---
title: "OptiMantra Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of OptiMantra. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if OptiMantra is a good fit for you!"
source_url: "https://www.softwareadvice.com/medical/optimantra-profile/reviews/"
page_type: "reviews"
language: "en"
---

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OptiMantra Reviews

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Reviews

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# OptiMantra User Reviews

## Reviews summary

- Overall rating: 4.8/5
- Total reviews: 87

### Secondary ratings

- Ease of use: 4.7/5
- Customer support: 4.9/5
- Value for money: 4.8/5
- Functionality: 4.7/5

### Rating distribution

- 5 stars: 74 reviews (85%)
- 4 stars: 9 reviews (10%)
- 3 stars: 2 reviews (2%)
- 2 stars: 2 reviews (2%)
- 1 star: 0 reviews (0%)

### Most mentioned pros

- One of the standout features for me is the seamless integration of Fullscript directly into the chart note—this alone has saved me an incredible amount of time and streamlined my patient workflow.
- As a healthcare provider, implementing OptiMantra into my practice has been a game changer for both clinical workflow and overall efficiency.
- SECURITY, PATIENTS MANAGEMENT, PATIENT RECORDS AND CHARTING, GREAT SUPPORT SYSTEM!

### Most mentioned cons

- my MA cannot enter diagnostics in a session while I am charting concurrently. When she enters her results in a general note, I lose all the supplements and continuity is broken with carrying forward the supplements to the next appointment.
- I can only specify the laterality in the diagnosis which is not adequate for many facilities so I have to rewrite orders.
- Some inefficiencies in day to day use, little things like how things sort and how things look that take a few seconds longer to find what you are looking for, sometimes causing mild frustration.

## OptiMantra customer reviews

Showing reviews 1-25 of 87 (page 1).

### Very happy with OptiMantra

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: July 2022
- Review source details: This review was submitted organically. No incentive was offered

Overall the experience was great. It was easy to get clients onboarded on the platform, and they have onboarding support, weekly office hours for questions, a big knowledge base, and support/ticketing system for support.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I have served as an external consultant for several practices implementing OptiMantra. The platform is really customizable - we've been able to set up individual intakes and charting templates, email and text templates, and calendar configurations for clients. OptiMantra also has a robust library of templates that we have been able to leverage to get clinics started. OptiMantra has e-prescribing, insurance billing, and integrations with tons of different labs, which has made it easy for practices to manage workflow and track everything centrally.

#### Cons

The OptiMantra team has been responsive and is routinely delivering new features and updates, so I have not had or heard of any major issues with the product.

---

### Very good value and service.

- Overall rating: 5/5
- Reviewer: Jean S.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Very good experience onboarding, generally fast response to tickets. If there is ever a downtime, it's brief, which is important.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The cost is very reasonable. And, it's easy to add services and modify prices. I like the way I can directly text and email patients and send documents via fax or email.

#### Cons

Lack of flexibility in scheduling appointments- can only do 15 minute increments. I would prefer 20 minute slots. I would also prefer a better way to order imaging rather than go through the lab workflow. The orders are difficult for radiology departments to read and I cannot specify left or right x-ray or MRI. I can only specify the laterality in the diagnosis which is not adequate for many facilities so I have to rewrite orders.

#### Reasons for switching to OptiMantra

Cost was excessive by any calculation and they kept trying to see me more costly features.

#### Vendor response

Thank you so much for sharing your feedback! I want to note that you can adjust your appointments to 20 minute slots by navigating within the platform to Settings &gt; Scheduling &gt; Org Settings. "Time slot duration on calendar" can be adjusted to 20 minutes here. If you navigate to Settings &gt; Clinical Integrations &gt; Labs &amp; Diagnostics templates, you can create favorite templates for preferred imaging! This includes adding the location (left/right) in the test name. When you're ready to use your favorite templates, they will be easily accessible on the requisition right beside the 'add imaging' button. Thank you again for taking the time to review OptiMantra!

Replied April 2026

---

### Lots of problems overall, some good features

- Overall rating: 2/5
- Reviewer: Brandon D.
- Verified reviewer: Yes
- Industry: Mental Health Care
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: March 2026
- Review source details: This review was submitted organically. No incentive was offered

I would say avoid and honestly I wish I kept searching for another software rather than settling for this option. Customer service is very disappointing and seldom able to actually solve or help issues that arise.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 2/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

Billing is nice because you can have lots of control over how and what you bill. I also really like the medication ordering

#### Cons

Very glitchy and lots of documentation issues with drop down menus, and overlapping screens where boxes and columns becomes merged together.

