On this page
- How is OptiMantra pricing structured?
- What does the base plan include?
- What are the paid add-ons?
- Is there a free trial?
- Is there a contract, and how do you cancel?
- What does onboarding and data migration cost?
- What does a solo cash-pay practice actually need?
- What costs sit outside OptiMantra?
- How does that compare with other EHRs?
- What the price doesn't buy
- Common questions
OptiMantra sells one base plan with a flat monthly fee for the first practitioner, a lower fee for each extra practitioner, and a short list of paid add-ons such as e-prescribing, two-way texting, a fax number and an AI scribe. There is a 15-day free trial with no card, and the subscription is month to month with 30 days' notice to cancel, as of November 2026.
We don't print vendors' prices, because they change and a copied number goes stale. This page explains how the pricing is built, and OptiMantra's own pricing page has the current figures. We are not affiliated with OptiMantra, we take no referral fees, and we don't sell software. Every claim below links to OptiMantra's own pages, checked on November 12, 2026.
How is OptiMantra pricing structured?
There are no tiers to choose between. OptiMantra's pricing page shows one plan, and what you pay depends on who logs in and which add-ons you switch on.
| What | How it is charged |
|---|---|
| First practitioner | Flat monthly fee for the base plan |
| Each additional practitioner | A lower monthly fee per person |
| Clinical staff | A smaller monthly fee per person |
| Clerical staff | Listed as free |
| Add-ons | Monthly fee each, or per claim for insurance billing |
| Card payments | Processing fees charged by the payment processor you choose |
For a solo nurse practitioner with a part-time VA, that usually means one practitioner fee, no charge for the VA if the role is clerical, and one or two add-ons. Ask OptiMantra which category your VA or medical assistant falls into before you count on the free seat.
What does the base plan include?
The base plan covers most of what a cash-pay practice does day to day. The pricing page lists these on it:
- online booking
- automated text and email reminders
- a patient portal with messaging
- customizable charting, templates and questionnaires
- telehealth video visits
- point of sale and integrated payments
- superbills, memberships and packages
- electronic lab ordering
- tools for custom compounding, IVs and tinctures
- basic data import, plus email and phone support
Lab connections are part of the product, not a separate purchase. OptiMantra's integrations page lists Labcorp, Quest, Access Medical Lab, Rupa Health, Boston Heart, Evexia and others, and Fullscript and Wholescripts for supplements. The labs and the supplement companies bill for their own tests and products.
What are the paid add-ons?
The pricing page lists six optional add-ons, as of November 2026. Each has its own fee on top of the base plan.
- eRx license with EPCS: e-prescribing, including controlled substances. Its FAQ says this includes medication history and pharmacy search.
- Two-way texting: text conversations with patients. One-way reminders are already on the base plan.
- Group texting: one message to a list of patients.
- Fax number: a dedicated fax line.
- AI scribe: drafts chart notes from the visit. The integrations page names DeepCura as the AI scribe partner.
- Insurance billing: charged per claim. Most cash-pay practices can skip it.
If you prescribe, treat the eRx license as part of your real monthly cost, not as an extra. The base plan lists prescriptions with an asterisk that points to this add-on.
Is there a free trial?
Yes. OptiMantra's trial page offers a 15-day trial with no credit card required. It gives access to everything in the base subscription but not the add-ons, so you can't test e-prescribing or two-way texting during it.
The trial page says what you build in the trial carries over when you subscribe. To convert, you add a card and sign the user agreement and the business associate agreement in the account settings, per the FAQ. OptiMantra says trial accounts are checked by hand, so access may not be instant outside business hours.
Is there a contract, and how do you cancel?
There is no long-term contract. The pricing page says you pay month to month and must give 30 days' notice to cancel. The FAQ says you cancel by opening a support ticket, and that access continues for 30 days afterward.
Before you cancel any EHR, export your charts and check how long you must keep records in your state.
What does onboarding and data migration cost?
OptiMantra lists no separate onboarding fee. Its FAQ says onboarding and training sessions are included, with daily office hours after you go live. It also says standard migration from another EMR has no fee, in CCDA, Excel or CSV, and PDF formats.
