--- description: Review of OptiMantra Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: OptiMantra | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Psychiatry Electronic Medical Records Software](/directory/178/psychiatry-emr-software/software) > [OptiMantra](/software/62649/optimantra) # OptiMantra Canonical: https://www.softwareadvice.com.au/software/62649/optimantra Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/62649/optimantra?page=2) > 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. > > Verdict: Rated **4.8/5** by 83 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 83 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | 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**: USD 99.00 - **Pricing model**: Other (Free Trial) - **Pricing Details**: OptiMantra offers a monthly subscription service with additional discounts for annual memberships. 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.com.au/directory/178/psychiatry-emr-software/software) ## Related Categories - [Psychiatry Electronic Medical Records Software](https://www.softwareadvice.com.au/directory/178/psychiatry-emr-software/software) - [Primary Care EHR Software](https://www.softwareadvice.com.au/directory/3300/primary-care-ehr/software) - [Medical Spa Software](https://www.softwareadvice.com.au/directory/3851/spa/software) - [Family Practice Electronic Medical Records Software](https://www.softwareadvice.com.au/directory/385/family-practice-software/software) - [Urgent Care EMR Software](https://www.softwareadvice.com.au/directory/119/urgent-care-software/software) ## Alternatives 1. [Fusion](https://www.softwareadvice.com.au/software/395326/fusion-web-clinic) — 4.3/5 (708 reviews) 2. [Alleva](https://www.softwareadvice.com.au/software/365334/alleva) — 4.5/5 (282 reviews) 3. [Carepatron](https://www.softwareadvice.com.au/software/241061/care-patron) — 4.4/5 (849 reviews) 4. [ModMed](https://www.softwareadvice.com.au/software/2446/electronic-medical-assistant) — 4.4/5 (364 reviews) 5. [AestheticsPro](https://www.softwareadvice.com.au/software/73167/aesthetics-pro) — 4.4/5 (619 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. 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. ----- ### "Great EHR for Direct-Pay and Membership-Based Clinics" — 5.0/5 > **Leivys** | *5 March 2026* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **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 > > 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. ----- ### "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. 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. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/62649/optimantra?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/62649/optimantra) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data