# OptimisPT Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is OptimisPT the right Physical Therapy solution for you? Explore 62 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/135714/OptimisPT/reviews

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OptimisPT

4.5 (62)

[View alternatives](https://www.capterra.com/p/135714/OptimisPT/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/)

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Last updated March 13th, 2026

# Reviews of OptimisPT

Ease of use

4.5

Customer Service

4.6

## Pros and Cons in Reviews

ER

Exequiel R

Student Physical TherapistHospital & Health Care, 2 - 10 employeesUsed the software for: Less than 6 months.

“Ease of providing initial evaluations as everything is quick to access and the tabs feature for the component of each visit is well made as I do not need to scroll every now and then“

July 11, 2025

AR

Alison R

Occupational TherapistHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years.

“I find it very limiting in that I can't enter 2 treatment notes on the same client on the same day.“

September 20, 2024

AS

Ashley S

Physical TherapistHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years.

“I like that I can make patterns and use dropdowns or favorite phrases to be more productive“

September 8, 2024

LL

Lester L

Claims SupervisorFacilities Services, 51 - 200 employeesUsed the software for: 6-12 months.

“I also do not like the fact that Optimis doesn't have an eligibility check built in.“

September 18, 2024

SS

Sharon S

Doctor of Physical TherapyHospital & Health Care, Self-employedUsed the software for: 1-2 years.

“It is the best documentation system I have used since electronic documentation has been implemented.“

September 9, 2024

MS

Martha S

Physical TherapistMedical Practice, 2 - 10 employeesUsed the software for: More than 2 years.

“Our hospital system went with another EMR but out outpatient clinic opted to stay with OptimisPT because the outpatient therapy world requires so much in terms of documentation that the hospital-wide system did not provide.“

March 21, 2024

WS

Weston S

Director of OperationsMedical Practice, 51 - 200 employeesUsed the software for: More than 2 years.

“I have sampled several different PT EMRs, and without question OptimisPT is the most user friendly and efficient documentation system I have sampled. “

March 21, 2024

AS

Ashley S

Physical TherapistHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years.

“Support is out in California and with the time change sometimes is not as timely as I would like.“

September 8, 2024

## Showing most helpful reviews

Showing 1-25 of 62 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RN

Rose N.  
Manager  
Hospital & Health Care  
Used the software for: 2+ years

### "OptimisPT is a great web based platform for therapy!"

February 10, 2023

5.0

Great experience overall - account reps and development teams are over the top helpful and swift with resolution. Great communication and transparency all along the way. Continue to be a great partner in documentation, scheduling and billing.

Pros

Easy to implement, smooth workflows, custom templates, updates made based on client feedback, integrated with our PM.

Cons

No real dislikes - any issues faced were swiftly resolved.

Alternatives considered

[WebPT](https://www.capterra.com/p/92920/WebPT/)

Reason for choosing OptimisPT

Impressed with vendor communication, the overall look and flow of the platform, ability to integrate with our PM system, heavy compliance support, and open to improvements/suggestions.

Review Source

BM

Brian M.  
CEO  
Medical Practice  
Used the software for: 2+ years

### "MagnaReview"

April 23, 2024

4.0

Overall experience is that it is slow since V2. Would like changes in objective data order( alphabetical)

Pros

Scheduling and text messaging Faxing ability

Cons

Flow sheets Promised time frames were lengthened

Alternatives considered

[WebMD PracticePro](https://www.capterra.com/p/248422/WebMD-PracticePro/)

Reason for choosing OptimisPT

We were a beta site and was told we would have a fitness /wellness component

Review Source

LL

Lester L.  
Claims Supervisor  
Facilities Services  
Used the software for: 6-12 months

### "Can be great with improvements"

September 18, 2024

3.0

Pros

It automatically adds modifiers GO and GP automatically for physical therapy facilities. As billers, we love this functionality.

Cons

I use a lot of 59 modifiers, and it would be nice to have Optimis give us the option to let us add our own modifiers automatically in each of our CPT codes. This option isn't available. I also do not like the fact that Optimis doesn't have an eligibility check built in.

