gET A Demo

Comprehensive Software to Run Your Practice

Improve your workflow through OptiMantra's practice management and EMR platform, customizable for integrative health, conventional health and wellness practitioners
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Integrated EMR & Practice Management Workflow

Facilitate service provision to patients and ensure the day-to-day operation of your practice 
through core capabilities common across all specialties

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
Enhanced patient engagement with messaging, secure connection to their records and documents on patient portal
Facilitated relationship management with newsletters, promotions, visually appealing email templates

Health Records & EMR

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

Practice Management

Customizable scheduling by practitioners, locations, rooms
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 operational and financial performance reporting
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Customizable by Profession

Leverage one platform to collaborate effectively in multi-disciplinary, multi-practitioner settings through tailored, modality-specific features and functionality

Integrative Health

Functional Medicine
TCM Doctors

Conventional Health

Medical Doctors
Mental Health
Nurse Practitioners
Therapists & Counselors


Dietitians & Nutritionists
Health Coaches
Massage Therapists
Personal Trainers
Yoga Teachers

Hear From Practitioners Like You

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 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 ha IV therapy, an E-Rx module, and the built a prolotherapy module for us.
I would recommend a serious look at OptiMantra. 
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.
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.

By the Numbers


in point-of-sale transactions


in insurance billing


appointments booked

Simple, Affordable Pricing

Pay as you grow without being locked in a contract
for first practitioner
per additional practitioner
Discounts Available
50% for students
25% for nurse practitioners (thank you, frontline workers!)
25% for part-time and community clinics
Additional 3rd Party Charges (Per Month)
$25 per fax number
$30 per practitioner for electronic prescriptions (includes EPCS)
$35 for insurance billing
$30 for two-way texting
$50 for group texting
Online Booking
Automated Reminders and Texts
Group Emails
Custom Templates and Questionnaires
Customizable Charting
Custom Compounding, IVs, and Tinctures
Telehealth / Secure, HIPAA-compliant Video Chat
Electronic Labs and Prescriptions
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
Customized Website Build
Dedicated Content Creation
Coming Soon! Managed Insurance Billing
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Check out our Capterra reviews!

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 practices


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
Read more

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