Stop Paying the CharmHealth Tax
Switch to the all-in-one EMR built for wellness, not corporate bloat. Get full clinical power, integrated billing, and inventory management for just $99/month.
Works seamlessly with the tools your clinic already relies on.
Integrative practices switching to
OptiMantra see immediate operational relief
Clinical documentation that adapts to your practice
Customized Charting
Tailor Intake forms and charts to your workflow.
Templates & Questionnaires
Access a library of SOAP templates and questionnaires.
Telehealth
Connect with patients anywhere.
Diagnostics (Labs, Imaging)
Order tests and view results online.
Electronic Prescription (EPCS)
Connect with 95% of US pharmacies.
Sharing Medical Records
Facilitate referrals securely via electronic fax.
Design clinical workflows that reflect your integrative approach while reducing documentation friction across providers.
Build specialty-aligned documentation flows instead of rigid templates.
Capture structured and narrative insights in one chart.
Maintain consistency across providers without sacrificing flexibility.
Spend less time navigating charts and more time practicing.
Standardize intake and assessments while preserving the nuance of integrative care.
Create reusable intake and follow-up frameworks.
Collect meaningful patient-reported information before visits.
Adapt questionnaires across specialties and care models.
Reduce repetitive data entry during encounters.
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Deliver virtual care within the same environment as in-person visits.
Launch video visits without switching systems.
Document care in real time during sessions.
Maintain continuity across visit types.
Expand access without operational complexity.
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Keep diagnostic context directly alongside clinical reasoning.
View labs and imaging without workflow disruption.
Support interpretation within charting workflows.
Preserve longitudinal diagnostic visibility.
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Manage prescribing as a natural extension of clinical workflows.
Prescribe within the patient context.
Maintain medication continuity.
Reduce administrative prescribing steps.
Support safe prescribing workflows.
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Coordinate care without manual document chasing.
Generate concise record summaries.
Share documentation securely.
Support collaborative care relationships.
Maintain continuity across providers.
Operational infrastructure that supports
Simplify checkout while maintaining financial clarity across services and products.
Complete transactions without workflow switching.
Link payments directly to care delivery.
Maintain transparent transaction histories.
Reduce front-desk friction.
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Understand product utilization without manual tracking.
Monitor inventory in real time.
Align product usage with services.
Prevent stock surprises
Maintain operational awareness
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Manage reimbursement workflows without fragmented billing tools.
Submit claims within your operational environment.
Track progress without external portals.
Maintain billing visibility across encounters.
Reduce administrative coordination.
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See how your clinic is performing without assembling data manually.
Understand financial patterns quickly.
Monitor operational activity.
Identify growth opportunities.
Reduce front-desk friction.
Make payments a seamless part of patient and operational workflows.
Accept digital payments naturally within workflows.
Reduce reconciliation complexity.
Preserve payment visibility across encounters.
Support modern patient expectations.
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Communicate documents without leaving the platform.
Send and receive documents digitally.
Attach communications to records automatically.
Reduce manual document handling.
Reduce front-desk friction.
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Support patient gifting and promotional activity without external tools.
Issue and redeem stored value easily.
Track balances without manual logs.
Support clinic marketing initiatives.
Expand service accessibility.
Accelerate payment collection through digital billing workflows.
Generate invoices without workflow disruption.
Deliver invoices electronically.
Track payment completion.
Reduce billing follow-up effort.
Point of Sale
Generate superbills with one click, accept credit.
Inventory Management
Track supplements and retail items.
Insurance Billing
Create and submit claims in fewer than 3 clicks.
Reporting & Insights
Flexible analytics for KPIs.
Integrated Payments
Accept process, and track payments directly in the program.
Integrated e-Faxing
Replace physical machines.
Gift Cards
Provides gift card functionality built into the program.
Online Invoicing
Online invoicing that enables you to send unpaid bills to client
Patient experiences that feel coordinated,
Scheduling & Appointments
Online booking for patients and efficient in-office tools for staff.
Reminders, Alerts & Tasks
Reduce no-shows with automated email/text reminders.
Patient Portal & Messaging
Secure portal for forms, documents, invoices, and messaging.
Relationship Management
Keep in touch with your clientele.
Marketing Conversion Tracking
Track website traffic and conversions.
Coordinate provider availability and patient demand within one scheduling environment.
Maintain visibility across provider calendars.
Maintain visibility across provider calendars.
Support multi-location coordination.
Create predictable appointment flow.
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Automate communication and internal coordination without manual oversight.
Reduce missed appointments through reminders.
Trigger workflow prompts automatically.
Coordinate internal responsibilities.
Maintain operational momentum.
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Create a communication environment patients trust and use consistently.
Enable secure patient conversations.
Share information without email fragmentation.
Maintain engagement between visits.
Strengthen continuity of care.
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Understand patient journeys beyond individual visits.
Maintain interaction context over time.
Support longitudinal care relationships.
Preserve important patient insights.
Improve continuity across providers.
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Understand how patients discover and engage with your clinic.
Track acquisition pathways.
Identify effective growth channels.
Understand engagement patterns.
Inform marketing investment decisions.
Designed for Integrative Care
Most platforms are adapted for integrative practices. OptiMantra is built around them.
Typical systems
Rigid documentation structures
Multiple disconnected tools
Limited workflow customization
Fragmented patient experience
Customizable clinical workflows
Unified clinical and operational platform
Flexible specialty configuration
Cohesive patient experience
How OptiMantra Compares
in days with human support.
that feel rigid and forced.
for retail needs.
exit hurdles.
to stop 'click-fatigue.'
that penalize your growth.
OptiMantra by the Numbers
Clinic Trusted
Trusted by integrative clinics across North America
HIPAA-aligned
Secure, HIPAA-aligned infrastructure
Expert Guidance
Dedicated onboarding and support
Proven Scale
Used by clinics delivering thousands of patient visits monthly
Run a clinic that feels aligned, efficient, and fully supported.
Bring clinical care, operations, and patient experience into one cohesive platform designed for integrative practices.
