The Optimal Formula
OptiMantra is dedicated to providing the integrative medicine and wellness practitioner community with the best possible EHR/EMR and practice management software. Our ultimate goal is to be the optimal formula for your clinic!
The name OptiMantra comes from "Opti"mal + "Mantra" — a perfect formula for your practice. You'll often see us abbreviate to "OM," which is arguably the most popular mantra in the world, rooted in the primordial sound of creation.
Opti
Mantra
Our Backstory & Mission
2011
Founded with a clear vision
25+ Years
Combined healthcare & tech expertise
One Mission
Support holistic patient wellness
OptiMantra was founded in 2011 with a clear realization: traditional EHR systems were built for conventional medicine and simply didn't work for the unique needs of integrative and wellness practitioners. These clinics needed a platform that could handle complex, personalized care plans, diverse modalities, and a focus on patient engagement—not just billing and simple charting.
The company was brought to life by a seasoned team of healthcare and technology experts with more than 25 years of combined experience. Our founders weren't just building software; they were creating a tool to support a better way of practicing medicine—one that prioritized holistic patient wellness.

Built for Your Practice
We help you grow your practice effortlessly by being:
Customizable to your specific needs and modalities
Reliable and accessible from everywhere, anytime
Integrated seamlessly into your existing workflow
Supportive of your patient engagement and their health journey
Always focused on making your job easier

Just Some of What We Offer
Smart Scheduling
Easily embed self-scheduling on your site for appointment and calendar management.
Customized Charting
Experience custom intake forms and existing chart follow-up.
Expansive Template Library
Utilize a library of out-of-the-box templates and questionnaires or create your own.
Integrated Labs
Order lab tests from leading labs directly through the platform and receive the electronic results back in the program.
Connected E-Prescribing
Connect with local and nationwide pharmacy networks to put in online prescription orders and approve refill requests.
Insurance Billing
Experience our built-in insurance billing module to create and submit claims with fewer than 3 clicks. View pending claims and auto-post EOBs.
In our centralized platform, single and multi-practitioner offices can manage their entire practices: tracking practice details, patient medical information, financial accounts, and supplies. The platform is designed to handle the nuances of many integrative modalities, including urgent and primary care, naturopathic medicine, acupuncture, traditional Chinese medicine (TCM), chiropractic, massage therapy, nutrition and diet, nurse practitioners, mental health, and more.

Contact Us
Together, we can make the world healthier.
The OptiMantra team is committed to being the most complete, reliable, intuitive, innovative practice management and EMR/EHR software. We empower you to easily manage your practice, treat your patients, and grow your impact.
