OptiMantra
OptiMantra is a cloud-based EMR and practice management software platform serving integrative, functional, and wellness healthcare practices across the U.S., offering subscription-based scheduling, charting, billing, telehealth, and e-prescribing.
- Company typePrivate
- Founded2011
- HeadquartersWashington, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What OptiMantra does
OptiMantra is a cloud-based EMR and practice management software platform designed specifically for integrative, functional, and wellness healthcare practices in the United States. Founded in 2011 and incorporated as OptiMantra, Inc. in Tennessee, the company positions its product against conventional EHR systems as a specialty-specific alternative for modalities including functional medicine, medspa/aesthetics, behavioral health/psychiatry, direct primary care, chiropractic/acupuncture, and multi-modality group practices. Platform capabilities span scheduling, customizable charting (SOAP notes, intake forms, treatment plans), HIPAA-compliant telehealth, e-prescribing via Surescripts with EPCS, integrated insurance billing, point-of-sale and membership billing, and a patient portal with mobile apps for iOS and Android.
The product surface is anchored by a per-practitioner subscription starting at $99 per month with no long-term contract, complemented by add-on modules (eRx, faxing, two-way/group texting, insurance billing at $0.25 per claim) and transaction revenue from integrated payment processing through Stripe and Fiserv. The platform integrates with a broad ecosystem of specialty labs (Labcorp, Quest, Rupa, Evexia, Access), pharmacies (Surescripts), wearables (Apple Health, Fitbit), and communication/marketing tools (Zoom, HighLevel, ActiveCampaign, Outlook). An AI-powered clinical documentation capability is delivered via the DeepCura AI Scribe integration, which translates voice dictation into chart notes and automates CPT coding for holistic care workflows.
The business runs a hybrid go-to-market: a self-serve, product-led growth motion with a 15-day free trial and no credit card requirement for the long tail of SMBs, augmented by inside-sales demos for mid-market deployments, channel partnerships (notably a Platinum Vendor Affiliate relationship with the American Med Spa Association), and event presence at conferences such as SSRP's Peptide World Congress and Saybrook University events. In December 2025, OptiMantra was acquired by Cerbo, with Jeff Hindman appointed CEO of the combined organization to accelerate innovation across AI, practice growth tools, and payments technology for health and wellness practices.
OptiMantra firmographics
Firmographics- Name
- OptiMantra
- Legal name
- OptiMantra, Inc.
- Website
- https://optimantra.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- OptiMantra is a cloud-based EMR and practice management software platform serving integrative, functional, and wellness healthcare practices across the U.S., offering subscription-based scheduling, charting, billing, telehealth, and e-prescribing.
- Ownership category
- akta.pro rank
OptiMantra industry classification
Industry- Product category
- Healthcare Practice Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Misc Health & Allied Services, Nec (8090)
- akta.pro primary industry
- Primary Care & General Medicine Virtual Care (Employer-Sponsored) (HLALADAA)
- akta.pro secondary industry
- Care Navigation, Advocacy & Benefits Guidance Platforms (HLALADAJ)
Keywords
Where OptiMantra is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OptiMantra business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription - Per Practitioner: Monthly subscription pricing per practitioner for access to full platform's practice management and EMR functionality. Plans start at $99/month for the first practitioner. No long-term contract required, month-to-month with 30-day cancellation notice.
- Add-on Modules: Additional paid features including eRx (electronic prescribing), faxing, two-way/group texting, and insurance billing. Insurance billing charged at $0.25 per claim (charged only once per claim, no charge for resubmissions).
- Payment Processing: Transaction fees from integrated payment processing. Stripe fees are 2.9% plus 30 cents per transaction; Fiserv pricing adapts to clinic needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Base subscription starting at $99/month per practitioner |
| Subscription | Monthly | Discounted rates for students, NPs, MAs, PAs, part-time and community clinics |
| Transaction based/ take rate | Pay-as-you-go | Insurance billing add-on at $0.25 per claim |
Go-to-market motion4 records
Distribution channels3 records
Marketing channels8 records
OptiMantra product offering
Product offeringCore offering
OptiMantra provides a cloud-based, specialty-specific EMR/EHR and practice management platform for integrative, functional, wellness, medspa, and behavioral health practitioners. The unified platform bundles customizable charting, online scheduling, patient portal, HIPAA-compliant telehealth, e-prescribing, insurance billing, and integrated point-of-sale payment processing, sold on a per-practitioner monthly subscription with optional add-on modules.
