# OptiMantra Software Reviews, Demo & Pricing - 2026 > Review of OptiMantra Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/medical/optimantra-profile --- [Home](https://www.softwareadvice.com/) / [Electronic Medical Records Software](https://www.softwareadvice.com/medical/electronic-medical-record-software-comparison/) / OptiMantra Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/medical/optimantra-profile/reviews/)[Alternatives](https://www.softwareadvice.com/medical/optimantra-profile/alternatives/) # OptiMantra 2026: Benefits, Features & Pricing Wondering if OptiMantra is right for your practice? Our Electronic Medical Records Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview OptiMantra 4.8 [(87)](https://www.softwareadvice.com/medical/optimantra-profile/reviews/) 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. Wondering if OptiMantra is right for your practice? Our Electronic Medical Records Software selection experts can help you in 15 minutes or less. ## OptiMantra User Interface ## Popular OptiMantra Alternatives Main Product OptiMantra 4.8 [(87)](https://www.softwareadvice.com/medical/optimantra-profile/reviews/) Ratings Breakdown - 4.71Ease of use - 4.85Value for money - 4.90Customer support - 4.68Functionality Pricing Starting at $99.00 per month Get Price Alternative Product [Fusion](https://www.softwareadvice.com/product/395326-Pediatric-Therapy-EMR/) 4.3 [(708)](https://www.softwareadvice.com/product/395326-Pediatric-Therapy-EMR/reviews/) Ratings Breakdown - 4.52Ease of use - 4.16Value for money - 4.27Customer support - 4.19Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Carepatron](https://www.softwareadvice.com/medical/care-patron-profile/) 4.4 [(858)](https://www.softwareadvice.com/medical/care-patron-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.56Value for money - 4.49Customer support - 4.26Functionality Pricing Starting at $23.00 per month Get Price Alternative Product [Alleva](https://www.softwareadvice.com/medical/alleva-profile/) 4.5 [(282)](https://www.softwareadvice.com/medical/alleva-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.51Value for money - 4.54Customer support - 4.41Functionality Pricing Available upon request Get Price Alternative Product [AestheticsPro](https://www.softwareadvice.com/medical/aesthetics-pro-profile/) 4.4 [(655)](https://www.softwareadvice.com/medical/aesthetics-pro-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.34Value for money - 4.51Customer support - 4.24Functionality Pricing Starting at $160.00 per month Get Price Alternative Product [ModMed](https://www.softwareadvice.com/medical/electronic-medical-assistant-profile/) 4.4 [(367)](https://www.softwareadvice.com/medical/electronic-medical-assistant-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.26Value for money - 4.23Customer support - 4.38Functionality Pricing Available upon request Get Price ## 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Sfax Integration rated 4.4 from 10 reviews Deepcura Integration rated undefined from -1 review ZooM Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review Stax Integration rated undefined from -1 review Wellevate Integration rated undefined from -1 review See all 11 integrations ## OptiMantra User Reviews Overall Rating 4.8 Ratings Breakdown 5 85% 4 10% 3 2% 2 2% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.8 Customer support 4.9 Functionality 4.7 VR 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JS Jean S. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for less than 12 months Reviewed April 2026 Very good value and service. 5 Very good experience onboarding, generally fast response to tickets. If there is ever a downtime, it's brief, which is important. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The cost is very reasonable. And, it's easy to add services and modify prices. I like the way I can directly text and email patients and send documents via fax or email. Cons: Lack of flexibility in scheduling appointments- can only do 15 minute increments. I would prefer 20 minute slots. I would also prefer a better way to order imaging rather than go through the lab workflow. The orders are difficult for radiology departments to read and I cannot specify left or right x-ray or MRI. I can only specify the laterality in the diagnosis which is not adequate for many facilities so I have to rewrite orders. Reasons for switching to OptiMantra Cost was excessive by any calculation and they kept trying to see me more costly features. Vendor Response Thank you so much for sharing your feedback! I want to note that you can adjust your appointments to 20 minute slots by navigating within the platform to Settings > Scheduling > Org Settings. "Time slot duration on calendar" can be adjusted to 20 minutes here. If you navigate to Settings > Clinical Integrations > Labs & Diagnostics templates, you can create favorite templates for preferred imaging! This includes adding the location (left/right) in the test name. When you're ready to use your favorite templates, they will be easily accessible on the requisition right beside the 'add imaging' button. Thank you again for taking the time to review OptiMantra! Replied