OptiMantra 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OptiMantra

4.8

(72)

FrontRunner 2026

Pricing

Starting at $99.00 per month

About OptiMantra

OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices.

It serves individual and multi-modality group practices of acupuncturists, nurse practitioners, naturopaths, chiropractors, massage therapists, PTs, dieticians and nutritionists, aesthetics, and others across the US and Canada.

It is a HIPAA and PHIPA-compliant platform and is highly adaptable and robust - it includes online appointment booking, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more.

The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.

OptiMantra Screenshots

OptiMantra Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per month

Plan includes:

Automated Reminders and Texts
Basic Bata Import and Customizations
Custom Compounding
Customizable Charting
Custom Templates and Questionnaires
Electronic Labs and Prescriptions
Email and Phone Support
Fully Integrated Insurance Billing*
Group Emails
HIPAA and PHIPA Compliance

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OptiMantra Features

Popular features found in Electronic Medical Records
Claims Management
Clinical Notes
Clinic Interoperability
Communication Management
Compliance Tracking
Decision Support
E-Prescribing
Medical Billing
Patient Portal
Patient Scheduling
More features of OptiMantra
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Analytics
Annotations
API
Appointment Management
Appointment Scheduling
Automated Scheduling
Automatic Transcription
Before & After Pictures
Billing & Invoicing
Calendar Management
Care Plan Management
Case Management
Case Notes
Charting
Claims Scrubbing
Client Management
Client Portal
Coding Assistance
Confirmations/Reminders
Customer Database
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Customizable Tests
Diagnostic Reports
Discount Management
Documentation Management
Document Management
Document Storage
EDI
Electronic Payments
Electronic Signature
Email Marketing
Employee Management
EMR/EHR
EPCS Compliant
Event Scheduling
Faculty/Staff Management
Family History Tracking
For Family Medicine
For Medical Spas
Forms Management
Formulary Management
For Pain Management
For Primary Care
For Psychiatrists
For Urgent Care
Gift Card Management
Growth Charts
Healthcare Compliance
HIPAA Compliant
Historical Reporting
Imaging and X-rays
Immunization & Allergy Tracking
Initial Assessments
Insurance Eligibility Verification
Intake Management
Inventory Management
Invoice Management
Lab Integration
Lab Order Management
Loyalty Program
Marketing Automation
Medication Alerts/Warnings
Medication Database
Medication History
Medication Management
Messaging
Mobile Access
Mobile App
Multi-Location
Online Booking
Online Refills
Order Entry
Patient Communications
Patient Engagement
Patient Intake
Patient Records Management
Payment Processing
Practice Management
Predictive Analytics
Prescription Cancellation
Prescription Management
Prescription Renewal
Pricing Data
Progress Notes
Promotions Management
Records Management
Referral Management
Reminders
Reporting/Analytics
Reporting & Statistics
Revenue Management
Sales Reports
Scheduling
Search/Filter
Self Service Portal
SMS Messaging
SMS Reminders
SOAP notes
Social Media Integration
Task Management
Telemedicine
Telemedicine Integration
Templates
Third-Party Integration
Third-Party Integrations
Transaction History
Treatment Packages
Treatment Planning
Urgent Care Templates
Vitals Tracking
Voice Recognition
Website Integration
Workflow Management

OptiMantra Integrations

Deepcura

ZooM

Sfax

Stripe

Stax

Wellevate

See all 11 integrations

OptiMantra User Reviews

Overall Rating

4.8

Ratings Breakdown

85%

11%

Secondary Ratings

Ease of Use

4.7

Value for money

4.9

Customer support

4.9

Functionality

4.7

Verified

Reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2022

Very happy with OptiMantra

Overall the experience was great. It was easy to get clients onboarded on the platform, and they have onboarding support, weekly office hours for questions, a big knowledge base, and support/ticketing system for support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have served as an external consultant for several practices implementing OptiMantra. The platform is really customizable - we've been able to set up individual intakes and charting templates, email and text templates, and calendar configurations for clients. OptiMantra also has a robust library of templates that we have been able to leverage to get clinics started. OptiMantra has e-prescribing, insurance billing, and integrations with tons of different labs, which has made it easy for practices to manage workflow and track everything centrally.

Cons:

The OptiMantra team has been responsive and is routinely delivering new features and updates, so I have not had or heard of any major issues with the product.

Alexis C.

Verified reviewer

Medical Practice

Self-Employed

Used daily for less than 2 years

Reviewed May 2025

OptiMantra has transformed the way I run my naturopathic practice.

