--- title: OptiMantra Reviews meta_title: 'OptiMantra Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 14 reviews by the users' company size, role or industry to find out how OptiMantra works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 14 scale: '5' date_modified: '2026-06-24' parent_category: name: Health Care url: https://www.g2.com/categories/health-care --- # OptiMantra Reviews **Vendor:** OptiMantra **Category:** [Medical Practice Management Software](https://www.g2.com/categories/medical-practice-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 14 ## About OptiMantra OptiMantra is a comprehensive electronic medical records (EMR) and practice management solution specifically designed to cater to the needs of integrative and holistic healthcare providers. This platform aims to streamline various workflows for practitioners across multiple specialties, including mental health, primary care, functional medicine, and medspa services. By offering an all-in-one system that encompasses charting, scheduling, telehealth, e-prescribing, and billing, OptiMantra simplifies the administrative burden on healthcare providers, allowing them to focus more on patient care. Targeted primarily at solo practitioners and multi-provider clinics, OptiMantra addresses the unique challenges faced by those in holistic and integrative medicine. The platform is tailored to meet the specific needs of these practitioners, ensuring that they have access to tools that enhance their practice's efficiency. With features that support diverse specialties, OptiMantra is particularly beneficial for providers looking to integrate various aspects of patient care into a cohesive system. This versatility makes it an invaluable resource for healthcare professionals aiming to improve their operational workflows. One of the standout features of OptiMantra is its customizable charting capabilities. This allows practitioners to tailor their documentation processes to fit their specific practice styles and patient needs. Additionally, the platform boasts deep integrations with other healthcare technologies, enabling seamless data sharing and communication between systems. Such integrations are crucial for providers who require a holistic view of their patients' health records, ensuring that all relevant information is easily accessible and up-to-date. Furthermore, OptiMantra emphasizes exceptional customer support, which is vital for practitioners who may not be as technologically savvy. The support team is dedicated to helping users navigate the platform effectively, ensuring that they can maximize the benefits of the software. By providing robust support, OptiMantra empowers healthcare providers to enhance their efficiency, improve patient care, and ultimately grow their practices. This focus on user experience and support distinguishes OptiMantra in the competitive landscape of EHR and practice management solutions, making it a valuable tool for those in the integrative healthcare field. ## OptiMantra Pros & Cons **What users like:** - Users praise the **outstanding customer support** of OptiMantra, highlighting the helpful guidance and responsiveness provided. (6 reviews) - Users love the **customizability** of OptiMantra, making it an integral part of their patient care approach. (3 reviews) - Users appreciate the **ease of use** of OptiMantra, benefiting from intuitive navigation and excellent customer support. (3 reviews) - Users value the **exceptional customer service** of OptiMantra, appreciating quick responses and support for their needs. (3 reviews) - Users value the **exceptional patient care** facilitated by OptiMantra, enhancing focus on their patients' needs and experiences. (3 reviews) - Payment Processing (3 reviews) - Users praise the **well-organized scheduling** of OptiMantra, enhancing efficiency and improving patient care significantly. (3 reviews) - Billing Support (2 reviews) - Users highlight the **quick and helpful support** from OptiMantra, making assistance easily accessible for all inquiries. (2 reviews) - Customization (2 reviews) **What users dislike:** - Users report **booking issues** with OptiMantra, including difficulties in scheduling follow-ups and fax system freezes. (2 reviews) - Users report **integration issues** with OptiMantra, affecting notifications and usability with certain devices and features. (2 reviews) - Users often face **access issues** during login and verification, affecting overall usability and integration, particularly on iPads. (1 reviews) - Users experience **billing issues** as they cannot send a single invoice for the entire family, causing inconvenience. (1 reviews) - Users find the **onboarding process challenging** , often unsure of what they need to learn initially. (1 reviews) - Users find the **difficult navigation** frustrating, particularly during the login process and charting features. (1 reviews) - Insufficient Training (1 reviews) - Insurance Issues (1 reviews) - Invoicing Issues (1 reviews) - Learning Curve (1 reviews) ## OptiMantra Reviews ### 1. Highly Recommended EHR with Comprehensive Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Chidi E. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about OptiMantra?** What I like most about OptiMantra is the billing aspect of it, and I also like that it has templates for me to use for my client. It has specific focuses for behavioral health and for medical if you want to do integrated health. There is also a template for weight loss and the questionnaires needed for it. I like that it's a pretty easy EHR to use, and the free onboarding with Doctor Susan was good, plus I watched the video. **What do you dislike about OptiMantra?** The onboarding took my money, $500, and they never did an advanced onboarding for me. They took my money and never performed the service. **What problems is OptiMantra solving and how is that benefiting you?** OptiMantra helps with patient documentation, billing, and sending questionnaires to clients. It also provides generated questions and specific templates for various health focuses. ### 2. Best EMR **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer R. | APRN/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OptiMantra?