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Explore with a 15-day Trial Account

Access the full OptiMantra platform

Configure your own OptiMantra account - dive into the program with full access and start your practice set-up

Build your practice forms - build your own intakes, questionnaires and charting forms or use our robust Template library to get started

Get your questions answered - view the Knowledge Base and get unlimited access to our Onboarding Masterclass and daily webinars

Or Join and Start Onboarding!

Leverage additional support and integrations

Import your data and forms – we'll import your data and forms, including services, patients, contacts from previous systems, and intakes and custom questionnaires

Add integrations - connect to payment processing, e-prescribing, labs, and insurance

Leverage dedicated onboarding - get one-on-one time with our customer success team (or just ticket us for help!)

Get your practice set up in less than a week!

Leverage Our Dedicated Onboarding Support

Plus, we will transfer your data and forms directly into the program when you sign up

Onboarding Masterclass and Tailored One-on-One Support

Spend dedicated time with our onboarding experts

Join our comprehensive Onboarding Masterclass, then get additional one-on-one guidance to get up-to-speed

Simplified Data Transfer from Other Systems

Bring in data from your past scheduling, EMR, and other systems

Upload your past practice data - appointments, patients, charts, services - to your account and never skip a beat

Imported Intake Forms and Custom Questionnaires

Get help from OptiMantra building out your critical forms

Have our team import your forms and questionnaires to start engaging your patients seamlessly

Help Is Always Available

Access OptiMantra resources whenever you need training and guidance

Daily Support Hours

Join our OptiMantra experts for daily open hours to get immediate help

Talk with our customer success team to get your questions answered quickly

Unlimited Tickets

Use our built-in ticketing system to get your questions answered promptly

Send questions directly to our support team from within the program

Robust Knowledge Base

Browse articles and videos to get real-time guidance on OptiMantra

Explore program functionality or brush up on new features

Contact us for additional onboarding support

Get a demo