What Is Prescripta?

Prescripta is an EHR + CRM built for growth-minded healthcare organizations. It unifies patient care, prescribing, and lifecycle marketing so teams can manage treatment, automate follow-ups, and drive repeat revenue without juggling separate systems.

Why Prescripta exists

Most EHRs are designed to record care, not grow it. They store clinical data well, but fall short on proactive outreach, refill adherence, retention, and revenue visibility. Prescripta closes that gap by pairing core clinical workflows with a marketing and automation engine—so the same place you manage care is the place you activate it.

How Prescripta works

• After the consultation, visit, and patient data are integrated into Prescripta via simple intake workflows.
  
  
• Prescribe at scale: Providers generate prescriptions and protocol-based plans in minutes.
  
  
• Set-and-forget automations: Refill reminders, adherence nudges, and task routing happen automatically across SMS, email, and RCS.
  
  
• Stay revenue-aware: Forecasts highlight upcoming refills, churn risk, and next-best actions for each patient.
  
  
• Close the loop: Two-way messaging, tasks, and alerts keep clinicians and staff aligned—no extra spreadsheets.
  
  

What you can do with Prescripta

Run prescribing as a process, not a series of manual steps. Create standardized protocols by condition or product line, attach safety checks, and set refill rules once, so the system handles reminders and escalations from there. When a refill is due, Prescripta prompts both the patient and the care team and tracks completion end-to-end.

Engage patients on the channels they actually use. Prescripta supports SMS, email (including custom HTML), RCS, and Meta DMs in a unified inbox. Message history ties back to the patient record, so every touchpoint is visible to clinicians, coordinators, and the front desk.

Automate the patient lifecycle. No-show recovery, post-visit education, refill adherence, plan renewals, and win-back campaigns can all be templatized and triggered by events (e.g., “consult completed,” “refill due,” “no response in 3 days”). Staff only sees the exceptions that need human judgment.

Forecast revenue and spot risk early. Real-time dashboards project medication and patient revenue, highlight cohorts with slipping adherence, and recommend the following action to protect MRR—from a simple reminder to a coordinator call.

Measure what actually moves the needle. Campaign and workflow analytics attribute booked appointments, refills, and revenue to the messages and plays that caused them. Providers and operators can see what’s working today—not just last month.

Integrate without re-platforming overnight. Prescripta is designed to sit alongside existing EHRs while you validate value. Start by syncing consults and prescriptions, automate outreach and refills, then expand into scheduling, forms, and more as you’re ready.

Operate with compliance in mind. Role-based access, audit trails, PHI-aware messaging safeguards, and data retention controls are built to support HIPAA-aligned workflows and organizational policies.

A few highlights at a glance:

• Automated refill and adherence workflows with task escalation
  
  
• Omnichannel messaging in one inbox (SMS, email/HTML, RCS, Meta DMs)
  
  
• Lifecycle automations (no-show, renewal, win-back, education)
  
  
• Predictive insights (revenue forecasting, churn risk, next-best action)
  
  
• Unified analytics for campaigns, adherence, and provider productivity
  
  
• Role-based access, audit logs, and HIPAA-aligned controls
  
  

Who Prescripta is for

Multi-location clinics that require consistent processes, high-volume prescribers across wellness and medical specialties, and growth-focused teams that want to integrate clinical operations and marketing in a single system—all benefit from consolidating workflows in Prescripta.

The difference from legacy EHRs

Click-heavy interfaces, limited outreach, and fragmented analytics make traditional systems costly to scale for growth. Prescripta treats outreach, adherence, and revenue as first-class clinical outcomes—so the platform doesn’t just document care; it helps deliver and retain it.

The outcome

Teams spend less time chasing refills and manual reminders, patients get timely nudges on the channels they prefer, and leadership sees clear, real-time line-of-sight from clinical workflows to revenue.

If you want, I can tailor this to a specific specialty (e.g., men’s health or aesthetics) or add a short “Day in the Clinic” example to show the flow with Optimantra side-by-side.