Disclosures
- How we make money: Some links may earn us a referral fee at no cost to you. Fees never affect scores, rankings, or what we cover, and we accept no paid placement.
- How this was researched: Everything on this page comes from public vendor documentation, regulators, and third-party sources, each linked below with the date we checked it. We did not test these products hands-on.
- Not advice: General business software information, not medical, legal, billing, or compliance advice. Confirm current prices, state rules, and BAA terms directly with the vendor before you buy.
Quick answer
OptiMantra scores 73/100, tied for second with CharmHealth on our comparison [1]. It publishes a low base price ($99/mo for the first practitioner, $49 each additional) with no long-term contract, and an eRx license with EPCS at $38/mo [2]. Its PDMP check is manual by default, with an optional Bamboo Health integration in participating states [3][4]. Its marketing emphasizes integrative and functional medicine [2].
Read scores as documentation scores. A low score often means a vendor does not publish the information, not that the feature is poor. Scores come from the Practice Stack rubric: six criteria worth 90 points, rescaled to 100.
What the documentation shows
| Item | From public documentation |
|---|---|
| Plans | $99/mo first practitioner, $49/mo each additional, $25/mo per clinical staff, clerical staff free; no long-term commitment, 30-day cancellation notice [2] Vendor-reported |
| E-prescribing and EPCS | eRx license with EPCS add-on, $38/mo [2]; through MDToolbox (Surescripts), signed with a VIP Access app code [4] Vendor-reported |
| PDMP | Manual by default: a link to the state PDMP appears when you prescribe a controlled substance, then you mark a "PMP checked" box [3]. Optional integrated reports through MDToolbox and Bamboo Health in participating states; OptiMantra and MDToolbox charge nothing for the integration, Bamboo fees may apply [4]. MDToolbox lists California as connected with a fee, amount not published [5] Documentation reviewed |
| Telehealth | HIPAA-compliant video listed in the base plan [2] Vendor-reported |
| Billing | Integrated insurance billing add-on $0.25/claim; superbills included [2] Vendor-reported |
| Card payments | Point of sale and integrated payments listed in the base plan; processing rate not published [2] Vendor-reported |
| Texting | Automated text and email reminders in base plan; two-way texting $75/mo; group texting $100/mo [2] Vendor-reported |
| eFax | Fax number $25/mo [2] Vendor-reported |
| Migration in | Basic data import listed in the base plan; vendor says it will upload your data and import intakes and questionnaires [2] Vendor-reported |
| Export out | Charts, superbills, and documents as PDFs; lists as Excel or CSV; four weeks notice; first export free, later exports $500 [6] Documentation reviewed |
| Security | Published BAA [7]; 2FA by text or email code per user, trusted IPs can bypass [8]; data download available up to 90 days after termination [9]; SOC 2 or HITRUST not found in public docs Vendor-reported |
Rubric sub-scores
Same scores as the comparison page [1].
| EHR | Total cost of ownership (25) | Prescribing workflow (25) | Billing and claims (15) | Interoperability (10) | Data portability (10) | Telehealth (5) | Points | Score |
|---|---|---|---|---|---|---|---|---|
| OptiMantra | 4 | 4 | 4 | 2 | 3 | 4 | 66/90 | 73 |
Who the documentation fits
The documentation fits a small cash-pay or mixed practice that wants a low published price and is willing to work with a manual or Bamboo-based PDMP workflow: $99 base plus $38 EPCS is $137 per month for one prescriber [2].
Gaps to ask about: Integrated PDMP depends on a Bamboo Health setup and possible fees [4]; card processing rate not published; SOC 2 or HITRUST not found.
Where it sits
On the comparison page, TheraNest (Ensora Health) leads at 74, CharmHealth and OptiMantra tie at 73, PracticeQ (IntakeQ) has 72, Osmind 68, AdvancedMD and ICANotes 66 each, Valant, SimplePractice, TherapyNotes, Practice Fusion, and DrChrono 60 each, and Tebra 57 [1].
How we researched this page
Facts come from vendor pricing pages, help centers, and published price lists, plus third-party sources where vendors publish nothing. We did not test this product hands-on. Prices are list prices on the check date and can change.
Sources
- ClinicalAIWeekly: Psychiatric EHR comparison (scores and rubric sub-scores). Checked 2026-10-23.
- OptiMantra: Pricing. Checked 2026-10-23.
- OptiMantra Help: Use e-prescribing (eRx). Checked 2026-10-22.
- OptiMantra Help: e-prescribing (eRx) FAQs. Checked 2026-10-22.
- MDToolbox: State PMP map (integration availability and fee status by state). Checked 2026-10-22.
- OptiMantra Help: Export data out of OptiMantra. Checked 2026-10-21.
- OptiMantra: Business Associate Agreement. Checked 2026-10-21.
- OptiMantra Help: Enable two-factor authentication. Checked 2026-10-21.
- OptiMantra: Master Subscription Agreement. Checked 2026-10-21.