# OptiMantra Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OptiMantra the right Electronic Medical Records solution for you? Explore 87 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 (87) [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 June 3rd, 2026 # Reviews of OptiMantra Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews AG Alena G Functional Medicine ProviderHealth, Wellness and Fitness, Self-employedUsed the software for: 1-2 years. “Features such as electronic prescribing, online scheduling, invoicing, and patient management help reduce administrative workload and improve efficiency.“ June 3, 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 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 JS Jean S PresidentHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “The orders are difficult for radiology departments to read and I cannot specify left or right x-ray or MRI.“ April 22, 2026 AG Alena G Functional Medicine ProviderHealth, Wellness and Fitness, Self-employedUsed the software for: 1-2 years. “The customer support team has been responsive and helpful whenever assistance was needed. While there are a few areas that could be improved, such as payment notifications and calendar synchronization consistency, the benefits far outweigh these minor issues.“ June 3, 2026 JS Jean S PresidentHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “Lack of flexibility in scheduling appointments- can only do 15 minute increments.“ April 22, 2026 JS Jean S PresidentHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “I like the way I can directly text and email patients and send documents via fax or email.“ April 22, 2026 KH Krystal H Office ManagerAlternative Medicine, Self-employedUsed the software for: More than 2 years. “Some patients in the beginning of our switch over was overwhelmed and confused if they didn't confirm their appointments.“ June 8, 2026 ## Showing most helpful reviews Showing 1-25 of 87 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! AC Alexis C. Naturopathic Physician, Owner Medical Practice Used the software for: 1-2 years ### "OptiMantra has transformed the way I run my naturopathic practice." May 8, 2025 5.0 Overall, OptiMantra offers exceptional value for the price. It’s a robust, flexible EMR that truly supports the unique needs of integrative practices. I highly recommend it. Pros OptiMantra has transformed the way I run my integrative practice. Scheduling is easy and efficient. New patients can schedule directly through my website via an embedded link, and they automatically receive confirmation emails with links to intake forms and consents—no chasing paperwork. The patient portal is intuitive and well-designed. My patients consistently tell me how user-friendly it is. I love that I can send treatment plans directly through the messaging system, and that patients can upload labs or other documents securely. The educational handout library is another fantastic feature—it empowers patients to access trusted information any time. One of the standout features for me is the seamless integration of Fullscript directly into the chart note—this alone has saved me an incredible amount of time and streamlined my patient workflow. I use this with most of my patients and appreciate how effortless it is to recommend and manage supplements right from the note. I also use the e-prescribing function and lab ordering, both integrated right into the chart note. These features have greatly enhanced my workflow and reduced time spent on administrative tasks. Telehealth has been a smooth experience. The built-in video chat is reliable, and my patients appreciate how easy it is to connect. I’ve spent some time customizing templates for emails and charting, which has made day-to-day documentation much faster and more consistent. Lastly, I can’t say enough good things about the OptiMantra support team—they are consistently responsive, helpful, and quick to resolve any issues, often getting back to me within hours. Cons Occasionally I feel like a certain function or task I need to complete might not be intuitive or feels like there are too many steps. But I know the team is constantly updating and improving the system, so I have seen things like this already improve since I have started using OM. Alternatives considered [Elation](https://www.capterra.com/p/147889/ElationHealth/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra Fullscript integration, Rx integration, Video chat integration, billing, scheduling. Had everything I wanted while others did not. I really like Elation but it did not have Fullscript and was too expensive. But I love the workflow Elation has. 