OptiMantra

What Is OptiMantra?

OptiMantra is a cloud-based Electronic Medical Record (EMR)/Electronic Health Record (EHR) and practice management platform built for integrative medicine and wellness practices. Its clinical tools let practitioners capture personalized care plans, patient information, and consultation details across different treatment modalities, giving practices more flexibility in how they document care. Its customizable charts, intake forms, and questionnaires allow providers to capture patient information in formats that can vary by consultation type.

Furthermore, its practice management tools connect scheduling, patient access, billing, payments, and financial records in one system, giving practice leaders greater visibility into how the practice operates. By bringing these functions together, OptiMantra EMR can help practices reduce duplicate data entry and spend less time reconciling information across separate systems.

What Is OptiMantra Best For?

The software is best known for its Customized Charting, which gives providers more control over how they document patient care. It enables practitioners to select relevant sections from existing intake forms, add questions specific to their approach, and create separate forms for initial and follow-up visits. This could benefit practices where patient assessments can vary from one clinician or consultation to another.

The ability to tailor charting can also make patient information easier to capture in a format that matches how practitioners assess and document care. For practices with multiple providers, each one can maintain their own intake and follow-up forms. Existing chart content can also be imported into new follow-up charts, which could help lower repeated data entry during recurring visits. 

How Much Does OptiMantra Cost?

OptiMantra pricing starts at $99/month for the first practitioner. A free trial is available. The vendor also offers different rates for additional practitioners and staff members, as listed below:

• $49/month/additional practitioner for group practices
• $25/month/clinical staff member
• Free for clerical staff 

Apart from its core features, the following optional add-ons can increase the monthly cost:

• Fax number: Starts at $25/month
• eRx license with EPCS: $38/month
• Insurance billing: $0.25/claim
• Two-way texting: $75/month
• Group texting: $100/month
• AI Charting: Approximately $50–$100/provider/month

OptiMantra does not charge for migrating patient records, appointments, chart notes, and documents from an existing EMR or practice management system. Training and onboarding are also included as part of the implementation. However, organizations should consider the following estimated implementation-related costs when calculating the total investment.

• Complex Data Migration: $1,000–$3,500
• Advanced Workflow & Template Setup: $750–$2,500
• Data Conversion: $500–$2,000
• Third-Party Integrations: $500–$2,500+
• Implementation Support For Larger Practices: $1,000–$3,000+
• Hardware Installation: $500–$2,000+ 

Users generally describe the software’s pricing as reasonable relative to the functionality available. At the same time, some reviewers note that paid add-ons can increase the overall cost as practices require more capabilities. Overall, buyers tend to view the base pricing favorably, but practices should assess their expected use of add-on functionalities when estimating the full cost.

Request a custom OptiMantra pricing quote for your practice today.

Disclaimer: The pricing is subject to change.

OptiMantra Integrations

The platform integrates with clinical, laboratory, payment, billing, cloud, and CRM software, including:

• Surescripts
• LabCorp
• Quest Diagnostics EHR
• Boston Heart Diagnostics
• Office Ally Practice Mate
• Stripe
• Google Apps
• Zoho for passing contact and campaign data into OptiMantra's appointment booking process

How Does OptiMantra Work?

Here’s how you can access the software and begin using its features:

• Log in with your credentials to access your practice account 

• Set up practitioners, locations, rooms, schedules, intake forms, and charting templates based on your practice requirements
• Manage patient appointments and online bookings while collecting intake information before visits
• Review patient responses and use the information to create or update charts during consultations
• Document visits using SOAP templates and carry relevant information from previous charts into follow-up visits
• Process payments, create superbills, submit insurance claims, and review electronic payment postings
• Manage prescriptions, lab orders, patient messages, and records from the same patient account
• Track financial and operational performance through reporting tools

You can also schedule a free OptiMantra demo to explore the platform’s functionality.

Who Is OptiMantra For?

OptiMantra is designed for integrative medicine and wellness practices. It supports solo providers as well as larger, multi-practitioner and multi-location clinics. The software supports the following specialties:

• Direct primary care (DPC) and urgent care
• Naturopathy and functional medicine
• Psychiatric care and behavioral health
• Aesthetic centers and medical spas
• Traditional Chinese Medicine (TCM) and acupuncture
• Osteopathy, chiropractic, and massage therapy 
• Hormone Replacement Therapy (HRT), IV hydration and injections

OptiMantra Use Cases

Based on our analysis of OptiMantra’s reviews and its existing functionalities, we have identified the following scenarios where the platform may be a good fit.

