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What is Yosi Health?

Yosi Health is a cloud-based patient engagement and healthcare administration platform developed to automate patient-facing workflows before, during, and after medical appointments. The software combines digital patient intake, appointment scheduling, automated communications, payment collection, telehealth coordination, and reputation management within a configurable system. Its previsit registration tools allow patients to submit demographic information, medical histories, insurance details, identification documents, and completed intake questionnaires using smartphones, tablets, or computers. Practices can customize registration forms and screening questionnaires according to medical specialty, appointment type, provider, patient category, and other operational requirements. Electronic signature capabilities support digital consent forms, privacy notices, and other documents, with completed records automatically transferred into the appropriate sections of connected electronic medical record systems. Patient self-scheduling tools use configurable booking rules to match patients with appropriate providers, appointment types, locations, and available time slots. Automated appointment confirmations, text reminders, and email notifications help practices coordinate visits and reduce manual scheduling communications. Contactless check-in functionality supports QR codes, iPad kiosks, mobile devices, and GPS-based arrival detection, with patient arrival information synchronized to the electronic medical record in real time. Financial workflow features include insurance eligibility verification, copay calculations, previsit payments, outstanding balance collection, and secure card-on-file management. Additional patient engagement capabilities include HIPAA-compliant two-way messaging, automated satisfaction surveys, review management, telehealth coordination, and on-demand forms that can be sent independently of scheduled appointments.

What is OptiMantra?

OptiMantra serves as a well-regarded EMR and practice management system tailored specifically for integrative and wellness practices. This versatile and powerful platform features a range of tools, including options for online appointment scheduling, patient communication via messaging and email reminders, a patient portal, customizable intake forms and charting, seamless payment processing, integration with labs and imaging, insurance billing capabilities, in-software telehealth services, inventory management, and additional functionalities. Setting up the system is a breeze, as OptiMantra provides personalized onboarding assistance to ensure a smooth transition for users. With such comprehensive features, it empowers practitioners to enhance their workflow and improve patient care effectively.

Media

Media

Integrations Supported

Integrations Supported

Amazon Web Services (AWS)
Authorize.Net
Box
Change Healthcare Data & Analytics
EHR 24/7®
Eligible
Mailchimp
SendGrid
Sfax
Stax
Stripe
Wellevate
eFax Corporate

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$99 per month
$99 monthly for the first practitioner +$49
‍per additional practitioner

Discounts available for students, NPs, and part-time or community clinics

Some additional 3rd party charges for faxing, eprescribing, insurance billing, and two-way and group texting
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Yosi Health

Company Location

United States

Company Website

yosi.health/

Company Facts

Organization Name

OptiMantra

Date Founded

2012

Company Location

United States

Company Website

www.optimantra.com

Categories and Features

Medical Practice Management

EMR / EHR
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling

Medical Scheduling

Not specified

Patient Experience

Not specified

Patient Intake

Not specified

Patient Scheduling

Not specified

Categories and Features

Chiropractic

Appointment Management
Billing & Invoicing
Claims Management
EHR Certified
Outcome Assessments
Patient Account Management
Patient Records
SOAP Notes

Clinic Management

Not specified

e-Prescribing

Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Integrated Telehealth
Patient Portal
Self Service Portal
Voice Recognition

Insurance Billing

Not specified

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

Medical Lab

Audit Trail
Data Analysis Auditing
Data Security
EMR Interface
Fax Management
Lab Instrument Interface
Multi-Location Printing
Physician Test Panels
Procedure-Based Billing

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

Medical Spa

Appointment Management
Before & After Pictures
Client Management
Gift Card Management
HIPAA Compliant
Inventory Management
Package Creation

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Occupational Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Records
Patient Registration
Patient Scheduling
Practice Management
Progress Tracking

Ophthalmology

Not specified

Optometry

Appointment Management
Insurance Management
Inventory Management
Patient Records
Recall Tracking

Patient Engagement

Appointment Scheduling
Care Planning
Collaboration
Messaging
Mobile Access
Patient Education
Patient Portal
Personal Health Record
Progress Tracking
Self Management

Patient Intake

Not specified

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

Pediatric

Admissions Management
Billing & Invoicing
Clinical Notes
Code Processing
Custom Bundles
Electronic Health Record
HIPAA Compliant
Practice Management
SMS Messaging
Scheduling
Vaccine Management

Physical Therapy

Activity Monitoring
Appointment Management
Assessments
Billing & Invoicing
Exercise Management
Insurance Management
Multi-Location
Patient Records
Practice Management
Progress Notes
Treatment Plans

Plastic Surgery

Appointment Management
Before & After Pictures
Claims Management
Inventory Management
Patient Billing
Patient Portal
Patient Records Management
Scheduling

Podiatry

Appointment Management
Patient Records

Telemedicine

Appointment Reminders
Appointment Scheduling
Chat / Messaging
E-Prescribing
For Medical Purposes
HIPAA Compliant
Multi-Provider Practice
Online Forms
Practice Management
Remote Treatment Plans
Video Conferencing

Therapy

Not specified

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