Electronic Medical Records (EMR) and Practice Management (PM) Features

OptiMantra provides a set of core features that are common across all specialties (modalities), to facilitate the provision of health and wellness services to patients in any integrative medicine practice and ensure its smooth day-to-day operation. And on top of the core features, OptiMantra also offers a set of modality specific features, which allows practitioners of different specialties (modalities) to leverage the same platform and collaborate effectively in group settings.

Please click on the specialty to see the details on all the feature supported in the program.

Administration And Practice Management

OptiMantra provides the following core functionality to facilitate the provision of health and wellness services to patients in any integrative medicine practice and ensure its smooth day-to-day operation.

Reminder, Alerts and Tasks

Patients need reminders, whether to remember their appointments, ensure follow through on follow ups, or for the plethora of other clinical and administrative next steps they need to take. Reminder emails can also remind patients to prepare for their visit, guiding them to fill out intake forms securely online, prior to their appointments. This saves time in the office and allows the practitioners to review the information beforehand. Through emails, text messages, or both, OptiMantra facilitates communication with your patients, so you can help them stay on time and on track. Alerts and reminders are not just for patients, they can also help practice staff keep track of their to-do list.

Inventory Management

Supplements are an integral part of the majority of the integrative practices. OptiMantra's dispensary module helps you configure your items with on-hand, pricing, vendor/supplier, and other details in an easy-to-manage format.

Inventory Management: As you dispense your items, the program keeps track of your inventory.

Purchase Orders: You can create, send and receive replenishment on POs.

Expiring Items and Low Stock Items: Easily view items that are low on stock or expiring, so you can replenish them in time.

Reporting And Insights (Calibration Analytics)

To consistently improve on practice performance, you need to be able to measure and track your key metrics. The Analytics module provides a flexible, powerful set of reports that give you the option to slice your data in meaningful ways. Among many others, view aging reports, customer account statements, summaries for the services and supplies you are dispensing, and trends by customizable categorization.

Insurance Billing

Create and submit insurance claims with fewer than 3 clicks, at no additional fee. You can easily view the status of your pending claims and run analytics on your past encounters to see the reimbursement levels of different services. With auto posting of EOBs, you don't have to spend any time recording and keeping track of your checks. You can also take advantage of a group of billers who work with our program to simplify your billing even further.

Relationship Management

Newsletters: You can create newsletter-style emails and send them to your clients to keep them apprised of upcoming events, promotions, or research.

Birthday Emails: You can send out automated Birthday emails.

Faxes

Take advantage of our online and secure fax options, and eliminate the need for a physical fax machine.

Clinic And Electronic Medical Records Management (EMR and EHR)

OptiMantra provides the following core functionality to facilitate the provision of health and wellness services to patients in any integrative medicine practice and ensure its smooth day-to-day operation.

Patient Portal

Having a patient portal is a necessity for today's integrative practice. The OptiMantra Portal empowers patients to keep their administrative and medical information up-to-date, fill out intake forms and questionnaire prior to their visits, and access their treatment plans, invoices and other documents, at their convenience, at any time and from any place.

This not only reduces patient time spent in the waiting room (and delaying your schedule), it also minimizes the time the front office spends on follow-up requests for copies of plans and documents. Practitioners and patients can also take advantage of secure HIPAA-compliant messaging that keeps patients' personal and medical information private. Patients can use the service to directly message any members of the staff, be it for a refill request or an administrative question.

Customized Charting

Every practitioner has their unique way of engaging with patients; an effective EMR recognizes and assists practitioners in their tailored approach. OptiMantra provides flexibility and support in creating and enhancing customizable intake and charting forms.

Custom Intake Forms: You don't need to either create everything from scratch or use only what is available in the program. You can pick which sections you like and then extend the form with additional questions that are not available or the that you would like to change. Every practitioner can have their own initial and follow up intake forms.

Follow ups From Existing Charts: Follow up charts can be easily created from existing charts, saving you time and effort.

Custom Templates And Questionnaire

Custom Templates: Templates allow you to reduce the repetitive manual work of charting, and create shortcuts to finish your writing and editing quickly. You can either pick from a library of templates or create your own. With a set of good templates and pre-consult intake forms, you can finish your record keeping (charting) at the same time as you finish your consult.

Custom Questionnaire: Questionnaires allow you to extend your intake forms, supporting specific scenarios. You can take advantage of the library or you can create your own. You can have patients fill them out prior to the visits, via a link in an email, or from the patient portal.

