OptiMantra Reviews

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Updated Nov. 03, 2025

By: Diana Flowers

+2 more

Edited by: Amanda Futrell

Fact-checked by: Jon Bortin

About OptiMantra

OptiMantra provides cloud-based electronic health record (EHR) software that integrates with billing and clinical systems. The platform offers a patient portal and practice management with scheduling, messaging, telehealth, billing and more. The company was founded in 2011, serves practitioners in the U.S. and Canada and is fully HIPAA- and PHIPA-compliant.

Pros

Transparent pricing
Scalable
Integrates with other health care systems
No long-term commitment
15-day free trial

Cons

Add-on features cost extra
Mobile app doesn’t support all platform functions
No free version

What is OptiMantra?

OptiMantra provides cloud-based software to manage patient records and daily practice operations. Founded in 2011, the company is based in Nashville, Tennessee, but serves health care practitioners in the U.S. and Canada.

The platform helps medical practices manage their business and patient base through scheduling, messaging, charting, telehealth, inventory management, billing and more. The software is also customizable for a variety of modalities, including primary care, holistic medicine, behavioral health, massage therapy and aesthetics.

OptiMantra features

OptiMantra’s comprehensive platform is compliant with the Health Insurance Portability and Accountability Act (HIPAA) and the Personal Health Information Protection Act (PHIPA). It includes a range of features organized into the following categories:

Electronic medical records

Charting and documentation
Intake forms and custom questionnaires
Diagnostic test orders and results
Integrated electronic prescriptions
Secure record sharing

Practice management

Point of sale and online payments
Inventory management
Insurance billing
Analytics and reporting

Client management

Online booking and patient portal access
Messaging with automated reminders and alerts
Marketing conversion tracking

Optional add-ons

Fax number
E-prescribing license with Electronic Prescribing of Controlled Substances (EPCS)
Insurance billing
Two-way texting
Group texting

OptiMantra pricing

OptiMantra is $99 per month for the first practitioner, $49 per month for each additional practitioner and $25 per month for each clinical staff member. There’s no long-term commitment, and you can cancel at any time with 30 days’ notice. Membership includes training sessions, free data migration and a free 15-day trial.

Add-on pricing

Feature	Cost
Fax number	$25 per month
E-prescribing license with EPCS	$38 per month
Insurance billing	$0.25 per claim
Two-way texting	$75 per month
Group texting	$100 per month

Available discounts

Discounts are applied only to the monthly membership fee, not to add-on services.

Type	Discount
Students	50% off
Part-time or community clinics	30% off
Nurse practitioners, medical assistants and physician assistants	20% off

OptiMantra integrations and compatibility

OptiMantra uses integrations and application programming interfaces (APIs) to connect and work with existing systems, platforms and digital tools, including:

Billing: Fiserv, Stripe, Authorize.net, Office Ally
Cloud infrastructure: Amazon Web Services, Box, Sfax, Google
Clinical: Surescripts, Labcorp, Quest Diagnostics, Fitbit, Zoom
Marketing: HighLevel, Zoho, SendGrid

Who is OptiMantra best for?

OptiMantra works well for solo practitioners and midsize practices. Since it’s a cloud-based platform, you don’t have to download anything, and the monthly pricing structure means you won’t be stuck with a long contract you can’t get out of.

The software is also customizable for a range of modalities, making it a good choice for holistic practices as well as primary care. Through APIs and integrations, it connects with third-party systems to simplify workflows for practitioners and patients.

OptiMantra FAQ

Is OptiMantra HIPAA-compliant and secure?

Yes, OptiMantra is fully HIPAA-compliant, offering end-to-end encryption, built-in audit trails and role-based access control.

How much does OptiMantra cost?

The cost of OptiMantra largely depends on the size of your staff. You’ll pay $99 per month for the first practitioner. Each additional practitioner adds $49, and each clinical staff member adds $25 per month.

Does OptiMantra offer a free trial or demo version?

Yes, you can sign up for a 15-day free trial. During that time, you can create an account, build forms and explore the platform’s features.

Can I migrate my existing patient data into OptiMantra?

Yes, OptiMantra migrates standard EHR data at no charge.

What kind of training and support does OptiMantra provide?

Onboarding and training sessions are included with your membership, along with access to an onboarding master class and daily webinars.

Does OptiMantra provide mobile access or apps?

Yes, there’s a mobile app, though not all platform functions may be available.