---
description: Learn more about OptiMantra pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: OptiMantra Pricing, Reviews & Features - Capterra Canada 2026
---

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# OptiMantra

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> Specialized EMR and practice management for individual and group integrative and wellness practices
> 
> Verdict: Rated **4.8/5** by 85 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses OptiMantra?

Designed for integrative and wellness practices, OptiMantra supports direct and primary care, functional medicine, NPs, NDs, DCs, LAcs and TCM, therapists, massage, aesthetics, nutritionists, and more

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 85 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support Software | 4.9/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: OptiMantra
- **Location**: Washington, US

## Commercial Context

- **Starting Price**: US$99.00
- **Pricing model**: Other (Free Trial)
- **Pricing Details**: OptiMantra offers a monthly subscription service with additional discounts for annual memberships. 

Please contact OptiMantra directly for more discount options.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Canada, Guam, Puerto Rico, United States

## Features

- Appointment Management
- Care Plan Management
- Charting
- Client Management
- Coding Assistance
- Customizable Forms
- E-Prescribing
- EPCS Compliant
- Electronic Payments
- Faculty/Staff Management
- For Medical Spas
- Formulary Management
- Gift Card Management
- HIPAA Compliant
- Immunization & Allergy Tracking
- Initial Assessments
- Inventory Management Software
- Lab Order Management
- Marketing Automation Software
- Medical Billing Software
- Medication Alerts/Warnings
- Medication History
- Medication Management
- Online Booking
- Patient Communications
- Patient Intake
- Patient Portal Software
- Patient Records Management
- Payment Processing Software
- Prescription Management
- Prescription Renewal
- Reminders
- Reporting & Statistics
- Treatment Planning
- Workflow Management Software

## Integrations (12 total)

- Authorize.Net Connector
- Deepcura
- Fiserv
- Fitbit
- HubSpot CRM
- MDToolbox-Rx
- Sfax
- Stax
- Stripe
- Wellevate
- ZooM
- authorize.net

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [EMR Systems](https://www.capterra.ca/directory/20028/electronic-medical-records/software)

## Related Categories

- [EMR Systems](https://www.capterra.ca/directory/20028/electronic-medical-records/software)
- [Psychiatry EMR Software](https://www.capterra.ca/directory/32655/psychiatry-electronic-medical-records-%28emr%29/software)
- [Primary Care EHR Software](https://www.capterra.ca/directory/32665/primary-care-ehr/software)
- [Medical Spa Software](https://www.capterra.ca/directory/30582/medical-spa/software)
- [Family Practice EMR Software](https://www.capterra.ca/directory/32564/family-practice-electronic-medical-records-%28emr%29/software)

## Alternatives

1. [Fusion](https://www.capterra.ca/software/136876/pediatric-therapy-emr) — 4.3/5 (708 reviews)
2. [Carepatron](https://www.capterra.ca/software/195467/care-patron) — 4.4/5 (858 reviews)
3. [Alleva](https://www.capterra.ca/software/180899/alleva) — 4.5/5 (282 reviews)
4. [Tebra](https://www.capterra.ca/software/129169/tebra) — 3.9/5 (1365 reviews)
5. [ModMed](https://www.capterra.ca/software/124590/ema) — 4.4/5 (365 reviews)

## Reviews

### "Great EHR for Direct-Pay and Membership-Based Clinics" — 5.0/5

> **Leivys** | *March 5, 2026* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **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
> 
> 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.

-----

### "Family Nurse Practitioner FNP" — 3.0/5

> **Renee** | *January 13, 2025* | Hospital & Health Care | Recommendation rating: 2.0/10
> 
> **Pros**: The customer service was helpful and response times.
> 
> **Cons**: Analytics and not user friendly, patients complained about portal, and I had to go in and out of a patient chart a lot to access other information on patient.
> 
> It was ok. I have to cancel due to it not meeting my practices needs.

-----

### "OptiMantra has transformed the way I run my naturopathic practice." — 5.0/5

> **Alexis** | *May 8, 2025* | Medical Practice | Recommendation rating: 10.0/10
> 
> **Pros**: OptiMantra has transformed the way I run my integrative practice.

Scheduling is easy and efficient. New patients can schedule directly through my website via an embedded link, and they automatically receive confirmation emails with links to intake forms and consents—no chasing paperwork.

The patient portal is intuitive and well-designed. My patients consistently tell me how user-friendly it is. I love that I can send treatment plans directly through the messaging system, and that patients can upload labs or other documents securely. The educational handout library is another fantastic feature—it empowers patients to access trusted information any time.

One of the standout features for me is the seamless integration of Fullscript directly into the chart note—this alone has saved me an incredible amount of time and streamlined my patient workflow. I use this with most of my patients and appreciate how effortless it is to recommend and manage supplements right from the note.

I also use the e-prescribing function and lab ordering, both integrated right into the chart note. These features have greatly enhanced my workflow and reduced time spent on administrative tasks.

Telehealth has been a smooth experience. The built-in video chat is reliable, and my patients appreciate how easy it is to connect.

I’ve spent some time customizing templates for emails and charting, which has made day-to-day documentation much faster and more consistent.

Lastly, I can’t say enough good things about the OptiMantra support team—they are consistently responsive, helpful, and quick to resolve any issues, often getting back to me within hours.
> 
> **Cons**: Occasionally I feel like a certain function or task I need to complete might not be intuitive or feels like there are too many steps. But I know the team is constantly updating and improving the system, so I have seen things like this already improve since I have started using OM.
> 
> Overall, OptiMantra offers exceptional value for the price. It’s a robust, flexible EMR that truly supports the unique needs of integrative practices. I highly recommend it.

-----

### "The Best Affordable EHR and the Best Customer Service" — 5.0/5

> **Tammy** | *May 15, 2025* | Medical Practice | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "Great experience overall." — 5.0/5

> **THOMASA** | *May 12, 2025* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **Pros**: I love the flow of the EHR system and the customer service support team with their quick response to tickets.
> 
> **Cons**: The patient educational handout link under email system has a drop down but no search engine so you have to scroll until you find the handout you want. It is cumbersome when you have a long list of handouts.
> 
> Very good one. So far every feature has been useful although a learning curve is mandatory. The supply management has been the hardest to use so I avoid it.

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