OptiMantra Reviews

“Very Glitchy

Pros

Relatively good layout to learn and grow with

Cons

Very glitchy drop downs and poor updates. Poor customer service too with very limited follow up when parts of program crash or don’t work

“Great Software

Pros

Easy to use and affordable

Cons

Lacking some advanced functionality

“top service but glitchy forms

Pros

Hands down, the best part about it for me is their customer service, it's exceptional across the board! That includes both the IT team and the Sales staff. I also appreciate how much you can tailor workflows and the range of functional medicine templates they offer.

Cons

My biggest frustration is with the fillable templates. when I populate them into subjective notes, apostrophes get turned into question marks and some fields simply don't transfer over, so not every item populates as expected.

“Very helpful for small business

Pros

It has really supported my small business. Whenever I reach out with a question, someone follows up promptly and keeps in touch. I also found it simple to get everything set up.

Cons

I am still learning all the functions. I think they should offer more one-on-one sessions for their new providers.

“easy to use platform

Pros

From my experience you can really tell the platform was built with a lot of thought. It's not just functional it feels simple and easy to work with which makes all the difference day to day. And they've nailed it about the team ! On those rare occasions when something does go sideways it's so reassuring to know there are real people behind it who are genuinely great at stepping in. They don't just throw a FAQ link at you.. they actually help you solve the problem which honestly makes you trust the whole system even more.

Cons

Reporting isn't the most simple. It's great and meets my needs but isn't super easy to navigate and the password reset function could use improvement.

“welcoming EMR with support

Pros

The support team, learning resources and overall EMR experience are what I admire most. It feels welcoming even if you're not highly technical.

Cons

Overall I think it's a fantastic platform but I would have appreciated a referral link or QR code for patients or providers. I shared this feedback and appreciate that the tool provided an alternative solution.

“Highly customizable all in one

Pros

I've liked how customizable the system is and how often improvements are rolled out. Support tickets get handled quickly and having billing, scheduling, charting and inventory all in one place has been a huge advantage for me.

Cons

I noticed that there are small inefficiencies in daily use like how things sort or appear which can add a few seconds to tasks and cause mild frustration.

“responsive and accessible support

Pros

Whenever I need help support has been very responsive. I can usually reach someone quickly by phone or video which gives me peace of mind.

Cons

Design feels a little basic, I would like more color and visually appealing graphics.

“simple tool with growth

Pros

For simple use cases this tool has worked well for me and offers a lot of room to grow. I've seen many upgrades over time and being able to reach the team easily and get fast answers has been one of the best parts of using it.

Cons

I would like to be able to graph and track wound sizes over time. For now I copy and paste an Excel chart into the notes. The photo system seems geared for aesthetics so before-and-after photos are limited and I have to upload all my images under documents.

“Flexible charting for practice

Pros

For my functional medicine practice I find this tool really helps with documenting non-traditional details without making charting feel complicated or limiting.

Cons

My MA cannot enter diagnostics during a session while I am charting concurrently. When she adds results in a general note I lose all the supplements and continuity is broken for the next appointment which is very inconvenient.

“smooth daily EHR flow

Pros

From my experience the flow of the EHR works well for daily use and I personally appreciate how quickly the support team responds whenever I submit a ticket.

Cons

The patient educational handout link under the email system has a drop-down but no search function so I have to scroll through a long list to find the right handout which is tough.

“Fast template based charting

Pros

When it comes to charting I rely on the ease of building templates that let me work faster and I like that I can type freely, add my own notes or use click-based options depending on the situation.

Cons

Video quality on the virtual platform isn't great in my opinion and while they're switching to Zoom the per-minute cost might become expensive.

“clean design with flexibility

Pros

As someone who values design I feel the platform looks clean and pleasant and I can adjust it enough to match different needs while also getting quick, helpful responses from support.

Cons

Insurance billing works well for primary coverage but I've had some issues with secondary insurance for certain patients.

“Strong mobile app experience

Pros

Using the app on my phone has been a big win for me since I can move around the system easily and always find the information I need without hunting for it.

Cons

I find it takes a lot of clicks to locate what I need when a chart is open. Unlocking a chart requires several steps rather than opening directly from the "charting history."

“simplifies solo provider work

Pros

As a solo provider I can honestly say this tool has simplified my daily work a lot and I regularly jump into their live office hours on Zoom when I need guidance which has been incredibly helpful.

