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
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!)
Plus, we will transfer your data and forms directly into the program when you sign up
Spend dedicated time with our onboarding experts
Join our comprehensive Onboarding Masterclass, then get additional one-on-one guidance to get up-to-speed
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
Get help from OptiMantra building out your critical forms
Have our team import your forms and questionnaires to start engaging your patients seamlessly
Access OptiMantra resources whenever you need training and guidance
Join our OptiMantra experts for daily open hours to get immediate help
Talk with our customer success team to get your questions answered quickly
Use our built-in ticketing system to get your questions answered promptly
Send questions directly to our support team from within the program
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