# OptiMantra Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OptiMantra the right Electronic Medical Records solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/159365/OptiMantra/reviews --- OptiMantra 4.8 (85) [View alternatives](https://www.capterra.com/p/159365/OptiMantra/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of OptiMantra Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews KC Kayli C Owner, Medical ProviderMedical Practice, Self-employedUsed the software for: 6-12 months. “I really love the variety of options available for documenting patient visits, from custom forms, dot phrases to AI integrated scribe services.“ March 12, 2026 BD Brandon D Psychiatric Mental Health PractitionerMental Health Care, 11 - 50 employeesUsed the software for: 6-12 months. “Very glitchy and lots of documentation issues with drop down menus, and overlapping screens where boxes and columns becomes merged together.“ March 11, 2026 JS Julie S Nurse Practitioner, OwnerMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “The system is well-organizes, and the customizable templates make documentation much faster, which is a big plus during busy clinic.“ May 4, 2025 JS Jean S PresidentHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “The orders are difficult for radiology departments to read and I cannot specify left or right x-ray or MRI.“ April 22, 2026 AC Alexis C Naturopathic Physician, OwnerMedical Practice, Self-employedUsed the software for: 1-2 years. “I’ve spent some time customizing templates for emails and charting, which has made day-to-day documentation much faster and more consistent.“ May 8, 2025 JS Jean S PresidentHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “Lack of flexibility in scheduling appointments- can only do 15 minute increments.“ April 22, 2026 JS Jean S PresidentHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “I like the way I can directly text and email patients and send documents via fax or email.“ April 22, 2026 JS Julie S Nurse Practitioner, OwnerMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ May 4, 2025 ## Showing most helpful reviews Showing 1-25 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Holistic Period & Fertility Strategist, Doctor of Oriental Medicine, Acupuncture Physician, FABORM Alternative Medicine Used the software for: 6-12 months ### "Many functions to use" August 1, 2019 4.0 Pros Syncing abilities to calendar and keeping track of herb formulas for patients Cons Ability to process payments within the software stopped working and couldn’t get it fixed again. Would like easier capabilities to get links for appointments and to easily duplicate emails and other settings. Review Source Response from OptiMantra October 6, 2019 Hello, Thank you for submitting a review! We searched for the issue with payment processing that you mentioned, but were not able to find it. Please reach out to support\_at\_optimantra.com so we can help you directly! On your notes: i) In the past year, we improved the workflow with Authorize.net and also added Fattmerchant as a processor. ii) Here is a screenshot on how you can copy the URL or the code for the appointments widget: https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9087361002/original/X6U4oJnN9d59Tm0pGeLem8XJnuXCIjDwYA.png?1570385017 iii) Here is a screenshot on how to duplicate email and other templates in our Settings: https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9087361003/original/xDrbWj9bY8ubI-c1iGB7aU1McWPQ96HEJA.png?1570385042 We're always working to improve - I'd love to show you the latest: https://www.optimantra.com/demo.html Thanks! AC Alexis C. Naturopathic Physician, Owner Medical Practice Used the software for: 1-2 years ### "OptiMantra has transformed the way I run my naturopathic practice." May 8, 2025 5.0 Overall, OptiMantra offers exceptional value for the price. It’s a robust, flexible EMR that truly supports the unique needs of integrative practices. I highly recommend it. Pros OptiMantra has transformed the way I run my integrative practice. Scheduling is easy and efficient. New patients can schedule directly through my website via an embedded link, and they automatically receive confirmation emails with links to intake forms and consents—no chasing paperwork. The patient portal is intuitive and well-designed. My patients consistently tell me how user-friendly it is. I love that I can send treatment plans directly through the messaging system, and that patients can upload labs or other documents securely. The educational handout library is another fantastic feature—it empowers patients to access trusted information any time. 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. I use this with most of my patients and appreciate how effortless it is to recommend and manage supplements right from the note. I also use the e-prescribing function and lab ordering, both integrated right into the chart note. These features have greatly enhanced my workflow and reduced time spent on administrative tasks. Telehealth has been a smooth experience. The built-in video chat is reliable, and my patients appreciate how easy it is to connect. I’ve spent some time customizing templates for emails and charting, which has made day-to-day documentation much faster and more consistent. Lastly, I can’t say enough good things about the OptiMantra support team—they are consistently responsive, helpful, and quick to resolve any issues, often getting back to me within hours. Cons Occasionally I feel like a certain function or task I need to complete might not be intuitive or feels like there are too many steps. But I know the team is constantly updating and improving the system, so I have seen things like this already improve since I have started using OM. Alternatives considered [Elation](https://www.capterra.com/p/147889/ElationHealth/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra Fullscript integration, Rx integration, Video chat integration, billing, scheduling. Had everything I wanted while others did not. I really like Elation but it did not have Fullscript and was too expensive. But I love the workflow Elation has. Review Source DMLF Dr. Maria Louise F. Owner, Nurse Practitioner, Functional Medicine Medical Practice Used the software for: 1-2 years ### "Easy to use" April 22, 2026 5.0 Overall, I love this system! Like anything there is a learning curve, but the on boarding staff is knowledgeable and easy to work with. 