Cons

If I could change one thing it would be making it easier to add consent forms to an appointment in real time. Currently these must be pre-configured as add-ons which also add extra cost. I do wish there were a clearer way to view each individual patient's experience on this tool.

“works for practice but not phone

Pros

As a practice, we find the system incredibly easy to use, our notes are simple to create, the built-in eRX is fantastic and the single-step billing workflow makes things so much simpler, we really love it.

Cons

When I log into it on my phone I can't send prescriptions which is frustrating. I'm uncertain whether the problem comes from MDToolbox or Optimantra itself. If the developers could resolve this issue it would make a big difference for me when I'm out and about without access to my laptop.

“simple to update & customize

Pros

how customizable this product is and I notice it gets smooth, regular updates along with fast, attentive customer support.

Cons

I've noticed several add-on features I want are only available as paid extras, for example, same-day text reminder capabilities come with an extra charge.

“amazing support but costly fees

Pros

As a new small business owner with 32 years of clinical experience, I've worked with several EMR systems and I find it very easy to use and their customer service is outstanding!

Cons

I enjoy every aspect of the system but the one thing I've struggled with is that the terminal fees are extremely high.

“Fantastic choice for my clinic

Pros

Using it is incredibly simple. The setup process for my clinic went very smoothly. I really appreciate that patients can visit my website, schedule an appointment and complete payment all in one place.

Cons

I haven't faced any problems with the EMR system. I honestly have no complaints whatsoever. There's nothing about it that I would want to change.

“easy to learn with great help

Pros

It is simple to pick up and the Support Team has been incredibly knowledgeable, helpful and quick to respond to any tickets or questions I raise.

Cons

We often find ourselves using the same forms, consents and other documents repeatedly and I wish each file could have a unique document or form number attached for easier tracking. It would also make life simpler if we could export a complete list of those forms.

“Awsome program with a weak waitlist

Pros

I am really impressed with this program, it's simple to use, works well and the team is extremely friendly.

Cons

In my experience, the waitlist functions about the same as using an Excel spreadsheet.

“perfect for an integrative practice

Pros

It has really changed how I run my integrative practice. Scheduling is simple and efficient, new patients can book through my website using an embedded link and they automatically get confirmation emails that include links to intake forms and consents, so I'm not constantly chasing paperwork. The patient portal is clean and easy to use and my patients often tell me how user-friendly they find it. I especially like being able to send treatment plans right through the messaging system, and having a secure place where patients can upload labs or other documents. The library of educational handouts is a great bonus & it gives patients access to reliable information whenever they want. A feature that stands out for me is the Fullscript integration inside the chart note and it has saved me a huge amount of time and tightened up my workflow. I use Fullscript with the majority of my patients and appreciate how simple it is to recommend and manage supplements directly from the note. I also rely on the e-prescribing and lab-ordering tools which are both built into the chart note, those integrations have noticeably improved my workflow and cut down on administrative time. Telehealth has been smooth, the built-in video chat works reliably and patients find it easy to connect. I've also invested time customizing email and charting templates which makes daily documentation faster and more consistent. And I have to say the support team deserves praise, they're responsive, helpful and usually resolve issues quickly, often getting back to me within hours.

Cons

Every so often I run into a feature or task that doesn't feel very interactive, sometimes there seem to be extra steps to get something done. That said, the team is always rolling out updates and making improvements and I've already noticed some of these rough spots getting better since I started using OM.

“Clear schedule but clunky booking

Pros

I like that the schedule template is clear and easy to read, the checkout process is simple and it automatically sends patient details to them.

Cons

When my day already has multiple patients booked, I still have to open a different day in the monthly view just to add another appointment for that same day.

“I love it!

Pros

I enjoy all the features, the scheduling is simple to use and I adore the templates.

Cons

It was a bit tricky to get the hang of initially, yet I found it incredibly easy afterward.

“Has everything but extra charges

Pros

For my needs, I find that it includes the essential tools I rely on, e-prescribing, faxing, intake forms and an easy-to-use charting layout.

Cons

However I find it more expensive than several other EHR options and there's an extra charge when you add more providers or enable certain features our practice requires.

