GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Carepatron vs OptiMantra Comparison (2026)
Add to Compare
Compare similar apps
EHRYourWay
4.9
TheraNest
4.4
SimplePractice
4.6
Good recommendations?
Carepatron
4.4
(860)5
487
4
280
3
73
2
10
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
OptiMantra
4.8
(87)5
74
4
9
3
2
2
2
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.
OptiMantra is a practice management and EMR solution specifically created for integrative and wellness practices.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.4
860
5
4
3
2
1
487
280
73
10
10
- Value for money
- Ease of use
- Features
- Customer support
73%
would recommend this app4.8
87
5
4
3
2
1
74
9
2
2
0
- Value for money
- Ease of use
- Features
- Customer support
93%
would recommend this appPros
“We rely heavily on our ability to alert our clinicians when clients have provided high-risk responses to an assessment or questionnaire, and need full access to all client data to properly facilitate program evaluation and outcomes reporting. ”
NB
Nicole B.
Senior Director of Operations
“the Ux/Ui of generating the invoice auto texts and view of the financial dashboard could be improved in details, like being able to switch between monthly incomes rather than having only generic monthly totals showing.”
lt
leopold t.
therapist
“Show us an audit of when you send reminders to our clients, allow them to control their reminders, and let them see their open invoices on a tab.”
AE
Alison E.
Executive Director
Pros
“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.”
LC
Leivys C.
provider PA
“The ability to manage packages, memberships, and recurring services is a major advantage for practices offering wellness, hormone therapy, and aesthetic treatments.”
PM
Patricia M.
Medical Director Provider
“Online scheduling is incredibly convenient for both me and my clients, eliminating much of the administrative burden associated with phone calls and appointment management.”
AG
Alena G.
Functional Medicine Provider
Cons
“For example, goals do not automatically carry over into SOAP notes, which means I have to re-enter or manually reference them each session. When creating intake forms, if I input the child’s name, the signature section defaults to the child rather than the parent, which can be confusing and requires extra steps to correct.”
RC
Ruby C.
Occupational Therapist Owner
“there is no capacity to change the default setting of appointments to "unconfirmed" (because of the nature of the centre and our way of booking) which means it has to be done manually every day and that's a hassle.”
JC
Jo C.
Practice Manager
“I wish it had more customization in the workflows (reminder if client hasn't had a session in a certain amount of time) and it's missing some things I see as essential, like proper waiting rooms.”
RF
Rae F.
Founder and Practitioner
Cons
“When I transferred from my previous EMR a lot of patient information was left out with the transfer and patients emergency contacts were put in the system as patients.”
KD
Kristi D.
Owner, Nurse Practitioner
“Customer service is very disappointing and seldom able to actually solve or help issues that arise.”
BD
Brandon D.
Psychiatric Mental Health Practitioner
“The thing I liked least about optimantra is the inability to view patient details on one page.”
CG
Cassie G.
Marketing
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review5 months ago
Key features
- Total features117
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Automated Scheduling
- Automatic Transcription
- Before & After Pictures
- Billing & Invoicing
- Calendar Management
- Calendar Sync
- Care Plan Management
- Case Management
- Case Notes
- Charting
- Chat/Messaging
- Claims Management
- Claims Scrubbing
- Client Management
- Client Portal
- Clinical Care
- Clinical Notes
- Coding Assistance
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customizable Tests
- Data Import/Export
- Data Security
- Decision Support
- Diagnostic Reports
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- E-Prescribing
- EDI
- EMR/EHR
- EPCS Compliant
- Electronic Payments
- Electronic Signature
- Email Marketing
- Email Reminders
- Employee Management
- Event Scheduling
- Event/Activities Planning
- Facility Scheduling
- Faculty/Staff Management
- Family History Tracking
- For Chiropractors
- For Family Medicine
- For Healthcare
- For Home Care Providers
- For Long Term Care
- For Medical Purposes
- For Medical Spas
- For Nursing Homes
- For Occupational Therapists
- For Pain Management
- For Physical Therapy
- For Primary Care
- For Psychiatrists
- For Urgent Care
- Forms Management
- Formulary Management
- Gift Card Management
- Growth Charts
- HIPAA Compliant
- Healthcare Compliance
- Historical Reporting
- Home Health Care Management
- Imaging and X-rays
- Immunization & Allergy Tracking
- Incident Management
- Initial Assessments
- Insurance Eligibility Verification
- Intake Management
- Inventory Management
- Invoice Management
- Lab Integration
- Lab Order Management