Overall, OptiMantra offers exceptional value for the price. It’s a robust, flexible EMR that truly supports the unique needs of integrative practices. I highly recommend it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OptiMantra has transformed the way I run my integrative practice. Scheduling is easy and efficient. New patients can schedule directly through my website via an embedded link, and they automatically receive confirmation emails with links to intake forms and consents—no chasing paperwork. The patient portal is intuitive and well-designed. My patients consistently tell me how user-friendly it is. I love that I can send treatment plans directly through the messaging system, and that patients can upload labs or other documents securely. The educational handout library is another fantastic feature—it empowers patients to access trusted information any time. One of the standout features for me is the seamless integration of Fullscript directly into the chart note—this alone has saved me an incredible amount of time and streamlined my patient workflow. I use this with most of my patients and appreciate how effortless it is to recommend and manage supplements right from the note. I also use the e-prescribing function and lab ordering, both integrated right into the chart note. These features have greatly enhanced my workflow and reduced time spent on administrative tasks. Telehealth has been a smooth experience. The built-in video chat is reliable, and my patients appreciate how easy it is to connect. I’ve spent some time customizing templates for emails and charting, which has made day-to-day documentation much faster and more consistent. Lastly, I can’t say enough good things about the OptiMantra support team—they are consistently responsive, helpful, and quick to resolve any issues, often getting back to me within hours.

Cons:

Occasionally I feel like a certain function or task I need to complete might not be intuitive or feels like there are too many steps. But I know the team is constantly updating and improving the system, so I have seen things like this already improve since I have started using OM.

Reasons for choosing OptiMantra

Fullscript integration, Rx integration, Video chat integration, billing, scheduling. Had everything I wanted while others did not. I really like Elation but it did not have Fullscript and was too expensive. But I love the workflow Elation has.

Renee C.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

Family Nurse Practitioner FNP

It was ok. I have to cancel due to it not meeting my practices needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer service was helpful and response times.

Cons:

Analytics and not user friendly, patients complained about portal, and I had to go in and out of a patient chart a lot to access other information on patient.

Reasons for choosing OptiMantra

The cost and functionality from last EHR.

Reasons for switching to OptiMantra

The cost and functionality from last EHR.

Tammy D.

Verified reviewer

Medical Practice

Self-Employed

Used daily for more than 2 years

Reviewed May 2025

The Best Affordable EHR and the Best Customer Service

I have had very few problems, but when i do have problems, the staff is quick to help me find the solution. Quite often, the solution was already there on the "help" pages and I just didn't look in the right place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's flexible and customizable for many simple situations. There is a lot of potential and they have made numerous upgrades. The best thing about them is they are easy to reach and fast to respond to any questions.

Cons:

I would like to be able to graph/track wound sizes over time. For now, I copy and paste an excel chart into the notes. The photo system is geared for aesthetics, so the before and after photos are limited to that. I have to upload all my photos under documents.

Reasons for choosing OptiMantra

Cost was a big factor. I was worried that it was too simple and was going to start with Athena, but the customer service team just stopped answering emails after they had a $600 setup fee and I never heard from them again!

THOMASA P.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 12 months

Reviewed May 2025

Great experience overall.

Very good one. So far every feature has been useful although a learning curve is mandatory. The supply management has been the hardest to use so I avoid it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the flow of the EHR system and the customer service support team with their quick response to tickets.

Cons:

The patient educational handout link under email system has a drop down but no search engine so you have to scroll until you find the handout you want. It is cumbersome when you have a long list of handouts.

Reasons for choosing OptiMantra

cost was very important for me. They were too expensive for my small clinic

Reasons for switching to OptiMantra

I hated their system. It did not flow in every possible way

Patricia L.

Verified reviewer

Alternative Medicine

2-10 employees

Used weekly for less than 2 years

Reviewed April 2025

Such a fantastic system!

We opted for the supported onboarding, available for an additional fee. It was inexpensive for the support it provided. We had a great guy, [sensitive content hidden], who helped us get up and running. Ongoing support has been fast and effective. If there is a problem, it gets fixed quickly. I feel so fortunate to have found this system. It's been perfect for us, exactly what we needed. I sure appreciate how everyone is so helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I wish I had OptiMantra 20 years ago! We've had OM for a year now. It's a wonderful system, with inventory, and options for multiple types of integration. It's just perfect for for our Chiropractic/Naturopathic/Functional Medicine/ Massage Therapy office. In my experience it is very responsive, and once I learned the system, it was easy to use. I love that our clients can now reschedule online themselves, through their portals, if they need to change an appointment. We both appreciate being able to have HIPAA compliant messaging through the portal as well. Pricing is very reasonable for my small clinic. I truly appreciate this system.

