--- title: "OptimisPT Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "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_url: "https://www.capterra.com/p/135714/OptimisPT/reviews/" page_type: "reviews" language: "en" --- 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/) * * * Last updated August 10th, 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!!! 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 AS Ashley S. Physical Therapist Hospital & Health Care Used the software for: 1-2 years ### "Prefer this EMR over others " September 8, 2024 4.0 Overall I would rate this product highly. Compared to other EMR systems it caters to physical therapy well Pros The flow makes documentation easy and fluid. I like that I can make patterns and use dropdowns or favorite phrases to be more productive Cons Support is out in California and with the time change sometimes is not as timely as I would like. Also building patterns is a time consuming process Review Source Response from OptimisCorp September 16, 2024 Hi Ashley, thank you for taking the time to submit a review! Your feedback is very helpful and very much appreciated! OptimisPT is developed specifically for PT, OT and SLP. We're happy to connect with you to see if there might be a better work flow to create your custom patterns that being utilized. Feel free to submit a support ticket and specify that you'd like a "tutorial on efficiency building custom patterns". Thanks again for your review! 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 RJ Robert J. Physical Therapist Health, Wellness and Fitness Used the software for: 6-12 months ### "A User, but not by choice" July 31, 2022 3.0 \-It requires too much navigation between different screens to view "Attachments" (where our company stores the referral notes). -The Treatment Section is annoyingly detailed and the "add text" boxes are many and small. After just a few lines, you have to scroll up and down on the text box even though there is still plenty of empty space elsewhere on the screen. -I don't use their "Clinical Findings" section anymore. Am I attentive to the pt or the computer screen during an evaluation? I don't use the "Measurement" section either; if you are doing a balance test with a pt but made some modifications to the test for that pt, Optimis doesn't let you note that. There is no space for modifications/observations to the test. -On an eval you have to separately choose "Planned Interventions" (such as Therapeutic Activities, Thera. Ex., Gait Training) and then "Treatments." Please tell me why I wouldn't use my planned interventions as treatments? It's the same list of CPT codes. Why do I have to add the same list twice? -The last one I will list here, and Optimis is not alone in this shortcoming . . . At the end of every note there is a "Plan" section for next visit. That's normal. How about have a copy of that "Plan" section from a previous note show up at the start of your new note? Seems like a simple good idea. Make sure you shop around before choosing an EMR. I have used WebPT briefly, and am also not impressed. Pros After looking at the other reviews, the one I most agree with is the "Too detailed ... takes too long to do clinical documentation ..." Optimis gets back to you quickly for customer support via email and, as noted in one of the OptimisPT responses to a review, they do have a phone number too, but its not prominently displayed and the first time I learned about it was via reading an OptimisPT response to a review on this website!! Optimis does a good job of showing a running tally of how much money has been billed to a patient's insurance. Optimis' .pdf notes are clear, well organized, and easy to read. I've worked with other EMRs (kinnser/Wellsky) that made reading the .pdf version of a note surprisingly and unnecessarily difficult (something so easy to get right). Major kudos to Optimis that they allow you to change the type of visit you are doing (a progress report or daily note can quickly change to a discharge by the end of visit) without losing your work and it takes but two clicks. I will also add that my review is as verbose as Optimis is cumbersome. Haha. I do find that I typically have to finish notes outside of pt visit time. As for evaluations, I still don't even try to start the note at the time of visit. I do all of that work on my own time off the clock. I would say that OptimisPT is fair in concept and poor in execution. Speaking with the other therapists in the clinic and front desk worker, their opinions are neutral to dislike. Cons They say the Devil is in the details and here is where I get very frustrated with Optimis. Some Clarification: I have been using Optimis 2 days per week since January 2022 (it is now the end of July 2022) as a PT working part-time. I am 40 years old but moderately tech-savy. I don't tolerate annoying redundancies and unnecessary drop-down menus. I want an EMR to be efficient so that I can spend more time on my own life and more time trying to make my patient's lives better. Every extra click, pause, reloading time, scroll, that could be designed out of the system while still preserving the general design of the EMR drives me nuts. Here are some examples of irritations that make me wonder if this software was ever used in the field by the designers: -When a patient shows up you are supposed to click "Check in." Okay, that's fine. But that is separate from "Go to Visit." You must always click two