OptiMantra Review

• ✓Injectable, face or body charting that maps units or treatment areas (published)
• ✓Before and after photo capture or management (published)
• ✓Digital consent forms (published)
• ✓Product lot, batch or inventory tracking (published)

• “Use annotatable images in your chart note to visually document aesthetic treatments and injection sites and quantities directly within your chart note.” Source
• “Use your phone or tablet to capture, organize, and adjust before and after treatment photos within OptiMantra” Source
• “Patients can securely message their providers, complete consents and intake forms, and pay outstanding bills or invoices directly through the platform.” Source
• “Track product quantities, lot numbers, and expiration dates easily from within your charting interface” Source

• ✓E-prescribing (published)
• ○Weight or body-composition tracking, or remote progress check-ins (general telehealth visits do not count) (not found)
• ○Weight-loss or GLP-1 programme, protocol or subscription tooling (not found)
• ✓Lab ordering and results, or a pharmacy integration (published)

• “OptiMantra supports electronic prescribing (eRx) with full medication history, pharmacy search, and electronic controlled substance (EPCS) capabilities” Source
• “OptiMantra integrates with leading labs including Labcorp, Access, Quest, Rupa, and hundreds more for easy test ordering and result retrieval” Source

Weight loss is named as a service its charting and templates support, not as programme tooling built for weight management, so that item is not counted.

• ✓Every plan has a published price (published)
• ✓Payment processing rates are published (published)
• ○A starting price, or some plans, are priced (not found)
• ○A pricing page describes the plans without figures (not found)

• “OptiMantra $99 /month for first practitioner no long-term commitment. 30 day cancellation notice required.” Source
• “Stripe's fees are a flat 2.9% plus 30 cents per transaction, while Fiserv will adapt pricing to your clinic needs.” Source

• ✓Integrated card payments or point of sale (published)
• ✓Memberships or recurring subscriptions (published)
• ✓Packages, prepaid series or gift cards (published)
• ○Deposits, cancellation fees or patient financing (not found)

• “You can take credit or debit payments within the program with the simple swipe of a card, by typing in the card details, or by using a card saved on file.” Source
• “Yes! OptiMantra makes it easy to set up recurring memberships, prepaid packages, and special pricing to support your cash-based practice.” Source
• “Effortlessly generate multi-treatment packages, offer membership and recurring subscription programs (tied to services or packages if you'd like!), sell gift cards” Source

• ✓Online self-booking (published)
• ✓Automated appointment reminders (published)
• ✓Two-way texting or messaging (published)
• ✓A patient portal or patient app (published)
• ✓Marketing automation, reviews or loyalty (published)

• “You can open up your appointments online for scheduling to all, or only existing, patients through a scheduling plug-in” Source
• “OptiMantra provides email and text message reminders for patient appointments” Source
• “We also have the ability to add two-way text (with automated reviews collection!) and group texting capabilities” Source
• “OptiMantra offers a secure patient portal and mobile app where patients can book appointments, complete consent and intake forms” Source
• “Facilitated relationship management with newsletters, promotions, visual email templates, gift cards and marketing conversion tracking.” Source

Two-way texting is a paid add-on.

• ✓States HIPAA compliance (published)
• ✓States it signs a business associate agreement (BAA) (published)
• ✓States support for controlled-substance e-prescribing (EPCS) (published)
• ○States SOC 2, HITRUST or ISO 27001 (not found)

• “HIPAA and PHIPA Compliance” Source
• “We provide a Business Associates agreement as part of our license.” Source
• “you can use the platform to provide electronic prescriptions with EPCS -- Electronic Prescription Of Controlled Substances” Source

No SOC 2, HITRUST or ISO 27001 claim was found for OptiMantra itself; the ones on its site are attributed to its cloud host.

• ✓Free trial or self-serve signup (published)
• ✓Data migration or import offered (published)
• ✓Onboarding or training included (published)
• ✓Support channels or hours published (published)

• “No credit card required. No waiting. Get started today with a 15-day Trial account.” Source
• “There is no fee involved for standard data migration.” Source
• “Yes, we offer onboarding and training sessions to ensure your team is confident using all aspects of the platform from day one.” Source
• “You can call our 866-number, send us an email or send a message from the program itself.” Source