---
description: Review of OptiMantra Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: OptiMantra | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Psychiatry Electronic Medical Records Software](/directory/178/psychiatry-emr-software/software) > [OptiMantra](/software/62649/optimantra)

# OptiMantra

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> OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices.&#10;&#10;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.&#10;&#10;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.&#10;&#10;The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.
> 
> Verdict: Rated **4.8/5** by 85 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 85 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: OptiMantra
- **Location**: Washington, US

## Commercial Context

- **Starting Price**: US$99.00
- **Pricing model**: Other (Free Trial)
- **Pricing Details**: OptiMantra offers a monthly subscription service with additional discounts for annual memberships. &#10;&#10;Please contact OptiMantra directly for more discount options.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Canada, Guam, Puerto Rico, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Automated Scheduling
- Automatic Transcription
- Before & After Pictures
- Billing & Invoicing
- Calendar Management
- Care Plan Management
- Case Management
- Case Notes
- Charting
- Claims Management
- Claims Scrubbing
- Client Management

## Integrations (12 total)

- Authorize.Net Connector
- Deepcura
- Fiserv
- Fitbit
- HubSpot CRM
- MDToolbox-Rx
- Sfax
- Stax
- Stripe
- Wellevate
- ZooM
- authorize.net

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Psychiatry Electronic Medical Records Software](https://www.softwareadvice.co.uk/directory/178/psychiatry-emr-software/software)

## Related Categories

- [Psychiatry Electronic Medical Records Software](https://www.softwareadvice.co.uk/directory/178/psychiatry-emr-software/software)
- [Primary Care EHR Software](https://www.softwareadvice.co.uk/directory/3300/primary-care-ehr/software)
- [Medical Spa Software](https://www.softwareadvice.co.uk/directory/3851/spa/software)
- [Family Practice Electronic Medical Records Software](https://www.softwareadvice.co.uk/directory/385/family-practice-software/software)
- [Urgent Care EMR Software](https://www.softwareadvice.co.uk/directory/119/urgent-care-software/software)

## Alternatives

1. [Fusion](https://www.softwareadvice.co.uk/software/395326/fusion-web-clinic) — 4.3/5 (708 reviews)
2. [Carepatron](https://www.softwareadvice.co.uk/software/241061/care-patron) — 4.4/5 (858 reviews)
3. [Alleva](https://www.softwareadvice.co.uk/software/365334/alleva) — 4.5/5 (282 reviews)
4. [ModMed](https://www.softwareadvice.co.uk/software/2446/electronic-medical-assistant) — 4.4/5 (365 reviews)
5. [AestheticsPro](https://www.softwareadvice.co.uk/software/73167/aesthetics-pro) — 4.4/5 (637 reviews)

## Reviews

### "Very happy with OptiMantra" — 5.0/5

> **Verified Reviewer** | *19 July 2022* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **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.&#10;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.
> 
> 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.

-----

### "I've used 8 different EHRs (large and small) and this is, by far, the best I've found." — 5.0/5

> **Kayli** | *12 March 2026* | Medical Practice | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "Lots of problems overall, some good features" — 2.0/5

> **Brandon** | *11 March 2026* | Mental Health Care | Recommendation rating: 0.0/10
> 
> **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.
> 
> 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.

-----

### "Very good value and service." — 5.0/5

> **Jean** | *22 April 2026* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **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.&#10;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.
> 
> Very good experience onboarding, generally fast response to tickets. If there is ever a downtime, it's brief, which is important.

-----

### "FNP-BC, Practice owner" — 5.0/5

> **Patricia** | *17 March 2026* | Medical Practice | Recommendation rating: 8.0/10
> 
> **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.&#10;&#10;From charting to patient communication and membership management, everything is seamlessly integrated into one system. &#10;&#10;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.&#10;&#10;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.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/62649/optimantra)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/medical/optimantra-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/62649/optimantra> |
| en-GB | <https://www.softwareadvice.co.uk/software/62649/optimantra> |
| en-IE | <https://www.softwareadvice.ie/software/62649/optimantra> |
| en-NZ | <https://www.softwareadvice.co.nz/software/62649/optimantra> |

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