--- title: "OptiMantra Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OptiMantra Software - reviews, pricing plans, popular comparisons to other Electronic Medical Records products and more." source_url: "https://www.capterra.com/p/159365/OptiMantra/" page_type: "product" language: "en" --- # OptiMantra Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) OptiMantra ## What is OptiMantra? OptiMantra is an established EMR and practice management platform focused on integrative and wellness practices. Our platform is highly adaptable and robust - it includes online appointments, 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. It's easy to get set-up! OptiMantra offers tailored onboarding support. ## What is OptiMantra used for? [Electronic Medical Records](https://www.capterra.com/electronic-medical-records-software/)[Psychiatry Electronic Medical Records](https://www.capterra.com/psychiatry-electronic-medical-records-emr-software/)[Medical Spa](https://www.capterra.com/medical-spa-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 87 user reviews Reviews sentiment Positive 95% Neutral 2% Negative 2% Starting price $99 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Electronic Medical Records / 2026 - Medical Spa / 2026 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Electronic Medical Records / 2026 - Medical Spa / 2026 - Primary Care EHR / 2026 - Psychiatry Electronic Medical Records / 2026 Do you work for OptiMantra?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.optimantra.com&name=OptiMantra) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OptiMantra 4.8 (87) VS. [4.3 (708)](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/reviews/) Starting Price $99 Other, Per Month Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (87) Ease Of Use 4.5 (708) Value For Money 4.8 (85) Value For Money 4.2 (578) Customer Service 4.9 (83) Customer Service 4.3 (644) ## OptiMantra alternatives [3.9 (1,382)](https://www.capterra.com/p/129169/Tebra/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 74% of reviewers rated it above 4 stars [4.5 (668)](https://www.capterra.com/p/93446/AestheticsPro/reviews/) Starting price $160.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (371)](https://www.capterra.com/p/124590/EMA/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.8 (534)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $54.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/159365/OptiMantra/alternatives/) ## FAQs about OptiMantra Overview ### What problems does OptiMantra solve? OptiMantra solves disconnected practice workflows, slow charting, appointment friction, and administrative overload by combining scheduling, telehealth, e-prescribing, billing, inventory, templates, and patient communication in one system. Solo providers, small clinics, integrative practices, mental health teams, and front-desk staff benefit from faster onboarding, easier daily operations, and responsive support when setup gets complex. Answer based on 73 reviews Overview ### Which roles and teams benefit most from OptiMantra? OptiMantra is most used by nurse practitioners, naturopathic and functional medicine providers, and acupuncture clinicians who need charting, scheduling, and patient communication in one system. Practice managers and office managers streamline front-desk and billing workflows, while owners and executives use it to oversee operations, improve efficiency, and support practice growth. Answer based on 87 reviews Overview ### What company size and industries is OptiMantra built for? OptiMantra is designed for small healthcare and wellness practices, with 100% of reviewers from small businesses and Medical Practice leading at 37%. It also serves Health, Wellness and Fitness at 31% and Alternative Medicine at 14%, fitting integrative, functional, direct and primary care, and related wellness providers. Answer based on 87 reviews Features and Usability ### What are the key features of OptiMantra? OptiMantra includes core EMR and practice management features such as charting, patient records management, and billing. Reviewers also highlight customizable templates, appointment scheduling with reminders, inventory management, patient portal and messaging, plus differentiators like e-prescribing, lab integrations, and API access for connecting other systems. Answer based on 56 reviews Pricing ### How much does it cost and what fees or limitations are included? OptiMantra starts at $99/month for the first practitioner on the Basic plan, then $49/month for each additional practitioner, with a free trial available. Reviewers often describe it as cost-effective and good value, though some mention paid add-ons, express onboarding, and a short learning curve during setup. Answer based on 21 reviews Integrations ### Which third-party tools and platforms does OptiMantra integrate with? OptiMantra integrates with authorize.net, Stax, Stripe, Fiserv, HubSpot CRM, Fitbit, Sfax, and Wellevate. Its catalog lists 10 third-party connections overall, centered on payment processing, CRM, patient communications, prescribing, and wellness tools, with reviewer mentions specifically confirming authorize.net and discussing Square Payments as a requested integration. Answer based on 14 reviews Getting Started and Support ### What training and onboarding options does OptiMantra offer? OptiMantra provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online training support guided setup, webinars offer scheduled group instruction, documentation gives written reference material, and videos support self-paced review. Answer based on 3 reviews Getting Started and Support ### What customer support options does OptiMantra offer, and how do users rate the experience? OptiMantra offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live support, and chat. Users often describe support as responsive, helpful, and quick to resolve tickets, with same-day or next-day replies common. Some say onboarding and the learning curve can feel overwhelming, and a few report disappointing issue resolution. Answer based on 58 reviews Patient management ### How good is OptiMantra for patient management? OptiMantra handles patient management well for many clinics by combining charting, scheduling, portal access, messaging, and ordering in one system. Functional medicine, direct-pay, and small practice teams often like the customizable templates and patient workflows, though some users find scheduling limits, profile navigation, and data visibility less convenient. Answer based on 35 reviews ## Features AI summary Based on 4,063 Electronic Medical Records reviews Capterra reviewers point to these as the top priorities when choosing Electronic Medical Records software: - **HIPAA Compliant** (**75%** of reviewers rated this feature as critical) - **Patient Records Management** (**62%**) - **Charting** (**63%**) OptiMantra supports all three features that reviewers rate most