buttons to start a note. How about a third button that says, "Check in and Go to Visit?" -Optimis has a sort of slick ability to scroll through past sections of previous notes (say, the subjective section) and copy/paste that whole section into the new note. Great. But they won't let you copy and paste individual sentences, you'll have to delete the ones you don't want. Why is this? Rarely does one want to Copy/Paste the entire subjective section. -The Goal Builder is cumbersome. I'd rather just copy/paste from a Word document. See below. Review Source SR Stefani R. Physical therapist Health, Wellness and Fitness Used the software for: 1-2 years ### "Best I’ve used " April 24, 2024 5.0 Best web based system I’ve used. Notes are quick to complete while still being thorough Pros Easy notes, carry over features, simplicity Cons Holds are not categorized in an organized matter. Review Source Response from OptimisCorp May 7, 2024 Hello Stefani! Thank you for the feedback! Notes certainly are important! Ecstatic that you love them! We'd love to hear more specific feedback on the "holds categories" - We're super open to feedback like this, please contact us directly and let's improve, TOGETHER! Thanks again for taking the time to review us, we truly appreciate your feedback! EC Elizabeth C. Collections Supervisor Medical Practice Used the software for: 2+ years ### "Easy to use" March 21, 2024 5.0 Pros I like how easy this program is to learn and use. The lay out has a good flow to it. Cons Depending on your settings it can take longer to load pages if it has a lot of data. Review Source Response from OptimisCorp April 9, 2024 Hi Elizabeth, Thank you for your valuable feedback! OptimisPT strives to stay focused on the ease of use and practical applications for therapists to document efficiently. Better and more consistent outcomes is the ultimate goal! We would like to hear more about your less than satisfying category ratings for support and value. Please feel free to reach out directly to discuss these areas further in depth. Thanks again for taking the time to share your experience with OptimisPT! AR Alicia R. Office Manager Medical Practice Used the software for: 2+ years ### "Everyone at OptimisPT is the Best!" April 25, 2024 5.0 Great experience, amicable, very professional, and the guidance to help set you up with OptimistPT was and continues to be amazing. Pros The staff members are very pleasant and very professional. Cons Nothing negative to say everyone is exceptional. Review Source Response from OptimisCorp August 29, 2024 Hello Alicia! Thank you for the kind words and wonderful feedback! We value and appreciate your business! We're humbled by your great feedback! PR Paola R. Physical Therapist Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great for PT" April 24, 2024 4.0 Pros It is a lot easier to use than our previous system. Cons The initial evals can take a while to fill out. Review Source Response from OptimisCorp May 7, 2024 Hi Paola! Thanks for taking the time to review us! We're glad your having a better experience than with your old EMR! We'd like to hear more specifics on your feedback so that we can hopefully improve your overall experience! If you feel you're not getting the most out of your experience, please let us know how we can help. If you need additional insight on how to customize your settings to your work flow, we can help you do that! Thanks again for taking the time to review us and we look forward to providing a better overall experience for you! IR Imelda R. Lead Aide Health, Wellness and Fitness Used the software for: 1-2 years ### "OptimisPT " March 21, 2024 3.0 Pros easy to use not many complications when in use Cons sometimes system can be glitchy. or wont show pictures Review Source Response from OptimisCorp April 9, 2024 Hi Imelda, Thank you for this valuable feedback. We would like to hear more of your thoughts and see how we can improve in the future. Please don't hesitate to reach out directly if you'd like to provide more in depth feedback! Thank you for your time in providing your experience! JM Jenna M. Associate Manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "OptimisPT Review" April 24, 2024 4.0 Pros My favorite part of utilizing OptimisPT in our organization is the ease of use as it is specifically created for the PT industry. Cons My least favorite aspect of OptimisPT is the fact that payments cannot be applied to specific DOS and can only be applied chronologically, via the integration with Tebra. Reason for choosing OptimisPT The OptimisPT system is specific to PT and user friendly Review Source Response from OptimisCorp June 28, 2024 Hello Jenna, Thank you for taking the time to review OptimisPT. Your feedback is extremely valuable to us and will be used to improve our software. We are currently integrating a native payment system that will allow your payment application to be much smoother. Please reach out directly if you have any questions! Thanks again for your valuable feedback and support for OptimisPT! GG Gurjit G. Physical Therapy Health, Wellness and Fitness Used the software for: 1-2 years ### "Review of Optimis " July 29, 2024 5.0 Pros Easy to use the drop down menu, favorite button, quick options, helpful for suggest diagnosis Cons Finding the exercises quickly, trying to exactly match words or else the option isn’t available 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 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.