#### Reasons for choosing OptiMantra

Cost was very reasonable which at the time we were focused on

#### Reasons for switching to OptiMantra

High billing cost and clearing house was not meeting its requirements

---

### HIGHLY RECOMMEND!

- Overall rating: 5/5
- Reviewer: Krystal H.
- Verified reviewer: Yes
- Industry: Alternative Medicine
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: June 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall, it has been wonderful switching over to OptiMantra and using this program. I HIGHLY recommend this!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I LOVE that OptiMantra is always improving their platform and when you have any questions, they are very quick to reply back.

#### Cons

There is not really anything I would complain about. My whole experience has been wonderful. I do wish that we could change the 2-hour appointment reminder text. Some patients in the beginning of our switch over was overwhelmed and confused if they didn't confirm their appointments.

#### Reasons for switching to OptiMantra

Their platform was very outdated and always had issues.

---

### I've used 8 different EHRs (large and small) and this is, by far, the best I've found.

- Overall rating: 5/5
- Reviewer: Kayli C.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used daily for less than 12 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I have used many EHR's during my career, but this is the first one I've been able to choose. I'm so happy I found Optimantra suggested in an online forum. I've been very pleased with the product and I deeply appreciate the pricing options for part-time and non-physician providers. This is, by far, the best EHR I've ever encountered.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I really love the variety of options available for documenting patient visits, from custom forms, dot phrases to AI integrated scribe services. There's something for every brain and I'm finding a combination of all available options is working well for me!

#### Cons

The self-onboarding is definitely do-able, but can feel overwhelming at times. It would be nice if there were more options for small solo practices for one-on-one onboarding. That being said, working with support has always been pleasant and helpful when I have reached out.

#### Reasons for choosing OptiMantra

The interface was more appealing that others that I tried in addition to being more geared toward medical providers (vs. Simple Practice). I also found the price to be very reasonable and I liked the variety of options for documentation.

#### Reasons for switching to OptiMantra

My last job used AdvancedMD. When I began my private practice I had to find a new EHR.

---

### Great EHR for Direct-Pay and Membership-Based Clinics

- Overall rating: 5/5
- Reviewer: Leivys C.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for less than 12 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall, OptiMantra is a powerful platform for small to medium practices, especially those operating with membership models, wellness programs, or direct-pay services. Once the system is configured, it becomes an efficient tool to manage both clinical documentation and practice operations. It may not be the most intuitive system initially, but its flexibility and integrated features make it a strong option for modern independent clinics.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Excellent for membership-based and direct-pay clinics Integrated billing and subscription management Customizable patient tags and workflows Good patient management and scheduling Allows clinics to manage both clinical and business operations in one system

#### Cons

The interface could be more intuitive for new users Some features require manual setup and customization Reporting and analytics could be more advanced Initial onboarding may take time to fully configure workflows

#### Reasons for choosing OptiMantra

Many users ultimately choose OptiMantra because it is more affordable and flexible for direct-pay clinics.

---

### FNP-BC, Practice owner

- Overall rating: 5/5
- Reviewer: Patricia M.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

As a healthcare provider, implementing OptiMantra into my practice has been a game changer for both clinical workflow and overall efficiency. The platform is intuitive, well-organized, and clearly designed with integrative and aesthetic practices in mind. From charting to patient communication and membership management, everything is seamlessly integrated into one system. I especially appreciate the customizable templates and SOAP note functionality, which streamline documentation without sacrificing clinical detail. The ability to manage packages, memberships, and recurring services is a major advantage for practices offering wellness, hormone therapy, and aesthetic treatments. Customer support has also been consistently responsive and knowledgeable, which is critical when onboarding a new system or troubleshooting in real time.

#### Cons

One area for improvement is the scheduling interface. While it is functional, it can feel less intuitive compared to the rest of the platform and could benefit from a more streamlined, user-friendly design, particularly for practices managing multiple services, providers, and appointment types. Also the patient profile screen is cumbersome.

#### Reasons for switching to OptiMantra

A few months ago. Needed a more robust system

---

### Overall a Winner!

- Overall rating: 5/5
- Reviewer: Lori S.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Communications are fast and easy, learning curve is not bad and I love new features being added. I am glad my colleagues recommended it to me.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Optimantra is easy to learn for both myself and my patients. Setting up appointments, HIPPA compliant communications, sending documents is all straightforward.

