Rating
4.8
85 reviews
Starting price
$99
Other
Categories
8
Founded
2011
Employees
43
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.
Ad spend / mo
$31K
113 paid keywords
Paid visits / mo
1,859
Organic keywords
11,671
Organic visits / mo
39,622
Authority
41
3,979 ref domains
Creatives run
98
as OptiMantra Inc.
Active now
67
last 14 days
Advertising since
Aug 2023
2.5+ yrs running
Last seen
today
still active
Running 1 ads on LinkedIn as OptiMantra - a paid B2B channel, on top of any Google/Capterra spend.
View on LinkedIn Ad LibraryThe shared messaging across Wellness & Integrative Health Practice Software advertisers - the validated angles to copy. See the niche →
(85 reviews)
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.
Dr. Maria Louise F. · Owner, Nurse Practitioner, Functional Medicine · Medical Practice · 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.
Jean S. · President · Health, Wellness and Fitness · April 22, 2026
| Category | Page | Rank | Placement |
|---|---|---|---|
| e-Prescribing | 1 | 19 | - |
| Urgent Care EMR | 1 | 20 |
Domain confidence 99%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
| best emr for small practice | $47.33 | 1 | 17.1% | www.optimantra.com/ |
| aesthetic record | $28.27 | 3 | 12.1% | www.optimantra.com/medspa-software |
| optimantra | $8.97 | 1 | 11.0% | www.optimantra.com/ |
| emr software | $10.80 | 1 | 10.8% | www.optimantra.com/ |
| aesthetic pro | $20.14 | 1 | 8.8% | www.optimantra.com/medspa-software |
| ehr for small practices | $57.28 | 1 | 5.0% | www.optimantra.com/ |
| best ehr for small practices | $47.33 | 1 | 3.4% | www.optimantra.com/blog/top-9-emrs-for-small-practices-in-2025 |
| eclinicalworks | $6.93 | 4 | 2.8% | www.optimantra.com/medspa-software |
| best ehr for small practice | $47.33 | 1 | 2.7% | www.optimantra.com/blog/top-9-emrs-for-small-practices-in-2025 |
| ehr for small practice | $57.28 | 1 | 2.2% | www.optimantra.com/ |
| aestheticrecord | $28.27 | 1 | 2.0% | www.optimantra.com/medspa-software |
| aestheticpro | $13.69 | 1 | 1.8% | www.optimantra.com/medspa-software |
| med spa management software | $41.04 | 1 | 1.2% | www.optimantra.com/modalities/medspa |
| ehr urgent care | $19.79 | 1 | 1.1% | www.optimantra.com/modalities/direct-primary-urgent-care |
| best medspa software | $50.60 | 1 | 1.0% | www.optimantra.com/modalities/medspa |
OptiMantra™ - Official Site
EMR and Practice Management — The EMR software your practice needs. Affordable, efficient & easy to use. Get started now. Optimize your practice with the #1 EMR software! Secure, intuitive and affordable.
https://www.optimantra.com
Small Practice EHR System - The #1 All-in-One EHR System
The EHR software your practice needs. Affordable, efficient & easy to use. Get started now
https://www.optimantra.com
#1 Psychiatry EHR Software | All-in-One Psychiatry Software
The #1 Integrated EHR Software & Practice Management Software. Book demo with OptiMantra. Optimize your practice with the #1 EHR software!
https://www.optimantra.com
#1 Mental Health EHR Software | The #1 All-in-One EHR System
Optimize your practice with the #1 EHR software! Secure, intuitive and affordable. The #1 Integrated EHR Software & Practice Management Software.
https://www.optimantra.com
#1 Functional Medicine EMR
The #1 All-in-One EMR System — The EMR software your practice needs. Affordable, efficient & easy to use. Get started now. The #1 Integrated EMR Software & Practice Management Software. Book demo with OptiMantra.
https://www.optimantra.com
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.
Sol C. · APRN · Medical Practice · 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.
Patricia M. · Medical Director Provider · Medical Practice · March 17, 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.
Lori S. · Physician · Medical Practice · March 16, 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.
Kathleen F. · Psychiatrist · Medical Practice · March 13, 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.
Kayli C. · Owner, Medical Provider · Medical Practice · March 12, 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.
Brandon D. · Psychiatric Mental Health Practitioner · Mental Health Care · March 11, 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.
Jeni L. · Nurse Practitioner · Hospital & Health Care · March 9, 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.
Amber J. · Owner, NP · Medical Practice · March 6, 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
Leivys C. · provider PA · Health, Wellness and Fitness · 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.
Kathryn K. · Psychiatric nurse practitioner · Hospital & Health Care · March 5, 2026
IT HAS BEEN GREAT AS THE SUPPORT IS THERE FOR YOU AND THE LEARNING CURVE IS REAL BUT LIKE ANYTHING IT TAKES TIME TO ADJUST TO SOMETHING NEW.
Pros: VALUE FOR THE MONEY. SECURITY, PATIENTS MANAGEMENT, PATIENT RECORDS AND CHARTING, GREAT SUPPORT SYSTEM!
Cons: LEARNING CURVE. HOWEVER, THEY ARE MAKING ADJUSTMENT AND CHANGES TO MAKE IT EASIER TO LEARN THE SYSTEM.
BARBARA F. · PROVIDER AND OWNER · Medical Practice · March 5, 2026
My overall experience with OptiMantra has been excellent and I've referred several people to OptiMantra as well as organizing a demo to a group of my peers.