April 2026 Read More BD Brandon D. Verified reviewer Mental Health Care 11-50 employees Used daily for less than 12 months Review source Reviewed March 2026 Lots of problems overall, some good features 2 I would say avoid and honestly I wish I kept searching for another software rather than settling for this option. Customer service is very disappointing and seldom able to actually solve or help issues that arise. Ratings Breakdown 3 Ease of use 2 Value for money 1 Customer support 2 Functionality Pros: Billing is nice because you can have lots of control over how and what you bill. I also really like the medication ordering Cons: Very glitchy and lots of documentation issues with drop down menus, and overlapping screens where boxes and columns becomes merged together. Reasons for choosing OptiMantra Cost was very reasonable which at the time we were focused on Reasons for switching to OptiMantra High billing cost and clearing house was not meeting its requirements Read More KC Kayli C. Verified reviewer Medical Practice Self-Employed Used daily for less than 12 months Reviewed March 2026 I've used 8 different EHRs (large and small) and this is, by far, the best I've found. 5 I have used many EHR's during my career, but this is the first one I've been able to choose. I'm so happy I found Optimantra suggested in an online forum. I've been very pleased with the product and I deeply appreciate the pricing options for part-time and non-physician providers. This is, by far, the best EHR I've ever encountered. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I really love the variety of options available for documenting patient visits, from custom forms, dot phrases to AI integrated scribe services. There's something for every brain and I'm finding a combination of all available options is working well for me! Cons: The self-onboarding is definitely do-able, but can feel overwhelming at times. It would be nice if there were more options for small solo practices for one-on-one onboarding. That being said, working with support has always been pleasant and helpful when I have reached out. Reasons for choosing OptiMantra The interface was more appealing that others that I tried in addition to being more geared toward medical providers (vs. Simple Practice). I also found the price to be very reasonable and I liked the variety of options for documentation. Reasons for switching to OptiMantra My last job used AdvancedMD. When I began my private practice I had to find a new EHR. Read More KH Krystal H. Verified reviewer Alternative Medicine Self-Employed Used daily for more than 2 years Reviewed June 2026 HIGHLY RECOMMEND! 5 Overall, it has been wonderful switching over to OptiMantra and using this program. I HIGHLY recommend this! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I LOVE that OptiMantra is always improving their platform and when you have any questions, they are very quick to reply back. Cons: There is not really anything I would complain about. My whole experience has been wonderful. I do wish that we could change the 2-hour appointment reminder text. Some patients in the beginning of our switch over was overwhelmed and confused if they didn't confirm their appointments. Reasons for switching to OptiMantra Their platform was very outdated and always had issues. Read More LC Leivys C. Verified reviewer Health, Wellness and Fitness Self-Employed Used daily for less than 12 months Reviewed March 2026 Great EHR for Direct-Pay and Membership-Based Clinics 5 Overall, OptiMantra is a powerful platform for small to medium practices, especially those operating with membership models, wellness programs, or direct-pay services. Once the system is configured, it becomes an efficient tool to manage both clinical documentation and practice operations. It may not be the most intuitive system initially, but its flexibility and integrated features make it a strong option for modern independent clinics. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Excellent for membership-based and direct-pay clinics Integrated billing and subscription management Customizable patient tags and workflows Good patient management and scheduling Allows clinics to manage both clinical and business operations in one system Cons: The interface could be more intuitive for new users Some features require manual setup and customization Reporting and analytics could be more advanced Initial onboarding may take time to fully configure workflows Reasons for choosing OptiMantra Many users ultimately choose OptiMantra because it is more affordable and flexible for direct-pay clinics. Read More PM Patricia M. Verified reviewer Medical Practice Self-Employed Used daily for less than 6 months Reviewed March 2026 FNP-BC, Practice owner 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: As a healthcare provider, implementing OptiMantra into my practice has been a game changer for both clinical workflow and overall efficiency. The platform is intuitive, well-organized, and clearly designed with integrative and aesthetic practices in mind. From charting to patient communication and membership management, everything is seamlessly integrated into one system. I especially