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. Review Source RC Renee C. Family Nurse Practitioner Hospital & Health Care Used the software for: 6-12 months ### "Family Nurse Practitioner FNP" January 13, 2025 3.0 It was ok. I have to cancel due to it not meeting my practices needs. Pros The customer service was helpful and response times. Cons Analytics and not user friendly, patients complained about portal, and I had to go in and out of a patient chart a lot to access other information on patient. Alternatives considered [DocVilla](https://www.capterra.com/p/203619/DocVilla/) Reason for choosing OptiMantra The cost and functionality from last EHR. Switched from [Hint Clinical](https://www.capterra.com/p/238712/Hint/) The cost and functionality from last EHR. Review Source AJ Amber J. Owner, NP Medical Practice Used the software for: Less than 6 months ### "Great software, intuative" March 6, 2026 4.0 Great, happy I went with it from the start of my practice opening. Very responsive IT team and ticket resolution 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. Review Source TD Tammy D. APRN Medical Practice Used the software for: 2+ years ### "The Best Affordable EHR and the Best Customer Service " May 15, 2025 5.0 I have had very few problems, but when i do have problems, the staff is quick to help me find the solution. Quite often, the solution was already there on the "help" pages and I just didn't look in the right place. Pros It's flexible and customizable for many simple situations. There is a lot of potential and they have made numerous upgrades. The best thing about them is they are easy to reach and fast to respond to any questions. Cons I would like to be able to graph/track wound sizes over time. For now, I copy and paste an excel chart into the notes. The photo system is geared for aesthetics, so the before and after photos are limited to that. I have to upload all my photos under documents. Alternatives considered [Athena](https://www.capterra.com/p/155897/Athena/) Reason for choosing OptiMantra Cost was a big factor. I was worried that it was too simple and was going to start with Athena, but the customer service team just stopped answering emails after they had a $600 setup fee and I never heard from them again! Review Source CR Christl R. Owner, Functional Medicine Family Nurse Practitioner Medical Practice Used the software for: 1-2 years ### "Owner, Doctor and Nurse Practitioner" September 17, 2025 5.0 My overall experience with OptiMantra has been excellent and I've referred several people to OptiMantra as well as organizing a demo to a group of my peers. Pros What I like most about OptiMantra is their customer service, they are unbeatable!! This includes IT as well as Sales. I also like the customizability of work flows and the functional medicine templates. Cons What I like the least is that fillable templates when populated into subjective notes apostrophes become question marks and not all items populate. Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/)[Practice Better](https://www.capterra.com/p/159263/Better/) Reason for choosing OptiMantra I liked the ability to Customize my forms, price tiring for part-time, and discount for NPs. Review Source KF Kathleen F. Psychiatrist Medical Practice Used the software for: Less than 6 months ### "Excellent EMR with a sweet price point. " March 13, 2026 5.0 I am happy with the product and the price is right for a small practice like mine. Customer service is outstanding. 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. Review Source KK Kathryn K. Psychiatric nurse practitioner Hospital & Health Care Used the software for: Less than 6 months ### "Excellent EHR!" March 5, 2026 5.0 Pros Optimantra was the only EHR that had every feature I was looking for. Great options for customization and excellent customer support. Cons Learning the software and customizing my EHR was time consuming. We had some difficulty setting up eRx. Review Source SC Sol C. APRN Medical Practice Used the software for: Less than 6 months ### "First time user with Optimantra! Satisfied" March 17, 2026 5.0 Very user friendly once you keep using it. I am still struggling slightly with emailing patients or getting used to bringing over templates but I am working on it Pros So far it is very user friendly and security has been on point. Value for the money is def worth it. Cons Nothing really, but if I had to pick something it would be lack of lab integration with fullscripts. Review Source tA tara A. Nurse Practitioner Health, Wellness and Fitness Used the software for: 1-2 years ### "always recommend optimantra to friends" May 9, 2025 5.0 no issues or complaints. i have used it since opening practice 1.5 years ago and have about 800 clients overall. Pros ease of use and creating templates for easy and quick charting. area of typing is sufficient as well. add my own notes but also click type to help Cons the video quality on the virtual platform does not have great filters but they are switching to zoom which will cost by the minute which sounds like it could get too expensive. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)[IntakeQ](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/)[AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing OptiMantra all features in 1 place including escript and lab integration and scheduling reminders and virtual platform. Review Source BU Becky U. Owner and Acupuncturist Alternative Medicine Used the software for: 1-2 years ### "Highly recommend OptiMantra for Acupuncturists" May 2, 2025 5.0 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. 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. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing OptiMantra My mentor highly recommended it, and I respect her opinions. Review Source SA Suzanne A. Advanced Practice Registered Nurse, Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Very Pleased" December 2, 2024 5.0 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. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing OptiMantra They didn’t have eRx integrated into the system. Review Source MCH Mary Claire H. nurse practitioner Health, Wellness and Fitness Used the software for: 6-12 months ### "Integrative Pediatrics review of Optimantra " December 11, 2024 5.0 10 plus. I really do not have any complaints 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 Switched from [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/) ECW had terrible communication and the price was too high. I could never close a chart. Too cumbersome Review Source MG Mikhael G. Remote Digital Assistant and Web Developer Information Technology and Services Used the software for: Less than 6 months ### "Mikhael Gonzalez Optimantra Review" April 15, 2025 5.0 10/10 great experience, I recommend to all my clients to use it 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 Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing OptiMantra The price was too expensive and didn’t even have eRx Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Optimantra had good reviews and trusted clients used it and said they like their experiences Review Source SA Susan A. physician Health, Wellness and Fitness Used the software for: 2+ years ### "Optimantra" November 26, 2020 5.0 I've used it from a large clinic with lots of staff and employees to my near retirement solo practice with no employees and it is flexible in every situation Pros It is very flexible and intuitive about connecting things and offering different ways to do things and it is very simple in an elegant and efficient way and always innovating Cons wish it had a little bit better reports (data analysis) Alternatives considered [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/)[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra the simplicity, straightforward, all functions together, cost, ernestness of the developer Review Source Response from OptiMantra November 27, 2020 Thank you for your kind review. Our reports are heavily focused on a analyst persona, we are working on simpler, out of the box reports, which are slated for end of the year update 2020. JS Julie S. Nurse Practitioner, Owner Mental Health Care Used the software for: 1-2 years ### ""Efficient and User-Friendly, But Room for Improvement"" May 4, 2025 4.0 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. 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. Alternatives considered [ICANotes](https://www.capterra.com/p/17102/ICANotes/) Reason for choosing OptiMantra Easy to navigate, user friendly, great price Review Source UI Ugochi I. Psych NP Medical Practice Used the software for: 6-12 months ### "Best EHR system for Psych" May 5, 2025 5.0 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. 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. Review Source RR Rebecca R. NRCMA Medical Practice Used the software for: 6-12 months ### "Great Experience" April 29, 2025 5.0 I like Optimantra it is very easy to use and navigate through and so far, it has been a great experience. Pros Optimantra has been great since I started to use it. I like the easy access to charts and also to chart as I am a nurse it has been great. Cons Optimantra has been great and there is nothing least that I like about it because it has been easy to use. Review Source CW Carol W. Business Owner and Provider Health, Wellness and Fitness Used the software for: 1-2 years ### "Awesome EMR " May 24, 2025 5.0 My overall experience with OptiMantra has been excellent. The team has been amazingly helpful and I have referred multiple providers to this platform. 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. Review Source GR Gina R. Owner and Nurse Practitioner Alternative Medicine Used the software for: Less than 6 months ### "Excellent EMR" November 17, 2024 5.0 After searching for a suitable EMR, I was grateful to come across Optimantra! Some of the key features that I love are the integrations with FullScript and Rupa Labs. As functional medicine, telehealth provider, these two features alone make the communication with my clients efficient and effective. Also, the ability for my clients to book online is amazing. The guidance I received during the onboarding and beyond implementation has been stellar. (Shout out to Jenna who is always there for me!) As many other platforms underdeliver and overcharge, Optimantra is priced amazing and delivers better than the pricey competitors. I highly recommend this EMR! Pros Integration with rupa labs, quest and fullscript Cons When clients have the page in their browser too long and then book an appointment, they could double book Alternatives considered [Nextech EHR & PM](https://www.capterra.com/p/122691/Nextech-Practice/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing OptiMantra Integrations with Rupa, labs and fullscript Review Source AB Aleksandra B. Nurse practitioner Mental Health Care Used the software for: 6-12 months ### "Would recommend " October 24, 2024 5.0 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. Review Source XS Xan S. NMD Hospital & Health Care Used the software for: 2+ years ### "Best EMR for Naturopathic Physicians" December 10, 2020 5.0 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. 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. Review Source RK Roxane K. Clinical Associate (Counselor) Health, Wellness and Fitness Used the software for: 2+ years ### "Great software for mental health" October 12, 2022 5.0 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. 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 Review Source GR Geri R. Practice Manager Medical Practice Used the software for: 1-2 years ### "Optimantra - Great Scheduling/EHR" October 27, 2021 5.0 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. 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. Review Source Similar Products Featured ## Related categories [Medical Spa](https://www.capterra.com/medical-spa-software/)[Primary Care EHR](https://www.capterra.com/primary-care-ehr-software/)[Psychiatry Electronic Medical Records](https://www.capterra.com/psychiatry-electronic-medical-records-emr-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.