#### Cons

I will have to open multiple screens to see information when writing a patient message, like wanting to double check a medication dose.

#### Reasons for choosing OptiMantra

Better pricing and integrations. Talking with support was better.

#### Reasons for switching to OptiMantra

Better pricing and better features and support.

---

### LOVE MY OPTIMANTRA!!

- Overall rating: 5/5
- Reviewer: BARBARA F.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

IT HAS BEEN GREAT AS THE SUPPORT IS THERE FOR YOU AND THE LEARNING CURVE IS REAL BUT LIKE ANYTHING IT TAKES TIME TO ADJUST TO SOMETHING NEW.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

VALUE FOR THE MONEY. SECURITY, PATIENTS MANAGEMENT, PATIENT RECORDS AND CHARTING, GREAT SUPPORT SYSTEM!

#### Cons

LEARNING CURVE. HOWEVER, THEY ARE MAKING ADJUSTMENT AND CHANGES TO MAKE IT EASIER TO LEARN THE SYSTEM.

#### Reasons for switching to OptiMantra

NEEDED MORE FEATURES AND EASE OF FINDING THINGS IN ONE PLACE

---

### Clunky, lacks integrations & terrible for anything but EMR

- Overall rating: 2/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: March 2024
- Review source details: This review was submitted organically. No incentive was offered

The onboarding was long convoluted and frankly abysmal. If we weren't so invested already I would have found an alternative

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 3/5

#### Pros

EMR is pretty good in terms of how the forms can be customized to us.

#### Cons

-Very clunky and convoluted -No integration with Square or Paypal?!? -Virtually no integrations -No ability to connect to Zapier or Make -Calendar is awful to read and use -No mobile app -Terrible user interface, super basic -Poor marketing features -Took 4 months to get live -Webhooks are super basic -Can't link Google Analytics! -Very limited customization -No ability to connect own Twilio account -No ability to connect Google SMTP email -No marketing tools -No automations -No gift card options -"lost all of our forms".... which in theory is a HIPAA violation. Thankfully it was before went live and had no patient info loaded. We had to start from scratch Overall, if our nurses didn't like the EMR, then I would drop it in a second as it is only good as an EMR, nothing else. It is clear that the app is designed by doctors who know zero about software or user experience. It is painfully clear it has been built by developers who know nothing about marketing, user experience or user interface. It is painfully obvious that the team have never spoken to anybody who understands sales or marketing.

#### Reasons for choosing OptiMantra

My experienced nurse said it had the best EMR. I hated it as it is basically an expensive document drive.

---

### Highly recommend OptiMantra for Acupuncturists

- Overall rating: 5/5
- Reviewer: Becky U.
- Verified reviewer: Yes
- Industry: Alternative Medicine
- Company size: Self-Employed
- Product usage: Used daily for less than 2 years
- Reviewed: May 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I have been extremely pleased with the OptiMantra software and service. I would highly recommend this product to any acupuncturist. It saves me time and convenience.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It's perfect for Acupuncture. It handles everything I need it to do, easily and effectively. There was a bit of a steep learning curve for a week or so, but the staff at OptiMantra was very helpful. I also think the price is very reasonable. Would highly recommend - especially for Acupuncture.

#### Cons

Some things aren't as easy to trouble-shoot as I'd like. I sometimes have to dig around quite a bit before I locate where I need to go to fix something in the settings.

#### Reasons for choosing OptiMantra

My mentor highly recommended it, and I respect her opinions.

---

### OptiMantra Review - Klomparens, Kim

- Overall rating: 4/5
- Reviewer: Kim K.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: May 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My experience with OptiMantra has been positive, and overall very good!

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Easy to learn how to use, the Support Team is very knowledgeable, helpful and responsive to our tickets and questions!

#### Cons

For forms, consents and other documents that are used frequently it would be nice to have a document/form number associated with each file. Also, adding the ability to export a list of the forms would be helpful.

#### Reasons for switching to OptiMantra

Many reasons, one was how frustrating it was to resolve issues.

