# Optima Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Optima the right Electronic Medical Records solution for you? Explore 64 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10020194/Net-Health-Therapy-for-Skilled-Nursing-and-Senior-Living/reviews --- Optima 4.2 (64) 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 Optima Ease of use 4.1 Customer Service 4.2 ## Pros and Cons in Reviews BV Brienne V Director of RehabHospital & Health Care, 51 - 200 employeesUsed the software for: More than 2 years. “This product is easy to navigate.“ October 19, 2020 KF Katie F AdminHospital & Health Care, 51 - 200 employeesUsed the software for: More than 2 years. “Ever since the company was purchased by Net Health, when I call support most times it keeps ringing, and then a message comes on that there is no one to take your call and the call hangs up. When you email the support team the emails don't get a response for weeks.“ November 19, 2020 KF Katie F AdminHospital & Health Care, 51 - 200 employeesUsed the software for: More than 2 years. “Reports are inconsistent, data on one report (like number of sessions provided) does not match data on another report, Optima tells me it's a glitch and cannot be resolved, which seems to be a common answer from their support team.“ November 19, 2020 MK Megan K Director of Rehabilitation Hospital & Health Care, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “I’ve unfortunately lost too many documents due to this software malfunctioning.“ February 4, 2022 CA Cheryl A Corporate Rehab DirectorHospital & Health Care, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “There are some glitches within the system“ November 17, 2020 ## Showing most helpful reviews Showing 1-25 of 64 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DL Dave L. VP of Clinical Compliance Used the software for: 2+ years ### "Overall Optima is a full service, easy to use SNF therapy software program." February 21, 2019 4.0 Would like the BI support team to have a little more proactive knowledge about the dashboards. Seems like new products/dashboards are introduced in Release Notes but then minimal knowledge when questions are asked of the support team. Pros User friendly software for both documentation and billing (as well as labor hours management). Great for compliance (CCI edits, caps, etc.) updates. A good amount of flexibility with payer management. Cons Support phone line seems to be much slower over last couple months. I used to wait on hold for only 30 seconds, but now can be many minutes. Review Source RS Ronald S. VP of Rehab Services Used the software for: 2+ years ### "Best Software for Skilled Nursing Therapy" February 22, 2019 4.0 Overall a good software program and from my experience the best choice currently available in the market. Pros Generally an intuitive platform. Optima does a good job staying on top of industry changes and adapting to meet new demands. Cons During the rollout of new features and updates there are often glitches initially that sometime take an extended time to resolve. Review Source BL Brenda L. Reimbursement Consultant Hospital & Health Care Used the software for: 6-12 months ### "Terrible experience" March 19, 2019 2.0 We have had nothing except problems from the first LIVE day. Nurses were frustrated with clinical documentation to the point that some of them resigned, admin staff was unable to get reports to balance and had to depend on Optima staff to do monthly reports for us in order for them to balance. Now, after 8 months, our reports still do not balance and they are having to fix errors in posting in order for them to balance. Pros Ease of keeping up with benefit periods, recerts, etc Cons Everything else. They have a long way to go to bring this software to where it should be but we are getting an update soon that we are hopeful will take care of some of the issues. Review Source LR Lindsay R. Billing & Software Director Used the software for: 2+ years ### "Very User Friendly with Tons of Features" February 21, 2019 5.0 Pros This is an extremely user-friendly software. It flows very well, so our new staff picks up on it quite quickly, reducing orientation and training time. There are also tons of features that make Optima a one-stop shop. They are ALWAYS on top of the CMS changes, which anyone in this field knows is not always an easy task. Cons Sometimes there is a bit of a wait to speak with someone in Support, but they are always extremely knowledgeable and able to quickly answer any questions or resolve any issues that you may have. Review Source CH Corinne H. VP of Operations Used the software for: 2+ years ### "Rehab Opitma has been a very consistent EMR " August 9, 2017 4.0 Rehab Optima has been our go to EMR since we transitioned from paper over 7 years ago. They are great to work with and have great follow up. I get