Direct Primary Care (DPC) clinics operate on a membership-based model, prioritizing patient access, longer visits, and personalized care. For DPC practices, the right EHR isn’t just about documentation—it’s the backbone that supports membership management, scheduling, billing, and clinical workflows.
OptiMantra is purpose-built to meet the unique needs of DPC clinics, helping providers deliver high-quality care while simplifying operations.
Intuitive Charting and Clinical Workflows
DPC clinics thrive on personalized care and longitudinal patient relationships. OptiMantra supports this with:
- Customizable charting templates for chronic care, wellness, and preventative visits
- Longitudinal tracking of labs, vitals, and clinical outcomes
- Integrated telehealth for hybrid care models
- Tools for care coordination and patient follow-ups
These features allow providers to maintain detailed, actionable patient records without slowing down the practice.
Simplified Billing and Payment Processing
Even in membership-based models, clinics need robust billing systems. OptiMantra supports DPC clinics with:
- Integrated recurring billing and invoicing
- PCI-compliant payment processing
- Automated reconciliation and reporting
- Optional integration with insurance claims for hybrid practices
This ensures financial operations are smooth, transparent, and scalable as your clinic grows.
Patient Engagement Tools
Maintaining strong patient relationships is critical in DPC. OptiMantra enhances engagement through:
- Patient portals for scheduling, messaging, and viewing care plans
- Telehealth visits and secure video consultations
- Appointment reminders and care plan tracking
- Educational resources and protocol follow-ups
These tools improve patient satisfaction, adherence, and retention.
Streamlined Membership Management
Membership tracking is at the heart of every DPC practice. OptiMantra allows clinics to:
- Manage patient memberships and recurring billing seamlessly
- Track active, paused, or canceled memberships in real time
- Automate reminders for renewals and invoices
- Offer flexible packages and payment plans
This ensures your team spends less time managing memberships and more time providing care.
Why DPC Clinics Choose OptiMantra
Direct Primary Care clinics choose OptiMantra because it:
- Combines EHR and practice management in one intuitive platform
- Streamlines membership, billing, and clinical workflows
- Supports telehealth, patient engagement, and chronic care tracking
- Scales for solo practitioners or multi-provider clinics
- Reduces administrative burdens so providers can focus on personalized care
OptiMantra isn’t just software—it’s a partner for DPC clinics that want to deliver high-touch, whole-patient care efficiently.
Ready to simplify your DPC clinic operations? Book a demo or sign-up for a free trial to see why Direct Primary Care practices trust OptiMantra for clinical care, membership management, and patient engagement.
