What Is OptiMantra? 


OptiMantra is a cloud-based EMR/EHR software designed specifically for integrative medicine and wellness practitioners. This platform offers a centralized practice management solution for managing all aspects of a practice and streamlining clinical operations. 

Practitioners can efficiently manage their clinic while providing top-notch care to their patients through this solution. 

What Is OptiMantra Best For? 

It offers great flexibility and customization options for templates. With this software, users can create templates that are tailored to their specific needs or choose from a range of pre-existing templates. Additionally, It allows for sharing and utilizing templates created by other users, which fosters a collaborative environment for creating and optimizing practice-specific templates. 

OptiMantra Pricing 

Pricing for OptiMantra starts from $99. For more information and/or a custom quote, click the Get Pricing button, and our customer sales representative will help you choose a custom quote for your practice. 

OptiMantra Integrations 

OptiMantra integrates with a variety of third-party platforms to enhance its functionality. Some of this software include: 

  • Surescripts 
  • Fullscript  
  • Office Ally  
  • Box 
  • MailChimp  
  • LabCorp 
  • Amazon Web Services 
  • Quest Diagnostics 

How Does OptiMantra Work? 

Here are the steps a practitioner can take to get started with OptiMantra EHR: 

  • Log in using your credentials 
  • Create user accounts for all relevant staff members 
  • Customize templates and modify them to suit your practice's specific needs 
  • Enter patient information into the system 
  • Use OptiMantra's EHR feature to document patient visits ensuring accurate and up-to-date patient information 
  • Submit claims and track payments with OptiMantra's billing and revenue cycle management features 

OptiMantra offers additional features such as inventory management, lab integration, and telehealth capabilities. For more assistance, click the Watch Demo button. 

Who Is OptiMantra For? 

OptiMantra serves both individual practitioners and multi-modality group practices including:  

  • Acupuncturists 
  • Nurse practitioners 
  • Naturopaths 
  • Chiropractors 
  • Massage therapists 
  • Physical therapists 
  • Dieticians/nutritionists 
  • Aesthetics professionals 
  • Mental Health  
  • Traditional Chinese medicine 

OptiMantra Features

  • Telehealth 
    OptiMantra EHR's telehealth feature enables practitioners to provide virtual consultations to patients. With seamless integration with video conferencing software like Zoom and Doxy.me, practitioners can easily schedule appointments, share screens, and communicate securely with patients remotely.
  • Templates & Questionnaires 
    OptiMantra EHR offers a range of customizable templates and questionnaires to help practitioners streamline documentation and charting. These templates cover various specialties and modalities, including acupuncture, chiropractic, naturopathy, and massage therapy. Practitioners can modify templates or create their own to suit their needs.
  • Electronic Prescription (EPCS) 
    OptiMantra EHR includes an electronic prescription feature that enables practitioners to send prescriptions to pharmacies electronically, eliminating the need for paper prescriptions. The software also supports Electronic Prescription for Controlled Substances (EPCS), which enables practitioners to comply with DEA regulations.
  • Sharing Medical Records 
    With OptiMantra EHR, practitioners can securely share medical records with other healthcare providers, including specialists, labs, and hospitals. This feature improves care coordination and enables practitioners to collaborate more effectively with other care team members. Patients can also access medical records through a patient portal.
  • Online Invoicing 
    OptiMantra EHR's online invoicing feature enables practitioners to create and send invoices to patients electronically. The software integrates with billing software to streamline the invoicing and payment process and supports credit card processing.
  • Integrated Internet Faxing 
    OptiMantra EHR includes an integrated e-faxing feature that enables practitioners to send and receive faxes electronically. This feature eliminates the need for paper faxes and enables practitioners to send and receive faxes securely and efficiently. Additionally, OptiMantra EHR includes a fax cover sheet feature that enables practitioners to customize and send cover sheets with faxes.

Is OptiMantra Right for You? 

OptiMantra EHR is a comprehensive software solution designed to help practitioners manage their entire practice from a single centralized platform. Whether you're a solo practitioner or part of a small to large-sized organization, OptiMantra EHR's features can help streamline your workflows and improve patient care. The software is also ONC-ACB certified and fully compliant with HIPAA and PHIPA regulations, ensuring your patient data is safe and secure. Click the Watch Demo button above to learn more. 

OptiMantra Pricing 

What’s included
99 / month

Additional 3rd party charges per month
  • $25 per fax number
  • $30 per practitioner for electronic prescriptions (includes EPCS)
  • $50 for two-way texting $50 for group texting
  • $0.20 per claim for insurance billing
  • Online Booking
  • Automated Reminders
  • Two-way and Group Texting
  • Group Emails
  • Custom Templates and Questionnaires
  • Customizable Charting
  • Custom Compounding, IVs, and Tinctures
  • Telehealth / Secure, HIPAA-compliant Video Chat
  • Prescriptions and Electronic Labs
  • Patient Portal and Messaging
  • Superbills and Package Management
  • Point of Sale and Integrated Payments
  • Fully Integrated Insurance Billing
  • Basic Data Import and Customizations
  • Email and Phone Support
  • HIPAA and PHIPA Compliance

For more information, click Get Pricing.


  • Customizable practice management
  • Integrated payment processing
  • Great patient engagement tools
  • Allows online appointment booking


  • A bit pricey for smaller practices
  • Glitches and bugs
  • Reports are not as intuitive

OptiMantra Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Outside Budget

OptiMantra reviews

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