Cons:

I can't say there is anything I particularly dislike. So I do not have anything helpful to share here.

Reasons for choosing OptiMantra

The major reason we chose OM was because of the options it had such as inventory and patient portals. We also liked that it had an integration with Fullscript and labs. Pricing was very helpful for us as well.

Reasons for switching to OptiMantra

We had been planning to move totally to electronic a number of years prior, after having just the front desk functions be electronic, but EON Systems went out of business and was no longer supported. (I'm not sure the option TPS Cloud Axis in above question is correct. We did not have a Cloud based program). Finally we were able to identify OptiMantra as a good solution to our needs.

Ellen L.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used daily for less than 12 months

Reviewed May 2025

Great EMAR Overall With Excellent Customer Support

overall very good experience. I do recommend Optimantra to anyone who asks!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love optimantra! It has made my processes so easy. I am a solo provider so it has been super important for things to be easy, efficient, and streamlined. I absolutely love optimantra's daily office hours too. I just jump on those zoom calls when I need help with something. Their customer service is phenomenal. if I could give them more than 5 stars I would.

Cons:

If Ic oudl change one thing, I would make it easier to add consent forms to an appointment in real time. When an appt is scheduled, we should be able to check boxes for which consent forms we want added to the kiosk. That way it would not have to be configured as an add-on ahead of time. The thing I like least is just that every additional add-on service is an added cost. Luckily their basic plan lasted me quite a while before having to add-on features. I do wish there was a very clear way to view the patient experience on optimantra, for each individual patient.

Reasons for choosing OptiMantra

better reviews of optimantra from colleagues.

Christl R.

Verified reviewer

Medical Practice

Self-Employed

Used daily for less than 2 years

Reviewed September 2025

Owner, Doctor and Nurse Practitioner

My overall experience with OptiMantra has been excellent and I've referred several people to OptiMantra as well as organizing a demo to a group of my peers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most about OptiMantra is their customer service, they are unbeatable!! This includes IT as well as Sales. I also like the customizability of work flows and the functional medicine templates.

Cons:

What I like the least is that fillable templates when populated into subjective notes apostrophes become question marks and not all items populate.

Reasons for choosing OptiMantra

I liked the ability to Customize my forms, price tiring for part-time, and discount for NPs.

Jennifer L.

Verified reviewer

Medical Practice

Self-Employed

Used daily for less than 12 months

Reviewed May 2025

Lots of Features!

I love OptiMantra! I have fax, lab integrations with Rupa Lab and Quest so the labs come right to my emr. The consent forms are easy to make, I can send e prescriptions. Now they have Zoom for the telehealth visits which has been great and Deep Cura their AI addition which helps so much with writing notes. I just talk about my visit and AI puts it into the categories of my note. It has cut down on documentation time!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer service is great. If you can't find the answer in their knowledge base, then you put a ticket in and someone gets back to you same or next day.

Cons:

I felt it was complicated at first but after watching some training videos, I figured things out.

Reasons for switching to OptiMantra

I needed more functions like e prescribe and others

Verified

Reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2024

Clunky, lacks integrations & terrible for anything but EMR

The onboarding was long convoluted and frankly abysmal. If we weren't so invested already I would have found an alternative

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

EMR is pretty good in terms of how the forms can be customized to us.

Cons:

-Very clunky and convoluted -No integration with Square or Paypal?!? -Virtually no integrations -No ability to connect to Zapier or Make -Calendar is awful to read and use -No mobile app -Terrible user interface, super basic -Poor marketing features -Took 4 months to get live -Webhooks are super basic -Can't link Google Analytics! -Very limited customization -No ability to connect own Twilio account -No ability to connect Google SMTP email -No marketing tools -No automations -No gift card options -"lost all of our forms".... which in theory is a HIPAA violation. Thankfully it was before went live and had no patient info loaded. We had to start from scratch Overall, if our nurses didn't like the EMR, then I would drop it in a second as it is only good as an EMR, nothing else. It is clear that the app is designed by doctors who know zero about software or user experience. It is painfully clear it has been built by developers who know nothing about marketing, user experience or user interface. It is painfully obvious that the team have never spoken to anybody who understands sales or marketing.

Reasons for choosing OptiMantra

My experienced nurse said it had the best EMR. I hated it as it is basically an expensive document drive.

Showing 1 - 10 of 72 Reviews

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