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 BF BARBARA F. PROVIDER AND OWNER Medical Practice Used the software for: Less than 6 months ### "LOVE MY OPTIMANTRA!!" March 5, 2026 5.0 IT HAS BEEN GREAT AS THE SUPPORT IS THERE FOR YOU AND THE LEARNING CURVE IS REAL BUT LIKE ANYTHING IT TAKES TIME TO ADJUST TO SOMETHING NEW. Pros VALUE FOR THE MONEY. SECURITY, PATIENTS MANAGEMENT, PATIENT RECORDS AND CHARTING, GREAT SUPPORT SYSTEM! Cons LEARNING CURVE. HOWEVER, THEY ARE MAKING ADJUSTMENT AND CHANGES TO MAKE IT EASIER TO LEARN THE SYSTEM. Switched from [PracticeQ](https://www.capterra.com/p/10013530/PracticeQ/) NEEDED MORE FEATURES AND EASE OF FINDING THINGS IN ONE PLACE 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 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 TP THOMASA P. Nurse Practitioner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great experience overall. " May 12, 2025 5.0 Very good one. So far every feature has been useful although a learning curve is mandatory. The supply management has been the hardest to use so I avoid it. Pros I love the flow of the EHR system and the customer service support team with their quick response to tickets. Cons The patient educational handout link under email system has a drop down but no search engine so you have to scroll until you find the handout you want. It is cumbersome when you have a long list of handouts. Alternatives considered [Elation](https://www.capterra.com/p/147889/ElationHealth/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing OptiMantra cost was very important for me. They were too expensive for my small clinic Switched from [RXNT](https://www.capterra.com/p/110018/rxnt/) I hated their system. It did not flow in every possible way Review Source PL Patricia L. Clinic Director Alternative Medicine Used the software for: 1-2 years ### "Such a fantastic system!" April 30, 2025 5.0 We opted for the supported onboarding, available for an additional fee. It was inexpensive for the support it provided. We had a great guy, \[sensitive content hidden\], who helped us get up and running. Ongoing support has been fast and effective. If there is a problem, it gets fixed quickly. I feel so fortunate to have found this system. It's been perfect for us, exactly what we needed. I sure appreciate how everyone is so helpful. Pros I wish I had OptiMantra 20 years ago! We've had OM for a year now. It's a wonderful system, with inventory, and options for multiple types of integration. It's just perfect for for our Chiropractic/Naturopathic/Functional Medicine/ Massage Therapy office. In my experience it is very responsive, and once I learned the system, it was easy to use. I love that our clients can now reschedule online themselves, through their portals, if they need to change an appointment. We both appreciate being able to have HIPAA compliant messaging through the portal as well. Pricing is very reasonable for my small clinic. I truly appreciate this system. Cons I can't say there is anything I particularly dislike. So I do not have anything helpful to share here. Alternatives considered [zHealth](https://www.capterra.com/p/162807/zHealthEHR/) Reason for choosing OptiMantra The major reason we chose OM was because of the options it had such as inventory and patient portals. We also liked that it had an integration with Fullscript and labs. Pricing was very helpful for us as well. Switched from [TPS Cloud Axis](https://www.capterra.com/p/235606/TPS-Cloud-Axis/) We had been planning to move totally to electronic a number of years prior, after having just the front desk functions be electronic, but EON Systems went out of business and was no longer supported. (I'm not sure the option TPS Cloud Axis in above question is correct. We did not have a Cloud based program). Finally we were able to identify OptiMantra as a good solution to our needs. Review Source EL Ellen L. Nurse Practitioner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great EMAR Overall With Excellent Customer Support" May 1, 2025 5.0 overall very good experience. I do recommend Optimantra to anyone who asks! Pros I love optimantra! It has made my processes so easy. I am a solo provider so it has been super important for things to be easy, efficient, and streamlined. I absolutely love optimantra's daily office hours too. I just jump on those zoom calls when I need help with something. Their customer service is phenomenal. if I could give them more than 5 stars I would. Cons If Ic oudl change one thing, I would make it easier to add consent forms to an appointment in real time. When an appt is scheduled, we should be able to check boxes for which consent forms we want added to the kiosk. That way it would not have to be configured as an add-on ahead of time. The thing I like least is just that every additional add-on service is an added cost. Luckily their basic plan lasted me quite a while before having to add-on features. I do wish there was a very clear way to view the patient experience on optimantra, for each individual patient. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Aesthetic Record](https://www.capterra.com/p/162938/Aesthetic-Record/) Reason for choosing OptiMantra better reviews of optimantra from colleagues. 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 BU Becky U. Owner and Acupuncturist Alternative Medicine Used the software for: 1-2 years ### "Highly recommend OptiMantra for Acupuncturists" May 2, 2025 5.0 I have been extremely pleased with the OptiMantra software and service. I would highly recommend this product to any acupuncturist. It saves me time and convenience. Pros It's perfect for Acupuncture. It handles everything I need it to do, easily and effectively. There was a bit of a steep learning curve for a week or so, but the staff at OptiMantra was very helpful. I also think the price is very reasonable. Would highly recommend - especially for Acupuncture. Cons Some things aren't as easy to trouble-shoot as I'd like. I sometimes have to dig around quite a bit before I locate where I need to go to fix something in the settings. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing OptiMantra My mentor highly recommended it, and I respect her opinions. Review Source KK Kim K. Office Manager Medical Practice Used the software for: 1-2 years ### "OptiMantra Review - Klomparens, Kim" May 14, 2025 4.0 My experience with OptiMantra has been positive, and overall very good! Pros Easy to learn how to use, the Support Team is very knowledgeable, helpful and responsive to our tickets and questions! Cons For forms, consents and other documents that are used frequently it would be nice to have a document/form number associated with each file. Also, adding the ability to export a list of the forms would be helpful. Switched from [PatientNow](https://www.capterra.com/p/92269/PatientNOW/) Many reasons, one was how frustrating it was to resolve issues. Review Source SA Suzanne A. Advanced Practice Registered Nurse, Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Very Pleased" December 2, 2024 5.0 Pros After careful research and asking around, I decided to use OptiMantra because it seemed to be a good fit for my small, solo-provider tele/in-person hybrid practice. As a busy mom of 4, I elected to do the provider 1 on 1 onboarding; I found this to be a good use of time and money to jump start my EHR and become familiar much quicker. The prescribing interface is easy to use via MD Toolbox and Fullscript. In addition, I’ve found the administrative tools very helpful for management of payment status. The provider support team has been very responsive and helpful Cons A few of my patients have had technical issues. Most seem to have been resolved. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing OptiMantra They didn’t have eRx integrated into the system. Review Source AM Alison M. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "The EPIC private practice software!" March 11, 2022 5.0 I honestly cannot say enough. The price is sooo much less than the inferior competition, and the competitive vendors. The quality is amazing, ease of use speaks for itself. I give it a 15/10! Pros This software is so intuitive it is literally plug-and-play. My 19 year old sons with NO medical knowledge were able to pick it up with little guidance and contribute to the family business and help with office work and data entry with almost no guidance! Compared to AMD which they tried to use and never could get the hang of it! It was so easy to port all of our chart info into from the "other EHR". We were billing claims within a week. It was truly Amazing! Customer service is ultra responsive and so helpful. I never wait on hold for hours, or wait days for an answer to an easy question and almost all the answers are in their self serve "knowledge base". Cons I am seriously struggling to find something I don't like about this software. I have recently used Cerner, EPIC, AdvancedMD, and now Optimantra. If I have to find one thing, it would be nit picking to say that the format of the dates on the claims are not consistent, some are yyyy/mm/dd and some are mm/dd/yyyy but I am not sure if that is the software or the claim format. Either way, maybe the software could be consistent and translate it on the backend if need be for the claim.... Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/)[DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[ChartLogic EHR](https://www.capterra.com/p/141875/ChartLogic/) Reason for choosing OptiMantra value for cost, ease of use, customer support Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) AdvancedMD forces you to build it all yourself to the checkbox. It takes months then it took them 6 weeks, 2 extra hours of time with an implementation specialist, and 12 more, literally 12 more phone calls to tech support in 4 weeks to be able to submit one claim to one insurance company. And after that, they couldn't tell me how to get the ERA/EDI filled out, with whom, how many etc.. And how would I get paid? the EFT was beyond their understanding. The server has major slow times that I would have to sit and wait for it to stop being unresponsive 4 times to refresh a screen and it was NOT on my end. That troubleshooting was done first and was not the issue. The quality is awful, so complicated, ULTRA expensive!!! for no value. It cost more than 800$/month and I didn't get paid the money owed to me because of their system failure! Review Source JL Jeni L. Nurse Practitioner Hospital & Health Care Used the software for: Less than 6 months ### "Great customer service!" March 9, 2026 5.0 Overall is has been exceptional. Responsiveness from their team is great. The training was comprehensive and it was easy to set up and jump right in to seeing patients. Very cost affordable as well. Pros Customer service - very responsive and so many options on how to get needs met. I have always had a fast response which is crucial in this industry. Cons Notes - I just don't love the flow of the notes. I would like to have the option for a basic quick phone note to be generated. 