Review Source

AD

Ann D.  
Physical Therapist , practice owner  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Quality and Care"

January 6, 2023

5.0

OptimisPT clinical, technology and compliance staff are always there and supportive. In a health business environment where it often feels like everyone is against you, the OptimisPT staff are there to help, encourage and educate.

Pros

OptimisPT is fantastic in regards to allowing us to be fully compliant with all rules and regulations for billing in the PT industry. You can customize but you don't have to.

Cons

It is sometimes difficult to locate the exercises you want in the exercise section.

Alternatives considered

[TurboPT](https://www.capterra.com/p/141394/TurboPT/)[WebPT](https://www.capterra.com/p/92920/WebPT/)

Reason for choosing OptimisPT

Their knowledge and concern with compliance issues.

Review Source

CI

Catherine I.  
Directory of Ancillary Services  
Medical Practice  
Used the software for: 2+ years

### "Why I would recommend OptimisPT"

February 10, 2023

5.0

Pros

\[sensitive content hidden\], is probably the best support person for any vendor that I have ever worked with. He is responsive and open to requests for change/customization for our needs. \[sensitive content hidden\] is the best. These 2 representatives for OPTIMIS set the bar high for us with other vendors because the response time, service and attention to our needs is A++

Cons

Some limitations with scheduling for our larger clinics.

Reason for choosing OptimisPT

Optimis was able to interface with our current systems at the time

Review Source

GP

Gabriela P.  
Occupational Therapist  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "OptimisPT is great !!!"

April 24, 2024

5.0

Great experience so far!! Customer relations team is always available to help!

Pros

I love how easy it is to complete my daily SOAP notes!

Cons

It can be time consuming when completing initial evaluations

Switched from

[CareCloud](https://www.capterra.com/p/113010/CareCloud/)

For easier documentation, better experience with scheduling and billing.

Review Source

Response from OptimisCorp

August 29, 2024

Hello Gabriela! Thanks for sharing your feedback! We're thrilled you're having a great experience! Be on the look out for our new Documentation Scribe that will be driven by our embedded clinical practice guidelines and powered by A.I!!!

SS

Sharon S.  
Doctor of Physical Therapy  
Hospital & Health Care  
Used the software for: 1-2 years

### "Optimis PT is the best!"

September 9, 2024

5.0

It is the best documentation system I have used since electronic documentation has been implemented. Thank you Optimis PT!!

Pros

Optimis PT is so very easy to use and has great flexibility to customize each note.

Cons

I would like to be able to make a reminder note on the patients time slot on the schedule, such as "prefers earlier appt.", "prefers a different day", "MD visit today" etc.

Review Source

Response from OptimisCorp

September 16, 2024

Hi Sharon! WOW! Thank you for taking the time to write these kind words about OptimisPT! Documentation is our specialty! Also, great idea with the reminder note on the patient's time slot! We're working on more enhancements/ capability for the schedule and wait list as we respond! : )

JM

Jeanmarie M.  
Family Support Specialist  
Non-Profit Organization Management  
Used the software for: 2+ years

### "OptimistPT- A good fit."

September 18, 2024

4.0

I use it every day and am quite pleased with it generally.

Pros

Customer service is very responsive when I have a rare complication. They have always responded quickly and been able to fix whatever issue in a timely manner.

Cons

I'm not always able to search by phone number.

Review Source

AB

Ashley B.  
Front Desk Assistant  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Optimis PT "

September 24, 2024

4.0

System was easy to learn and easy to navigate.

Pros

User friendly. Optimis PT is easy to navigate!

Cons

Delays with uploading. Random delay when uploading causes slow flow.

Review Source

RL

Rita L.  
Individual User  
Accounting  
Used the software for: Less than 6 months

### "Satisfactory"

September 19, 2024

5.0

My overall experience has been satisfactory.

Pros

I like receiving timely reminders via email.

Cons

I wish there was an easy way to customize.