---

### Very pleased with the decision to switch

- Overall rating: 5/5
- Reviewer: Brandi R.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: December 2024
- Review source details: This review was submitted organically. No incentive was offered

A little over a year ago, our small clinic had outgrown our EMR/ practice management system and we were looking for something that was a better fit. We made the decision to give OptiMantra a try. [sensitive content hidden] and the rest of the support team were great from the beginning, helping us get set up and transition from our old system to the new and hold our hands through the beginning stages, lol! Throughout the last year, they have continued to listen to the needs of their clients and make changes and adjustments to the system that have helped even more. We are thankful we made the change and pleased with the personal service OM has continued to give! - Brandi and [sensitive content hidden] Attain Wellness

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The customer service/ help team is very friendly and ready to help

#### Cons

Not much to complain about. There are some features that don't apply to our needs but this is not really anything that is bad, just not applicable for our practice.

#### Reasons for choosing OptiMantra

After speaking with the rep and Jane presentation looked overwhelming

#### Reasons for switching to OptiMantra

Simple Practice could no longer meet our needs as we grew

---

### Very Pleased

- Overall rating: 5/5
- Reviewer: Suzanne A.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for less than 2 years
- Reviewed: December 2024
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

After careful research and asking around, I decided to use OptiMantra because it seemed to be a good fit for my small, solo-provider tele/in-person hybrid practice. As a busy mom of 4, I elected to do the provider 1 on 1 onboarding; I found this to be a good use of time and money to jump start my EHR and become familiar much quicker. The prescribing interface is easy to use via MD Toolbox and Fullscript. In addition, I’ve found the administrative tools very helpful for management of payment status. The provider support team has been very responsive and helpful

#### Cons

A few of my patients have had technical issues. Most seem to have been resolved.

#### Reasons for choosing OptiMantra

They didn’t have eRx integrated into the system.

---

### A great EMR for NDs!

- Overall rating: 5/5
- Reviewer: Samantha R.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used daily for less than 2 years
- Reviewed: November 2022
- Review source details: This review was submitted organically. No incentive was offered

LOVE IT! Would highly recommend this EMR.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Functionality: 5/5

#### Pros

I love the customization of the software and the ability to share and use other templates. The insurance billing is so made simple to send off and keep track of. If there is an issue that comes up, the knowledge base page is helpful and if not the customer service is amazing; they are quick to respond and being so helpful to find a solution to the issue. I like how the software creates a link to add to your website for easy scheduling and then sends reminders either by email or text to eliminate "no shows". I would highly recommend this EMR! Looking forward to the other changes the Optimantra Team are creating and adding!! Thank you.

#### Cons

I tried the payment processing companies that have been integrated with Optimantra but did not like their customer service or fees, so using a card processing software that is not integrated. I wish more integrations with other card processing softwares with better rates were available to make checkout easier. Clients/patients sometimes come into the clinic to just buy inventory; therefore, I hope there was a faster way to checkout, create an invoice, and take payment. Making a superbill everytime has out been more time-consuming, and sometimes people buy who are not clients/patients but just want inventory products.

#### Reasons for choosing OptiMantra

It seemed to work better for naturopathic doctors and pricing.

---

### Best EMR available

- Overall rating: 5/5
- Reviewer: Michael N.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2021
- Review source details: This review was submitted organically. No incentive was offered

Working with their team is an exceptional experience. They put customer service above everything else. They are constantly improving and take everyone's suggestions.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It is very complete. It can do everything you need to run your entire clinic. You can use it for basic tasks like simple charting, booking and billing. And it will do a lot more if you want, the advanced tasks are also available like inventory control, programs, customizations, intake forms, formulations. You name it, this can do it from the most basic clinic functions to the most advanced if you need it to.

#### Cons

There is nothing I don't like about this software.

#### Reasons for choosing OptiMantra

OptiMantra covered everything I needed and was easy to implement.

#### Reasons for switching to OptiMantra

Clinic ND stopped support and discontinued service. The others didn't meet my needs and customer service was not to my expectations.

---

### Great Internet-Based Product

- Overall rating: 4/5
- Reviewer: Pafoua Y.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Working with Optimantra has been great! They have been very open to feature suggestions and have made many changes over the last three years we have been using it, and I am sure it will only get better and more intuitive.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Can access anywhere; very responsive to inquiries, feedback and tickets. Ease of use when scheduling and enrolling new users and practitioners. Integration is very easy and simple.

#### Cons

The reports are not as intuitive and sometimes difficult to navigate. The billing/claims has come a long way, however still some features are missing.

#### Reasons for choosing OptiMantra

Customer Service, Billing, Ability to easily transfer over info into Optimantra, Cost

#### Reasons for switching to OptiMantra

We were looking for something that incorporated EMR, and EPM together as one, and something that could easily be accessed from anywhere.

