# Page 2 | Optima Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Optima

## Showing most helpful reviews

Showing 26-50 of 64 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SM

Sandy M.  
Director of recruiting and Employee Development but very involved in Operations as well  
Medical Practice  
Used the software for: 2+ years

### "Great support center "

August 9, 2017

3.0

Our Company is not thrilled when we get notified of the all day meetings that pull out support staff. We suggest holding 2 meetings and have partial support staff available to take calls on meeting days.

Pros

Once therapist train on Optima Therapy it because very easy especially for therapy assistants. The scheduling portion is fantastic - love the Appointment book. The case management is easy. The projection area is a great asset to Optima Therapy

Cons

The servers drop more than we like. Not sure why the servers drop as often but causes alot of chaos for our staff. Ultimate Rehab has noticed more server issues in the last 6 months. Not sure why? Disappointed with the Ipad functionality. Our Company purchased Ipads for our facilities and Optima Therapy doesn't function well on Ipads any longer. The program freezes or drops when therapist are working on Ipads.

Review Source

LS

Lisa S.  
CEO  
  
Used the software for: 2+ years

### "Top notch customer service"

February 22, 2019

5.0

Pros

Optima provides an excellent therapy documentation and program management solution for therapy services in the SNF industry. They are further developing their product to assist other service lines as well such as outpatient and home health which will help us all as we provide services along the post acute continuum. They have outstanding customer service to assist the staff in the field with their issues and to customize their product to meet our individual needs. They stay ahead of the curve in regards to industry changes and have been a lead in educating the therapy field with the changes in PDPM.

Cons

The Business Intelligence tool is complicated to learn and requires a great amount of time to create reports for use. Once created however they are very beneficial tools for management.

Review Source

BV

Brienne V.  
Director of Rehab  
Hospital & Health Care  
Used the software for: 2+ years

### "Optima"

October 19, 2020

4.0

Very good. The program itself is good and easy to use. Customer service generally responds quickly to resolve any issues.

Pros

This product is easy to navigate. It does not require a huge learning curve. I am able to quickly and effectively train staff on the use of this program.

Cons

To customize features it cost additional money. It also requires one to take time to plan out what would need customized. I wish that building to building Optima would just come with all the features needed and be the same for every facility.

Reason for choosing Optima

This product seemed superior and easier to use.

Review Source

LC

Lisa C.  
Chief Quality Officer  
Medical Practice  
Used the software for: 2+ years

### "Chief Quality Officer"

August 10, 2017

4.0

Overall, our experience with Optima has been a very positive one! The team at Optima is always pleasant and willingly to assist to address our needs. It's ability to integrate with our partners is an added plus and important feature! Continued enhancements will be needed in the changing market and Optima always provides opportunities to provide feedback and engage in the pilots.

Pros

Excellent adherence to regulatory guidelines with great support from help desk and deployment teams! Good engagement with customer!

Cons

Billing format is difficult to reconcile due to a lot of "add ons". Need enhanced appeals management for better tracking and reporting. System doesn't adequately address the needs for use with multiple business lines for contract companies such as HH and OP.

Review Source

MK

Megan K.  
Director of Rehabilitation  
Hospital & Health Care  
Used the software for: 2+ years

### "Easy to use but several flaws"

February 4, 2022

3.0

Pros

I found Optina very very easy to initially learn and figure out how to navigate. Very functional to use and has good builds to make each note unique.

Cons

There are too many times where the software has randomly shut down, or a random message will pop up and not let me save what I have documented so far. I’ve unfortunately lost too many documents due to this software malfunctioning.

Review Source

BB

Brian B.  
VP Clinical services  
  
Used the software for: 2+ years

### "Optima Rocks!"

February 21, 2019

5.0

I love the fact that the product owners, and clinical director, are so eager to speak to the customers, to gain insight in the needs of the customer, in order to meet their needs.

Pros

I love the support that is provided to my team, in regards to issues, that arise in day to day operations. The soft ware encourages/facilitates skilled and medically necessary documentation, to support the services provided to the elders we serve. Optima provides us with tools, that increase efficiency and effectiveness to provide more opportunities for patient care, the ultimate reason we do what we do.

Cons

Honestly, nickel and dime. there is always something extra... with an additional cost. we are all in business, and i respect that, however, i feel like every time i turn around, there is something else that costs an additional fee.

Review Source

SB

Sara B.  
DOR, M.A. CCC-SLP  
  
Used the software for: 2+ years

### "Rehab Optima makes managing patient caseload easy and efficient. "

February 24, 2019

5.0

Very user friendly and excellent customer service.

