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.

 

Coming from Wellevate?

When we’re ready for you to migrate, we’ll enable banners in Wellevate and send an email to the email address you used to create your Wellevate store. Click the links in your email or the in-app banner and follow the instructions to kick off the migration of your Wellevate data to Fullscript. What to do next depends on if you’re new to Fullscript or already have an account.

If you’re new to Fullscript, we’ll walk you through creating your Fullscript account, updating your settings to align with Wellevate, and migrating your Wellevate data. If your healthcare credentials were previously approved on Wellevate, know that they’ll be auto-approved when your Fullscript account is created. When your Fullscript dispensary settings are to your liking, head to the Integrations page to integrate Fullscript with your OptiMantra account.

If you already have a Fullscript dispensary, we’ll lead you to log into Fullscript where you can review your dispensary settings, migrate your Wellevate data, then enable the integration. Plus, if you’ve already integrated Fullscript with your EHR, there’s no need to re-establish that connection. Once integrated, you can log in and start using the integration to write plans from OptiMantra right away.

Tip! If you have a Fullscript dispensary that’s already integrated with your EHR, all you need to do is migrate your Wellevate data from the web application. You can log into Fullscript or Wellevate to initiate the migration when it's your turn to migrate.

 

Integration setup: OptiMantra + Fullscript

The OptiMantra integration uses oAuth for setup and activation.

Note: All OptiMantra users have the ability to integrate 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 and then Fullscript.
   
   

   Note: If Fullscript is selected and the patient doesn't have an existing Fullscript account, the integration will automatically create one for them using their first name, last name, and email address.

3. From the modal, click Create new recommendation.
   
   

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

4. Using Fullscript's supplement plan tool, write a new prescription.
5. Then click Send prescription.

Tip! From the Fullscript prescription writer in OptiMantra, view an existing prescription and select in-office checkout to place an 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's 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 has 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 and 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.