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OptiMantra

by OptiMantra · Since 2011
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ActiveAvailable globallyCloudFree tier
Quick facts
VendorOptiMantra
Year launched2011
StatusActive
Location501 Union St Ste 545, PMB 41842, Nashville, TN 37219 USA
Countries servedGlobal
Languages15
Integrations34+
Free tierYES
Free trialYES
Contact sales

About OptiMantra

OptiMantra is a practice management and EHR software platform from OptiMantra designed for integrative practitioners such as acupuncturists, chiropractors, naturopaths, and massage therapists. It includes automated reminders through SMS/text and email notifications to reduce no-shows, a tailored consult interface with support for multiple modalities, and rapid charting with SOAP templates and quick import capabilities, so practitioners can efficiently manage their workflow. Additionally, OptiMantra offers HIPAA- and PHIPA-compliant video chat enabling telehealth and customizable scheduling by rooms, practitioners, and locations. Key capabilities: automated reminders tailored consult interface rapid charting telehealth video chat customizable scheduling Best for: integrative health practitioners that need comprehensive practice management and EHR solutions.

OptiMantra is an all-in-one cloud-based practice management and electronic health record (EHR) platform designed specifically for integrative, holistic, and wellness-focused practitioners. Unlike generic EHR systems, OptiMantra caters to the unique workflows of functional medicine, naturopathy, acupuncture, chiropractic, massage therapy, and similar practices. It combines clinical charting, scheduling, billing, inventory management, and patient engagement into one seamless platform, reducing the need for multiple disconnected systems. Its intuitive design ensures practitioners can spend more time on patient care rather than administrative tasks. One of the platform’s major strengths lies in its patient-centric approach. OptiMantra provides advanced patient communication tools such as automated reminders, secure messaging, and a user-friendly patient portal where clients can book appointments, access records, and make payments. The system enhances patient engagement and streamlines interactions, which is especially valuable for practices that prioritize holistic wellness and long-term patient relationships. The platform also integrates e-prescriptions, lab connections, and supplement dispensary management, ensuring continuity of care across every touchpoint. From a business perspective, OptiMantra empowers practices to optimize efficiency, reduce costs, and increase revenue.

Pros & Cons

What users like
  • +Well-organized system with customizable templates for faster documentation
  • +Custom email and charting templates improve consistency and efficiency
  • +Integrated video calls and credit card processing support solo practices
  • +Quick note entry during/after visits reduces errors and saves time
  • +Helpful online resources and support documentation
What users flag
  • Slow loading times and occasional downtimes disrupt workflow
  • Virtual platform video quality is poor; Zoom integration may become costly
  • Some features not relevant for all practices (less useful depending on setup)

Features

Key features

Comprehensive Scheduling System – Enables appointment booking, recurring visits, waitlists, and online scheduling through the patient portal.
EHR & Clinical Documentation – Provides customizable templates, SOAP notes, and charting tools tailored for integrative and wellness care.
Billing & Insurance Integration – Automates eligibility checks, claim submission, and denial management to streamline reimbursements.
Patient Portal – Allows patients to book, pay, access records, and communicate securely with providers.
Inventory & Dispensary Management – Manages supplements, products, and services with tracking and automated stock updates.
Telemedicine – Integrated video consultations expand care access beyond physical clinics.
Reporting & Analytics – Delivers insights on financials, patient flow, and clinical outcomes to support data-driven decisions.

Additional features

Appointment Scheduling – Flexible scheduling with reminders and waitlist management.
SOAP & Custom Notes – Streamlined clinical documentation with pre-built templates.
Electronic Prescriptions (eRx) – Simplifies prescribing and integrates with pharmacies.
Claims Management – Automated claim scrubbing and clearinghouse connectivity.
Patient Portal – Enhances patient self-service and engagement.
Payment Processing – Supports credit cards, packages, and insurance reimbursements.
Inventory Management – Tracks supplements, services, and wellness packages.
Telehealth – Secure video sessions with documentation and billing support.
Analytics Dashboard – Real-time financial and clinical performance metrics.
Multi-Location Support – Scalable features for group practices and franchises.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Per Clinical Staff

USD 25

Countries & Languages

Global
Countries served
15
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKoreanArabicHindiBengaliVietnamese

Billing currencies

🇺🇸USD

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