Pros: What I like most about OptiMantra is their customer service, they are unbeatable!! This includes IT as well as Sales. I also like the customizability of work flows and the functional medicine templates.
Cons: What I like the least is that fillable templates when populated into subjective notes apostrophes become question marks and not all items populate.
Christl R. · Owner, Functional Medicine Family Nurse Practitioner · Medical Practice · September 17, 2025
Very good.
Pros: Optimantra supports small businesses. Someone always follows up when I have a question. They are easy to set up.
Cons: I am still learing all the functions. They should have more one-on-one sessions with their new providers.
Viergela J. · Owner Operator · Medical Practice · June 10, 2025
Customer service is great! [sensitive content hidden] was easy to work with to set up billing and never got tired of my questions. Now that we use it every day, it makes my practice super easy!
Pros: Easy to use. Notes are simple. I love the eRX is built in and billing is a one step process. We love it!
Cons: I cannot send prescriptions on optimantra when I log in on my phone. I'm not sure if this is an issue with MDToolbox or Optimantra. Fixing this issue would help when I am mobile and do not have my laptop with me.
Mandy H. · PMHNP · Medical Practice · May 28, 2025
Fantastic! The on-boarding was great. It is extremely customizable for an individual practice. The integrated video calls and credit card processing make my solo practice actually workable!
Pros: Fantastic customizable product with frequent seamless upgrades and prompt and caring customer service.
Cons: Some of the add-ons I want are available but for an extra charge such as the same-day text reminders.
Lanika B. · Owner · Alternative Medicine · May 27, 2025
We started using Optimantra 8 years or so ago and have been extremely happy with it, Optimantra handles every part of our practice.
Pros: Well thought out, easy to use, and if you ever have issues, which is rare, the Optimantra team is amazing.
Cons: The reporting is not the most intuitive. It is very robust and meets all our needs, it is just not super easy. And the password reset function needs some tweaking, in my opinion.
Kris K. · Owner · Health, Wellness and Fitness · May 27, 2025
My overall experience with OptiMantra has been excellent. The team has been amazingly helpful and I have referred multiple providers to this platform.
Pros: Supportive OptiMantra team, excellent resources, and user friendly EMR is what I admire the most about OptiMantra
Cons: It's a fantastic platform. However, I would have appreciated having a referral link or QR code readily available for patients or providers to access. I shared this feedback, and I truly appreciate that OptiMantra was receptive and offered an alternative solution.
Carol W. · Business Owner and Provider · Health, Wellness and Fitness · May 24, 2025
Overall, we love Optimantra, really versatile and pretty easy to use and customize things to your liking. Gets better every quarter!
Pros: Pretty customizable and constant updates and improvements. Quick ticket turnaround. The only program on the market that offers billing, scheduling, charting and inventory management all in one.
Cons: Some inefficiencies in day to day use, little things like how things sort and how things look that take a few seconds longer to find what you are looking for, sometimes causing mild frustration.
Tara S. · Clinic Manager · Health, Wellness and Fitness · May 21, 2025
I have been very pleased with my experience and I would readily recommend Optimantra to a fellow clinician.
Pros: Very receptive support. I can always get a fast response and support by telephone or video chat.
Cons: A little basic. I would like some more color and aesthetically pleasing graphics.
Jana P. · Nurse Practitioner · Alternative Medicine · May 19, 2025
excellent. received great customer service from set up to daily functions. Always very quick to respond.
Pros: new, small business owner with 32 years of clinical experience. Have used multiple EMR systems. Optimantra is easy to navigate and excellent customer service!
Cons: enjoy all aspects. the only thing I have had difficulty with is the terminal fees very high
Dell G. · NP · Alternative Medicine · May 16, 2025
I've had a great experience with the EMR software! It does everything I need it to. Patients say that the patient portal is pretty easy to use, as well.
Pros: It's very easy to use. The setup for my clinic went very smooth. I love the fact that patients can go to my website, book an appointment, and pay all in one place.
Cons: So far, I have not had any issues with the EMR system. I really have no complaints at all. There is not anything I would change.
Angela A. · Nurse Practitioner · Medical Practice · May 15, 2025
I have had very few problems, but when i do have problems, the staff is quick to help me find the solution. Quite often, the solution was already there on the "help" pages and I just didn't look in the right place.
Pros: It's flexible and customizable for many simple situations. There is a lot of potential and they have made numerous upgrades. The best thing about them is they are easy to reach and fast to respond to any questions.
Cons: I would like to be able to graph/track wound sizes over time. For now, I copy and paste an excel chart into the notes. The photo system is geared for aesthetics, so the before and after photos are limited to that. I have to upload all my photos under documents.
Tammy D. · APRN · Medical Practice · May 15, 2025
My experience with OptiMantra has been positive, and overall very good!
Pros: Easy to learn how to use, the Support Team is very knowledgeable, helpful and responsive to our tickets and questions!
Cons: For forms, consents and other documents that are used frequently it would be nice to have a document/form number associated with each file. Also, adding the ability to export a list of the forms would be helpful.
Kim K. · Office Manager · Medical Practice · May 14, 2025
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| Family Practice Electronic Medical Records | 1 | 23 | - |
| Pain Management EMR | 2 | 2 | - |
| Primary Care EHR | 2 | 5 | - |
| Psychiatry Electronic Medical Records | 2 | 6 | - |
| Medical Spa | 2 | 24 | Shortlist |
| Electronic Medical Records | 3 | 1 | Shortlist |