appreciate the customizable templates and SOAP note functionality, which streamline documentation without sacrificing clinical detail. The ability to manage packages, memberships, and recurring services is a major advantage for practices offering wellness, hormone therapy, and aesthetic treatments. Customer support has also been consistently responsive and knowledgeable, which is critical when onboarding a new system or troubleshooting in real time. Cons: One area for improvement is the scheduling interface. While it is functional, it can feel less intuitive compared to the rest of the platform and could benefit from a more streamlined, user-friendly design, particularly for practices managing multiple services, providers, and appointment types. Also the patient profile screen is cumbersome. Reasons for switching to OptiMantra A few months ago. Needed a more robust system Read More AG Alena G. Verified reviewer Health, Wellness and Fitness Self-Employed Used daily for less than 2 years Reviewed June 2026 Great Features and Outstanding Support 5 My overall experience has been very positive. The platform is intuitive, easy to navigate, and has significantly streamlined many aspects of running my practice. Features such as electronic prescribing, online scheduling, invoicing, and patient management help reduce administrative workload and improve efficiency. The customer support team has been responsive and helpful whenever assistance was needed. While there are a few areas that could be improved, such as payment notifications and calendar synchronization consistency, the benefits far outweigh these minor issues. Overall, it has been a valuable tool for managing and growing my practice. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Outstanding customer service and support throughout the onboarding process. The electronic prescribing system is easy to use and has greatly improved efficiency in my practice. Online scheduling is incredibly convenient for both me and my clients, eliminating much of the administrative burden associated with phone calls and appointment management. Highly recommend! Cons: A few minor improvements would make the platform even better. I would appreciate receiving notifications whenever a patient pays an invoice. Additionally, Google Calendar syncing appears inconsistent—sometimes scheduled appointments sync automatically and sometimes they do not. Read More DF Dr. Maria Louise F. Verified reviewer Medical Practice Self-Employed Used daily for less than 2 years Reviewed April 2026 Easy to use 5 Overall, I love this system! Like anything there is a learning curve, but the on boarding staff is knowledgeable and easy to work with. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: Everything is accessible and it is easy to use. My patient's have commented that they have no issues. Cons: Sometimes the check out section can be a little tricky, and thing are not that easy to find. For example discounts are under coupons, sometimes it's confusing. Read More VR 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 2 The onboarding was long convoluted and frankly abysmal. If we weren't so invested already I would have found an alternative Ratings Breakdown 2 Ease of use 4 Value for money 5 Customer support 3 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. Read More Showing 1 - 10 of 87 Reviews [See All Reviews](https://www.softwareadvice.com/medical/optimantra-profile/reviews/) ## OptiMantra Popular Comparisons [Fusion vs OptiMantra](https://www.softwareadvice.com/compare/62649-optimantra/vs/395326-Pediatric-Therapy-EMR/)[Carepatron vs OptiMantra](https://www.softwareadvice.com/medical/care-patron-profile/vs/optimantra/)[Alleva vs OptiMantra](https://www.softwareadvice.com/medical/alleva-profile/vs/optimantra/)[AestheticsPro vs OptiMantra](https://www.softwareadvice.com/medical/aesthetics-pro-profile/vs/optimantra/)[ModMed vs OptiMantra](https://www.softwareadvice.com/medical/electronic-medical-assistant-profile/vs/optimantra/)[Jane vs OptiMantra](https://www.softwareadvice.com/compare/62649-optimantra/vs/86099-Jane-App/)[ChiroTouch vs OptiMantra](https://www.softwareadvice.com/medical/chirotouch-profile/vs/optimantra/)[Tebra vs OptiMantra](https://www.softwareadvice.com/medical/kareo-profile/vs/optimantra/)[ClinicSense vs OptiMantra](https://www.softwareadvice.com/medical/clinicsense-profile/vs/optimantra/)[Epic vs OptiMantra](https://www.softwareadvice.com/medical/epic-systems-epiccare-profile/vs/optimantra/) [Compare All Alternatives](https://www.softwareadvice.com/medical/optimantra-profile/alternatives/) ## Other Top Recommended Electronic Medical Records Software [athenaOne](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/) **3.8** (911) Recently recommended **240** times [AdvancedMD EHR](https://www.softwareadvice.com/product/1018-AdvancedEHR/) **3.6** (464) Recently recommended **234** times [RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/) **4.3** (498) Recently recommended **195** times [CharmHealth](https://www.softwareadvice.com/medical/charmehr-profile/) **4.2** (151) Recently recommended **166** times Stuck Between Options? 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