The onboarding page says OptiMantra will import your intake forms and questionnaires for you, and that setup can take less than a week. Larger data transfers can take longer. Ask what counts as "standard" migration if you have years of charts.
What does a solo cash-pay practice actually need?
Most solo hormone, weight-loss and functional practices need the base plan plus the eRx license. Add two-way texting only if patients will text you through the EHR and not through another tool.
| Item | Do you need it? | Why |
|---|---|---|
| Base plan | Yes | Booking, reminders, portal, telehealth, labs, memberships and packages are all on it |
| eRx with EPCS | Yes, if you prescribe | Hormone and weight-loss practices send prescriptions most days |
| Two-way texting | Maybe | Useful if this is your only texting tool; skip it if you already text from a tool with a BAA |
| AI scribe | Optional | Saves charting time; try a month and compare |
| Fax number | Maybe | Some compounding pharmacies and records requests still use fax |
| Group texting | Rarely | More useful once you have a large patient list |
| Insurance billing | No | Cash-pay practices give patients a superbill instead |
If you only need the superbill, our free superbill generator shows what one contains.
What costs sit outside OptiMantra?
The subscription is only part of what it costs to run patient flow. Budget for these as well.
- Card processing. OptiMantra's FAQ says payments run through Fiserv or Stripe, and each processor sets its own fees. The integrations page also lists Authorize.net and Stax.
- Lab and supplement costs. Lab companies bill you or the patient for tests. If you collect a lab fee up front, see our guide to collecting lab fees before the consult.
- A CRM or follow-up tool. OptiMantra sends data out through webhooks and lists HighLevel and Zoho. It does not list Zapier. Any tool you connect needs its own BAA; check it in our BAA checker.
- Your website and forms. A contact form on your site sits outside the EHR. Keep health questions in the EHR's own intake form.
- Time. Someone has to reply to inquiries, chase unpaid lab fees and nudge half-finished intake forms. That is usually you or a VA.
How does that compare with other EHRs?
OptiMantra's structure is simpler than most. Charm charges by encounter or by provider, with more add-ons. SimplePractice has three tiers. Tebra gives quotes only. We compare them in OptiMantra vs Charm and OptiMantra vs SimplePractice vs Tebra. For what owners say after they sign up, see our summary of OptiMantra reviews.
OptiMantra is also the tool we see most often. When we read 385 small practice websites in November 2026, it was the most common booking or portal tool, on 11% of sites.
What the price doesn't buy
An EHR subscription pays for booked patients: their reminders, charts, labs and renewals. It does not pay for anyone to reply to a new inquiry at 9pm, chase a lab fee that was never paid, or bring back a patient who paused in month three. Whichever EHR you pick, that follow-up is where patients are lost.
To see where your own patients drop off, request a free patient journey map.
This is general information, not legal advice. Confirm current prices and BAA terms with OptiMantra.
Common questions
How much does OptiMantra cost per month?
OptiMantra charges a flat monthly fee for the first practitioner on its single base plan, a lower fee for each additional practitioner and clinical staff member, and separate fees for add-ons. We don't reprint the amounts because they change. OptiMantra's pricing page shows the current figures.
Does OptiMantra have a free trial?
Yes. OptiMantra offers a 15-day free trial with no credit card required, as of November 2026. It covers the base subscription but not paid add-ons such as e-prescribing or two-way texting. What you set up in the trial carries over when you subscribe.
Is OptiMantra priced per provider or per user?
Per practitioner, with staff priced separately. The first practitioner pays the base fee, each additional practitioner pays a lower fee, clinical staff pay a smaller fee, and clerical staff are listed as free on the pricing page.
Is e-prescribing included in OptiMantra?
No. E-prescribing is a paid add-on, sold as an eRx license that includes electronic prescribing of controlled substances. If you prescribe, count it as part of your monthly cost.
Is the OptiMantra AI scribe included?
No. The pricing page lists an AI scribe as an optional add-on with its own monthly fee, and the integrations page names DeepCura as the AI scribe partner. You can chart without it.
Does OptiMantra require a contract?
No long-term contract. OptiMantra says the subscription is month to month with 30 days' notice to cancel. You cancel by opening a support ticket, and access continues for 30 days afterward.