BreezyNotes vs OptiMantra
OptiMantra scores 8.0/10 vs 6.5/10. Best for: Integrative and functional medicine practitioners who need charting templates for acupuncture, naturopathy, and supplement protocols in the same system as their scheduling and billing.
OptiMantra scores higher overall at 8.0/10 vs 6.5/10. Buy OptiMantra if you practice integrative, functional, or multi-modality medicine and need charting templates for acupuncture, supplements, and compounding alongside standard scheduling and billing. Skip it if you are a talk therapist who just needs notes and insurance claims, because you will be paying for features you never use.
BreezyNotes 
OptiMantra Rank
#36 of 41
Rank
#6 of 41
Features
14/18
Features
15/18
Starting at
$19/mo
Starting at
$99/mo
User reviews
4/5 (14)
User reviews
4.9/5 (96)
What they cost
| BreezyNotes | OptiMantra | |
|---|---|---|
| Starting at | CA$19 /mo | $99 /mo |
| Free trial | 30 days | 0 days |
| Number of plans | 3 | 1 |
What the pricing really means
At first glance, BreezyNotes looks cheaper at $19/month vs $99/month. But sticker price is only part of the story. Look at what is included on the base plan, how many users you get, and whether you need add-ons to get the features you actually need. The $99/month plan that requires $200 in add-ons is actually more expensive than the $250/month plan that includes everything.
Where BreezyNotes wins
- Built specifically for Canadian therapists with Canadian billing codes and insurance workflows, which US-based EHRs typically do not support
- Pay-per-note pricing starts at $19/mo and scales with volume, so quiet months cost less instead of a flat fee you pay regardless
- Pricing is per practice, not per therapist, so adding clinicians does not multiply your monthly bill
- Customer support is consistently praised in reviews for being responsive and treating practices like partners, not ticket numbers
Where OptiMantra wins
- Purpose-built charting for integrative modalities. Acupuncture point charts, supplement databases with 100,000+ items, custom compounding formulas, and IV protocol templates all come out of the box
- Inventory tracking handles supplement lot numbers, expiration dates, and quantities. If you sell supplements from your office, this actually tracks it properly
- 4.8 on Capterra and 4.9 on G2. Small review count but nearly perfect scores from practitioners who match the target market
- Student, part-time, and community clinic discounts (20-50% off) make it accessible if you are just starting a practice
- ePrescribing with EPCS for controlled substances is included as an add-on ($38/month), not a separate product
Where BreezyNotes falls short
- Only 14 reviews on Capterra, which makes it hard to assess long-term reliability or know what happens when things go wrong
- No native mobile app, so charting between sessions means logging into a browser on your phone
- No e-prescribing or outcome measurement tools, so prescribers and researchers will need separate systems
- Client portal and appointment reminders are reported as not fully functional by some reviewers, with manual data entry still required in spots
Where OptiMantra falls short
- $99/month starting price is higher than therapy-focused competitors. If you are a solo talk therapist, you are paying for modality features you will never touch
- No free trial. You have to commit to paying before you can test it with real patients
- The interface has a real learning curve. Multiple reviewers say it is not intuitive and takes weeks of support calls to get comfortable
- Setup and data migration can cost $1,000-$10,000+ depending on practice complexity. That is a significant upfront investment on top of the monthly fee
Who is each product built for?
BreezyNotes
Target: 1-15 therapists
Buy BreezyNotes if you practice in Canada and need an EHR that understands Canadian insurance billing without workarounds. Skip if you are US-based, need e-prescribing, or want a platform with a larger user community and more reviews.
OptiMantra
Target: 1-15 practitioners
Buy OptiMantra if you practice integrative, functional, or multi-modality medicine and need charting templates for acupuncture, supplements, and compounding alongside standard scheduling and billing. Skip it if you are a talk therapist who just needs notes and insurance claims, because you will be paying for features you never use.
Feature comparison
| Feature | BreezyNotes | OptiMantra |
|---|---|---|
| Compliance & Security | ||
| HIPAA compliant | ||
| Telehealth / video sessions | ||
| Secure messaging | ||
| Scheduling & Clients | ||
| Online scheduling | ||
| Client portal | ||
| Intake forms / assessments | ||
| Automated reminders | ||
| Clinical | ||
| Progress notes / documentation | ||
| Treatment plans | ||
| E-prescribing | ||
| Outcome measures / assessments | ||
| Billing & Payments | ||
| Insurance billing / claims | ||
| Payment processing | ||
| Superbill generation | ||
| Automated billing | ||
| Platform | ||
| Group practice support | ||
| Mobile app | ||
| Integrations / API | ||
Common questions
OptiMantra scores 8.0/10 vs BreezyNotes's 6.5/10 in our ranking. OptiMantra is the better pick for 1-15 practitioners. BreezyNotes is better if you need canadian mental health professionals who need an ehr that handles canadian billing codes and insurance workflows out of the box.
BreezyNotes starts at $19/month. OptiMantra starts at $99/month. Watch for add-on costs — the base price often does not include all features. Pricing last verified 2026-04-01.
BreezyNotes: Yes, 30-day free trial. OptiMantra: No free trial. Always test with your actual workflow before committing to an annual plan.
BreezyNotes covers 14 of 18 features we track. OptiMantra covers 15 of 18. OptiMantra has broader feature coverage, but more features does not always mean better — pick the tool that covers what your business actually needs.
No, BreezyNotes does not have a mobile app. OptiMantra does not have one either.
Yes. The main effort is migrating your data (customer lists, job history, invoices). Plan for 1-2 weeks of overlap where you run both. Most healthcare practice management tools can import CSV data. Ask both vendors about migration support before you sign.
The bottom line
Pick BreezyNotes if...
Canadian mental health professionals who need an EHR that handles Canadian billing codes and insurance workflows out of the box.
Pick OptiMantra if...
Integrative and functional medicine practitioners who need charting templates for acupuncture, naturopathy, and supplement protocols in the same system as their scheduling and billing