Pros

Rehab Optima has amazing customer service, the staff are quite knowledgeable and patient. The selection of reports allows you to track a variety of information to analyze trends that are beneficial to general operations. Documentation is through secondary to the format of evaluations/notes and the hot list feature reduces errors in billing and documentation. My therapists report it's very user-friendly. Rehab Optima does a wonderful job of staying current with CMS updates.

Cons

We are finding that sometimes information entered into Rehab Optima does not pull over to Point Click Care.

Review Source

LJ

Lynda J.  
Chief Operating Officer  
  
Used the software for: 2+ years

### "Optima Software- My software solutions"

February 21, 2019

5.0

Pros

I would highly recommend Optima as a software solution for SNF. The software is user friendly, they stays current with healthcare changes and seek out feedback from the end users as they develop new modules or consider updates.

Cons

My primary challenge has been more on the Optima Financial Module as the customer service seems to have limited knowledge to provide support. With that said, when I need specialized support I am usually assigned a specific rep who can assist.

Review Source

JE

John E.  
Owner  
Hospital & Health Care  
Used the software for: 2+ years

### "Optima Review"

April 4, 2017

4.0

Overall Optima is a very nice program for contract therapy services. They are constantly working to improve services and integrations. Unfortunately the software integrates better with some systems better than others and is currently not compatible with Apple Computers (Mac Books) Documentation and Billing flow relatively smoothly and there is plenty of support to help new organizations get started.

Pros

Training and helpful guidance with support team

Cons

Non Mac/Google interface

Review Source

MD

Michael D.  
Director of Rehab  
  
Used the software for: 2+ years

### "Good product for therapy"

February 21, 2019

4.0

Pros

Optima makes it easy to access the reports I need to analyze my department in order to make quick decisions for areas of improvement. I calculations of RUG vs level based payers is simple with color coded and outlined dates to ensure you do not miss any assessment points.

Cons

Feel the therapy evaluations could be a little more inclusive with some of the build features being more relevant.

Review Source

SL

Stacey L.  
Regional therapy director  
  
Used the software for: 2+ years

### "Rehab Optima has made documentation process more efficient and therefore made our therapists more productive"

February 21, 2019

4.0

I wish the appointment book was more user friendly. I don't like that RO is transitioning to POC for everyone at some point.

Pros

It keeps up on the CMS changes in plenty of time to trial and implement with staff which minimized therapists from billing/documenting incorrectly.

Cons

It always costs money to change things in the system which you might not have known was an option to start with when you set up the program

Review Source

JP

Jigar P.  
IT Manager  
Medical Practice  
Used the software for: 2+ years

### "Best Skill Nursing Rehab Software"

August 9, 2017

4.0

In the Mobile version RO5 add reporting feature so Manger can easily monitor and review their facility on their mobile device.

Pros

There are no complaints so far. The software works according to expectations. Rehab Optima is well designed and has a very easy to use interface.

Cons

Documentation need to improve for the productivity requirements. Also customer Support and reporting features needs to improve .

Review Source

PR

Pj R.  
Director of Compliance and Reimbursement  
Medical Practice  
Used the software for: 2+ years

### "Optima is top in industry for rehabilitation software"

July 13, 2017

5.0

Pros

On top of industry standards; many features to ensure compliance, ability to personalize to meet org. needs; customer service is good for the most part

Cons

Communication is slow or lacking at times; support also slow at times to solve issues; costly to personalize; updates to system (release notes) at times do not mention some changes that actually occur

Review Source

CD

Chad D.  
Rehab Director  
  
Used the software for: 2+ years

### "Rehab optima allows users to combine function with software."

February 22, 2019

4.0

Pros

As our building was transitioning software, I chose rehab optima because I was familiar with it. There's still a lot of function I have yet to learn but it is the software I would choose hands down because of all the specificity.

Cons

Our site uses PCC on the nursing side, but the functionality still isn't working yet. I don't know why exactly.

Review Source

MT

Melinda T.  
COTA/L, Rehab Director  
  
Used the software for: 2+ years

### "My likes/dislikes of Optima."

February 21, 2019

4.0

Pros

The ease of documentation and ease to taking my laptop with me to a patient's room or gym to document.

Cons

I wish that in the billing component that when billed time in/out and billed minutes don't match that it flagged you. I wish that there was an easier way to print records. I wish that I could write a discharge before billing that day.

Review Source

MT

Melissa T.  
Assistant Director of Rehab Services  
  
Used the software for: 6-12 months

### "Optima Program is as easy as a child reciting their ABC's. "

February 21, 2019

5.0

The Optima staff is great at getting back to you when you send in a request for help in Optima.