answers quickly and professionally. Pros Great customer support and follow up. Great customizations as needed. Continually upgrading software and keeping up to date on changing regulations Cons G-codes are not linked to evaluations or progress notes. The daily progress notes could be a little more user friendly by assisting with auto fill and addressing the goals rather than having the separate tab with the goals. Review Source SH SARA H. Scheduling Coordinator Medical Practice Used the software for: 2+ years ### "Great Program" September 27, 2017 4.0 Pros The software is great, and Optima is always looking ahead an planning ahead for future changes. They offer great webinars to help educate staff on upcoming changes in regulations and how they are planning to accommodate those changes in their program. Cons Tech support is great if you have a simple question on how something in Optima works. Sometimes it take a while to get a response if the question is about how something is calculated in one of their reports, or where certain items are pulled from. Review Source CS Chelsea S. Regional Coordinator of Rehab Services Used the software for: 2+ years ### "Rehab Optima Review" February 21, 2019 4.0 Would like to be able to copy the schedule from one day to another via use of the appointment book. Would also like to have the therapists be able to develop individualized templates for documents and treatment encounter notes. Pros The software is very easy for rehab directors to plan minutes and for therapists to complete clinical documentation. Cons The scheduling feature is not conducive for larger buildings via use of the appointment book; however, I assignment board is easy to use for the smaller building with fewer therapists. Review Source GH Gaya H. DOR Used the software for: 2+ years ### "The "GO TO" software for SNF/Sub acute rehab" February 21, 2019 5.0 I have been using optima for over 10 years, meet a lot of therapists in the field, who have only positive things to say about optima, critical about other emr programs Pros highly efficient reports, makes a DOR's job easier, love the "build options" skilled language-educational even to seasoned therapists Cons assignment boards needs to be saved for ever, trigger alert if no progress for patient for 2 consecutive notes, able to show error for missing daily notes for specific payor source like part B Review Source CC Catherine C. Director of Physical Medicine & Rehabilitation Used the software for: 2+ years ### "We have been very happy with the functionality of this software and customer support." February 21, 2019 5.0 I believe Optima is a good value for our using in our Skilled Rehab Unit. The price is fair and we get great customer service. Pros It is very comprehensive for both clinical and business applications. They upgrade to keep up with compliance and CMS regulations. Cons The only challenge we have is that it does not interface with EPIC in the Inova Health System. It will interface with Matrix, the new LTC, EMR, being implemented this year. Review Source DI Diann I. Direcotor of Clincal Operations Used the software for: 2+ years ### "Made for therapists, bu therapists" February 21, 2019 4.0 Pros Optima is very intuative and extremly user friendly. I have used this product in my different roles (staff therapist, director of rehab, corporate) and find the software to be my preferred Cons The information recieved from customer service is inconsistently incorrect. I have used the Optima software over 10 years and I have seen a trend of new, minimally trained staff that answer the phone. Review Source GC Gina C. OT director Used the software for: 2+ years ### "I find Rehab Optima easy to use, thorough, organized and up to date with all changes in Medicare regulations. " February 21, 2019 5.0 Pros Automatically updates the software with Medicare regulation changes and provides excellent webinars to keep therapists educated on these changes. Cons No spell check! The extensive mandatory fields that need to be filled out with bowel/bladder incontinence and with pain fields. Maybe make these fields optional. Review Source MM Mahta M. Therapy Resource Medical Practice Used the software for: 2+ years ### "outstanding customer service!" September 29, 2017 5.0 This is the only software to look at for our industry. Customer service and education is unparalleled. Pros Optima is always thinking ahead and developing their product and features with the big picture in mind. Cons Lately it seems like there has been slow turn around on fixes and enhancements to existing features. Review Source CW Chelsea W. SLP Used the software for: 2+ years ### "Optima review" February 24, 2019 4.0 Pros Through evaluations, easy to navigate, scheduling takes minimal time , Daily Tens Log makes completing progress notes fast Cons redundant areas that can be covered in daily