1. Hybrid Practices Serving Patients Across Virtual And In-Person Settings

Practices that provide both virtual and in-person care often need to coordinate patient information across locations. A provider may see the same patient online for one visit and in the clinic for the next. OptiMantra combines telehealth, scheduling, patient communication, charting, and clinical data into the same system. This can make it a practical option for growing hybrid practices that need to manage virtual and in-person care using the same patient record. It also helps lower the need for maintaining separate processes for each care setting. 

2. Weight Loss And Wellness Practices Built Around Recurring Memberships

The software could be a good fit for medically guided weight loss clinics that structure care around monthly programs rather than individual appointments. As the patient base grows, managing recurring payments, memberships, appointments, and patient visits across spreadsheets and separate payment tools can become harder to coordinate. OptiMantra brings these elements together, making it suitable for clinics with a large active membership base where the patient’s care, appointment schedule, payment status, and membership need to stay connected. 

3. Chiropractic And Integrative Practices Where Conventional Templates Do Not Reflect The Care Provided

Providers working across chiropractic, acupuncture, TCM, and other integrative specialties may find conventional documentation systems too narrowly structured around traditional medical encounters. These practices are often seeking a system that can reflect the terminology and treatment methods specific to their field without forcing providers into a conventional medical format. Using OptiMantra’s specialty-specific charting templates, they can document areas such as pain, posture, range of motion, and treatment images within a format that aligns more closely with their practice.

4. Practices Selling Clinical Services Alongside Products And Treatments

OptiMantra may also suit functional medicine, medical spa, IV therapy, and wellness clinics that combine clinical services with physical products. These could include supplements, medications, aesthetic products, IV supplies, or custom formulations. Providers in these settings need to track both the treatment provided and the products used or sold during the visit. The platform connects clinical documentation with inventory and point-of-sale activity, which can be useful when products are part of patient care rather than a separate retail operation.

5. Practices Looking To Automate Clinical Documentation

Integrative practitioners and chiropractors who spend significant time completing charts after patient visits can use OptiMantra with integrated tools such as DeepCura. The AI charting feature can lessen the amount of manual documentation they need to complete outside the EMR. These providers often work with specialty-specific terminology that may not fit conventional charting systems. For practices with high documentation demands, this setup can help providers spend less time working on charts. It also gives them more time to focus on patient care. 

OptiMantra User Sentiments

OptiMantra Features

The software offers the following core features:

Templates And Questionnaires

OptiMantra provides ready-made templates and questionnaires for patient intake and clinical documentation. Its template library includes SOAP formats designed for different specialties and types of care. Practitioners can modify existing templates or create their own when the available options do not fit their documentation requirements. They may also choose questionnaires from the library or create new ones for specific patient groups and types of visits. These forms can be sent to patients before an appointment through email or the patient portal. The feature allows practices to collect relevant information before the visit and gives providers more complete information to review when the patient is seen.

Electronic Prescription For Controlled Substances (EPCS)

Electronic prescribing is available through the software’s integration with the SureScripts network. It lets providers send prescriptions electronically to pharmacies and manage refill requests through the platform. The system connects with local and national pharmacies across the US, which gives providers access to a broad pharmacy network when sending prescriptions electronically. Providers who are authorized to prescribe controlled medications can also use OptiMantra for EPCS. This helps eligible providers manage controlled and non-controlled prescriptions through the same prescribing system.

Insurance Billing

This module allows practices to prepare and submit claims to insurers and other third-party payers. Staff can review pending claims and check their status from within the platform. The system also provides reporting on previous encounters, allowing practices to compare reimbursement levels across different services. OptiMantra supports automatic posting of Explanation of Benefits (EOBs), which records payment information without requiring each payment to be entered manually. Collectively, these functions keep claims, reimbursement details, and payment records tied to the encounters from which they originated.

Patient Portal And Messaging

OptiMantra’s Patient Portal gives patients online access to intake forms, questionnaires, treatment plans, invoices, and other documents. Patients can also update their personal and medical information before or after a visit. It allows practices to make this information available online, so they may not have to handle every document request or information update individually. 

