OptiMantra Reviews & Product Details

After switching to OptiMantra, I realized how amazing the system is! It doesn't just allow for charting (and the quick test is spot on!) but it integrates with lab companies for ease of ordering and interpreting labs, you can flag them for watch too! I love how I can create tasks for myself and never miss out on patient care. I am able to easy email chart notes to patients and the patient portal is INVALUABLE! I have a link for online booking and the integration with my personal calendar ensures I never accidentally book a patient. Last is the 2 most important if you get this far... cost and customer service. Best bang for your buck by far and the customer service team is remarkable at how quickly your get responses and their desire to improve not just my clinic, but the entire platform. You won't regret it. Review collected by and hosted on G2.com.

The log in process and verification is irritating at times. I have trouble with iPad integration but they are working on it. And the face map charting if you do aesthetics is less than ideal for details and accuracy. Wouldn't recommend for a high volume aesthetic practice or dermatology along. Fortunately I am integrative with Functional Medicine and Aesthetics and it works well for me. Review collected by and hosted on G2.com.

Across the software's features, the selection options are intuitive, clearly reflecting that the program is both developed and maintained by people who actually use the system themselves. Review collected by and hosted on G2.com.

The most challenging obstacle is the onboarding process, especially when you aren't even sure what you need to learn. However, I have to praise the ongoing midday training sessions—they cover everything from the basics to more complex topics and have been incredibly helpful. Review collected by and hosted on G2.com.

We use OptiMantra in our outpatient office daily. We utilize the software for our primary patients and cash pay services. We are able to submit claims to insurance and post payments. Review collected by and hosted on G2.com.

We wish that it had a live feature to verify insurance. It looks like they are working toward this. Review collected by and hosted on G2.com.

Our practice has been with Optimantra since the inception and development of the current software, and both endured the down side of development as well as the upside, as with any ongoing software design and development there will be some problems. But, Optimantra has proved to be a robust and fully functional tool in our multidisciplinary practice and has saved us time and increased our organizational skills with patient processing and files. Review collected by and hosted on G2.com.

their are not any real downsides, once your learn how to navigate the software. Review collected by and hosted on G2.com.

Everything all built into one system. I love how customizable it is. Review collected by and hosted on G2.com.

On calendar would like a place to push 1 week, 1 month, 3, month, ect.... to book follow ups. Had this on a previous EHR and was convenient versus counting the weeks to schedule follow ups.

Faxes often freeze when trying to open. Review collected by and hosted on G2.com.

OptiMantra truly feels like an extension of our care team. It allows us to focus on what matters most—our patients—by streamlining the background noise like documentation, billing, and scheduling. The platform is intuitive, customizable, and aligns beautifully with the way we practice holistic, functional, and relationship-based healthcare. From quick note-taking to seamless insurance and membership billing, OptiMantra helps us stay present with our patients and grounded in our mission. Review collected by and hosted on G2.com.

There’s a bit of a learning curve at first—but the OptiMantra team is always there to guide us. And once you’re in the flow, it’s smooth sailing. Review collected by and hosted on G2.com.

They are very responsive in case I need help. EMR is easy to navigate Review collected by and hosted on G2.com.

I'm not getting notifications through text about appt bookings - that could be on my side. Review collected by and hosted on G2.com.

The interface is easy to see and use. My patients seem to be able to navigate it well and Optimantra is always trying to improve their EHR. I have had great Customer Service. Brandy has helped get information that I needed with ease and took the time to show me how to use Optimantra in a step by step format. The owner has taken my suggestions for additions of featured services. Dr. Susan has helped with step by step instructions on how to use Optimantra. They have great video and written manual on how to use Optimantra. I am very happy to have found Optimantra after 30 years being in practice. I love Optimantra and would recommend it to everyone. Review collected by and hosted on G2.com.

I need to keep learning more things but that isn't a dislike Review collected by and hosted on G2.com.

The scheduling is well organized, billing is straightforward, and the customer care is outstanding. Review collected by and hosted on G2.com.

I am unable to send a single invoice for the entire family, which is inconvenient. Review collected by and hosted on G2.com.

I have been very impressed with how quickly the team at Optimantra responds to requests. I'm a new employee and it has been very helpful to get answers so quickly and not having to bother my boss who is out of the country. Thank you! Review collected by and hosted on G2.com.

I don't have any complaints about using Opti Review collected by and hosted on G2.com.