# OptiMantra Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OptiMantra Software - reviews, pricing plans, popular comparisons to other Electronic Medical Records products and more. Source: https://www.capterra.com/p/159365/OptiMantra --- # OptiMantra Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 83 user reviews Reviews sentiment Positive 95% Neutral 2% Negative 2% Starting price $99 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... 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 (83) VS. [4.3 (709)](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 (83) Ease Of Use 4.5 (709) Value For Money 4.9 (81) Value For Money 4.2 (579) Customer Service 4.9 (79) Customer Service 4.3 (645) ## OptiMantra alternatives [3.9 (1,356)](https://www.capterra.com/p/129169/Tebra/reviews/) Starting price Contact vendor for pricing [4.4 (363)](https://www.capterra.com/p/124590/EMA/reviews/) Starting price Contact vendor for pricing [4.4 (618)](https://www.capterra.com/p/93446/AestheticsPro/reviews/) Starting price $160.00 Per User, Per Month Highest Rated [4.8 (490)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $54.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/159365/OptiMantra/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Charting 4.6 (48) 83.33% of 48 reviewers that rated this feature as important or highly important Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. HIPAA Compliant 4.9 (47) 80.85% of 47 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection 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 Calendar Management 4.6 (30) 90.00% of 30 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar E-Prescribing 4.8 (29) 75.86% of 29 reviewers that rated this feature as important or highly important Transmit prescriptions to pharmacies electronically Patient Scheduling 4.8 (29) 100.00% of 29 reviewers that rated this feature as important or highly important Book and manage patient appointments and follow-ups OptiMantra 127 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Tools for the systematic analysis of various types of data or statistics Highlight content and/or make notations about parts of content Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Automatically create schedules based on business needs or employee availability and qualifications Use AI to convert voice into text automatically Before and after photos of procedure(s) Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Process of submitting and following up on claims with insurance companies Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Record and organize clinical notes and progress notes for each patient after interaction with a physician Automatically generates E/M codes based on information collected during patient charting Manage and track all internal and external communication conducted via calls, email, text, or chat Track and report regulatory data to either internal management or external stakeholders Automated reminders and confirmations for booked appointments and events via text or email A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create tailored assessments that test for specific relevant skills Reporting completed by clinicians that summarizes health/medical diagnoses Track products that are for sale at a reduced price or part of coupon promotions Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage product specific documents in a categorized order Transmit prescriptions to pharmacies electronically Transfer of data from one computer system to another Electronically collect payments for goods or services Digitally sign online documents Create and send email blasts/campaigns Track employee schedules, availability, and performance across projects and tasks Create and securely store digital patient records Compliant w/ EPCS (Electronic Prescriptions for Controlled Substances) regulations as set by the DEA (Drug Enforcement Administration) Plan an event's time and location Track and manage staff profiles, recruitment, schedules, productivity, career development and performance Track family medical history to diagnose existing/new conditions and diseases. For family practices Designed for medical spas Designed for pain management practices & departments Designed for primary care doctors/facilities. Must serve psychiatrists/psychiatric practices Designed for urgent care/emergency facilities. Store, manage and track all forms in a centralized location Determine clinically appropriate and cost-effective medications and therapies for patients Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children Compliant with healthcare rules and regulations around the world Compliant with HIPAA, which sets standards for sensitive patient data protection Information, data and reports that are being tracked over time Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes Manage updates to member's immunization records and track individual allergies Conduct intake assessments to determine patient health status, medical history, conditions, etc. Checking eligibility of patients for different insurance claims Activities related to the initial admission of a charge into the organization's care Track and manage inventory levels to maintain proper supply Captures invoice data and maintains comprehensive records for auditing and reporting purposes Receive lab results electronically Submit and track requests for laboratory tests Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Automate workflows and trigger campaigns based on customer actions Manage billing and payments for a healthcare provider Alerts/warnings for potential allergies or interactions triggered by medications Find and verify prescription medications by color, shape or imprint Access to patient medication history data Administer and track medication inventory, schedules, dosage, and side-effects Communicate using messages within the system Access software remotely via mobile devices Access the system via a mobile application Manage and support multiple locations Book meetings and appointments through a website or digital platform Allows medical providers and/or customers to request previously filled prescriptions online Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Allow communication between the company and patients via messages, SMS, emails, phone, and more Allows medical providers to engage patients in a variety of ways to ensure their health. Patients can register for appointments in advance online Online portal where patients can access information such as health records, treatment plants, etc. Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Book and manage patient appointments and follow-ups Accept, record, and reconcile financial transactions Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Predict future data based on historical data sets Enables medical providers and/or patients to electronically cancel prescriptions Prescribing, renewing, and keeping a record of the medicines given to an individual or animal Enables medical providers and/or patients to electronically renew existing prescriptions Real-time pricing data for products, services, etc. Customizable notes that help healthcare professionals document and track patient progress Design, communicate, and distribute incentives to perform a specific action Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Send messages via SMS Reminders sent via SMS/text message Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Meet with patients remotely Provide integration with third-party telehealth applications Sample files or documents that could be customized as needed or used as is Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Sell multiple treatments together as a set Create treatment plans that document interventions and outcomes to track patient progress Pre-formatted documents and forms for Urgent Care processes. Track and measure patient's vitals Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Seamlessly integrates with 3rd party websites 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 (83) 4.7 Based on 83 reviews ## Pricing Value for money 4.9 (81) 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 4.9 (81) 4.9 Based on 81 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/)[ MDToolbox-Rx](https://www.capterra.com/p/130289/MDToolbox-e-Prescribing/)[ Stax](https://www.capterra.com/p/157492/Fattmerchant-Payments-Online/)[ 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 (79) 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 (79) 4.9 Based on 79 reviews ## User reviews Overall rating 4.8 Based on 83 reviews Filter by rating 5(70) 4(9) 3(2) 2(2) 1(0) Mentioned topic Sorted by most recent 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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. JL Jeni L. Nurse Practitioner Hospital & Health Care ### "Great customer service!" 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 10/10 March 9, 2026 Overall is has been exceptional. Responsiveness from their team is great. The training was comprehensive and it was easy to set up and jump right in to seeing patients. Very cost affordable as well. Pros Customer service - very responsive and so many options on how to get needs met. I have always had a fast response which is crucial in this industry. Cons Notes - I just don't love the flow of the notes. I would like to have the option for a basic quick phone note to be generated. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Amber J. Owner, NP Medical Practice ### "Great software, intuative" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 6, 2026 Great, happy I went with it from the start of my practice opening. Very responsive IT team and ticket resolution Pros User friendly. The documentation templates are abundant. Access to DEEP CURA, game changer for visits. Cons Definitely needed the express onboarding. I tried to set it up on my own, hard to figure out. But this was worth the cost. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LC Leivys C. provider PA Health, Wellness and Fitness ### "Great EHR for Direct-Pay and Membership-Based Clinics" 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 10/10 March 5, 2026 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. 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 Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/) [DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/) [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reasons for choosing OptiMantra Many users ultimately choose OptiMantra because it is more affordable and flexible for direct-pay clinics. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KK Kathryn K. Psychiatric nurse practitioner Hospital & Health Care ### "Excellent EHR!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2026 Pros Optimantra was the only EHR that had every feature I was looking for. Great options for customization and excellent customer support. Cons Learning the software and customizing my EHR was time consuming. We had some difficulty setting up eRx. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/159365/OptiMantra/reviews/) 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)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. 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