Integrations: OptiMantra integration

Practitioners

In this article:

An introduction to OptiMantra
Integration setup: OptiMantra + Fullscript
Disconnecting the Fullscript + Optimantra integration
Adding new patients
Writing prescriptions in OptiMantra
Adding prescribed products to patient charts (consults and follow-ups)
Video: Integration setup and sending recommendations
Frequently Asked Questions
Helpful resources

 

An introduction to OptiMantra

OptiMantra is an EMR/EHR that empowers you to leverage the same platform and collaborate effectively in multi-disciplinary, multi-practitioner group settings through customizable modality-specific features and functionality.

 

Key features

Note: OptiMantra is available in both the US and Canada. This integration is bi-directional, meaning information is passed both ways - from Fullscript to OptiMantra, and from OptiMantra to Fullscript.

  

Integration setup: OptiMantra + Fullscript

The OptiMantra integration uses oAuth for setup and activation.

Note: All OptiMantra users have the ability to integrated their own accounts with their Fullscript practitioner accounts.

 

To integrate OptiMantra + Fullscript:

1. Log in to OptiMantra.
2. Select Patients from the top menu.
   
   
   
   
3. From any patient record, click the menu icon (   ) displayed in the Actions column.
4. Select Fullscript from the Point of Sale category. 
   
   
   
   
5. A new tab will open — enter your Fullscript credentials (username and password) or create a new Fullscript dispensary.
6. Click Authorize Application. 
   
   
   
   
7. Return to the Patients page in OptiMantra. Exactly like step four, select a patient menu icon (  ) to view available actions, then click Fullscript.
8. The Fullscript Prescription Writer modal will open. Use the drop-down menu to select and confirm your Fullscript practitioner account.
   
   

 

Disconnecting the Fullscript + OptiMantra integration

With OptiMantra, you can disconnect from a Fullscript integration to match to a different dispensary if needed. To sever a connected account:

1. Select Patients from the top menu.
2. From any patient record, select the menu icon (  ).
3. In the Fullscript Prescription Writer modal, select Fullscript from the Point of Sale category.
   
   
   
   
4. From the top-right corner, select the Reset Option menu, then select Reset User.
   
   
   
   
5. After this reset, follow the integration setup steps to re-authenticate with a different Fullscript dispensary.

Tip! Some browsers will remember login sessions via cookies. It's recommended to clear cache and cookies before attempting to re-authenticate with another account.

 

Adding new patients

To add a new patient in OptiMantra:

1. From the top menu, select Patients.
2. Select Add Patient. 
3. In the Patient Profile modal, complete the necessary fields and Save. Email addresses are used to match (existing) or create (new) patient accounts in Fullscript.
   
   

 

Matching new Optimantra patients to existing Fullscript patient accounts

To link to an existing patient in Fullscript, the patient email addresses in Optimantra and Fullscript must match. As new patients are added to Optimantra, and a patient match is found in Fullscript, the patient's prescription history is passed to the patient's profile in Optimantra.

To access prescription history or existing prescriptions, go to the Patients page, find the patient, select the menu icon (  ) from the Actions column, then click Fullscript to launch the Fullscript Prescription Writer.

Viewing Fullscript prescription history for a patient in OptiMantra.

Note: In OptiMantra, treatment plans are always labeled Prescriptions regardless of Fullscript dispensary terminology settings.

 

Adding a new patient to OptiMantra and Fullscript

When a new patient is added to OptiMantra, and a match (via email address) isn't found in Fullscript, a new Fullscript patient account is created. The patient account is created after the patient is added to OptiMantra and only once Fullscript has been selected from the Actions modal.

When added successfully, new Fullscript patients are sent a welcome email to set a password and sign in to place orders. 

Selecting Fullscript to trigger the Fullscript welcome email for a new patient.

 

Writing prescriptions in OptiMantra

To write a Fullscript prescription in OptiMantra:

1. From the Patients page, search for a patient.
2. Select the menu icon (  ), then Fullscript.
   

   Note: Prescribed products can also be added to charts created from an Initial Consult or Follow Up.

   
   
   
   
3. Search for products using the Search A Product field. An optional brand filter is also available to refine results. For best results, type product names exactly as they appear on brand websites.

   Tip! Click Use Categories to browse Fullscript favorites categories in OptiMantra. 

   
   
4. Select products to view descriptions, ingredients, and set dosage instructions.
   
   
   
   
5. Append the product to the prescription by selecting Add product. Add more products as needed.
   
6. Click Save Prescription to send the prescription to the patient. Patients receive new prescription emails as new prescriptions are sent/transmitted.
   

   Tip! After the prescription has been saved, you can select in-office checkout to place the order right away. This action will redirect you to a checkout area within your Fullscript account.

 

Adding prescribed products to patient charts (consults and follow-ups)

Charting for patients is managed through OptiMantra's Initial Consult and Follow-Up tools.

Prescribed products can be added to patient charts by adding them to the Plan (Practitioner Recommendations) section within the chart. This will show prescribed Fullscript products in the patient's portal available through OptiMantra versus Fullscript alone. 

To write a prescription in a patient chart:

1. Start a new plan for a patient.
   

   Tip! To start a new plan, providers will find the patient, select the menu icon (  ), then select New Initial Consult or New Follow Up.

2. In the chart, select the + Plan (Practitioner Recommendation) to expand this section of the chart. 
3. Select Fullscript from the right-hand bottom corner to launch the Fullscript Prescription Writer modal.
   
   
   
   
4. In the patient's prescription history, select a prescription's View button to review prescribed products.
   
   
   

   Tip! You can start a new prescription at this step, too; then, after sending the prescription, review the prescription (by clicking View) to add prescribed products to the chart — described below.

5. Beneath a prescribed product's name, click Add To Plan to add the product to the chart.
   
   
   
   
6. Returning to the chart and the Plan (Practitioner Recommendations) section, complete any additional dosage timing, number of refills, etc., to finish appending supplements to the patient chart.
   
   

Note: Once a plan is signed, it is locked and can't be edited.

 

Video: Integration setup and sending recommendations

 

Frequently Asked Questions

How much does OptiMantra cost? 

OptiMantra has various account options with various price structures. Their pricing information can be found here.

 

Can we integrate a clinic account with an OptiMantra account? 

Yes! The integration allows for one Fullscript dispensary to integrate with one OptiMantra account. If that Fullscript account has multiple providers within, all the practitioners will have access to the integration within their OptiMantra account. To ensure all staff have access to the integration, be sure they're added as a practitioner to Fullscript.

 

What are the types of practitioners that use OptiMantra? 

OptiMantra is primarily used by functional medicine practitioners, NDs, acupuncturists, TCM practitioners, chiropractors, osteopathic doctors, and RMTs.

 

Can I browse and manage my Fullscript favorites categories in OptiMantra?

Favorites categories are accessible to providers in the prescription writer modal! Providers can click on the Use Categories button to browse and add favorited products to prescriptions. Favorites must be managed in Fullscript directly, learn how.