note or other parts of evaluation/progress notes, schedule doesn't print more than 6 on a page Review Source AH Anne H. Administrator Used the software for: 2+ years ### "Gets you the info that you need quickly" February 25, 2019 4.0 Optima has good customer support and they are very quick to resolve any issue with software and/or very helpful to respond to any questions . Pros Huge variety of reports, terrific customer support and Optima keeps up with all regulatory changes offering additional training and support. Cons Making changes to the templates is difficult to do without the help of an Optima specialist. However their customer support is excellent Review Source AE Avi E. Senior regional Medical Practice Used the software for: 2+ years ### "Senior regional " August 9, 2017 5.0 Faster Pros Easy to use and the help hotline is great when I call in they usually answer right away and then help Cons Slow sometimes with the optima help and also there should be a basic manual for new employees to use Review Source MS Melissa S. Chief Operating Officer Used the software for: 2+ years ### "Great rehab software " February 22, 2019 5.0 Pros Optima is the best rehab software I have ever used. While no EMR is perfect, they are responsive to changing regulations and work closely with the users to develop new content that is relevant and useful. Everyone should get the Business Intelligence option- the meta data analysis is invaluable to managing your business. Cons I just about always wait 15-20 min on hold when I need to call customer service. Some features aren’t designed the way I would like and they need a patient portal ASAP. Review Source AW Alisa W. Project Manager Commercial Real Estate Used the software for: 1-2 years ### "Overall has been a good experience implementing Optima and integrating with both AHT and PCC." August 28, 2018 4.0 Pros The integration with AHT now that it's thoroughly tested. This integration is real time and works very well. Cons The integration with PCC. Its an antiquated batch interface. Integrations/interfaces should provide one central contact to the client rather than the client having to remember to contact deployments about one type, exports for another, etc. Only receiving the reporting database presents challenges when trying to run reporting against Optima and other applications it interfaces to in real time. Having access to a mirror copy of the production DB would be better. Review Source AA Andrea A. Director of Rehabilitation Services Used the software for: 2+ years ### "Excellent experience using Optima" February 22, 2019 5.0 Pros Ease of Report writing. The number and variety of reports that can be accessed. Good Customer Service Very complete dropdown menus Always updated and kept current Cons Overall it's a great product and improves effieciency and accuracy. I don't really see any Cons at this time. Review Source JW Jessica W. QA Manager Medical Practice Used the software for: 1-2 years ### "Optima Review " July 13, 2017 3.0 Pros The appeals management system is a very helpful tool for managing reviews and denials. There are also several reports that are very useful in gathering necessary data. Cons At times it is difficult to speak with a customer service representative that knows the correct action to take. If I talk to 3 different people, it is highly likely that I will get 3 different answers. Review Source RM Raegan M. DOR Used the software for: Less than 6 months ### "Overall a good product" February 27, 2019 4.0 Pros intuitive, ease of documentation, easy patient import, scheduling therapy and non therapy is SO nice! Cons doesn't quite meet all my expectations for COT reporting especially after 30 days. I wish the training had been better from Optima. Review Source EH Eric H. Director, OTA Program Education Management Used the software for: Less than 6 months ### "RehabOptima" March 1, 2019 4.0 So far, I have had a positive experience with using RehabOptima. Pros RehabOptima provides a robust electronic documentation system. I like that it validates the documetnation after it is complete to ensure it complies with all insurance requirements. I also like their point of care application. Cons I have not found anything that I did not really like about the software. Review Source KF Katie F. Admin Hospital & Health Care Used the software for: 2+ years ### "Too many Features Don't Work" November 19, 2020 3.0 Ever since the company was purchased by Net Health, when I call support most times it keeps ringing, and then a message comes on that there is no one to take your call and the call hangs up. When you email the support team the emails don't get a response for weeks. The quality of support team went down significantly, there are maybe two or three people on the whole team that actually know the software, the rest have no knowledge and obviously have not