Review Source

LG

Lourdes G.  
Administrative Assistant  
Medical Practice  
Used the software for: 1-2 years

### "Amazing EMR system "

April 24, 2024

5.0

Pros

it is very user friendly when it come to scheduling, tracking appointments, and completing notes the day of

Cons

the only complaint i have about optimisPT is when you go to cancel a pertinent is stays on the schedule

Review Source

MS

Martha S.  
Physical Therapist  
Medical Practice  
Used the software for: 2+ years

### "Outpatient therapy EMR"

March 21, 2024

5.0

Our hospital system went with another EMR but out outpatient clinic opted to stay with OptimisPT because the outpatient therapy world requires so much in terms of documentation that the hospital-wide system did not provide.

Pros

This EMR is comprehensive and compliant with most insurance companies. The webinars that they host are great and up-to-date.

Cons

I don't think that I have a "con" in regards to the EMR - it is user friendly and being web-based is really helpful.

Review Source

KR

Katie R.  
Billing Office Manager  
Medical Practice  
Used the software for: 6-12 months

### "Billing Perspective of OptimisPT"

April 23, 2024

4.0

I like the ease of registering a patient and the portal intake option.

Pros

Scrubbing claims is quite easy with OptimisPT. All the information you need is right there on the screen with minimal need to click into another section.

Cons

I don't particularly like that you need to invalidate an encounter in order to add/subtract info you may have missed on your first scrub or that the PT added after the initial finalizing of the claim. I also wish that Optimis had an online scheduling platform.

Review Source

NP

Nikki P.  
Physical Therapist  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Optimis PT "

April 23, 2024

5.0

10/10 experience. Very easy to use and good customer service.

Pros

Easy to use, especially doing SOAP notes. Functions well with all devices.

Cons

Working with the billing holds can be complicated sometimes.

Switched from

[CareCloud](https://www.capterra.com/p/113010/CareCloud/)

Easier navigation for therapists to use.

Review Source

Response from OptimisCorp

May 7, 2024

Hi Nikki! Thank you for the 10 out 10! Ease of use is the name of game! Therapists are the driving force of physical therapy clinics, there is no clinic without you! Provider user experience and clinical support tools have always been the number one priority for OptimisPT. Striving for evidence-based care to enable better patient adherence and overall better patient outcomes! - If you need some extra help with the billing stuff, let us know! Use us as a resource! Happy Treating!

JR

Jason R.  
Physical Therapist  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Review of Optimis EMR"

March 21, 2024

5.0

Its been great thus far, I just don't like the exercise database and how difficult it is to find exact exercise sometimes. But I guess I need to take time and save my favorite ones to prevent this from happening in the future.

Pros

Easy access to patient files, and efficient way to finish documentation.

Cons

Exercise database is limited to other well known exercises, also has too many variations of exercises that are not relevant to most patients.

Review Source

GK

Gary K.  
Director of Physical Rehab  
Hospital & Health Care  
Used the software for: 2+ years

### "Outpatient Physical Rehab "

January 26, 2023

5.0

Excellent customer service with OptimisPT rep \[sensitive content hidden\] thank you

Pros

Easy to use/interface documentation and scheduling between Physical/Occupational/Speech Therapist

Cons

We did not have any issues with OptimusPT

Review Source

JC

Jorge C.  
Data Analyst  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Excellent EHR with with an Intuitive UI"

February 22, 2023

5.0

Pros

Ease of use and intuitive UI. A benefit of this is that training and process roll-out for staff is efficient.Support is excellent! Creating support tickets is easy and resolution is always prompt.

Cons

No real cons. Optimis has a solid UE.An item I would add to a wishlist is more robust reporting tools. e.g. more flexibility to customize reports.

Review Source

MC

Michelle C.  
administrative assistance  
Medical Practice  
Used the software for: 6-12 months

### "Opinion about OptimisPT"

March 21, 2024

2.0

Pros

navigating through schedule and accounts with ease

Cons

frequent glitches causes unnecessary time consumption

Review Source

DM

Debbie M.  
Practice Manager  
Medical Practice  
Used the software for: 2+ years

### "OptimisPT is tailored to PT and has many great features"

January 18, 2018

4.0

Built in scheduling, docs, and billing functionality are convenient and specific to physical therapy.