In addition, the platform provides secure messaging between patients and practice staff. Patients can use this function to ask about appointments, request prescription refills, or raise other practice-related questions. For front-office teams, this can reduce the need to handle appointment questions, refill requests, and document-related communication through separate channels such as phone calls and email.

Integrated Payments

The integrated payment option allows practices to accept and record patient payments within OptiMantra. It enables staff to process credit or debit cards by entering the card details, swiping a card, or using a payment method already saved to the patient’s account. Payments can also be linked to services and products purchased through the practice. The feature allows staff to record the payment against the relevant patient transaction, so charges for services and products can be tracked alongside the payment received.

Diagnostics

OptiMantra allows providers to order laboratory tests through connected lab providers. Depending on the patient’s needs, providers may order tests such as blood work, allergy testing, and chemistry panels. The results are made available electronically within the patient’s chart.The software also supports printed requisitions for tests that require physical paperwork. Providers can then share test results with patients through the system. This gives practices a single record of the test order and its results, which could make diagnostic information easier to review alongside the patient’s other clinical records.

Reporting And Insights

Reporting tools cover financial, clinical, sales, and staff activity. Users can filter, sort, and group report data to create different views of the information. Available reports include daily deposits, outstanding balances, customer statements, insurance billing, services, and product sales. Practices can also review tax collections for services and supplements. Other reports support laboratory result comparisons, charges and sales by provider, and staff time records.

These reports gives practice a way to review financial activity, billing, sales, clinical results, and staff hours within the same reporting system.

Supplementary Features

In addition to its key capabilities, OptiMantra includes several other capabilities that support clinical, financial, and administrative workflows.

Telehealth

The software comprises a built-in video consultation option for remote patient visits. The functionality enables practitioners to start a video session from the platform, while patients join through a secure link sent by email.

Point Of Sale

The platform supports superbills, invoices, account statements, and in-platform card payments. Practices can send invoices and statements through the patient portal or provide patients with payment links for outstanding balances.

Inventory Management

This feature enables operational staff to track stocked items with details such as quantities, prices, and suppliers. It allows users to create purchase orders. They can also monitor low-stock or expiring items to support timely replenishment.

Integrated e-Faxing

OptiMantra lets practices send and receive electronic faxes within the platform. Incoming faxes can be assigned to patient records, while outgoing records and documents can be sent directly from the system.

Online Invoicing

The online invoicing functionality allows clinics to send unpaid invoices to patients by email. The invoices show outstanding balances, giving staff a direct way to follow up on unpaid charges.

Scheduling And Appointments

With this feature, staff can create, update, and manage appointments for multiple practitioners, rooms, and locations. It supports both in-office and online appointment scheduling. Online booking can also be made available through a scheduling plug-in connected to a practice website, social pages, or email signature.

Reminders, Alerts And Tasks

OptiMantra enables practices to send customizable email and text reminders for appointments, intake forms, lab tests, and other follow-up actions. It can also be used by staff to also create alerts and tasks to track patient follow-ups, calls, voicemails, and other pending items.

Is OptiMantra Right for You?

OptiMantra may be a good fit for practices that need to support multiple providers, locations, or service types within one system. The platform is designed to scale from solo practices to larger clinics, with support for adding providers, services, and locations as the organization grows.

The software is compliant with HIPAA, HITECH, and PHIPA standards. It is also ONC-certified for ambulatory care settings. The platform uses encryption, SSL, secure data storage, access logging, regular backups, and disaster recovery measures. Its infrastructure runs on AWS, which provides a secure and established environment for storing and processing practice data.

OptiMantra supports the transfer of patient charts and documents to practitioners outside the practice through online document sharing and electronic fax. Its integrations also support the electronic exchange of clinical information, including prescriptions, lab orders and results, and diagnostic results.

In February 2026, the company announced an integration with Spakinect for medical spas and aesthetic practices. The integration connects remote patient evaluations with OptiMantra patient records. Furthermore, in December 2025, OptiMantra merged with Cerbo. The merger aims at combining the technology and expertise of both firms across integrative, functional, behavioral, and other specialty care settings.

Overall, OptiMantra is worth considering when specialty practices need an EMR and practice management system that can accommodate organizational growth without moving to a different platform. However, it may be less suitable for organizations seeking software built to accommodate large hospital or health-system operations.

Still unsure? You can reach out to us at (315) 215-3447 and we will help you make an informed decision.

Optimantra Pricing Plans

Disclaimer: The pricing is subject to change.