Electronic Prescription (eRx)

If you are licensed to prescribe pharmaceuticals in the United States, you can take advantage of our electronic prescription platform; it connects you to 95% of the pharmacies in the country.

Laboratory Orders & Results

You can order laboratory tests from the programs with the leading Labs in the country and also receive electronic results back into the program. You can also print requisitions and share results with the patients.

Sharing Medical Records (Referrals)

You can easily share patient charts and documents with practitioners outside your office; select the items you want to send and submit them to others directly through the platform. No email and no fax hassle.

Checking-In and Checking-Out

OptiMantra provides the following core functionality to facilitate the provision of health and wellness services to patients in any integrative medicine practice and ensure its smooth day-to-day operation.

Scheduling and Appointments

To effectively manage patient appointments and practice scheduling, the office manager and front desk need to be able to create and update appointments on demand, create new patient records quickly, and pull up the history of existing patients. Managing appointments and scheduling gets more complicated the larger you get - multiple practitioners, multiple rooms, multiple locations - but OptiMantra makes it easy to add and adjust appointments for new and existing patients and organize your calendar your way.

While some may chose to accommodate only in-person and by phone appointment scheduling, online appointments enables practices to open up scheduling for all, or only for existing, patients online. Through the online scheduling, practices can benefit from the significant number of searches that happening online and during off-hours, a trend that is certainly going to continue.

Point of Sale Management

While simple patient appointment scheduling and intake is valuable, a straight-forward check-out process is as important. OptiMantra makes the creation of superbills, and the taking of payment, as easy as possible.

Superbills: With a click of a button, you can create receipts and invoices for your patients; these can be shared with patients through the patient portal.

Online Payments: You can take credit/debit payments within the program with highly competitive rates from our partner, Authorize.Net.

Account Statements: You can send or print multiple account statements for your patients.

Features for Functional Medicine And Naturopaths

OptiMantra provides you with the tools to manage the naturopathic services of your clinical practice - clinical and laboratory diagnostic testing, nutritional medicine, naturopathic physical medicine (including naturopathic manipulative therapy), counseling, minor surgery, homeopathy, acupuncture, prescription medication, intravenous and injection therapy (IV, Prolo), and more.

Database of Supplements and Medications

Easily search and add supplements and medications to your charts from our 100,000+ item database.

Charting Templates and Modules

Use our out-of-the-box charting templates, created through 5+ years of best practice research and interviews, or customize them to your naturopathic practice. Either way, charting is made easy so you can focus on treating your patients. Our suite of templates includes Wheel of balance Review of systems Homeopathy intake Acupuncture intake Life-style and environmental questionnaire IV therapy Prolo therapy Service templates, protocols

Features for Acupuncture And TCM Professionals

OptiMantra provides you with the tools to manage the unique mix of services of your clinical practice - acupuncture, acupressure, cupping, electroacupuncture, moxibustion, tongue and pulse diagnosis, and herbal, tincture and formula recommendations.

Herbs Database

Easily access the database of herbs and ingredients and create your own compounds using the templates mechanism.

Charting Templates and Modules

Use our out-of-the-box charting templates, created through 5+ years of best practice research and interviews, or customize them to your acupuncture and TCM practice. Either way, charting is made easy so you can focus on treating your patients. Our suite of templates includes TCM diagnosis TCM meridians and points Tongue and pulse diagnosis Protocols and service templates

Annotate Images

Use our library of countless images, or import your own, to annotate when you take notes.

Mobility and Tablet Friendliness

With our tablet friendly interface, you can easily walk around and between rooms to see patients, all the while taking notes.

Features for Chiropractors, Osteopaths, MTs

OptiMantra provides you with the tools to manage the unique mix of services of your clinical practice - chiropractic adjustments, spinal adjustment and manipulation, decompression, ultra-sound, traction, TENS, massage, and dietary and food supplement recommendations.

Charting Templates and Modules

Use our out-of-the-box charting templates, created through 5+ years of best practice research and interviews, or customize them to your practice. Either way, charting is made easy so you can focus on treating your patients. Our suite of templates includes Pain templates Posture templates Range of motion Accident/Incident templates

Annotate Images

Use our library of countless images, or import your own, to annotate when you take notes.

Database of Supplements and Medications

Easily search and add supplements and medications to your charts from our 100,000+ item database.

Mobility and Tablet Friendliness

With our tablet friendly interface, you can easily walk around and between rooms to see patients, all the while taking notes.

Information Request Form

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