“good but sometimes slow system

Pros

I have been using it for the past two years and overall my experience has been pretty positive. What I appreciate most is how user-friendly the interface is, moving between patient charts and placing orders feels natural and efficient. The system is neatly organized and the ability to customize templates really speeds up documentation which is a huge advantage when the clinic gets busy. In general, those workflow efficiencies have made my day-to-day tasks much easier to manage.

Cons

The biggest drawback for me is that the system can be slow to load certain features at times and there are occasional downtimes that disrupt the workflow. Those interruptions become especially frustrating on high-volume days when every minute counts, and they can throw off an otherwise smooth clinic schedule.

“helpful support after a tough start

Pros

I am happy with their customer support, whenever I can't track down an answer in the help center, I submit a support ticket and someone typically replies to me the same day or by the next day.

Cons

At first it felt complicated but after I watched a few of the training videos I was able to work things out and get comfortable using the system.

“Great for acupuncture practice

Pros

For my acupuncture practice this is ideal. It takes care of all the tasks I need it to perform, in a simple and efficient way. Admittedly there was a somewhat steep learning curve that lasted about a week but their team was incredibly supportive. Also, the cost seems quite fair. I would strongly recommend it especially for acupuncture.

Cons

Troubleshooting can be more difficult than I'd prefer. There are occasions when I end up searching through multiple menus and options for quite a while before I finally find the exact setting I need to change to resolve an issue.

“Great for multidisciplinary practices

Pros

Looking back I truly wish I had access to this system years ago because it supports our multi-discipline office so well and I personally value how clients can reschedule themselves and message securely through the portal.

Cons

I can't say there's anything I particularly dislike so I don't have any other complaints.

“everything in one system

Pros

What stands out for me is that it handles everything I need to keep my practice running smoothly without juggling multiple systems.

Cons

When I transferred from my previous EMR some patient information was left out and emergency contacts were mistakenly added as patients.

“balanced learning and depth

Pros

From a learning standpoint I feel the system strikes a good balance by offering depth without being overwhelming and I like being able to tweak templates whenever my needs change.

Cons

Not being able to block other staff from accessing the "Settings Area" is frustrating. Even when I click "no access," they can still open it.

“exceptional startup support

Pros

During my startup phase I've relied heavily on the support team and I genuinely feel they've gone above and beyond to guide me and answer questions along the way.

Cons

The platform is a little complex to navigate. While there's a lot of support available it isn't as simple as some other EMRs I've used.

“Excellent support makes it easy

Pros

Really appreciate the customer support and how simple the software is to use, I find it very user-friendly.

Cons

Its a bit over my head at times but customer service always helps me when I get stuck.

“perfect for quick nursing duties

Pros

Since I started with Optimantra it has been excellent. Easy, quick access to charts and simple charting have made my nursing duties much easier and more efficient every day truly.

Cons

I haven't found anything I dislike about it, it's been simple to use and overall it's worked well for my needs.

“Helpful support for a complex system

Pros

I love being able to record IVs and that the system automatically deducts supplies from my inventory, which saves me time. I've also found their customer support to be really helpful and responsive.

Cons

it's a little complicated to use. I don't find it very user-friendly as an EMR unless I've received thorough training.

“awsome support day and night

Pros

I've found it's extremely customizable and the support team is available 24/7, dedicated and responds quickly to any issues.

Cons

the UI feels rather neutral and I think it could use more front-end design work but beyond that I don't have other complaints.

“simple & great support, no issues

Pros

Using it feels incredibly simple and interactive and I am really impressed with the support team, they're consistently fast, responsive and efficient every time.

Cons

Right now I honestly don't have anything negative to report about it, it's working well for my needs.

“easy notes but slow faxing

Pros

Overall, I find the app pretty simple to use and I am really pleased with how the notes are styled and displayed.

Cons

Faxing is a real problem, I have to send every document one at a time which feels cumbersome and ends up taking way more time than it should.

“approachable and user friendly tool

Pros

As a user I appreciate knowing I can always reach out for help and I personally find the system approachable even when I'm trying something new.

Cons

Great tool but only problem I have is that providers have to enroll themselves in ERA/EFT and EDI which often leads to problems.

“good service but confusing tools

Pros

Customer service was helpful and I appreciated how quick their response times were.

