---
title: "OptiMantra Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is OptiMantra the right Medical Practice Management solution for you? Explore 87 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/159365/OptiMantra/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-09-29"
---

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 September 29th, 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

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

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.

“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

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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

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

JL

Jennifer L.  
Nurse Practitioner  
Medical Practice  
Used the software for: 6-12 months

### "Lots of Features!"

May 4, 2025

5.0

I love OptiMantra! I have fax, lab integrations with Rupa Lab and Quest so the labs come right to my emr. The consent forms are easy to make, I can send e prescriptions. Now they have Zoom for the telehealth visits which has been great and Deep Cura their AI addition which helps so much with writing notes. I just talk about my visit and AI puts it into the categories of my note. It has cut down on documentation time!!

Pros

The customer service is great. If you can't find the answer in their knowledge base, then you put a ticket in and someone gets back to you same or next day.

Cons

I felt it was complicated at first but after watching some training videos, I figured things out.

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

I needed more functions like e prescribe and others

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

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

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

MCH

Mary Claire H.  
nurse practitioner  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Integrative Pediatrics review of Optimantra "

December 11, 2024

5.0

10 plus. I really do not have any complaints

Pros

The service, kindness from onboarding staff (\[sensitive content hidden\]) , and prompt replies... OUTSTADING. I moved from ECW emr. This was a terrible experience overall . Switching to Optimantra has helped tremendously with my work flow and timeliness in closing charts. The online scheduling is TOP notch. I won't ever switch again. Very satisfied.

Cons

The only con is the lack of integration with my lab, quest

Switched from

[eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)

ECW had terrible communication and the price was too high. I could never close a chart. Too cumbersome

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

[AdvancedEHR](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

AJ

Amber J.  
Owner, NP  
Medical Practice  
Used the software for: Less than 6 months

### "Great software, intuative"

March 6, 2026

4.0

Great, happy I went with it from the start of my practice opening. Very responsive IT team and ticket resolution

Pros

User friendly. The documentation templates are abundant. Access to DEEP CURA, game changer for visits.

Cons

Definitely needed the express onboarding. I tried to set it up on my own, hard to figure out. But this was worth the cost.

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

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

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

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

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

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!

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