Last Updated
Key Takeaways
Generated from the text of customer reviews
Our Verdict
Overall Rating
Based on 60 users reviews
4.7
Rating Distribution
Positive
93%
Neutral
7%
Negative
0%
Starting Price
$99
per month
OptiMantra Specifications
- Appointment Management/Scheduling
- e-Prescriptions
- Lab Integration
- Patient Portal
OptiMantra Features
Telehealth
OptiMantra includes secure video conferencing directly within the platform, allowing practitioners to conduct virtual appointments. Patients receive a secure link by email and can join the consultation when the practitioner starts the session. Additionally, the telehealth functionality is HIPAA- and PHIPA-compliant, helping practices manage patient privacy and data protection requirements.
Templates And Questionnaires
This feature provides a library of clickable and copy-paste templates covering all four SOAP sections, along with questionnaires that can be added to intake workflows. Practitioners can also create their own templates and questionnaires for specific clinical scenarios. Patients can complete questionnaires through an emailed link or the patient portal before an appointment, with the collected information incorporated into their records.
Insurance Billing
OptiMantra’s insurance billing module lets practice create and submit insurance claims from within the platform. Staff can monitor pending claims, review past encounters, and analyze reimbursement levels across different services. The system also supports automatic posting of EOBs, reducing the need to manually record payments from insurers.
Diagnostic
This feature lets a practice connects with leading diagnostic laboratories to support electronic ordering and the return of test results within the platform. Practitioners can order laboratory tests such as blood work, allergy tests, and chemistry panels, while imaging workflows cover services such as X-rays and MRI. Electronic results are returned directly to the patient's record, and practitioners can also print requisitions or share results with patients.
Reporting And Insights
The reporting feature lets providers organize practice data through filters, sorting, pivoting, and custom categorization. Its report library covers daily deposits, aging, customer account statements, insurance billing summaries, tax collections, and side-by-side lab result comparisons. Practices can use these views to examine financial activity, practitioner performance, billing activity, inventory-related data, and other operational measures.
Pros And Cons of OptiMantra
Pros
Customizable templates support individualized intake and charting workflows effectively
Flexible billing controls let practices customize charges and services
Direct patient messaging supports convenient texting, emailing, and document sharing
Cons
Self-onboarding can feel overwhelming for smaller solo practices
Appointment scheduling supports 15-minute increments, limiting custom intervals
OptiMantra Pricing
OptiMantra |
|---|
$99 For 1st Practitioner |
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Disclaimer: The pricing details were last updated on Sep 07, 2026 from the vendor's website. Please contact us for a tailored pricing list.
OptiMantra Reviews
Total 60 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars82%
4
Stars12%
3
Stars3%
2
Stars3%
1
Stars0%
Share your experience
Brandon Dunn
Psychiatry, 11-50 employees
Less than a year
“Very Glitchy”
Pros
Relatively good layout to learn and grow with
Cons
Very glitchy drop downs and poor updates. Poor customer service too with very limited follow up when parts of program crash or don’t work
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
1
Functionality
3
Nolan Ray
Telemedicine, 1-10 employees
Less than 6 months
“Great Software”
Pros
Easy to use and affordable
Cons
Lacking some advanced functionality
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Christl R.
Medical Practice, N/A employees
More than a year
“top service but glitchy forms”
Pros
Hands down, the best part about it for me is their customer service, it's exceptional across the board! That includes both the IT team and the Sales staff. I also appreciate how much you can tailor workflows and the range of functional medicine templates they offer.
Cons
My biggest frustration is with the fillable templates. when I populate them into subjective notes, apostrophes get turned into question marks and some fields simply don't transfer over, so not every item populates as expected.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
Can users access OptiMantra on their phone?
Yes, users can access OptiMantra through its mobile app or a mobile web browser.
What kind of security does OptiMantra use?
For security, OptiMantra uses encryption, SSL, access auditing, secure storage, regular backups, and disaster-recovery measures. Its application and data are hosted in infrastructure that the company says complies with NIST 800-53, while AWS provides the underlying cloud infrastructure.
Does OptiMantra have a patient portal?
Yes. OptiMantra provides a secure patient portal that allows patients to message providers, complete consent and intake forms, and pay outstanding bills or invoices. Patients can also view shared documents, educational handouts, and treatment plans.
What customer support options does OptiMantra offer?
OptiMantra offers support through email, contact form, FAQs, tickets, and a knowledge base.
What is the latest mobile version of OptiMantra?
The latest mobile app version of OptiMantra is v1.13.0, released in September 2026. The version is listed for both iOS and Android.