---

### Great customer service!

- Overall rating: 5/5
- Reviewer: Jeni L.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall is has been exceptional. Responsiveness from their team is great. The training was comprehensive and it was easy to set up and jump right in to seeing patients. Very cost affordable as well.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Customer service - very responsive and so many options on how to get needs met. I have always had a fast response which is crucial in this industry.

#### Cons

Notes - I just don't love the flow of the notes. I would like to have the option for a basic quick phone note to be generated.

---

### Great software, intuative

- Overall rating: 4/5
- Reviewer: Amber J.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Great, happy I went with it from the start of my practice opening. Very responsive IT team and ticket resolution

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

User friendly. The documentation templates are abundant. Access to DEEP CURA, game changer for visits.

#### Cons

Definitely needed the express onboarding. I tried to set it up on my own, hard to figure out. But this was worth the cost.

---

### Best EHR system for Psych

- Overall rating: 5/5
- Reviewer: Ugochi I.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: May 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Optimantra is the best system for mental health providers. I reviewed many EMR/EHR systems before choosing Optimantra. It is easy to use and has the features that I need.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Optimamtra has the key features that I need: e-script, fax, intake forms, and charting format that is easy.

#### Cons

Optimantra cost is higher than some other EHR and there is an additional cost for more providers and to add some features that are needed for practice.

---

### Optimantra for the Win

- Overall rating: 5/5
- Reviewer: Jason P.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: April 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

It has been an excellent software to use. I highly recommend it to anyone in healthcare.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like the customer service and how easy the software is to use.

#### Cons

The software is a little above my head, but the customer service helps where i get stumped.

---

### Awesome EMR

- Overall rating: 5/5
- Reviewer: Carol W.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used weekly for less than 2 years
- Reviewed: May 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My overall experience with OptiMantra has been excellent. The team has been amazingly helpful and I have referred multiple providers to this platform.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Supportive OptiMantra team, excellent resources, and user friendly EMR is what I admire the most about OptiMantra

#### Cons

It's a fantastic platform. However, I would have appreciated having a referral link or QR code readily available for patients or providers to access. I shared this feedback, and I truly appreciate that OptiMantra was receptive and offered an alternative solution.

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### Providers Choice

- Overall rating: 5/5
- Reviewer: Nisha C.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[sensitive content hidden] is amazing. All my providers use this software for billing, and it is user friendly. Easy to post payments and work denials.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The system is user friendly and I love how you can always reach out help if needed.

#### Cons

The providers have to enroll themselves in ERA/EFT and EDI. They normally have problems

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### I love optimantra!

- Overall rating: 5/5
- Reviewer: Vivian I.
- Verified reviewer: Yes
- Industry: Mental Health Care
- Company size: Self-Employed
- Product usage: Used weekly for less than 12 months
- Reviewed: April 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[sensitive content hidden] has been so friendly and helpful. I do not have a single negative comment to say about her. The has made this process a breeze!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love how easy and user friendly it is. I also really love the customer service. They are so quick, prompt and efficient.

#### Cons

I do not really have any thing negative to say about optimantra at this time.

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### OptiMantra is Critical to My Business

- Overall rating: 5/5
- Reviewer: Jennifer W.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used weekly for less than 2 years
- Reviewed: July 2023
- Review source details: This review was submitted organically. No incentive was offered

With Optimantra, I am able to perform all the roles I need to run my business: administrator, provider, engagement director. I do it all--alone--thanks to OptiMantra

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Optimantra offers all the features I need to run my online weight loss company by myself. From the scheduler, I am able to access patient charts, engage in a video conference, collect credit card payments, order and check labs. I feel that I am getting a significant value for my money. I can create charting templates, upload files from my computer, send and receive texts and emails to and from my clients. I can order labs and receive alerts when results are available. I can upload my clinic schedule on my website for online booking. I have been able to keep track of inventory, collect taxes on sales, email and print detailed receipts. There are so many other features I have not even learned to use yet. I like that there are training videos available for review, and that there are live training sessions weekly.

#### Cons

I think the most challenging aspect of using OptiMantra for me has been figuring out the Reports section.

#### Reasons for switching to OptiMantra

The software was not user-friendly and it was more expensive. It did not offer important features such as video conferencing from the scheduler.

## More reviews

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OptiMantra Reviews, Pros and Cons - 2026 Software Advice