** After switching to OptiMantra, I realized how amazing the system is! It doesn't just allow for charting (and the quick test is spot on!) but it integrates with lab companies for ease of ordering and interpreting labs, you can flag them for watch too! I love how I can create tasks for myself and never miss out on patient care. I am able to easy email chart notes to patients and the patient portal is INVALUABLE! I have a link for online booking and the integration with my personal calendar ensures I never accidentally book a patient. Last is the 2 most important if you get this far... cost and customer service. Best bang for your buck by far and the customer service team is remarkable at how quickly your get responses and their desire to improve not just my clinic, but the entire platform. You won't regret it. **What do you dislike about OptiMantra?** The log in process and verification is irritating at times. I have trouble with iPad integration but they are working on it. And the face map charting if you do aesthetics is less than ideal for details and accuracy. Wouldn't recommend for a high volume aesthetic practice or dermatology along. Fortunately I am integrative with Functional Medicine and Aesthetics and it works well for me. **What problems is OptiMantra solving and how is that benefiting you?** I have trouble with iPad integration but they are working on it. I had errors with how I performed my superbills and they corrected this. Additionally they created forms for ease of charting and integration. ### 3. Intuitive Features Designed by Real Users **Rating:** 4.5/5.0 stars **Reviewed by:** Rhonda R. | Owner, provider, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about OptiMantra?** Across the software's features, the selection options are intuitive, clearly reflecting that the program is both developed and maintained by people who actually use the system themselves. **What do you dislike about OptiMantra?** The most challenging obstacle is the onboarding process, especially when you aren't even sure what you need to learn. However, I have to praise the ongoing midday training sessions—they cover everything from the basics to more complex topics and have been incredibly helpful. **What problems is OptiMantra solving and how is that benefiting you?** I use Optimantra for documentation, billing, communication with clients. ### 4. Essential Tool for Streamlined Outpatient Management **Rating:** 5.0/5.0 stars **Reviewed by:** Becky B. | Nurse Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2025 **What do you like best about OptiMantra?** We use OptiMantra in our outpatient office daily. We utilize the software for our primary patients and cash pay services. We are able to submit claims to insurance and post payments. **What do you dislike about OptiMantra?** We wish that it had a live feature to verify insurance. It looks like they are working toward this. **What problems is OptiMantra solving and how is that benefiting you?** It helps us have all of our patient information in one place. ### 5. A practitioners and clinic owners' experience of using optiMantra since its inception. **Rating:** 5.0/5.0 stars **Reviewed by:** Peter M. | medical director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2025 **What do you like best about OptiMantra?** Our practice has been with Optimantra since the inception and development of the current software, and both endured the down side of development as well as the upside, as with any ongoing software design and development there will be some problems. But, Optimantra has proved to be a robust and fully functional tool in our multidisciplinary practice and has saved us time and increased our organizational skills with patient processing and files. **What do you dislike about OptiMantra?** their are not any real downsides, once your learn how to navigate the software. **What problems is OptiMantra solving and how is that benefiting you?** record keeping, practice management, accounting, insurance data, patient records. Saving time; scheduling ease of use; adaptable with computers and cell phones software multiuser-interface, HIPPA Compliance ### 6. All-in-One Solution with Impressive Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2025 **What do you like best about OptiMantra?** Everything all built into one system. I love how customizable it is. **What do you dislike about OptiMantra?** On calendar would like a place to push 1 week, 1 month, 3, month, ect.... to book follow ups. Had this on a previous EHR and was convenient versus counting the weeks to schedule follow ups. Faxes often freeze when trying to open. **What problems is OptiMantra solving and how is that benefiting you?** streamlining practice all into one place. ### 7. OptiMantra is the heartbeat of our relationship-driven care! **Rating:** 5.0/5.0 stars **Reviewed by:** Marissa R. | N, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about OptiMantra?** OptiMantra truly feels like an extension of our care team. It allows us to focus on what matters most—our patients—by streamlining the background noise like documentation, billing, and scheduling. The platform is intuitive, customizable, and aligns beautifully with the way we practice holistic, functional, and relationship-based healthcare. From quick note-taking to seamless insurance and membership billing, OptiMantra helps us stay present with our patients and grounded in our mission. **What do you dislike about OptiMantra?** There’s a bit of a learning curve at first—but the OptiMantra team is always there to guide us. And once you’re in the flow, it’s smooth sailing. **What problems is OptiMantra solving and how is that benefiting you?** We’ve been able to consolidate multiple workflows into one clean system. That means less time toggling between platforms and more time connecting with patients. OptiMantra supports our hybrid model—insurance, cash pay, and memberships—all in one place. Our billing is cleaner, notes are faster, and patients feel the difference in the flow of their care. ### 8. Responsive Support and Easy-to-Navigate EMR **Rating:** 5.0/5.0 stars **Reviewed by:** Jacinta W. | Family nurse practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2025 **What do you like best about OptiMantra?