[
OptiMantra Reviews
](https://www.g2.com/products/optimantra/reviews)

[
OptiMantra Reviews
](https://www.g2.com/products/optimantra/reviews)

# OptiMantra Features

##### 
## Clinical Workflow Management (3)

Multiple Medical Provider Access

Allows medical professionals from any department to access and update patient health information

Ancillary Care Provider Access

Allows medical professionals from other health systems access patient health information

Clinical Documentation

Simplifies charting and patient documentation tasks

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##### 
## Patient Health Information Management (3)

ePHI Storage

Electronically, securely stores patient records

Interoperability

Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software

Patient Workflow Management

Tracks and monitors the movement of patients through the health care practice or system

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##### 
## Operations Management (4)

Administrative Processes

Simplifies and supports administrative processes like registration, reporting, document management, and inventory.

Back Office Processes

Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.

Workflow Coordination

Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.

Practice Specialty Support

Tailors functionality based on specific nuances of specialty practices.

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##### 
## Added Efficiencies (3)

Compliance

Maintains practice compliance around health care mandates and regulatory requirements.

Integration with Billing Software

Enables integration with revenue cycle management (RCM), medical billing, and insurance solutions for effective recordkeeping and maintenance.

Patient Information Management

Tracks and monitors patient demographic information.

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##### 
## Business Management (4)

Inventory Management

Tracks medical inventory and sales inventory.

Merchant Services

Processes debit and credit card payments and supports POS functions.

Appointment Scheduling

Allows both staff and clients to manage appointments, and provides calendar to track all appointments.

Employee Management

Assists with employee shift scheduling and payroll or commission management.

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##### 
## Marketing (3)

Client Communications

Supports email and text communications for marketing or feedback purposes.

Loyalty Management

Manages loyalty programs and tracks client rewards.

CRM

Provides basic CRM functionality to track client information and support strategic outreach efforts.

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##### 
## Practice Management (5)

Patient Records

Stores electronic patient records either natively or via integration with EMR or EHR software, and manages all intake forms, SOAP notes, and records.

Photo Management

Allows photos to be uploaded and stored for clinical comparisons pre- and post-operation.

E-Prescribing and Lab Orders

Electronically submits any prescription information to pharmacies, and supports lab orders.

Patient Portal

Provides a self-service portal for clients to track all appointment and treatment history, including billing, prescriptions, and after-care notes.

Insurance Billing

Supports eligibility and prior authorization, and insurance claims submissions.

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##### 
## Platform Tools (3)

Reporting and Analytics

Monitors all relevant business KPIs to improve clinical and administrative processes.

Healthtech Integrations

Integrates with necessary healthcare solutions to support patient engagement, revenue cycle management, and related clinic functions.

Mobile App

Provides a mobile application to view calendars and patient records via smartphones or tablets.

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##### 
## Agentic AI - EHR (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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## Top-Rated Alternatives

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[
View All Alternatives
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##### Categories on G2

[
EHR
](https://www.g2.com/categories/ehr)[
Medical Practice Management
](https://www.g2.com/categories/medical-practice-management)[
Medical Spa
](https://www.g2.com/categories/medical-spa)

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