Pros

Optima is great from admitting a patient into Optima to managing the patient's time in the projection screen to completing the documentation from evaluation to discharge. The Hot List is great in managing other staff's documentation due dates. Overall, Optima is a great program.

Cons

Sometimes when the Therapist does a Recertification early then the Progress Note due dates do not change to new dates. The progress notes are sometimes due on day 11 or 12. When notes are scheduled the Therapist is taking an extra step to look at the calendars for the exact due date.

Review Source

CC

Christie C.  
instructor/afwc/cota/l  
  
Used the software for: 2+ years

### "Optima Review "

February 25, 2019

3.0

Pros

The tabs are visible so that allows ease for finding the appropriate areas to "click" to retrieve needed information.

Cons

Too many places for information to be. To stay "productive", information should be easily accessible. With this program, there are many places to navigate, which makes it difficult at times to use.

Review Source

JS

Jeff S.  
Director of Operations  
Medical Practice  
Used the software for: 2+ years

### "Optima Review"

August 9, 2017

5.0

The Optima team is very good and knowledgeable, especially good at listening to their customers and making changes as needed.

Pros

Always ahead of industry changes, easy to use for end users. There are a lot of customization available.

Cons

Lengthy update/upgrade process, older platform for desktop version with no ability to add things like spell check.

Review Source

MC

Matthew C.  
Regional Director of Operations for Southern WV  
  
Used the software for: 2+ years

### "Consistent"

February 21, 2019

5.0

Pros

Consistency of platform use across all disciplines. Business tools make it much more efficient to track outcomes

Cons

Interoperability among multiple device platforms. I would like to see Optima become solely web based especially for financials as generating contracts invoices via a Remote Desktop seems archaeic.

Review Source

SJ

Scott J.  
Ex. Director of Compliance and Reimbursement  
  
Used the software for: 2+ years

### "Excellent Customer Service"

February 21, 2019

4.0

Pros

With Optima, I have always been able to get prompt customer service. The support team is very helpful.

Cons

Updates sometimes create more issues and items seen as priority by the customer are not always seen as priority by Optima. I also feel like the Appeals Management product could be a bit better.

Review Source

CD

Chris D.  
Director of Rehabilitation Services  
  
Used the software for: 2+ years

### "Optima software ensures compliance and has support available to support users"

February 21, 2019

5.0

A strong rehab software program.

Pros

Analytics; the software allows monitoring of performance and data off site. The data is useful to streamline operations.

Cons

The software can be difficult for users to learn, primarily older and less computer savvy staff. Newer grads tend to pick up on it quickly.

Review Source

KP

Katie P.  
Accounting Assistant  
  
Used the software for: 2+ years

### "Accounting and Payroll Review"

July 19, 2018

3.0

We have several time in facility contracts that are all different as far as what we can/cannot invoice. I feel Optima is more aimed for Billing/Documentation contracts so it's sometimes time consuming trying to invoice those labor only sites since there are so many manual adjustments needed.

Pros

Able to log Payroll and Accounting information all in the same software. GREAT software for LTC facilities.

Cons

On standard contracts we are not able to invoice for travel/mileage without manually adding this to the invoice. On Time in Facility contracts we are not able to select travel/mileage as non-billable time, it's all or nothing.

Review Source

CB

Christina B.  
Sr. System Analyst  
  
Used the software for: 2+ years

### "Optima Therapy Review"

February 21, 2019

4.0

Support has been great and always willing to help you right on the spot or within a few hours of emailing in a ticket. I have all great things to say about Optima in general and would recommend this recommend this software.

Pros

Very user friendly. Therapy workflow is great because they are charting at time of service so the ease of this makes it pretty seamless. All regulation updates are preformed by Optima which a great because this way they are in the system on time.

Cons

Certain items we wish could be added but it would require custom library's for our facility but we can work around this. Not being able to customize some of the templates but again this is minor.

Review Source

HB

Hollie B.  
Speech Language Pathologist  
  
Used the software for: 2+ years

### "Optima Review"

February 21, 2019

4.0

Pros

Utilizing the builds to create goals, daily notes and progress notes but yet still being able to free text.

Cons

Having to bill for a d/c prior to writing it up, once you write up a d/c you are unable to go back and bill minutes for what you have done for the day.

Review Source

AH

Alana H.  
Corporate Director of Rehab  
  
Used the software for: 2+ years

### "User friendly and easy to train on"

February 21, 2019

5.0

Pros

Optima is user friendly and easy to train new staff on and they keep up with the industry updates and keep consumers informed

Cons

resolutions can be timely depending on this issue and sometimes multiple follow up calls and emails can be required

Review Source

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