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.
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.
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.
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.
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.
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.
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.
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