The price is great and they have integrations (faxing, texting, billing etc). Review collected by and hosted on G2.com.

Several things. It is difficult to track a patient's journey. When you send out labs/orders, all the tasks for each patient visit, etc. You don't have any easy way of seeing that everything has been done or where it was sent. Several features (like group emails) and others are fairly useless (go to spam, patients never see it).

Most importantly, for about a year I have struggled with not being able to open faxes and documents (lab and imaging results etc). You need this feature to see a patient's lab/imaging results (not listed elsewhere in the chart). I've tried everything support has recommended. No one seems to be able to help me. I have spent a HUGE amount of time on this issue, daily frustration, it impacts patient care, etc. It has been "sent to engineering" for months without any help/resolution. This system creates A LOT of extra work for me and has been frustrating. Review collected by and hosted on G2.com.

Lots of analytics exports are available. Review collected by and hosted on G2.com.

Webhooks integrations are developed poorly. Fields that are available to be selected for the webhook but then are not sent. Crucial idiompotency and payment fields are not sent which breaks downstream workflows. Support has ignored us for 6+ months. Review collected by and hosted on G2.com.

What I like most about OptiMantra is the billing aspect of it, and I also like that it has templates for me to use for my client. It has specific focuses for behavioral health and for medical if you want to do integrated health. There is also a template for weight loss and the questionnaires needed for it. I like that it's a pretty easy EHR to use, and the free onboarding with Doctor Susan was good, plus I watched the video. Review collected by and hosted on G2.com.

The onboarding took my money, $500, and they never did an advanced onboarding for me. They took my money and never performed the service. Review collected by and hosted on G2.com.

I like the ability to have a platform to write notes, send meds, fax, and schedule patients. Review collected by and hosted on G2.com.

The billing is horrible and most of the time patients consent / intake forms do not save. Review collected by and hosted on G2.com.

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.

there are not any real downsides, once you 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.