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 RR Rebecca R. NRCMA Medical Practice Used the software for: 6-12 months ### "Great Experience" April 29, 2025 5.0 I like Optimantra it is very easy to use and navigate through and so far, it has been a great experience. Pros Optimantra has been great since I started to use it. I like the easy access to charts and also to chart as I am a nurse it has been great. Cons Optimantra has been great and there is nothing least that I like about it because it has been easy to use. Review Source JP Jason P. Office Manager Medical Practice Used the software for: 2+ years ### "Optimantra for the Win" April 30, 2025 5.0 It has been an excellent software to use. I highly recommend it to anyone in healthcare. Pros I like the customer service and how easy the software is to use. Cons The software is a little above my head, but the customer service helps where i get stumped. Review Source CW Carol W. Business Owner and Provider Health, Wellness and Fitness Used the software for: 1-2 years ### "Awesome EMR " May 24, 2025 5.0 My overall experience with OptiMantra has been excellent. The team has been amazingly helpful and I have referred multiple providers to this platform. Pros Supportive OptiMantra team, excellent resources, and user friendly EMR is what I admire the most about OptiMantra Cons It's a fantastic platform. However, I would have appreciated having a referral link or QR code readily available for patients or providers to access. I shared this feedback, and I truly appreciate that OptiMantra was receptive and offered an alternative solution. Review Source AA Angela A. Nurse Practitioner Medical Practice Used the software for: 1-2 years ### "Everything You Need!" May 15, 2025 5.0 I've had a great experience with the EMR software! It does everything I need it to. Patients say that the patient portal is pretty easy to use, as well. Pros It's very easy to use. The setup for my clinic went very smooth. I love the fact that patients can go to my website, book an appointment, and pay all in one place. Cons So far, I have not had any issues with the EMR system. I really have no complaints at all. There is not anything I would change. Review Source VI Vivian I. Nurse Practitioner Mental Health Care Used the software for: 6-12 months ### "I love optimantra!" April 15, 2025 5.0 \[sensitive content hidden\] has been so friendly and helpful. I do not have a single negative comment to say about her. The has made this process a breeze! Pros I love how easy and user friendly it is. I also really love the customer service. They are so quick, prompt and efficient. Cons I do not really have any thing negative to say about optimantra at this time. Review Source JR Jill R. PMHNP Health, Wellness and Fitness Used the software for: 6-12 months ### "Optimantra is my choice" November 15, 2024 5.0 After reviewing many of the EHR platforms out there I chose Optimantra. As a new solo private practice owner I wanted to find a system that offered ease of use and lots of support. That's what I found with Optimantra. Not only are there a multitude of easy to access videos on how to do pretty much anything, but there is live support available which is invaluable. Every aspect of setting up this system for use has been seamless. My patients find that the video conferencing application is easy to use and technologically excellent which is an extremely important aspect in a telehealth practice. Using MDtoolbox has also been easy and worry free which I cannot say of many other electronic prescribing programs I've used over the years. Overall I know that I made the right choice for my EHR system. I'm happy to advise my colleagues to look into Optimantra. Pros Ease of use overall and the support. Love that it's cloud based. Cons The set up of separate boxes for SOAP charting. It feels a bit disjointed for me. Review Source GF Gina F. Owner, FNP Alternative Medicine Used the software for: 6-12 months ### "OptiMantra is the best! " November 6, 2024 5.0 Wonderful staff and system! They held my hand as I first started my practice helping me get everything set up! Pros Friendly staff, easy to use, quick response times Cons Some minor glitches that are not super bothersome Review Source KB Kathleen B. Nurse Practitioner and CEO Medical Practice Used the software for: Less than 6 months ### "Optimantra has it all!" June 21, 2023 5.0 My experience has been wonderful. I thought it was going to be much more stressful to integrate. I certainly was a little overwhelmed at first but I had great support from the company. Pros The charting and billing process. I am saving so much time. It is wonderful to have the ability to customize my charting for Osteopathy too. Cons Patients often complain about the health history/review of systems forms that it is too long. I like having the option to have patients input their credit card before an appointment but unfortunately in order to have that option it requires patients to input their credit card EVERY time they make an appt (does not save it and remember?) I wish that would change. Reason for choosing OptiMantra It was really expensive. Review Source JF Jenny F. acupuncturist Health, Wellness and Fitness Used the software for: 2+ years ### "Optimantra is excellent for our Acupuncture practice!" October 17, 2022 5.0 Overall Optimantra has been excellent to work with, we almost feel like we have helped write the software as problems arise! Opti responds quickly and works to resolve any issues. Pros Opti has specific chart notes set up for acupuncturists and other integrative doctors so it makes it less time consuming in recording each entry. Cons I would like to see less clicking of the mouse as we move through superbills, chart notes Review Source Response from OptiMantra October 18, 2022 Thank you so much for your review! 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.