Leverage our dedicated
Onboarding Support

We will transfer your data and forms directly into
the program when you sign up

Get your practice set up in less than a week!

We'll import your data and forms from previous systems, including intakes and custom questionnaires
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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.
Graphic for simplified data transfer from other systems
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.
Graphic for imported intake forms, and custom questionnaires
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
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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.
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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.
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Robust Knowledge Base
Browse articles and videos to get real-time guidance on OptiMantra.

Explore program functionality or brush up on new features.

Schedule a demo
to learn more about Onboarding Support

We're excited to show you how we can help you grow your practice without compromising the quality of care you provide.
Get A Demo