Product overview
OptiMantra is a cloud-based, unified EMR and practice management platform designed specifically for integrative, functional, and wellness healthcare practices. The platform provides a comprehensive suite including the core EMR/EHR module, Practice Management module, Patient Portal, Telehealth, e-Prescribing (eRx), Insurance Billing, and Point of Sale capabilities. The system operates on a per-practitioner subscription model starting at $99/month, with add-on modules available for eRx, faxing, two-way/group texting, and insurance billing (charged at $0.25 per claim). The platform also integrates with third-party AI tools like DeepCura for AI-assisted charting.
Differentiator
Problem solved
Functional benefit
Products and services
- OptiMantra EMR/EHR Module Electronic Medical Records module with customizable charting templates, SOAP notes, intake forms, treatment plans, and support for multiple modalities including functional medicine, naturopathy, acupuncture, and mental health, sold as part of the OptiMantra per-practitioner subscription.
- OptiMantra Practice Management Comprehensive practice management capabilities including customizable multi-practitioner and multi-location scheduling, inventory and purchase order management, reporting, and operational tools for single and multi-practitioner specialty offices.
- OptiMantra Patient Portal Secure web and mobile portal allowing patients to book appointments, complete intake forms, message providers, upload documents, view treatment plans and superbills, and connect wearable device data such as Apple Health and Fitbit.
- OptiMantra Telehealth Built-in HIPAA-compliant telehealth functionality enabling providers to conduct virtual visits directly through the platform without third-party software, also integrating with Zoom for group telehealth visits including waiting room and background features.
- OptiMantra e-Prescribing (eRx) Electronic prescribing add-on module with full medication history, pharmacy search, and electronic controlled substance (EPCS) capabilities, integrated into the platform and connecting to Surescripts and nationwide pharmacy networks.
- OptiMantra Insurance Billing Module Built-in insurance billing add-on module enabling claim creation and submission from chart notes in fewer than 3 clicks, with EOB auto-posting, pending claim tracking, and analytics on past submissions, priced at $0.25 per claim (charged once per claim, no charge for resubmissions).
- OptiMantra Point of Sale Integrated payment processing module supporting online and in-person payments through Stripe and Fiserv, with multiple saved cards on file, partial/full payments, invoices, and recurring membership subscriptions tied to packages and services.
- OptiMantra Mobile Apps (Provider and Patient) Provider-facing iOS and Android app for scheduling management, patient search and updates, portal messaging, two-way texting, and daily financial analytics, paired with a patient-facing app for updating demographics and clinical profiles, uploading documents and lab results, sending portal messages, submitting forms, paying bills, and scheduling appointments.
- OptiMantra Online Scheduling Embeddable online booking system enabling 24/7 patient appointment scheduling from practice websites or patient portals, with embeddable booking links, patient registration portal, automated SMS/email reminders, and Outlook Calendar integration for syncing appointments and controlling online booking availability.
Quantifiable outcome
- 4 Million+ appointments booked through the platform
- +4 more outcomes
Companies that use OptiMantra
Customer profileNamed customers13 records
Segments6 records
Ideal customer profiles4 records
OptiMantra technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability2 records
Feature9 records
OptiMantra partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core, major and minor.
- CerbocoreCerbo acquired OptiMantra in December 2025, merging the two companies to form a combined organization serving health and wellness practices in the U.S. The merger aims to enhance patient care and operational efficiency, accelerate innovation in AI solutions, practice growth tools, and payments technology. Jeff Hindman serves as CEO of the combined company.
- Compliancy GroupmajorOptiMantra partnered with Compliancy Group, the leader in HIPAA compliance, to empower practices to streamline operations, protect patient data, and simplify compliance. The partnership helps providers focus on delivering quality care while maintaining HIPAA compliance.
- American Med Spa Association (AmSpa)coreOptiMantra became a Platinum Vendor Affiliate with AmSpa. As part of the partnership, AmSpa members receive a 25 percent discount on OptiMantra subscriptions and access to tailored technology solutions designed for medical and aesthetic practices.
- SSRP InstituteminorOptiMantra exhibited at SSRP Institute's Peptide Therapy Certification events and Peptide World Congress, connecting with providers dedicated to advancing patient care through peptide therapy.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
OptiMantra competitors and assessment
Company assessmentDirect peers
- Cerbo: Cerbo is the most direct comparable: it is the parent company after the Dec 2025 acquisition and previously competed head-to-head with OptiMantra in EMR/practice management for integrative, functional, and direct primary care practices. Same customer profile, same specialty-template orientation, similar SMB PLG motion.
