--- 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" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Electronic Medical Records Software](https://www.softwareadvice.com/medical/electronic-medical-record-software-comparison/) / [OptiMantra](https://www.softwareadvice.com/medical/optimantra-profile/) / OptiMantra Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/medical/optimantra-profile/) Reviews [Alternatives](https://www.softwareadvice.com/medical/optimantra-profile/alternatives/) # 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 - 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! - 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. ### Most mentioned cons - I can only specify the laterality in the diagnosis which is not adequate for many facilities so I have to rewrite orders. - 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. - Nothing really, but if I had to pick something it would be lack of lab integration with fullscripts. ## 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 > Scheduling > Org Settings. "Time slot duration on calendar" can be adjusted to 20 minutes here. If you navigate to Settings > Clinical Integrations > Labs & 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. --- ### Very satisfied customer - Overall rating: 5/5 - Reviewer: Jessica P. - 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. Great Customer service is quick to respond and resolve any issue. Will even be willing to add services if needed! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to navigate. Love the app and ability to do things on my phone. No difficulty finding information. #### Cons Lots of clicks while a chart is open to find things I need. To unlock a chart you have to take several steps instead of being able to go to the document and open from the the "charting history." #### Reasons for choosing OptiMantra price and on boarding. ease of use and learning new product --- ### 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 --- ### Mikhael Gonzalez Optimantra Review - Overall rating: 5/5 - Reviewer: Mikhael G. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: Self-Employed - Product usage: Used weekly for less than 6 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. 10/10 great experience, I recommend to all my clients to use it #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros It’s very customizable and the support is 24/7 with a dedicated team and fast response times #### Cons The UI does like neutral and could use some more front end design but other than that nothing #### Reasons for choosing OptiMantra The price was too expensive and didn’t even have eRx #### Reasons for switching to OptiMantra Optimantra had good reviews and trusted clients used it and said they like their experiences --- ### Integrative Pediatrics review of Optimantra - Overall rating: 5/5 - Reviewer: Mary Claire H. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered 10 plus. I really do not have any complaints #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The service, kindness from onboarding staff ([sensitive content hidden]) , and prompt replies... OUTSTADING. I moved from ECW emr. This was a terrible experience overall . Switching to Optimantra has helped tremendously with my work flow and timeliness in closing charts. The online scheduling is TOP notch. I won't ever switch again. Very satisfied. #### Cons The only con is the lack of integration with my lab, quest #### Reasons for switching to OptiMantra ECW had terrible communication and the price was too high. I could never close a chart. Too cumbersome --- ### 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. --- ### Easy to use - Overall rating: 5/5 - Reviewer: Dr. Maria Louise F. - Verified reviewer: Yes - Industry: Medical Practice - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. Overall, I love this system! Like anything there is a learning curve, but the on boarding staff is knowledgeable and easy to work with. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Everything is accessible and it is easy to use. My patient's have commented that they have no issues. #### Cons Sometimes the check out section can be a little tricky, and thing are not that easy to find. For example discounts are under coupons, sometimes it's confusing. --- ### "Efficient and User-Friendly, But Room for Improvement" - Overall rating: 4/5 - Reviewer: Julie S. - Verified reviewer: Yes - Industry: Mental Health Care - 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. Overall, my experience with charting in this system has been mostly smooth. Its a system that supports clinical decision-making while keeping patient data easily accessible. With a few performance improvements, it could be even more reliable and efficient. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I have been using OptiMantra for the past 2 years, and overall, my experience has been fairly positive. One of the things I like most about the system is its user-friendly interface. Navigating through patients charts, and placing orders feels intuitive and efficient. The system is well-organizes, and the customizable templates make documentation much faster, which is a big plus during busy clinic. #### Cons What I like least is about the system is that it can sometimes be slow to load certain features, there are occasional downtimes that interrupt workflow, which can be frustrating during high volume days. #### Reasons for choosing OptiMantra Easy to navigate, user friendly, great price --- ### 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. --- ### Excellent EMR with a sweet price point. - Overall rating: 5/5 - Reviewer: Kathleen F. - Verified reviewer: Yes - Industry: Medical Practice - Company size: Self-Employed - Product usage: Used weekly 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. I am happy with the product and the price is right for a small practice like mine. Customer service is outstanding. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros This EMR is robust especially at this price point. I have found it relatively easy to use and when I needed help, there was a lot of support that was easy to access. I like the integrations with Fullscripts and various labs. #### Cons making changes to the supplement and medication lists . The learning curve was steep for me but I did not have a lot of experience setting up my own. The daily help sessions can be frustrating as they went to fast for me. However, I was always able to get the help I needed. --- ### Love Optimantra - Overall rating: 5/5 - Reviewer: Dell G. - 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. excellent. received great customer service from set up to daily functions. Always very quick to respond. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros new, small business owner with 32 years of clinical experience. Have used multiple EMR systems. Optimantra is easy to navigate and excellent customer service! #### Cons enjoy all aspects. the only thing I have had difficulty with is the terminal fees very high --- ### 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. --- ### Would recommend - Overall rating: 5/5 - Reviewer: Aleksandra B. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 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 What I like most about OptiMantra is its ability to integrate multiple aspects of practice management into one seamless platform. The ease of scheduling, telehealth functionality, and customizable documentation templates make it incredibly user-friendly. It’s efficient and helps streamline both patient care and administrative tasks, which is essential for my practice. Additionally, their excellent customer service and support have made it easy to resolve any issues quickly. #### Cons Initial setup can be a bit time-consuming, especially when customizing templates and learning all the features. While the platform is robust, it can feel a little overwhelming at first for new users. However, once everything is set up, the system runs smoothly and the support team is helpful in guiding through any challenges. --- ### Best EMR for Naturopathic Physicians - Overall rating: 5/5 - Reviewer: Xan S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 2-10 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. This EMR is so easy to use and customer service is Excellent. I can call or text and get an answer usually within an hour. Since I have started using OptiMantra many of the suggestion I would give to improve the charting experience have been implemented. It is like I have created my own EMR that works for me and my practitioners. They are constantly upgrading the system and they provide prompt trainings for them. They are excellent in their communication to me in regards to their updates. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like most about the software is that it is easy to use. The company has made great tutorials that are easy to understand and help implement. I like that I can customize my SOAP layout to my preferences. The ease of making protocol templates helps with reducing my charting time. The annotated images are great to being able to easily mark where I am doing injections and or pain areas for my patients. They implemented a symptom tracker within the SOAP that is invaluable in tracking my patients progress according to their symptoms. Overall It is an easy EMR to use and I have been a happy client for 4 years now. #### Cons Features that I wish were there is the lab integration. I wish I could have my lab results come directly into the charts so I don't have to type them all the time. This is an issue with the lab company I use and not Optimantra but each are speaking to each other and I am hopeful that one day this will be a feature available to me. Another feature is I wish I had a tab within the current chart when I am typing that I could hit to get the last chart's information for just that section for example the ROS. I wish they carried over and then I could remove or add new ones with just a click instead of going thru ALL of them again. I also wish they had a MOBILE version because so many of my patients use their phone to fill out the consent forms and intake forms. For me I would like to easily check my daily schedule on my phone with an APP. #### Reasons for switching to OptiMantra It was too hard and cost way too much for me at the time as I was a new graduate. I had a difficult time learning and using their system. I couldn't get my fax system to integrate. [SENSITIVE CONTENT HIDDEN] was there for me and quickly got my EMR system up and going. They were wonderful in helping getting my patients to populate over, my consents and templates. They were helpful with the new prescribing requirements and he patiently helped me get to where I could prescribe a controlled medicine easily while my colleagues with other EMR took several months to get there. --- ### Great software for mental health - Overall rating: 5/5 - Reviewer: Roxane K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This review was submitted organically. No incentive was offered Software is really comprehensive - there is so much more depth than the other EMR tools I've tried. The team has been very helpful throughout the onboarding process and they offer daily office hours whenever I run into a question. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Configurability of the intake and charting sections allow me to customize based on the type of patient I'm seeing; robust treatment plans and patient portal enable me to share information with patients and remain HIPAA compliant; the tasks and CRM functionality help me engage patients and stay on top of follow-ups #### Cons The platform includes a lot of features so it took me a few days to figure out exactly how I wanted to set it up to suit my practice needs --- ### Optimantra - Great Scheduling/EHR - Overall rating: 5/5 - Reviewer: Geri R. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2021 - Review source details: This review was submitted organically. No incentive was offered Optimantra has automated the workflow in our office to the point that we can spend more time focusing on patient care and patient customer service. The support team at Optimantra is responsive and easily reached through their Feedback and Ticket features. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We liked the support we received even before we decided to purchase the software. We were impressed with it's ease of use, and the ability to quickly transition from our prior EHR to Optimantra. We were attracted to the fact that it was both a scheduling software and an EHR. We liked the visual layout of the screens, the ease at which both physicians and staff could learn the system, and the intuitive flow from one aspect of the software to the next. We liked all the features it provided(E-prescribing, integration with labs, reports, inventory, customizing the scheduler, etc...) The cost was also a benefit. #### Cons There are no cons that I can list at this time. ## More reviews [Next reviews](https://www.softwareadvice.com/medical/optimantra-profile/reviews/?page=2) --- OptiMantra Reviews, Pros and Cons - 2026 Software Advice