** They are very responsive in case I need help. EMR is easy to navigate **What do you dislike about OptiMantra?** I'm not getting notifications through text about appt bookings - that could be on my side. **What problems is OptiMantra solving and how is that benefiting you?** Helped me to be able to invoice patients. ### 9. I love Optimantra as it is easy to use and intuitive. **Rating:** 5.0/5.0 stars **Reviewed by:** Dr. Shasta E. | Shasta Ericson L.Ac., D.A.O.M. Resume, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2025 **What do you like best about OptiMantra?** The interface is easy to see and use. My patients seem to be able to navigate it well and Optimantra is always trying to improve their EHR. I have had great Customer Service. Brandy has helped get information that I needed with ease and took the time to show me how to use Optimantra in a step by step format. The owner has taken my suggestions for additions of featured services. Dr. Susan has helped with step by step instructions on how to use Optimantra. They have great video and written manual on how to use Optimantra. I am very happy to have found Optimantra after 30 years being in practice. I love Optimantra and would recommend it to everyone. **What do you dislike about OptiMantra?** I need to keep learning more things but that isn't a dislike **What problems is OptiMantra solving and how is that benefiting you?** a place for patients to schedule themselves online, find products and i can store their files too. also Wholescripts dispensary, connection to Evexia LAbs. It is frward thinking in it's diversity and utilization. ### 10. Outstanding Customer Care and Effortless Scheduling **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2025 **What do you like best about OptiMantra?** The scheduling is well organized, billing is straightforward, and the customer care is outstanding. **What do you dislike about OptiMantra?** I am unable to send a single invoice for the entire family, which is inconvenient. **What problems is OptiMantra solving and how is that benefiting you?** Currently we do not have any problems ### 11. Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Katie E. | Receptionist/ Front desk, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about OptiMantra?** I have been very impressed with how quickly the team at Optimantra responds to requests. I'm a new employee and it has been very helpful to get answers so quickly and not having to bother my boss who is out of the country. Thank you! **What do you dislike about OptiMantra?** I don't have any complaints about using Opti **What problems is OptiMantra solving and how is that benefiting you?** Managing scheduling and tasks have been the most of what I've been doing ### 12. Great value for the price **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer P. | Nurse practitioner/owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2025 **What do you like best about OptiMantra?** online booking with reminder texts/emails **What do you dislike about OptiMantra?** I find the system a little confusing to personalize, clunky look to it **What problems is OptiMantra solving and how is that benefiting you?** scheduling, reminder emails, texts. intake forms **Official Response from Lauren Vetter:** > Hi Jennifer, thank you for the review! We have some big UI updates coming this summer that I think you'll like. Be sure to keep an eye out! ### 13. Easy to use and excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about OptiMantra?** That they are promptly available if I need assistance **What do you dislike about OptiMantra?** I do not think there are any down sides. The program is easy to use and it has lots of functions that keep being improved on. **What problems is OptiMantra solving and how is that benefiting you?** Helped me esp. during COVID when practice went virtual. They made it easy for me to get things to clients electronically. ### 14. Awesome support staff **Rating:** 5.0/5.0 stars **Reviewed by:** Casey P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about OptiMantra?** Being able to submit a ticket and get exact guidance on what to click on makes it so seamless to make your own changes. Support team is awesome! **What do you dislike about OptiMantra?** This does not apply. I have no concerns regarding the product **What problems is OptiMantra solving and how is that benefiting you?** Being able to run a telehealth company with staff in scattered locations and patients all across the US - [View OptiMantra pricing details and edition comparison](https://www.g2.com/products/optimantra/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-24+14%3A08%3A50+-0500&secure%5Bsession_id%5D=9711c8d7-2e2d-4fc8-b5ea-2596847cfa76&secure%5Btoken%5D=4679f15062ed01be4ba9d99ada694274e022209bc5dcba070696a568e6473b84&format=llm_user) ## OptiMantra Integrations - [DeepCura AI](https://www.g2.com/products/deepcura-ai/reviews) - [EHR 24/7® by Office Ally](https://www.g2.com/products/ehr-24-7-by-office-ally/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) ## OptiMantra Features **Clinical Workflow Management** - Multiple Medical Provider Access - Ancillary Care Provider Access - Clinical Documentation **Operations Management** - Administrative Processes - Back Office Processes - Workflow Coordination - Practice Specialty Support **Business Management** - Inventory Management - Merchant Services - Appointment Scheduling - Employee Management **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management **Added Efficiencies** - Compliance - Integration with Billing Software - Patient Information Management **Marketing** - Client Communications - Loyalty Management - CRM **Practice Management** - Patient Records - Photo Management - E-Prescribing and Lab Orders - Patient Portal - Insurance Billing **Agentic AI - EHR** - Autonomous Task Execution **Platform Tools** - Reporting and Analytics - Healthtech Integrations - Mobile App ## Top OptiMantra Alternatives - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (895 reviews) - [Carepatron](https://www.g2.com/products/carepatron/reviews) - 4.5/5.0 (506 reviews) - [ModMed](https://www.g2.com/products/modmed/reviews) - 4.6/5.0 (358 reviews)