been trained, one told me they are supposed to learn as they go, so most of the time you end up wasting your time while they read a manual. Pros The software has a lot of features that, if working, would make it a wonderful tool. Unfortunately, most features are spit-out by the development team half-ready, so while marketing toots these features to potential customers, in reality, they don't work. During demo, marketing glosses over screenshots of how the features supposedly work, when you actually get to use the program, you get multiple errors and there is no support. Cons Reports are inconsistent, data on one report (like number of sessions provided) does not match data on another report, Optima tells me it's a glitch and cannot be resolved, which seems to be a common answer from their support team. So here, I have a Revenue analysis report that displays incorrect number of treatments provided. Review Source DB Dan B. Director Development Used the software for: 2+ years ### "The outpatient module needs work." February 21, 2019 2.0 Pros We are able to program billing rules per payer. We are able to customize payers that use substantial time billing rules versus Medicare eight minute rule. Cons The scheduler on the outpatient module has so many glitches. It appears it was launched before it was ready to be launched. This has caused us, our patients, and our partner facilities much frustration. The program does not have any way to allow our billing department to easily communicate With providing therapist on nuances of individual patients insurances. For example some insurances will allow a max of three units. Other insurance won’t pay for a specific codes but will pay for other codes, Some work comp carriers want to called after each and every visit. There are more insurance nuances in the outpatient world than in the snf world. There absolutely needs to be a way for billers to put a ‘custom field sticky note ‘ on the case file that therapist would see each and every time they go to EnterNotes so therapist can easily understand the nuances of the insurance and nuances of the situation. Because Optima currently does not have this feature, smooth communication flow is very challenging. Especially in a tough world labor market were lots of PRN‘s float in and out. Review Source DB Deb B. Therapy Resource Education & Programs Commercial Real Estate Used the software for: 2+ years ### "The Optima Healthcare Solutions culture is second to none and it starts with their people!" August 22, 2018 5.0 Optima Healthcare Solutions is more than a software company. They are a partner to help us engage in the clinical and operational changes happening in our industry. They have created a consortium of clinicians to address various industry changes during this time of healthcare reform and they facilitate meaningful discussion around solutions they can help to offer us as we embrace these changes. Pros 1\. ALWAYS EVOLVING. Never complacent; the team works to stay on top of industry changes and ways to enhance the software to offer efficient and effective solutions to change 2. RESPONSIVE. The culture is about people taking care of people. Listening to our needs, concerns, questions and responding with solutions. 3. INQUISITIVE. Their developers and clinicians are always asking for feedback, showing their customers (US) their ideas and engaging us in the experience of development so we can help shape the ultimate software solution to a challenge. Cons HONESTLY. I can't think of a true con. In today's day and age of "I want it now", it's sometimes hard to wait for a new product to be completed, yet i love how they prioritize the industry change needs and then the "wish list" items. Review Source KB Kristina B. Director of Rehab Hospital & Health Care Used the software for: 2+ years ### "Rehab Optima Review" September 10, 2019 5.0 Overall Optima is a great program. I do love their customer support. They are always very helpful and respectful. With PDPM coming in the very near future, they have provided Numerous webinars and handouts to help us prepare for it. They are on top of any and all Medicare changes and educate and update as needed. Pros Ease of use. Numerous reports. Support and help whenever you need it. Keeps me updated on upcoming changes and updates regularly. Clinisign to allow our physicians to sign our evaluations electronically. Linked to Matrix and allows for a seamless flow of information from Optima to Matrix. Cons As with any software there are occasional glitches. Can be slow at times. Recently having trouble with the ClinSign alerting the physicians that they have things to sign. Reason for choosing Optima I have used other products in the past such as Therapute and Optima is much more user friendly. Review Source Similar Products Featured ## 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.