# OptiMantra Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OptiMantra the right Electronic Medical Records solution for you? Explore 83 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 (83) [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 # Reviews of OptiMantra Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews KC Kayli C Owner, Medical ProviderMedical Practice, Self-employedUsed the software for: 6-12 months. “I really love the variety of options available for documenting patient visits, from custom forms, dot phrases to AI integrated scribe services.“ March 12, 2026 BD Brandon D Psychiatric Mental Health PractitionerMental Health Care, 11 - 50 employeesUsed the software for: 6-12 months. “Very glitchy and lots of documentation issues with drop down menus, and overlapping screens where boxes and columns becomes merged together.“ March 11, 2026 JS Julie S Nurse Practitioner, OwnerMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “The system is well-organizes, and the customizable templates make documentation much faster, which is a big plus during busy clinic.“ May 4, 2025 JS Julie S Nurse Practitioner, OwnerMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “What I like least is about the system is that it can sometimes be slow to load certain features, there are occasional downtimes that interrupt workflow, which can be frustrating during high volume days.“ May 4, 2025 AC Alexis C Naturopathic Physician, OwnerMedical Practice, Self-employedUsed the software for: 1-2 years. “I’ve spent some time customizing templates for emails and charting, which has made day-to-day documentation much faster and more consistent.“ May 8, 2025 ta tara a Nurse PractitionerHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “the video quality on the virtual platform does not have great filters but they are switching to zoom which will cost by the minute which sounds like it could get too expensive.“ May 9, 2025 KF Kathleen F PsychiatristMedical Practice, Self-employedUsed the software for: Less than 6 months. “I like the integrations with Fullscripts and various labs.“ March 13, 2026 KF Kathleen F PsychiatristMedical Practice, Self-employedUsed the software for: Less than 6 months. “The daily help sessions can be frustrating as they went to fast for me.“ March 13, 2026 ## Showing most helpful reviews Showing 1-25 of 83 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Holistic Period & Fertility Strategist, Doctor of Oriental Medicine, Acupuncture Physician, FABORM Alternative Medicine Used the software for: 6-12 months ### "Many functions to use" August 1, 2019 4.0 Pros Syncing abilities to calendar and keeping track of herb formulas for patients Cons Ability to process payments within the software stopped working and couldn’t get it fixed again. Would like easier capabilities to get links for appointments and to easily duplicate emails and other settings. Review Source Response from OptiMantra October 6, 2019 Hello, Thank you for submitting a review! We searched for the issue with payment processing that you mentioned, but were not able to find it. Please reach out to support\_at\_optimantra.com so we can help you directly! On your notes: i) In the past year, we improved the workflow with Authorize.net and also added Fattmerchant as a processor. ii) Here is a screenshot on how you can copy the URL or the code for the appointments widget: https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9087361002/original/X6U4oJnN9d59Tm0pGeLem8XJnuXCIjDwYA.png?1570385017 iii) Here is a screenshot on how to duplicate email and other templates in our Settings: https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9087361003/original/xDrbWj9bY8ubI-c1iGB7aU1McWPQ96HEJA.png?1570385042 We're always working to improve - I'd love to show you the latest: https://www.optimantra.com/demo.html Thanks! TD Tammy D. APRN Medical Practice Used the software for: 2+ years ### "The Best Affordable EHR and the Best Customer Service " May 15, 2025 5.0 I have had very few problems, but when i do have problems, the staff is quick to help me find the solution. Quite often, the solution was already there on the "help" pages and I just didn't look in the right place. Pros It's flexible and customizable for many simple situations. There is a lot of potential and they have made numerous upgrades. The best thing about them is they are easy to reach and fast to respond to any questions. Cons I would like to be able to graph/track wound sizes over time. For now, I copy and paste an excel chart into the notes. The photo system is geared for aesthetics, so the before and after photos are limited to that. I have to upload all my photos under documents. Alternatives considered [Athena](https://www.capterra.com/p/155897/Athena/) Reason for choosing OptiMantra Cost was a big factor. I was worried that it was too simple and was going to start with Athena, but the customer service team just stopped answering emails after they had a $600 setup fee and I never heard from them again! Review Source KF Kathleen F. Psychiatrist Medical Practice Used the software for: Less than 6 months ### "Excellent EMR with a sweet price point. " March 13, 2026 5.0 I am happy with the product and the price is right for a small practice like mine. Customer service is outstanding. Pros This EMR is robust especially at this price point. I have found it relatively easy to use and when I needed help, there was a lot of support that was easy to access. I like the integrations with Fullscripts and various labs. Cons making changes to the supplement and medication lists . The learning curve was steep for me but I did not have a lot of experience setting up my own. The daily help sessions can be frustrating as they went to fast for me. However, I was always able to get the help I needed. Review Source RC Renee C. Family Nurse Practitioner Hospital & Health Care Used the software for: 6-12 months ### "Family Nurse Practitioner