# Page 3 | OptiMantra Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of OptiMantra ## Showing most helpful reviews Showing 51-75 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DG Dell G. NP Alternative Medicine Used the software for: 1-2 years ### "Love Optimantra " May 16, 2025 5.0 excellent. received great customer service from set up to daily functions. Always very quick to respond. 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 Review Source JP Jason P. Office Manager Medical Practice Used the software for: 2+ years ### "Optimantra for the Win" April 30, 2025 5.0 It has been an excellent software to use. I highly recommend it to anyone in healthcare. 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. Review Source JP Jessica P. Nurse Practitioner Owner Medical Practice Used the software for: 6-12 months ### "Very satisfied customer " May 1, 2025 5.0 Great Customer service is quick to respond and resolve any issue. Will even be willing to add services if needed! 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." Alternatives considered [Notepad++](https://www.capterra.com/p/185965/Notepad/) Reason for choosing OptiMantra price and on boarding. ease of use and learning new product Review Source NC Nisha C. Owner Insurance Used the software for: 2+ years ### "Providers Choice" March 28, 2025 5.0 \[sensitive content hidden\] is amazing. All my providers use this software for billing, and it is user friendly. Easy to post payments and work denials. 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 Review Source VJ Viergela J. Owner Operator Medical Practice Used the software for: 2+ years ### "Best EMR for small businesses" June 10, 2025 5.0 Very good. Pros Optimantra supports small businesses. Someone always follows up when I have a question. They are easy to set up. Cons I am still learing all the functions. They should have more one-on-one sessions with their new providers. Review Source LG Loren G. APRN Health, Wellness and Fitness Used the software for: 1-2 years ### "Optimantra is Great" May 6, 2025 5.0 Great customer service. Any time I had a question, it was answered quickly Pros I love all the features! Easy to use scheduling and love the templates Cons A little hard to figure out at first but then its super easy Review Source DH Danielle H. Family Nurse Practitioner Medical Practice Used the software for: 6-12 months ### "Azalea Primary Care Loves Optimantra" December 11, 2024 5.0 Pros I chose Optimantra for Azalea Primary Care after evaluating several options. Implementing Optimantra has allowed our clinic to function at the highest, most organized level. We now have a centralized repository for our charts. We have the ability to quickly input notes during or after a patient visit which saves time and reduces the risk of mistakes. Optimantra allows for a seamless way for Azalea Primary Care to bill and code. Once charting is completed on the patient, we are able to immediately submit claims via Optimantra. We are seeing a quick turnaround on our reimbursements with very few denials.Overall, Optimantra has been a game-changer for Azalea Primary Care. Our day to day workflows are efficient, communication is streamlined, and the accuracy in patient records allow us to focus more on patient outcomes and less on manual paperwork. Cons We have no cons. There is nothing to dislike about this system. Review Source MC Meredith C. CNP Alternative Medicine Used the software for: Less than 6 months ### "Optimantra review " April 14, 2025 5.0 Good. \[sensitive content hidden\], 1:1 onboarding made the experience very easy. Pros Overall, fairly simple to use. I like the look of the notes. Cons Faxing. I have to send each document separately. It seems clunky and takes a lot of time. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/)[Aesthetic Record](https://www.capterra.com/p/162938/Aesthetic-Record/) Reason for choosing OptiMantra I've worked with about 6 EMRs. For the price, this was the best fit Review Source AA Angela A. Nurse Practitioner Medical Practice Used the software for: 1-2 years ### "Everything You Need!" May 15, 2025 5.0 I've had a great experience with the EMR software! It does everything I need it to. Patients say that the patient portal is pretty easy to use, as well. Pros It's very easy to use. The setup for my clinic went very smooth. I love the fact that patients can go to my website, book an appointment, and pay all in one place. Cons So far, I have not had any issues with the EMR system. I really have no complaints at all. There is not anything I would change. Review Source JR Jill R. PMHNP Health, Wellness and Fitness Used the software for: 6-12 months ### "Optimantra is my choice" November 15, 2024 5.0 After reviewing many of the EHR platforms out there I chose Optimantra. As a new solo private practice owner I wanted to find a system that offered ease of use and lots of support. That's what I found with Optimantra. Not only are there a multitude of easy to access videos on how to do pretty much anything, but there is live support available which is invaluable. Every aspect of setting up this system for use has been seamless. My patients find that the video conferencing application is easy to use and technologically excellent which is an extremely important aspect in a telehealth practice. Using MDtoolbox has also been easy and worry free which I cannot say of many other electronic prescribing programs I've used over the years. Overall I know that I made the right choice for my EHR system. I'm happy to advise my colleagues to look into Optimantra. Pros Ease of use overall and the support. Love that it's cloud based. Cons The set up of separate boxes for SOAP charting. It feels a bit disjointed for me. Review Source VI Vivian I. Nurse Practitioner Mental Health Care Used the software for: 6-12 months ### "I love optimantra!" April 15, 2025 5.0 \[sensitive content hidden\] 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! 