Switching to Prospyr
Switching from OptiMantra to Prospyr
Short answer
Prospyr's onboarding team migrates your OptiMantra data for you: patient list & contact details, appointment history, chart notes & documents, intake forms & consents, purchase & payment history, membership & package balances, and inventory list. You don't export or rebuild anything. You review it before go-live, and white-glove migration is included for every system.
What comes over from OptiMantra
- Patient list & contact details
- Appointment history
- Chart notes & documents
- Intake forms & consents
- Purchase & payment history
- Membership & package balances
- Inventory list
Moving from OptiMantra to Prospyr brings your patient records, appointment history, chart notes and documents, intake forms and consents, and purchase and payment history with you — Prospyr's onboarding team handles the import as part of getting you set up. You review everything before go-live.
What doesn't come over cleanly
Some things don't come over cleanly from every system. We tell you exactly what before you commit, not after you find out.
How the move works
We audit what you have
Before you commit, we look at your current system and tell you exactly what comes over, what needs review, and what doesn't survive the trip.
We move it ourselves
Our team runs the migration — not a CSV template you're left to fill in. Your team keeps seeing patients while it happens.
You review everything
Nothing goes live until you've checked the records that matter to you. If something is wrong, we stay on it until it is right.
You go live with help in the room
Onboarding and training are included, and a person — not a ticket queue — walks your team through the first days.
Before you leave OptiMantra
- Check your contract term and notice period. As of 2026-10-26, OptiMantra's published terms read: A 15-day free trial with no card required (add-ons not included). Month to month with 30 days' cancellation notice; standard data migration is free. Its subscription agreement, revised August 5, 2026, is with CerboOM, LLC and allows price changes on 30 days' notice. Confirm against your own agreement.
- Keep read access to your old records for your retention period, so older charts and photos stay reachable after the move.
- Pick a go-live date outside your busiest weeks, and keep your old system active until you have reviewed the migrated records.
- Tell patients about the new booking link before go-live, and update it on your website, Google profile, and social bios.
- Cancel only after go-live is confirmed and your review is done.
Comparing options first? Use the checklist of what to compare before switching software.
More on OptiMantra and Prospyr
Switching from OptiMantra: common questions
Can I switch from OptiMantra to Prospyr?
Yes. Prospyr's onboarding team migrates your OptiMantra data for you, you review it before go-live, and white-glove migration is included for every system.
Do I have to export my OptiMantra data myself?
No. Our onboarding team moves the data. You do not export or import anything yourself, and you review everything before go-live.
What if my system isn't listed?
We migrate from every system, not only the ones listed on our switching pages. Tell us what you use on a demo and we will tell you what comes over.
How long does it take?
It depends on your current system and how much history you have, so a blanket number would be a guess. You'll get the honest answer for your practice, in writing, before you commit.
Who is Prospyr?
Prospyr is practice management software for aesthetic and wellness practices, founded in 2021. It works with hundreds of practices.