FNP" January 13, 2025 3.0 It was ok. I have to cancel due to it not meeting my practices needs. Pros The customer service was helpful and response times. Cons Analytics and not user friendly, patients complained about portal, and I had to go in and out of a patient chart a lot to access other information on patient. Alternatives considered [DocVilla](https://www.capterra.com/p/203619/DocVilla/) Reason for choosing OptiMantra The cost and functionality from last EHR. Switched from [Hint Clinical](https://www.capterra.com/p/238712/Hint/) The cost and functionality from last EHR. Review Source KK Kathryn K. Psychiatric nurse practitioner Hospital & Health Care Used the software for: Less than 6 months ### "Excellent EHR!" March 5, 2026 5.0 Pros Optimantra was the only EHR that had every feature I was looking for. Great options for customization and excellent customer support. Cons Learning the software and customizing my EHR was time consuming. We had some difficulty setting up eRx. Review Source CR Christl R. Owner, Functional Medicine Family Nurse Practitioner Medical Practice Used the software for: 1-2 years ### "Owner, Doctor and Nurse Practitioner" September 17, 2025 5.0 My overall experience with OptiMantra has been excellent and I've referred several people to OptiMantra as well as organizing a demo to a group of my peers. Pros What I like most about OptiMantra is their customer service, they are unbeatable!! This includes IT as well as Sales. I also like the customizability of work flows and the functional medicine templates. Cons What I like the least is that fillable templates when populated into subjective notes apostrophes become question marks and not all items populate. Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/)[Practice Better](https://www.capterra.com/p/159263/Better/) Reason for choosing OptiMantra I liked the ability to Customize my forms, price tiring for part-time, and discount for NPs. Review Source SK Sharon K. Nurse Practitioner Health, Wellness and Fitness Used the software for: 2+ years ### "I am very happy!" May 14, 2025 5.0 very good - tech support has been very helpful with our issues and I am happy with the timeliness of response times. Pros Optimantra is geared toward functional medicine practices and makes charting non-traditional features easy. Cons my MA cannot enter diagnostics in a session while I am charting concurrently. When she enters her results in a general note, I lose all the supplements and continuity is broken with carrying forward the supplements to the next appointment. Very inconvenient. Alternatives considered [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra more functionality in Optimantra and better organization Review Source JP Jana P. Nurse Practitioner Alternative Medicine Used the software for: 1-2 years ### "Optimantra has fabulous support. " May 19, 2025 5.0 I have been very pleased with my experience and I would readily recommend Optimantra to a fellow clinician. Pros Very receptive support. I can always get a fast response and support by telephone or video chat. Cons A little basic. I would like some more color and aesthetically pleasing graphics. Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/)[Practice Better](https://www.capterra.com/p/159263/Better/) Reason for choosing OptiMantra Very reasonable price, good reviews and discounts offered Switched from [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Not very intuitive. Difficult to get support and answers to questions. Review Source TS Tara S. Clinic Manager Health, Wellness and Fitness Used the software for: 1-2 years ### "Best Out There" May 21, 2025 5.0 Overall, we love Optimantra, really versatile and pretty easy to use and customize things to your liking. Gets better every quarter! Pros Pretty customizable and constant updates and improvements. Quick ticket turnaround. The only program on the market that offers billing, scheduling, charting and inventory management all in one. Cons Some inefficiencies in day to day use, little things like how things sort and how things look that take a few seconds longer to find what you are looking for, sometimes causing mild frustration. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Wanted more than just scheduling, pricing was out of our range Review Source SC Sol C. APRN Medical Practice Used the software for: Less than 6 months ### "First time user with Optimantra! Satisfied" March 17, 2026 5.0 Very user friendly once you keep using it. I am still struggling slightly with emailing patients or getting used to bringing over templates but I am working on it Pros So far it is very user friendly and security has been on point. Value for the money is def worth it. Cons Nothing really, but if I had to pick something it would be lack of lab integration with fullscripts. Review Source BR Brandi R. Co-Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Very pleased with the decision to switch" December 10, 2024 5.0 A little over a year ago, our small clinic had outgrown our EMR/ practice management system and we were looking for something that was a better fit. We made the decision to give OptiMantra a try. \[sensitive content hidden\] and the rest of the support team were great from the beginning, helping us get set up and transition from our old system to the new and hold our hands through the beginning stages, lol! Throughout the last year, they have continued to listen to the needs of their clients and make changes and adjustments to the system that have helped even more. We are thankful we made the change and pleased with the personal service OM has continued to give! - Brandi and \[sensitive content hidden\] Attain Wellness Pros The customer service/ help team is very friendly and ready to help Cons Not much to complain about. There are some features that don't apply to our needs but this is not really anything that is bad, just not applicable for our practice. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing OptiMantra After speaking with the rep and Jane presentation looked overwhelming Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Simple Practice could no longer meet our needs as we grew 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 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 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 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 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 JS Julie S. Nurse Practitioner, Owner Mental Health Care Used the software for: 1-2 years ### ""Efficient and User-Friendly, But Room for Improvement"" May 4, 2025 4.0 Overall, my experience with charting in this system has been mostly smooth. Its a system that supports clinical decision-making while keeping patient data easily accessible. With a few performance improvements, it could be even more reliable and efficient. Pros I have been using OptiMantra for the past 2 years, and overall, my experience has been fairly positive. One of the things I like most about the system is its user-friendly interface. Navigating through patients charts, and placing orders feels intuitive and efficient. The system is well-organizes, and the customizable templates make documentation much faster, which is a big plus during busy clinic. Cons What I like least is about the system is that it can sometimes be slow to load certain features, there are occasional downtimes that interrupt workflow, which can be frustrating during high volume days. Alternatives considered [ICANotes](https://www.capterra.com/p/17102/ICANotes/) Reason for choosing OptiMantra Easy to navigate, user friendly, great price Review Source MB Michele B. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Great EMR for a small practice " May 8, 2025 5.0 Great. Very good support. Cost effective. Easy to use. Has electronic prescription option. Pros Easy to read schedule template. Easy checkout. Sends patient info to them. Cons If my day has several patients already scheduled, I have to click into another day to schedule another appointment for that day on the monthly view. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) I didn't care for their platform. NA NA Review Source LB Lanika B. Owner Alternative Medicine Used the software for: 2+ years ### "Fantastic EMR" May 27, 2025 5.0 Fantastic! The on-boarding was great. It is extremely customizable for an individual practice. The integrated video calls and credit card processing make my solo practice actually workable! Pros Fantastic customizable product with frequent seamless upgrades and prompt and caring customer service. Cons Some of the add-ons I want are available but for an extra charge such as the same-day text reminders. 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 GR Gina R. Owner and Nurse Practitioner Alternative Medicine Used the software for: Less than 6 months ### "Excellent EMR" November 17, 2024 5.0 After searching for a suitable EMR, I was grateful to come across Optimantra! Some of the key features that I love are the integrations with FullScript and Rupa Labs. As functional medicine, telehealth provider, these two features alone make the communication with my clients efficient and effective. Also, the ability for my clients to book online is amazing. The guidance I received during the onboarding and beyond implementation has been stellar. (Shout out to Jenna who is always there for me!) As many other platforms underdeliver and overcharge, Optimantra is priced amazing and delivers better than the pricey competitors. I highly recommend this EMR! Pros Integration with rupa labs, quest and fullscript Cons When clients have the page in their browser too long and then book an appointment, they could double book Alternatives considered [Nextech EHR & PM](https://www.capterra.com/p/122691/Nextech-Practice/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing OptiMantra Integrations with Rupa, labs and fullscript Review Source AB Aleksandra B. Nurse practitioner Mental Health Care Used the software for: 6-12 months ### "Would recommend " October 24, 2024 5.0 Pros What I like most about OptiMantra is its ability to integrate multiple aspects of practice management into one seamless platform. The ease of scheduling, telehealth functionality, and customizable documentation templates make it incredibly user-friendly. It’s efficient and helps streamline both patient care and administrative tasks, which is essential for my practice. Additionally, their excellent customer service and support have made it easy to resolve any issues quickly. Cons Initial setup can be a bit time-consuming, especially when customizing templates and learning all the features. While the platform is robust, it can feel a little overwhelming at first for new users. However, once everything is set up, the system runs smoothly and the support team is helpful in guiding through any challenges. 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 TM Talia M. Naturopathic Doctor Hospital & Health Care Used the software for: 2+ years ### "Great EHR/EMR Software for Integrative Health Practitioners" November 18, 2020 5.0 Amazing customer support and great quality software. I can run my entire practice on Optimantra, including telemedicine. I spend no time charting: everything is automated and charts are easy to navigate. What's more they are extremely open to feedback and willing to make the software better for their users---which means I'll never switch. Pros I love the charting, booking, calendar, email, billing features. Auto email reminders, intake forms and consent forms are automated, text reminders, Fullscript integration, makes charting a breeze. I spend NO TIME on charting. Cons I am very happy with this software! It could be more beautiful but I love how they're open to feedback and quick to make changes and improvements. The support is great. Review Source Similar Products Featured