OptiMantra Reviews

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

Pros

Easy to use and affordable

Cons

Lacking some advanced functionality

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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."

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.

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.

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.

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.

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.

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.