OptiMantra

Pros

I have served as an external consultant for several practices implementing OptiMantra. The platform is really customizable - we've been able to set up individual intakes and charting templates, email and text templates, and calendar configurations for clients. OptiMantra also has a robust library of templates that we have been able to leverage to get clinics started.
OptiMantra has e-prescribing, insurance billing, and integrations with tons of different labs, which has made it easy for practices to manage workflow and track everything centrally.

Cons

The OptiMantra team has been responsive and is routinely delivering new features and updates, so I have not had or heard of any major issues with the product.

Pros

I love the customization of the software and the ability to share and use other templates. The insurance billing is so made simple to send off and keep track of. If there is an issue that comes up, the knowledge base page is helpful and if not the customer service is amazing; they are quick to respond and being so helpful to find a solution to the issue. I like how the software creates a link to add to your website for easy scheduling and then sends reminders either by email or text to eliminate "no shows". I would highly recommend this EMR! Looking forward to the other changes the Optimantra Team are creating and adding!! Thank you.

Cons

I tried the payment processing companies that have been integrated with Optimantra but did not like their customer service or fees, so using a card processing software that is not integrated. I wish more integrations with other card processing softwares with better rates were available to make checkout easier. Clients/patients sometimes come into the clinic to just buy inventory; therefore, I hope there was a faster way to checkout, create an invoice, and take payment. Making a superbill everytime has out been more time-consuming, and sometimes people buy who are not clients/patients but just want inventory products.

Alternatives Considered

CharmHealth

Reasons for Switching to OptiMantra

It seemed to work better for naturopathic doctors and pricing.

Pros

EMR is pretty good in terms of how the forms can be customized to us.

Cons

-Very clunky and convoluted
-No integration with Square or Paypal?!?
-Virtually no integrations
-No ability to connect to Zapier or Make
-Calendar is awful to read and use
-No mobile app
-Terrible user interface, super basic
-Poor marketing features
-Took 4 months to get live
-Webhooks are super basic
-Can't link Google Analytics!
-Very limited customization
-No ability to connect own Twilio account
-No ability to connect Google SMTP email
-No marketing tools
-No automations
-No gift card options
-"lost all of our forms".... which in theory is a HIPAA violation. Thankfully it was before went live and had no patient info loaded. We had to start from scratch

Overall, if our nurses didn't like the EMR, then I would drop it in a second as it is only good as an EMR, nothing else.

It is clear that the app is designed by doctors who know zero about software or user experience.

It is painfully clear it has been built by developers who know nothing about marketing, user experience or user interface.

It is painfully obvious that the team have never spoken to anybody who understands sales or marketing.

Pros

This software is so intuitive it is literally plug-and-play. My 19 year old sons with NO medical knowledge were able to pick it up with little guidance and contribute to the family business and help with office work and data entry with almost no guidance! Compared to AMD which they tried to use and never could get the hang of it! It was so easy to port all of our chart info into from the "other EHR". We were billing claims within a week. It was truly Amazing!
Customer service is ultra responsive and so helpful. I never wait on hold for hours, or wait days for an answer to an easy question and almost all the answers are in their self serve "knowledge base".

Cons

I am seriously struggling to find something I don't like about this software. I have recently used Cerner, EPIC, AdvancedMD, and now Optimantra. If I have to find one thing, it would be nit picking to say that the format of the dates on the claims are not consistent, some are yyyy/mm/dd and some are mm/dd/yyyy but I am not sure if that is the software or the claim format. Either way, maybe the software could be consistent and translate it on the backend if need be for the claim....

Alternatives Considered

Tebra, DrChrono, athenaOne, SimplePractice, ChartLogic EHR and Azalea Health

Reasons for Choosing OptiMantra

AdvancedMD forces you to build it all yourself to the checkbox. It takes months then it took them 6 weeks, 2 extra hours of time with an implementation specialist, and 12 more, literally 12 more phone calls to tech support in 4 weeks to be able to submit one claim to one insurance company. And after that, they couldn't tell me how to get the ERA/EDI filled out, with whom, how many etc.. And how would I get paid? the EFT was beyond their understanding. The server has major slow times that I would have to sit and wait for it to stop being unresponsive 4 times to refresh a screen and it was NOT on my end. That troubleshooting was done first and was not the issue. The quality is awful, so complicated, ULTRA expensive!!! for no value. It cost more than 800$/month and I didn't get paid the money owed to me because of their system failure!

Switched From

AdvancedMD EHR

Reasons for Switching to OptiMantra

value for cost, ease of use, customer support

Pros

It is very complete. It can do everything you need to run your entire clinic. You can use it for basic tasks like simple charting, booking and billing. And it will do a lot more if you want, the advanced tasks are also available like inventory control, programs, customizations, intake forms, formulations. You name it, this can do it from the most basic clinic functions to the most advanced if you need it to.

Cons

There is nothing I don't like about this software.