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One Platform to Run Your Practice

Customizable EMR and practice management for integrative health, conventional health and wellness
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Integrated EMR & Practice Management

Drive your day-to-day operations with a comprehensive suite

Client Management

Convenient web-based patient access to services and appointments with online booking
Automated reminders through SMS/text and email notifications to reduce no-shows
Facilitated relationship management with newsletters, promotions, visual email templates, gift cards and marketing conversion tracking
Enhanced patient engagement with messaging, secure access to records and documents on patient portal

Health Records & EMR

Tailored consult interface with out-of-box support for multiple modalities
Rapid charting with SOAP templates and quick import capabilities
Pre-appointment patient data collection through custom questionnaires and intakes (and easy import into charts)
Convenient sharing of patient and practice records through secure 3rd party fax or cloud transfers
HIPAA- and PHIPA-compliant videochat enabling telehealth

Practice Management

Customizable scheduling by rooms, practitioners, locations
Simplified checkout with chart imports into superbills and 1500 claims forms
Integrated payment processing
Electronic claims filings with EOBs and automated payment postings
Easy inventory and purchase order management
Sophisticated reporting on operational and financial performance
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Customizable by Profession

Collaborate in multi-disciplinary, multi-practitioner settings

Integrative Health

Acupuncture and TCM
Functional Medicine

Conventional Health

Behavioral Therapy
Chiropractic Care
Mental Health
Nurse Practitioners
Primary and Urgent Care


Diet and Nutrition
Health Coaching
Herbal Medicine
Massage Therapy
Personal Training
Yoga Instruction

Hear From Practitioners Like You

Dr Cronin - Naturopathic Doctor
Micah Hubbard, MSN FNP-C
Flourish Integrative Wellness
Ava and Springfield, MO
We provide primary care, functional medicine hormone replacement, and pediatric integrative care. Before we used OptiMantra, we were using Charm. We switched over because we needed something that could be more of an all-in-one system: to do paperwork, schedule, chart, sell supplements, check out patients, and bill insurance.

When we switched from the previous EHR it was in the height of Covid and it was very important that we have people's paperwork done ahead of time - and we had people canceling their visits just because the paperwork in the previous EHR was too complicated. When we switched... we don't have anybody cancel anymore.

It's been a literally a hundred percent turnaround and we get pretty much zero complaints as far as not being able to figure out how to do the paperwork. The biggest thing on our end is just the ease of use and being able to capture patients and retain patients.
Dr Cronin - Naturopathic Doctor
Dr. Michael Cronin, ND
Naturopathic Physician's Group, Founder of SCNM, Past President of AANP
Scottsdale, AZ
We have been with have been with OptiMantra for 5 years.We began with practice management - our 4 practitioners were pleased with the scheduling, check out, insurance billing, and reporting.Two years ago, we started using the EMR, and are very pleased with the increased productivity and ease of use.The EMR conversion was straight-forward and the support was great. The program has IV therapy, an E-Rx module, and they built a prolotherapy module for us.

