OptiMantra is an EMR and practice management system for multi-modality and cash-based practices, from scheduling and charting to point of sale. It merged with Cerbo in 2025, and both are now part of Providi. Wellpro is AI-native and outcome-native: every treatment is tied to the goal it serves, and the plan adjusts between visits.
Let’s talkIf you run a multi-modality practice, like functional, naturopathic, acupuncture, chiropractic or med spa care, and want one system for scheduling, charting, point of sale, inventory and insurance billing, and you don’t need a living care plan that ties each intervention to the outcome it is meant to move and adjusts between visits.
If you want a living care plan that ties every intervention to the outcome it is meant to move. The plan adjusts between visits as labs, wearable data and patient check-ins come in, with your clinicians approving each change. Your team sees what is working in Wellpro, and your patients see their progress in Thrive. AI agents handle the clinical follow-through between visits, with memberships and billing in the same record. Built for functional, integrative, longevity, precision, concierge and direct primary care. Practices that bill insurance can start alongside their current system now.
Every health record is built around something. OptiMantra, founded in 2011, is built to run the practice: scheduling, charting, labs, prescribing, point of sale, inventory, gift cards, insurance billing and marketing, in one system. It serves a wide range of practices, from solo practitioners to multi-practitioner clinics that combine medical and holistic care.
In December 2025, OptiMantra merged with Cerbo under a new CEO, Jeff Hindman. In October 2026 the combined company launched as Providi, serving functional, integrative, longevity, wellness, direct primary care, concierge, med spa and behavioral health practices. Cerbo and OptiMantra keep their names as separate products.
Wellpro is built around the patient’s goals. We call this outcome-native. Each patient’s goals map to clinical goals. Each clinical goal carries the actions that serve it, like labs, prescriptions, supplements, therapies and referrals, and the measures that show whether it is working: lab markers, wearable data and what the patient reports. The care plan is the center of the record, and the membership is built around it.
That plan stays alive between visits. As results, wearable data and check-ins come in, Wellpro suggests changes to the plan and your clinicians approve them. Thrive, the patient app branded for your practice, shows each patient today’s steps and their progress toward each goal.
OptiMantra runs the practice. Wellpro is built to move each patient toward their goals, and the practice runs around that.
Wellpro started in October 2024 and was designed AI-native and outcome-native from the ground up.
In OptiMantra, patients can view their treatment plans in the portal, alongside their documents, forms and bills. In Wellpro, the plan is where the work happens. Each action sits next to the measures that show it working. When the labs, the wearable data or the patient’s check-ins say it isn’t, the plan adjusts and your clinician decides.
With Flows and Care Orchestration, your practice builds its own care pathways and clinical and admin workflows by describing them in plain language: a new-member onboarding sequence, a 12-week retest cadence, a detox protocol check-in, a renewal process. Wellpro’s AI agents carry out each step for every patient it applies to: sending messages, queuing orders for approval, scheduling follow-ups and flagging what needs a clinician. Your team steps in where judgment is needed.
Membership revenue is the business model for most of the practices we serve, so Wellpro runs it in the same record as the chart and the care plan.
Monthly, quarterly or annual memberships, fixed-term programs paid in full or as a deposit plus installments, prepaid packages, à la carte services and included services with rollover and expiry.
One guarantor, age-based pricing and a family maximum, with each member’s balance kept separate.
The plan, a personal price, your agreement, forms and payment in one link. The membership turns active when the patient signs, pays and finishes their forms.
Charges on schedule, automatic retries and card-update links, pause, resume and cancel under your agreement terms.
Cards, HSA and FSA cards, Apple Pay, Google Pay and bank debit. Your practice is the merchant, payments pay out to your own bank, Stripe is built in, and Wellpro can work with other merchant services and processors.
Monthly recurring revenue, active members, churn, past-due balances and aging, renewals, and payouts reconciled to every charge.
When the care plan calls for it, turn it into an offer: a program, a membership with included services or a package, priced from your own catalog.
Employer billing, insurance claims and Wellpro AI billing reports.
Insurance billing and claims are coming to Wellpro, and we are building them with a small group of primary care and specialty practices. If you bill insurance today, your clinicians can work in Wellpro for charting, care plans and follow-up while your current system keeps handling claims. Tell us how you bill, and we will talk about working together.
We move you over with white glove migration, setup and training. We move all of it: records, labs, documents, appointments, members, plans, configurations and workflows. We set up your care plans and memberships, and train your team. Most practices are live in weeks. Your protocols stay private to your practice, and patient data is never used to train AI models.
One built around the outcome the patient is paying for. Wellpro connects each patient’s goals to a living care plan, tracks progress between visits in a branded patient app, and runs memberships and programs in the same record.
OptiMantra and Cerbo merged in December 2025 under CEO Jeff Hindman. In October 2026 the combined company launched as Providi. Both products keep their own names, and the company says logins, sales and support are unchanged for now.
OptiMantra was founded in 2011. Its first AI feature is a scribe from a partner, DeepCura, and Cerbo’s native AI scribe is coming to OptiMantra. Wellpro started in October 2024 and was designed AI-native and outcome-native from the ground up, with AI that works on the care plan between visits. The five questions above are a fair way to compare any two systems.
AI-native describes how the software is built. Outcome-native describes what it is built around: each patient’s goals, the actions that serve them and the measures that show whether they are working. Wellpro is both.
Yes. Patients can view their treatment plans in OptiMantra’s portal. In Wellpro, each patient goal maps to clinical goals, each with its actions and measures, and the plan updates as results, wearable data and check-ins arrive between visits.
Yes. With Flows, you describe a care pathway or a clinical or admin workflow in plain language, and Wellpro builds it. Wellpro’s AI agents then carry out each step for every patient it applies to, such as sending messages, queuing orders for approval, scheduling follow-ups and flagging what needs a clinician. Your team steps in where judgment is needed.
For clinical care, memberships and the patient experience, yes. Wellpro includes charting, an ambient scribe, care plans, orders, e-prescribing, labs, messaging, telehealth, Thrive and memberships and billing in one system. If your practice also runs on point of sale, inventory or gift cards, tell us how you use them and we will show you how Wellpro fits.
Yes, alongside your current system. Insurance claims are coming soon to Wellpro. Today, your clinicians can work in Wellpro while your current system keeps handling claims, and Wellpro exports superbills and CMS-1500 forms from the signed note.
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