- Live Chat
- Loyalty Program
- Marketing Automation
- Meal/Nutrition Management
- Medical Billing
- Medical History Records
- Medication Alerts/Warnings
- Medication Database
- Medication History
- Medication Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Monitoring
- Multi-Location
- Multi-Provider Practice
- Onboarding
- Online Booking
- Online Payments
- Online Refills
- Order Entry
- Patient Communications
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Processing
- Physician Management
- Physician Scheduling
- Point of Care System
- Practice Management
- Predictive Analytics
- Prescription Cancellation
- Prescription Management
- Prescription Renewal
- Pricing Data
- Progress Notes
- Progress Reports
- Progress Tracking
- Promotions Management
- Real-Time Reporting
- Records Management
- Recurring Appointments
- Referral Management
- Rehabilitation Management
- Reminders
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- SMS Reminders
- SOAP notes
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management
- Task Progress Tracking
- Task Scheduling
- Telemedicine
- Telemedicine Integration
- Template Management
- Templates
- Therapy Notes
- Third-Party Integration
- Third-Party Integrations
- Transaction History
- Treatment Packages
- Treatment Planning
- Urgent Care Templates
- User Management
- Video Conferencing
- Vitals Tracking
- Voice Recognition
- Website Integration
- Workflow Management
- Total features127
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Automated Scheduling
- Automatic Transcription
- Before & After Pictures
- Billing & Invoicing
- Calendar Management
- Calendar Sync
- Care Plan Management
- Case Management
- Case Notes
- Charting
- Chat/Messaging
- Claims Management
- Claims Scrubbing
- Client Management
- Client Portal
- Clinical Care
- Clinical Notes
- Coding Assistance
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customizable Tests
- Data Import/Export
- Data Security
- Decision Support
- Diagnostic Reports
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- E-Prescribing
- EDI
- EMR/EHR
- EPCS Compliant
- Electronic Payments
- Electronic Signature
- Email Marketing
- Email Reminders
- Employee Management
- Event Scheduling
- Event/Activities Planning
- Facility Scheduling
- Faculty/Staff Management
- Family History Tracking
- For Chiropractors
- For Family Medicine
- For Healthcare
- For Home Care Providers
- For Long Term Care
- For Medical Purposes
- For Medical Spas
- For Nursing Homes
- For Occupational Therapists
- For Pain Management
- For Physical Therapy
- For Primary Care
- For Psychiatrists
- For Urgent Care
- Forms Management
- Formulary Management
- Gift Card Management
- Growth Charts
- HIPAA Compliant
- Healthcare Compliance
- Historical Reporting
- Home Health Care Management
- Imaging and X-rays
- Immunization & Allergy Tracking
- Incident Management
- Initial Assessments
- Insurance Eligibility Verification
- Intake Management
- Inventory Management
- Invoice Management
- Lab Integration
- Lab Order Management
- Live Chat
- Loyalty Program
- Marketing Automation
- Meal/Nutrition Management
- Medical Billing
- Medical History Records
- Medication Alerts/Warnings
- Medication Database
- Medication History
- Medication Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Monitoring
- Multi-Location
- Multi-Provider Practice
- Onboarding
- Online Booking
- Online Payments
- Online Refills
- Order Entry
- Patient Communications
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Processing
- Physician Management
- Physician Scheduling
- Point of Care System
- Practice Management
- Predictive Analytics
- Prescription Cancellation
- Prescription Management
- Prescription Renewal
- Pricing Data
- Progress Notes
- Progress Reports
- Progress Tracking
- Promotions Management
- Real-Time Reporting
- Records Management
- Recurring Appointments
- Referral Management
- Rehabilitation Management
- Reminders
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- SMS Reminders
- SOAP notes
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management
- Task Progress Tracking
- Task Scheduling
- Telemedicine
- Telemedicine Integration
- Template Management
- Templates
- Therapy Notes
- Third-Party Integration
- Third-Party Integrations
- Transaction History
- Treatment Packages
- Treatment Planning
- Urgent Care Templates
- User Management
- Video Conferencing
- Vitals Tracking
- Voice Recognition
- Website Integration
- Workflow Management
Integrations
- Total integrations11
- Deepcura
- Doxy.me
- Fitbit
- FreshBooks
- Google Calendar
- HubSpot CRM
- MDToolbox-Rx
- Microsoft Outlook
- QuickBooks Online
- Sage Accounting
- Stax
- Stripe Payments
- Wave
- Xero
- Zoom Phone
- Zoom Workplace
- authorize.net
- Total integrations7
- Deepcura
- Doxy.me
- Fitbit
- FreshBooks
- Google Calendar
- HubSpot CRM
- MDToolbox-Rx
- Microsoft Outlook
- QuickBooks Online
- Sage Accounting
- Stax
- Stripe Payments
- Wave
- Xero
- Zoom Phone
- Zoom Workplace
- authorize.net
Alternatives
Explore similar apps
