and add supplements and medications directly to your charts from our 100,000+ item database.

Screenshot of the acupuncture, traditional Chinese medicine beaches

Behavioral Health and Psychiatry

Utilize our built-in standard psych and mental health questionnaires - like GAD-7, PHQ, AIMS, ASRS, and HAM-A - or customize your own.

Benefit from our email and text reminders and HIPAA/PHIPA-compliant patient portal to quickly and securely engage with your patients.

Use e-prescribing functionality to prescribe (including controlled substances) directly through the platform.

Take advantage of our holistic platform to provide integrative behavioral health services to your patients.

Learn More

Chiropractic, Osteopathy & Massage Therapy

Offer and track chiropractic, osteopathic and massage therapy services including chiropractic adjustments, spinal adjustment and manipulation, decompression, ultra-sound, traction, TENS (transcutaneous electrical nerve stimulation), massage.


Use our pre-built charting templates or customize your own - our templates include pain, posture, range of motion, and accident/incident templates.

Benefit from our tailored library of images for annotation; or import your own and take notes on it directly.

Search and add supplements and medications directly to your charts from our 100,000+ item database.

Chart on the go and navigate multiple rooms with our tablet- and mobility- friendly interface.

Screenshot of the chiropractic osteopathy and massage therapy features

IV Hydrations

Offer IV hydration therapy to your patients with OptiMantra's comprehensive IV module.

Drive and track recurring business with easy-to-deploy packages.

Screenshot of the IV hydration features

Injections

Provide injections through OptiMantra's custom formulations module or with the SOAP templates and develop your own injection templates to track what you administer.

Easily share pre- and post- treatment instructions through re-usable hand-outs and through the HIPAA/PHIPA-compliant and intuitive patient portal.

Hormone Replacement Therapy (HRT)

Offer hormone replacement therapy (HRT) for men and women with everything you need to test, administer and track your patients' health.

Use OptiMantra's robust and integrated lab network to administer bloodwork and other tests and track your patients' hormone levels and other blood indicators over time with our easy-to-use analytics.

Leverage e-prescribing with controlled substances (EPCS) to prescribe directly through the platform.

Easily share pre- and post- treatment instructions through re-usable hand-outs and through the HIPAA/PHIPA-compliant and intuitive patient portalDrive and track recurring business with easy-to-deploy packages.

Screenshot of the hormone replacement therapy features

Aesthetics

Use annotable images to record injections and quantity, and capture before and after (pre- and post-treatment) photos in the platform to show your treatment impact



Follow-up and re-engage your patients regularly through reminders (and birthday emails!) in the program with easy-to-deploy email and text message templates

Screenshot of the aesthetics features
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.