I would recommend a serious look at OptiMantra.
Dr. Ogilvie - Naturopathic Doctor
Dr. Chris Ogilvie, ND
Integrative Health Center of Virginia
Falls Church, VA
OptiMantra has saved my business time and money with patient scheduling reminders, personalized EMR and a responsive support staff. I couldn't be happier with my OptiMantra experience.
Dr Nowazek - Naturpathic Doctor - Green Apple Health Care - Alberta, Canada
Dr. Michael Nowazek, BSc, ND
Owner and Clinic Director, Green Apple Health Care Ltd.
Alberta, Canada
We have been using OptiMantra in our busy clinic since January 2018. From the very beginning – importing all of our data from ClinicND and training our staff - the OptiMantra team listened to our needs and has continued to partner with us. The most impressive part of working with OptiMantra has been their willingness to listen to suggestions and actually act on them.
I find OptiMantra to be the most comprehensive EMR I have used, incorporating everything required in a fully integrated EMR for running a busy, multi practitioner office. You can run any office, large or small, from a single practitioner to multiple integrated multi-disciplinary practitioners with this program. I can do booking, charting, IV and al linjections, inventory control, and I never have to worry about backups, dataloss or data security, and it is fully compliant with all my licensing and regulatory needs. I also find the program intuitive and easy to learn.
I’ve been very impressed with OptiMantra. Check them out.
Drs DeBEase - Naturpathic Doctor - Chiropractor - AlternaCare Weightloss and Holistic Healthcare
Dr. Robert DeBease, DC, and Dr. Pamela DeBease, ND
AlternaCare WeightLoss and Holistic Healthcare
Newnan, GA
My wife is a naturopath and I am a chiropractor. In our past 20+ years as holistic healthcare practitioners, we've tried many programs. Some worked for some things, and others we had to completely remove because they were just not comprehensive enough.
We gave the OptiMantra team a try because they seemed to be more solution-oriented and had an easier platform to work with than other companies. Once we got working with them, their team consolidated all of our data into one program, from the different programs we were using for EMR and client management.
OptiMantra has helped reduce the workload at the front desk, improved our patient communication and has helped the doctors consolidate patient information and communications. Where the OptiMantra team really excels is in quality customer service. They have been responsive to our questions,  open to our suggestions, and have become our partners in serving our clients.
We highly recommend OptiMantra to our peers and the integrative medicine community.
Dr Marcheggiani - Naturopathic Doctor - Canada
Dr. Talia Marcheggiani, ND
Bloor West Wellness Clinic
Ontario, Canada
I'm very happy with the service. Love the prompt responses, the constant updates and improvements and communications.
I try to recommend OptiMantra to everyone who inquires about EMR services. 
Dr Passero - Naturpathic Doctor
Dr. Kevin Passero
Green Healing, Host of "The Essentials of Healthy Living"
Washington, DC
I am extremely happy with the interface and functionality created in OptiMantra. It does everything I need effortlessly and provides a very intuitive interface that has greatly streamlined my workflow and improved productivity and communication between myself and my staff.
I also want to thank the OptiMantra team for the prompt feedback and great customer service they have delivered throughout this process of getting started. The responsiveness is impressive and much appreciated.

Dr Patel - Ayurvedic Integrative Wellness Practitioner
Smita Patel, PhD
Smeeta's Wellness Center
Highland, MD
We've been using OptiMantra in our practice for several years at this point. It has simplified and improved the coordination between me and my staff. We also know we can rely on the OptiMantra team for training, support, or questions.
We could not imagine another program that allows us to do everything we need to manage our center - and our busy inventory - but is still as easy to get started on and maintain.

Simple, Affordable Pricing

Pay as you grow without being locked in a contract (30 day notice)
for first practitioner
per additional practitioner
per MA/RN
*Additional 3rd Party Charges Per Month
$25 per fax number
$30 per practitioner for electronic prescriptions (includes EPCS)
$75 for two-way texting (includes automated reviews)
$100 for group texting
$0.20 per claim for insurance billing
Subscription Discounts Available
50% for students
30% for part-time and community clinics
20% for NPs, MAs and PAs
Online Booking
Automated Reminders
Two-way and Group Texting*
Group Emails
Custom Templates and Questionnaires
Customizable Charting
Custom Compounding, IVs, and Tinctures
Telehealth / Secure, HIPAA-compliant Video Chat
Prescriptions* and Electronic Labs
Patient Portal and Messaging
Superbills and Package Management
Point of Sale and Integrated Payments
Fully Integrated Insurance Billing*
Basic Data Import and Customizations
Email and Phone Support
HIPAA and PHIPA Compliance
Additionally, Managed Insurance Billing Available
Fully Managed Claims Processing
Competitive Rate
Reach Out to Learn More!

+ Robust Trial and Onboarding Support

Get live support throughout your OptiMantra journey - we'll even upload your data and import your intakes and questionnaires for you!
optimantra capterra reviews best emr available

Hear directly from the nurse practitioners, chiropractors, naturopathic doctors, massage therapists and other
integrative practitioners who use our platform every day to manage their busy businesses

By the Numbers


in point-of-sale transactions


in insurance billing


appointments booked


Clinical integrations
SureScripts - Pharmacy Connections
Mercy - Lab Subscriptions
Billing, payment & point of sale integrations
fattmerchant - Payments in EMR/EHR Platform
Eligible - Insurance Claims Processing
Office Ally -  Insurance Clearinghouse - Payments in EMR/EHR Platform
Digital & cloud infrastructure integrations
AWS - Hosted Reliable HIPAA-PHIPA Services
Box - Hosted Reliable HIPAA-PHIPA Services
eFax - Integrated Faxing
SFax - Integrated Faxing
SSL - HIPAA-PHIPA Compliant Technology
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