highly: **HIPAA Compliant**, **Patient Records Management**, and **Charting**. Together, these capabilities help practices protect sensitive health information, keep patient data organized and accessible, and document care accurately, allowing teams to manage daily clinical workflows with greater confidence and efficiency. HIPAA Compliant 4.9 (49) 81.63% of 49 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Patient Records Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Charting 4.7 (49) 83.67% of 49 reviewers that rated this feature as important or highly important Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Medical Billing 4.6 (12) 66.67% of 12 reviewers that rated this feature as important or highly important Manage billing and payments for a healthcare provider Patient Scheduling 4.8 (31) 100.00% of 31 reviewers that rated this feature as important or highly important Book and manage patient appointments and follow-ups Customizable Forms 4.6 (35) 91.43% of 35 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information OptiMantra 127 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Analytics: Tools for the systematic analysis of various types of data or statistics - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Transcription: Use AI to convert voice into text automatically - Before & After Pictures: Before and after photos of procedure(s) - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician - Coding Assistance: Automatically generates E/M codes based on information collected during patient charting - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customizable Tests: Create tailored assessments that test for specific relevant skills - Diagnostic Reports: Reporting completed by clinicians that summarizes health/medical diagnoses - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Documentation Management: Manage product specific documents in a categorized order - E-Prescribing: Transmit prescriptions to pharmacies electronically - EDI: Transfer of data from one computer system to another - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Marketing: Create and send email blasts/campaigns - Employee Management: Track employee schedules, availability, and performance across projects and tasks - EMR/EHR: Create and securely store digital patient records - EPCS Compliant: Compliant w/ EPCS (Electronic Prescriptions for Controlled Substances) regulations as set by the DEA (Drug Enforcement Administration) - Event Scheduling: Plan an event's time and location - Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance - Family History Tracking: Track family medical history to diagnose existing/new conditions and diseases. - For Family Medicine: For family practices - For Medical Spas: Designed for medical spas - For Pain Management: Designed for pain management practices & departments - For Primary Care: Designed for primary care doctors/facilities. - For Psychiatrists: Must serve psychiatrists/psychiatric practices - For Urgent Care: Designed for urgent care/emergency facilities. - Forms Management: Store, manage and track all forms in a centralized location - Formulary Management: Determine clinically appropriate and cost-effective medications and therapies for patients - Gift Card Management: Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus - Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children - Healthcare Compliance: Compliant with healthcare rules and regulations around the world - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Historical Reporting: Information, data and reports that are being tracked over time - Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes - Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies - Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc. - Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims - Intake Management: Activities related to the initial admission of a charge into the organization's care - Inventory Management: Track and manage inventory levels to maintain proper supply - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lab Integration: Receive lab results electronically - Lab Order Management: Submit and track requests for laboratory tests - Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Medical Billing: Manage billing and payments for a healthcare provider - Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications - Medication Database: Find and verify prescription medications by color, shape or imprint - Medication History: Access to patient medication history data - Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Location: Manage and support multiple locations - Online Booking: Book meetings and appointments through a website or digital platform - Online Refills: Allows medical providers and/or customers to request previously filled prescriptions online - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Payment Processing: Accept, record, and reconcile financial transactions - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Predictive Analytics: Predict future data based on historical data sets - Prescription Cancellation: Enables medical providers and/or patients to electronically cancel prescriptions - Prescription Management: Prescribing, renewing, and keeping a record of the medicines given to an individual or animal - Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions - Pricing Data: Real-time pricing data for products, services, etc. - Progress Notes: Customizable notes that help healthcare professionals document and track patient progress - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - Records Management: Ability to record, store, update, and retrieve information - Referral Management: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SMS Messaging: Send messages via SMS - SMS Reminders: Reminders sent via SMS/text message - SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Telemedicine: Meet with patients remotely - Telemedicine Integration: Provide integration with third-party telehealth applications - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Treatment Packages: Sell multiple treatments together as a set - Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress - Urgent Care Templates: Pre-formatted documents and forms for Urgent Care processes. - Vitals Tracking: Track and measure patient's vitals - Voice Recognition: Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking - Website Integration: Seamlessly integrates with 3rd party websites - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (87) 4.7 Based on 87 reviews ## Pricing Value for money 4.8 (85) Free Trial [View pricing plan details](https://www.capterra.com/p/159365/OptiMantra/pricing/) Basic $99.00 Other,Per Month It 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 - HIPAA-Compliant Video Chat - Ivs and Tinctures - Management - Online Booking - Patient Portal and Messaging - Point of Sale and Integrated Payments - Superbills and Package - Telehealth / Secure Value for money 4.8 (85) 4.8 Based on 85 reviews ## Integrations [ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ authorize.net](https://www.capterra.com/p/221412/authorizenet/)[ Stax](https://www.capterra.com/p/157492/Fattmerchant-Payments-Online/)[ MDToolbox-Rx](https://www.capterra.com/p/130289/MDToolbox-e-Prescribing/)[ ZooM](https://www.capterra.com/p/172461/ZooM/)[ Fitbit](https://www.capterra.com/p/195323/Fitbit-Care/)[ Fiserv](https://www.capterra.com/p/191108/First-Data-Payment-Processing/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (83) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (83) 4.9 Based on 83 reviews ## User reviews Overall rating 4.8 Based on 87 reviews Filter by rating 5(74) 4(9) 3(2) 2(2) 1(0) Mentioned topic Sorted by most recent KH Krystal H. Office Manager Alternative Medicine ### "HIGHLY RECOMMEND! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 8, 2026 Overall, it has been wonderful switching over to OptiMantra and using this program. I HIGHLY recommend this! 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. Switched from [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) [Practice Mate](https://www.capterra.com/p/210524/Practice-Mate/) Their platform was very outdated and always had issues. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AG Alena G. Functional Medicine Provider Health, Wellness and Fitness ### "Great Features and Outstanding Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2026 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DM Dr. Maria Louise F. Owner, Nurse Practitioner, Functional Medicine Medical Practice ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 22, 2026 Overall, I love this system! Like anything there is a learning curve, but the on boarding staff is knowledgeable and easy to work with. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JS Jean S. President Health, Wellness and Fitness ### "Very good value and service." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 22, 2026 Very good experience onboarding, generally fast response to tickets. If there is ever a downtime, it's brief, which is important. 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. Switched from [ModMed](https://www.capterra.com/p/124590/EMA/) Cost was excessive by any calculation and they kept trying to see me more costly features. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 23, 2026 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! SC Sol C. APRN Medical Practice ### "First time user with Optimantra! Satisfied" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 17, 2026 Very user friendly once you keep using it. I am still struggling slightly with emailing patients or getting used to bringing over templates but I am working on it Pros So far it is very user friendly and security has been on point. Value for the money is def worth it. Cons Nothing really, but if I had to pick something it would be lack of lab integration with fullscripts. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PM Patricia M. Medical Director Provider Medical Practice ### "FNP-BC, Practice owner " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 17, 2026 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. Switched from [Aesthetic Record](https://www.capterra.com/p/162938/Aesthetic-Record/) A few months ago. Needed a more robust system Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LS Lori S. Physician Medical Practice ### "Overall a Winner!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 16, 2026 Communications are fast and easy, learning curve is not bad and I love new features being added. I am glad my colleagues recommended it to me. Pros Optimantra is easy to learn for both myself and my patients. Setting up appointments, HIPPA compliant communications, sending documents is all straightforward. Cons I will have to open multiple screens to see information when writing a patient message, like wanting to double check a medication dose. Switched from [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/) [Practice Better](https://www.capterra.com/p/159263/Better/) Better pricing and better features and support. Alternatives considered [athenaOne](https://www.capterra.com/p/98735/athenaOne/) [Practice Better](https://www.capterra.com/p/159263/Better/) Reasons for choosing OptiMantra Better pricing and integrations. Talking with support was better. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KF Kathleen F. Psychiatrist Medical Practice ### "Excellent EMR with a sweet price point. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 13, 2026 I am happy with the product and the price is right for a small practice like mine. Customer service is outstanding. Pros This EMR is robust especially at this price point. I have found it relatively easy to use and when I needed help, there was a lot of support that was easy to access. I like the integrations with Fullscripts and various labs. Cons making changes to the supplement and medication lists . The learning curve was steep for me but I did not have a lot of experience setting up my own. The daily help sessions can be frustrating as they went to fast for me. However, I was always able to get the help I needed. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KC Kayli C. Owner, Medical Provider Medical Practice ### "I've used 8 different EHRs (large and small) and this is, by far, the best I've found." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2026 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. 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. Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) My last job used AdvancedMD. When I began my private practice I had to find a new EHR. Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) [ICANotes](https://www.capterra.com/p/17102/ICANotes/) [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) [Osmind](https://www.capterra.com/p/240577/Osmind/) 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BD Brandon D. Psychiatric Mental Health Practitioner Mental Health Care ### "Lots of problems overall, some good features " 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 11, 2026 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. 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. Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) High billing cost and clearing house was not meeting its requirements Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/) Reasons for choosing OptiMantra Cost was very reasonable which at the time we were focused on Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/159365/OptiMantra/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Fusion vs OptiMantra](https://www.capterra.com/compare/136876-159365/Pediatric-Therapy-EMR-vs-OptiMantra) [Jane vs OptiMantra](https://www.capterra.com/compare/159365-178984/OptiMantra-vs-Jane-App)