- Charm Health (ChARM EHR): Charm Health is explicitly cited in OptiMantra's own customer testimonial — Flourish Integrative Wellness switched from Charm to OptiMantra — confirming it is a direct, head-to-head competitor in cloud EMR and practice management for small/mid-sized integrative and wellness practices.
- SimplePractice: SimplePractice is a leading all-in-one practice management and EHR for health and wellness SMBs, with especially strong penetration in behavioral health, counseling, and allied wellness — overlapping directly with OptiMantra's behavioral health, integrative, and medspa-adjacent segments.
- Jane App: Jane is a clinic management platform purpose-built for allied health and wellness practitioners (chiropractors, acupuncturists, naturopaths, massage therapists) with charting, scheduling, billing, and telehealth — a direct competitor for OptiMantra's musculoskeletal, acupuncture, and integrative modalities.
- ChiroTouch: ChiroTouch is the dominant specialty-specific practice management/EMR for chiropractic offices, directly comparable to OptiMantra's musculoskeletal and acupuncture modality offering in customer profile and feature depth (charting, SOAP notes, billing, scheduling).
Broad incumbents
- DrChrono (by EverHealth): DrChrono is a mobile-first cloud EHR + practice management + medical billing platform targeting small and mid-sized practices. It overlaps with OptiMantra on scheduling, charting, e-prescribing, and billing but serves a more general clinical audience.
- eClinicalWorks: eClinicalWorks is a large, established ambulatory EHR + practice management + billing vendor serving practices of all sizes, including many specialty workflows. Represents a broader incumbent that OptiMantra's specialty-focused platform competes against on feature breadth rather than specialization.
- Tebra (Kareo + PatientPop): Tebra combines Kareo practice management and PatientPop marketing/reputation into a broader platform for independent practices. It overlaps with OptiMantra's insurance billing, scheduling, and patient engagement capabilities but is a much broader, generalist EHR/PM incumbent rather than specialty-focused.
- Practice Fusion: Practice Fusion is one of the most widely deployed cloud-based EHRs for U.S. independent practices, with chart, e-prescribe, and billing features that intersect OptiMantra's core offering though without the integrative/medspa template specialization.
- athenahealth: athenahealth is a leading enterprise-grade EHR, practice management, and revenue cycle platform for medical groups and health systems, often used by larger, multi-specialty practices — relevant as a broad incumbent whose expanding SMB offerings compete with specialty platforms like OptiMantra.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
OptiMantra social profiles
Digital presenceOptiMantra compliance and trust
Trust signalCompliance4 records
OptiMantra financial estimates
Financial estimateRevenue estimate
Valuation estimate
OptiMantra leadership team
Management profileNumber of profiles
Profiles2 records
OptiMantra funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OptiMantra M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OptiMantra
What does OptiMantra do?
OptiMantra provides a cloud-based, specialty-specific EMR/EHR and practice management platform for integrative, functional, wellness, medspa, and behavioral health practitioners. The unified platform bundles customizable charting, online scheduling, patient portal, HIPAA-compliant telehealth, e-prescribing, insurance billing, and integrated point-of-sale payment processing, sold on a per-practitioner monthly subscription with optional add-on modules.
Is OptiMantra a public or private company?
OptiMantra is a private company. It is classified as corporate owned and is currently acquired.
When was OptiMantra founded?
OptiMantra was founded in 2011. It employs 11 to 50 people.
Where is OptiMantra based?
OptiMantra is headquartered in Washington, United States, in the North America region.
How does OptiMantra make money?
Three revenue lines are on record. Subscription - Per Practitioner is the primary driver. The others are add-on Modules and payment Processing.
Who are OptiMantra's main competitors?
Direct peers on record are Cerbo, Charm Health (ChARM EHR), SimplePractice, Jane App and ChiroTouch. Broad incumbents are DrChrono (by EverHealth), eClinicalWorks, Tebra (Kareo + PatientPop), Practice Fusion and athenahealth.
Does OptiMantra have an API?
No public API is recorded for OptiMantra.
What industry is OptiMantra in?
OptiMantra's product category is Healthcare Practice Management Software. Its primary akta.pro industry code is HLALADAA, Primary Care & General Medicine Virtual Care (Employer-Sponsored), with a secondary code of HLALADAJ, Care Navigation, Advocacy & Benefits Guidance Platforms. Its NAICS code is 54151 and its SIC code is 8090.