We provide primary care, functional medicine hormone replacement, and pediatric integrative care. Before we used OptiMantra, we were using Charm. We switched over because we needed something that could be more of an all-in-one system: to do paperwork, schedule, chart, sell supplements, check out patients, and bill insurance.

When we switched from the previous EHR it was in the height of Covid and it was very important that we have people's paperwork done ahead of time - and we had people canceling their visits just because the paperwork in the previous EHR was too complicated. When we switched... we don't have anybody cancel anymore.
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‍It's been a literally a hundred percent turnaround and we get pretty much zero complaints as far as not being able to figure out how to do the paperwork. The biggest thing on our end is just the ease of use and being able to capture patients and retain patients.

We have been with have been with OptiMantra for 5 years.We began with practice management - our 4 practitioners were pleased with the scheduling, check out, insurance billing, and reporting.Two years ago, we started using the EMR, and are very pleased with the increased productivity and ease of use.The EMR conversion was straight-forward and the support was great. The program has IV therapy, an E-Rx module, and they built a prolotherapy module for us.

I would recommend a serious look at OptiMantra.

My wife is a naturopath and I am a chiropractor. In our past 20+ years as holistic healthcare practitioners, we've tried many programs. Some worked for some things, and others we had to completely remove because they were just not comprehensive enough.
We gave the OptiMantra team a try because they seemed to be more solution-oriented and had an easier platform to work with than other companies. Once we got working with them, their team consolidated all of our data into one program, from the different programs we were using for EMR and client management.
OptiMantra has helped reduce the workload at the front desk, improved our patient communication and has helped the doctors consolidate patient information and communications. Where the OptiMantra team really excels is in quality customer service. They have been responsive to our questions,  open to our suggestions, and have become our partners in serving our clients.
We highly recommend OptiMantra to our peers and the integrative medicine community.