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. Review Source JS Jen S. NP Medical Practice Used the software for: Less than 6 months ### "Review of Opti" April 16, 2025 4.0 Pros I like being able to document IVs and how it takes from my inventory automatically. The customer service is very good Cons It's a little complicated to use. Not the most user friendly EMR, unless you've had good training. Review Source MR Miguel R. Nurse Practitioner Health, Wellness and Fitness Used the software for: Less than 6 months ### "5 star review - very happy" April 19, 2025 5.0 Beyond happy with Optimantra. I was hesitant at first, but quickly realized I made the right decision. Pros The customer service is unbeatable. They've been very supportive and cooperative with me as I go through my start-up phase. Cons It's a little complex to navigate. There's a ton of support, but the plat form is not very intuitive as some other EMRs. Alternatives considered [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra Pricing, customer service, and the features associated with the EMR Review Source CG Cassie G. Marketing Health, Wellness and Fitness Used the software for: 6-12 months ### "Would not recommend. " December 18, 2024 3.0 Pros Optimantra is easy to learn and has many templates available. Cons The thing I liked least about optimantra is the inability to view patient details on one page. Review Source GF Gina F. Owner, FNP Alternative Medicine Used the software for: 6-12 months ### "OptiMantra is the best! " November 6, 2024 5.0 Wonderful staff and system! They held my hand as I first started my practice helping me get everything set up! Pros Friendly staff, easy to use, quick response times Cons Some minor glitches that are not super bothersome Review Source JW Jennifer W. NURSE PRACTITIONER Medical Practice Used the software for: 1-2 years ### "OptiMantra is Critical to My Business" July 24, 2023 5.0 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 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. Review Source VR Verified Reviewer Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Clunky, lacks integrations & terrible for anything but EMR" March 30, 2024 2.0 The onboarding was long convoluted and frankly abysmal. If we weren't so invested already I would have found an alternative 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. Reason for choosing OptiMantra My experienced nurse said it had the best EMR. I hated it as it is basically an expensive document drive. Review Source SR Samantha R. ND Medical Practice Used the software for: 1-2 years ### "A great EMR for NDs! " November 11, 2022 5.0 LOVE IT! Would highly recommend this EMR. 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. Alternatives considered [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra It seemed to work better for naturopathic doctors and pricing. Review Source AM Alison M. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "The EPIC private practice software!" March 11, 2022 5.0 I honestly cannot say enough. The price is sooo much less than the inferior competition, and the competitive vendors. The quality is amazing, ease of use speaks for itself. I give it a 15/10! Pros This software is so intuitive it is literally plug-and-play. My 19 year old sons with NO medical knowledge were able to pick it up with little guidance and contribute to the family business and help with office work and data entry with almost no guidance! Compared to AMD which they tried to use and never could get the hang of it! It was so easy to port all of our chart info into from the "other EHR". We were billing claims within a week. It was truly Amazing! Customer service is ultra responsive and so helpful. I never wait on hold for hours, or wait days for an answer to an easy question and almost all the answers are in their self serve "knowledge base". Cons I am seriously struggling to find something I don't like about this software. I have recently used Cerner, EPIC, AdvancedMD, and now Optimantra. If I have to find one thing, it would be nit picking to say that the format of the dates on the claims are not consistent, some are yyyy/mm/dd and some are mm/dd/yyyy but I am not sure if that is the software or the claim format. Either way, maybe the software could be consistent and translate it on the backend if need be for the claim.... Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/)[DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[ChartLogic EHR](https://www.capterra.com/p/141875/ChartLogic/) Reason for choosing OptiMantra value for cost, ease of use, customer support Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) AdvancedMD forces you to build it all yourself to the checkbox. It takes months then it took them 6 weeks, 2 extra hours of time with an implementation specialist, and 12 more, literally 12 more phone calls to tech support in 4 weeks to be able to submit one claim to one insurance company. And after that, they couldn't tell me how to get the ERA/EDI filled out, with whom, how many etc.. And how would I get paid? the EFT was beyond their understanding. The server has major slow times that I would have to sit and wait for it to stop being unresponsive 4 times to refresh a screen and it was NOT on my end. That troubleshooting was done first and was not the issue. The quality is awful, so complicated, ULTRA expensive!!! for no value. It cost more than 800$/month and I didn't get paid the money owed to me because of their system failure! Review Source VR Verified Reviewer Managing Director Health, Wellness and Fitness Used the software for: 2+ years ### "Very happy with OptiMantra" July 19, 2022 5.0 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. 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. Review Source KB Kathleen B. Nurse Practitioner and CEO Medical Practice Used the software for: Less than 6 months ### "Optimantra has it all!" June 21, 2023 5.0 My experience has been wonderful. I thought it was going to be much more stressful to integrate. I certainly was a little overwhelmed at first but I had great support from the company. Pros The charting and billing process. I am saving so much time. It is wonderful to have the ability to customize my charting for Osteopathy too. Cons Patients often complain about the health history/review of systems forms that it is too long. I like having the option to have patients input their credit card before an appointment but unfortunately in order to have that option it requires patients to input their credit card EVERY time they make an appt (does not save it and remember?) I wish that would change. Reason for choosing OptiMantra It was really expensive. Review Source MN Michael N. Naturopathic Doctor Hospital & Health Care Used the software for: 2+ years ### "Best EMR available" February 24, 2021 5.0 Working with their team is an exceptional experience. They put customer service above everything else. They are constantly improving and take everyone's suggestions. 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. Alternatives considered [MacPractice DC](https://www.capterra.com/p/77178/MacPractice-DC/) Reason for choosing OptiMantra OptiMantra covered everything I needed and was easy to implement. Review Source JF Jenny F. acupuncturist Health, Wellness and Fitness Used the software for: 2+ years ### "Optimantra is excellent for our Acupuncture practice!" October 17, 2022 5.0 Overall Optimantra has been excellent to work with, we almost feel like we have helped write the software as problems arise! Opti responds quickly and works to resolve any issues. Pros Opti has specific chart notes set up for acupuncturists and other integrative doctors so it makes it less time consuming in recording each entry. Cons I would like to see less clicking of the mouse as we move through superbills, chart notes Review Source Response from OptiMantra October 18, 2022 Thank you so much for your review! PY Pafoua Y. Office Manager Health, Wellness and Fitness Used the software for: 2+ years ### "Great Internet-Based Product" December 10, 2020 4.0 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. 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. Alternatives considered [I Heart Jane](https://www.capterra.com/p/213331/Jane/)[eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Mindbody](https://www.capterra.com/p/40229/MINDBODY/) Reason for choosing OptiMantra Customer Service, Billing, Ability to easily transfer over info into Optimantra, Cost Review Source HP Heather P. Practice Manager Hospital & Health Care Used the software for: Less than 6 months ### "Optimantra has saved me time, money, and stress!" November 20, 2020 5.0 I couldn't be happier with the transition we made to OM! It's drastically reduced the amount of time I have to do small tasks so I can focus more on patient care. The team at OM has been amazing, always willing to help, and I recommend it often to other practitioners. Pros Ease of use, integrations are amazing, makes billing easier, cohesive, intelligently thought out, very customizable, and the customer support is incredible! Cons Billing a primary insurance with medicare as the secondary is a pain. Other than that I am very happy with it. Alternatives considered [ChiroFusion](https://www.capterra.com/p/142407/ChiroFusion-Complete-Practice-Management/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[Mindbody](https://www.capterra.com/p/40229/MINDBODY/)[Cash Practice Systems](https://www.capterra.com/p/103760/Cash-Practice-Systems/) Reason for choosing OptiMantra Ease of use, cost, integrations, and the demo really showed me how well this software was thought out. Switched from [ChiroTouch](https://www.capterra.com/p/48210/ChiroTouch/) ChiroTouch fell behind the times during COVID, and their customer service went downhill. They also offered very little help for practitioners helping during COVID, and they are incredibly overpriced for underwhelming software. Needed something cloud based instead of server based for working from home, and with built in video chat. Overall, OM really fit the bill in all aspects. Review Source Response from OptiMantra November 27, 2020 Thank you for your kind review! With our upcoming integration with a new clearinghouse, we are also revisiting submissions and automatic payment posting. Slated for early Q1-2021. 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.