OptiMantra

Pros: As a healthcare provider, implementing OptiMantra into my practice has been a game changer for both clinical workflow and overall efficiency. The platform is intuitive, well-organized, and clearly designed with integrative and aesthetic practices in mind. From charting to patient communication and membership management, everything is seamlessly integrated into one system. I especially appreciate the customizable templates and SOAP note functionality, which streamline documentation without sacrificing clinical detail. The ability to manage packages, memberships, and recurring services is a major advantage for practices offering wellness, hormone therapy, and aesthetic treatments. Customer support has also been consistently responsive and knowledgeable, which is critical when onboarding a new system or troubleshooting in real time.

Cons: One area for improvement is the scheduling interface. While it is functional, it can feel less intuitive compared to the rest of the platform and could benefit from a more streamlined, user-friendly design, particularly for practices managing multiple services, providers, and appointment types. Also the patient profile screen is cumbersome.

Pros: Optimantra is easy to learn for both myself and my patients. Setting up appointments, HIPPA compliant communications, sending documents is all straightforward.

Cons: I will have to open multiple screens to see information when writing a patient message, like wanting to double check a medication dose.

Pros: This EMR is robust especially at this price point. I have found it relatively easy to use and when I needed help, there was a lot of support that was easy to access. I like the integrations with Fullscripts and various labs.

Cons: making changes to the supplement and medication lists . The learning curve was steep for me but I did not have a lot of experience setting up my own. The daily help sessions can be frustrating as they went to fast for me. However, I was always able to get the help I needed.

Pros: I really love the variety of options available for documenting patient visits, from custom forms, dot phrases to AI integrated scribe services. There's something for every brain and I'm finding a combination of all available options is working well for me!

Cons: The self-onboarding is definitely do-able, but can feel overwhelming at times. It would be nice if there were more options for small solo practices for one-on-one onboarding. That being said, working with support has always been pleasant and helpful when I have reached out.

Pros: Billing is nice because you can have lots of control over how and what you bill. I also really like the medication ordering

Cons: Very glitchy and lots of documentation issues with drop down menus, and overlapping screens where boxes and columns becomes merged together.

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.

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.

Pros: Excellent for membership-based and direct-pay clinics Integrated billing and subscription management Customizable patient tags and workflows Good patient management and scheduling Allows clinics to manage both clinical and business operations in one system

Cons: The interface could be more intuitive for new users Some features require manual setup and customization Reporting and analytics could be more advanced Initial onboarding may take time to fully configure workflows

Pros: Optimantra was the only EHR that had every feature I was looking for. Great options for customization and excellent customer support.

Cons: Learning the software and customizing my EHR was time consuming. We had some difficulty setting up eRx.

Pros: VALUE FOR THE MONEY. SECURITY, PATIENTS MANAGEMENT, PATIENT RECORDS AND CHARTING, GREAT SUPPORT SYSTEM!

Cons: LEARNING CURVE. HOWEVER, THEY ARE MAKING ADJUSTMENT AND CHANGES TO MAKE IT EASIER TO LEARN THE SYSTEM.

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.

Pros: Optimantra supports small businesses. Someone always follows up when I have a question. They are easy to set up.

Cons: I am still learing all the functions. They should have more one-on-one sessions with their new providers.

Pros: Easy to use. Notes are simple. I love the eRX is built in and billing is a one step process. We love it!

Cons: I cannot send prescriptions on optimantra when I log in on my phone. I'm not sure if this is an issue with MDToolbox or Optimantra. Fixing this issue would help when I am mobile and do not have my laptop with me.

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.

Pros: Well thought out, easy to use, and if you ever have issues, which is rare, the Optimantra team is amazing.

Cons: The reporting is not the most intuitive. It is very robust and meets all our needs, it is just not super easy. And the password reset function needs some tweaking, in my opinion.

Pros: Supportive OptiMantra team, excellent resources, and user friendly EMR is what I admire the most about OptiMantra

Cons: It's a fantastic platform. However, I would have appreciated having a referral link or QR code readily available for patients or providers to access. I shared this feedback, and I truly appreciate that OptiMantra was receptive and offered an alternative solution.

Pros: Pretty customizable and constant updates and improvements. Quick ticket turnaround. The only program on the market that offers billing, scheduling, charting and inventory management all in one.

Cons: Some inefficiencies in day to day use, little things like how things sort and how things look that take a few seconds longer to find what you are looking for, sometimes causing mild frustration.

Pros: Very receptive support. I can always get a fast response and support by telephone or video chat.

Cons: A little basic. I would like some more color and aesthetically pleasing graphics.

Pros: new, small business owner with 32 years of clinical experience. Have used multiple EMR systems. Optimantra is easy to navigate and excellent customer service!

Cons: enjoy all aspects. the only thing I have had difficulty with is the terminal fees very high

Pros: It's very easy to use. The setup for my clinic went very smooth. I love the fact that patients can go to my website, book an appointment, and pay all in one place.

Cons: So far, I have not had any issues with the EMR system. I really have no complaints at all. There is not anything I would change.

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.

Pros: Easy to learn how to use, the Support Team is very knowledgeable, helpful and responsive to our tickets and questions!

Cons: For forms, consents and other documents that are used frequently it would be nice to have a document/form number associated with each file. Also, adding the ability to export a list of the forms would be helpful.