Cons

The analytics are confusing and not user-friendly, patients told me they had issues with the portal and I found myself constantly opening and closing a patient's chart just to pull up other patient details.

“Missing unified patient view

Pros

In my day-to-day work I find the learning process manageable especially with the variety of ready-made templates that save me time.

Cons

The feature I liked least is the inability to view patient details on a single page.

“Valuable one on one onboarding

Pros

After doing my homework and talking with others I chose this tool for my small hybrid practice and I personally found the one-on-one onboarding to be worth the investment since it helped me get comfortable much faster.

Cons

A few of my patients have experienced technical issues though most have been resolved.

“Saved me from a nightmare system

Pros

The level of service and the warmth from the onboarding team (sensitive content redacted), along with their quick responses, have been absolutely outstanding. After leaving ECW EMR which was a nightmare for me, moving to Optimantra has made a huge difference in my workflow and in how quickly I can finalize charts. Their online scheduling is exceptional. I don't plan on switching again, truly very satisfied.

Cons

My only con is that it doesn't integrate with my lab provider, Quest which is inconvenient.

“best choice for an organized clinic

Pros

I picked it for Azalea Primary Care after comparing multiple systems. Installing it has helped our clinic run at an exceptionally organized and high-performing level. Now we keep all charts in one centralized repository, which makes accessing patient information simple. I can quickly jot down notes during a visit or add them right afterward, saving time and cutting down on potential errors. Optimantra also alignes our billing and coding processes for Azalea Primary Care, once charting is finished we can submit claims immediately through the platform. We've noticed faster reimbursement cycles and very few denials. All told, Optimantra has truly changed the way we operate at Azalea Primary Care, daily workflows are more efficient, team communication flows better and the improved accuracy in patient records lets us spend more focus on patient outcomes instead of drowning in paperwork and administrative burden.

Cons

I can't find any drawbacks. There really isn't anything I dislike about this system.

“friendly help for most needs

Pros

Honestly, the customer service/help team is incredibly friendly and always ready to help, I appreciate that.

Cons

There's not much for me to complain about. A few features don't match our particular needs and while that's not really a defect, they just aren't relevant to my practice.

“helpful lab integrations

Pros

For lab and supplement workflows I benefit from having integrations with Rupa Labs, Quest and Fullscript all connected in one place.

Cons

I have notived that double bookings can happen if clients leave the page open in their browser too long before scheduling an appointment.

“veryy easy to use with great help

Pros

I am impressed by how simple it is to use and by the helpful support team, I also really appreciate that everything is hosted in the cloud.

Cons

However, the way SOAP charting forces me to enter information into separate boxes feels somewhat disjointed and interrupts my workflow.

“friendly staff and simple use

Pros

Overall, I'm impressed by the friendly staff, how easy it is to use and their quick responses.

Cons

I've noticed a few minor glitches but they're not overly bothersome.

“all in one care management

Pros

What I value most is being able to manage scheduling, telehealth and documentation together which helps me stay focused on patient care while also keeping admin tasks under control.

Cons

Initial setup can be time-consuming for me especially when customizing templates and learning all the features. While the platform is great, it can feel overwhelming at first. However, once set up, the system runs smoothly and the support team is very helpful in guiding through any challenges.

“frustrating and limited tool

Pros

Love the EMR's flexibility, the form builder is quite good and lets us customize templates to match how we actually work which has been genuinely helpful for our workflows.

Cons

Overall my experience has been very frustrating. it feels clunky and overly convoluted and there are almost no integrations available, it doesn't work with Square or PayPal and there's no Zapier or Make connection. The calendar is hard to read and awkward to use, there's no mobile app and the user interface is basic and frankly terrible. Marketing features are almost nonexistent and there are no automation tools or gift card options. It took four months just to get the system live. Webhooks are extremely limited and I can't even link Google Analytics, my own Twilio account, or use Google SMTP for email. Customization options are very restricted. To make matters worse we lost all of our forms at one point which in theory could be a HIPAA violation, thankfully it happened before we went live and there was no patient data but we still had to recreate everything from scratch. If my nurses hadn't disliked the EMR so much I might have tried to tolerate these issues, but because they did I would drop it immediately, it only functions as an EMR and nothing more. It honestly feels like the app was designed by doctors who don't understand software or user experience and built by developers who haven't spoken to people who actually know marketing, UX or sales.