OptiMantra

OptiMantra is a cloud-based EMR/EHR and practice-management platform aimed at integrative medicine, medspa/aesthetics, behavioral health, and direct/primary-care practices.

It combines charting, scheduling, billing/claims, point-of-sale, and a patient portal with optional add-ons (eRx, two-way texting, fax, and more).

What OptiMantra does

• Customizable charting & templates: SOAP templates, custom intake forms, and the ability to create follow-up charts from previous visits.
• Patient portal & messaging: Patients can self-schedule, complete pre-visit forms, view invoices/superbills, message the practice securely, and access documents.
• Telehealth & e-prescribing: Built-in HIPAA/PHIPA-compliant telehealth and electronic prescribing (EPCS via Surescripts/MDToolbox).
• Practice management: Scheduling (multi-practitioner/room/location), point-of-sale, inventory/dispensary, superbills, insurance claims, and integrated payments.
• Reporting & billing tools: Daily deposits, aging, insurance billing summaries, claims status, and automated EOB posting.

Integrations & ecosystem

The platform directly integrates with major lab vendors (LabCorp, Quest, Rupa Health), eRx networks (Surescripts), payment gateways (Stripe, Fiserv, Authorize.net, Stax), Fullscript for supplements, Fitbit for activity data, and third-party tools via webhook/API. This makes it easier to keep clinical, diagnostic, and payment workflows connected.

Pricing 

OptiMantra's core pricing is clear (download our extended software profile for the breakdown), but practices should audit add-on costs (eRx license, texting, insurance billing per-claim fees) against their expected usage.

Software features

• Appointment Management
• Billing Management
• Clinical Workflow
• Document Management
• Lab Integration
• Medical Templates
• Patient Demographics
• Patient History
• Patient Portal
• Referrals
• Reporting and Analytics
• Scheduling
• e-Prescription

Download more information