Pros

The built in schedule, documentation, billing, make sense. The built in appointment reminders for patients is nice feature. Pay by volume, fits the bill during slower times.

Cons

Would like to have ability for more administrative function. (More customization options for payer types, etc.).

Review Source

Response from OptimisCorp

February 5, 2020

Thank you for your review, Debra!

JS

Jackie S.  
Billing Manager  
Medical Practice  
Used the software for: 2+ years

### "Great, user friendly software and excellent customer service!"

October 17, 2017

5.0

Pros

So easy to use, it's pretty self explanatory. It helps prevent you from making mistakes on your "Off" days.

Cons

I wish there was a built in billing software, it would make it much more efficient and save so much time.

Review Source

Response from OptimisCorp

February 5, 2020

Thank you for your review!

AG

Ann G.  
  
Medical Practice  
Used the software for:

### "Satisfaction"

February 25, 2015

4.0

Pros

Strong adherence to Medicare compliance, thoroughness of documentation, relative ease of use after steep learning curve.

Cons

Unexpected crashes that can totally derail one's day.

Review Source

Response from OptimisCorp

February 5, 2020

Thank you for your review!

SR

Stacey R.  
Physical Therapist  
Hospital & Health Care  
Used the software for: 2+ years

### "More strengths than weaknesses"

November 13, 2025

5.0

Overall, I like Optimis. It is easy to use as a documentation tool and it is easy to look up patient info.

Pros

Lots of info is available on the opening page of each pt document which makes it easy to reference basic pt info as well as to follow timing of documents (progress notes, end-of-cert periods, for example). I also like that I can toggle from one note to another to locate info from previous notes.

Cons

There is poor organization of treatment techniques and not enough choices of measures for adult Neuro functional skills or those available are poorly worded. I find Optimis more useful for Ortho patients and not Neuro patients - and I treat more Neuro pts.

Review Source

RA

Robbin A.  
Office Manager  
Medical Practice  
Used the software for: 2+ years

### "Great Job Easy to work with"

January 6, 2026

5.0

I love dealing with your tech support and their communication is amazing at helping those of us who are not great with computers understand.

Pros

Easy to use and even the updates have been seamless. When we add providers they are quick to get them synced so we have no delays in billing.

Cons

at this time nothing has been an issue that would keep me from using OptimisPT when I have an issue they are right there to help

Alternatives considered

[Raintree Systems](https://www.capterra.com/p/29511/TherapyRehab-Plus/)

Reason for choosing OptimisPT

Tech support was crucial for us and we wanted to know we could count on them

Review Source

AH

Arthur H.  
Occupational Therapist  
Medical Practice  
Used the software for: 1-2 years

### "The Better EMR"

May 27, 2025

5.0

It's streamlined, making documentation much less dreadful. If there is anything that truly becomes I bother, I'll be sure to let you know.

Pros

It's convenient, easy to navigate and support is offered quickly when necessary. Support answers questions promptly, concisely and correctly the first time.

Cons

I appreciate and prefer this EMR over most others, as they are redundant and confusing at times. Not much to complain about.

Review Source

ER

Exequiel R.  
Student Physical Therapist  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Forst Time Optimis User"

July 11, 2025

5.0

Ease of providing initial evaluations as everything is quick to access and the tabs feature for the component of each visit is well made as I do not need to scroll every now and then

Pros

Integration of HEP printouts onto the EMR system itself. I do not need to access medbridge or hep2go anymore.

Cons

Nothing. Everything is very easy to follow. Although if there is one, it would be the HEP portion; the system loads too long.

Review Source

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[Physical Therapy](https://www.capterra.com/physical-therapy-software/)[Occupational Therapy](https://www.capterra.com/occupational-therapy-software/)[Speech Therapy](https://www.capterra.com/speech-therapy-software/)

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