--- title: Optivate Reviews meta_title: 'Optivate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Optivate works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 5 scale: '5' date_modified: '2026-07-21' parent_category: name: Specialty Practice Management url: https://www.g2.com/categories/specialty-practice-management --- # Optivate Reviews **Vendor:** Optivate **Category:** [Optometry Software](https://www.g2.com/categories/optometry) **Average Rating:** 4.5/5.0 **Total Reviews:** 5 ## About Optivate Optivate is a specialty built platform designed exclusively for ophthalmology and eye care practices. Our fully integrated EHR, practice management, revenue cycle, and patient engagement system simplifies clinical workflows, reduces administrative burden, and improves patient outcomes. From routine visits to complex care pathways, Optivate delivers speed, reliability, operational control, and white glove customer support so your practice can scale with confidence. ## Optivate Reviews ### 1. Great EHR **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Optivate?** How easy it is use. Their support system is awesome. **What do you dislike about Optivate?** I guess the fact that I am limited on creating reports. **What problems is Optivate solving and how is that benefiting you?** We do not have any issues at this time. ### 2. Good EMR **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah O. | Doctor , Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2019 **What do you like best about Optivate?** Good to have pre-filled drop down menus, easy to navigate, well organized layout. Easy to see patient appointments and where they have been routed within the clinic. **What do you dislike about Optivate?** Not easy to navigate easily with keyboard and typing (have to click each entry with mouse) but on the other hand, it reduces variability with techs inputting data. Not easy to compare current and previous exams efficiently, would be good to be able to compare them side by side. Not easy to compare current and previous images/files. **What problems is Optivate solving and how is that benefiting you?** Able to seamlessly edit and input data among different users ### 3. Great software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2019 **What do you like best about Optivate?** I Love that this software can be customized. It is easy to learn and easty to teach. **What do you dislike about Optivate?** You cannot update the pharmacies on your own. In order to update it has to be at the end of the day and it takes a very long time. **Recommendations to others considering Optivate:** I wold recommend this software to all. It is very easy to use and I have made several customized templates for letters, blood work orders, H & P's for our surgery center. I have to train employees on the software ad I find it to be very easy to train someone with no experience. The company is local so if I need help i can reach out to them and have a resolution within minutes. If they cannot fix it through logging in, then they come into the office fairly quickly and resolve any problems. The doctors I work with learned the software very easily as well and they find it very easy to navigate throughout exams, assessments, billing, etc. It is easy to find pharmacies and you can send in a prescription within seconds. We have used the software for years and do regular updates. We are still finding new and useful shortcuts to t his day. It also has a lock screen for Hipaa which is nice as well. Everyone I work with helps each other out with shortcuts as well. **What problems is Optivate solving and how is that benefiting you?** I can make my own templates for forms for our surgery center, etc. ### 4. great software and customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Maria B. | Patient Care Coordinator, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2018 **What do you like best about Optivate?** Insta messages and the set up page for testing. **What do you dislike about Optivate?** I don't like the fact it logs me out after 3 minutes. I am not sure if our administrator has set it up this way but I don't like it. **What problems is Optivate solving and how is that benefiting you?** patient information, scanning documents and having everything ready when they come in ### 5. Very Basic **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2018 **What do you like best about Optivate?** Some of the basic qualities are nice. They are easy to move through and easy to find. Very user friendly and easy to maneuver in however it lacks a lot of items we have to use a second software for. **What do you dislike about Optivate?** That there are to many clicks to get to where I want to be and that there is a second software needed for some things. **What problems is Optivate solving and how is that benefiting you?** Photo uploads are easliy done with importing, imports the information from most tests straight into the charts. - [View Optivate pricing details and edition comparison](https://www.g2.com/products/optivate/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+11%3A15%3A48+-0500&secure%5Bsession_id%5D=35c5b09d-8b08-427b-bce3-97be71183b14&secure%5Btoken%5D=bb6784a405b3185ec81453412411fafaadd5474a01c6a614fe5e665457ddfb60&format=llm_user) ## Optivate Integrations - [eTHOMAS](https://www.g2.com/products/ethomas/reviews) - [LynxPM](https://www.g2.com/products/lynxpm/reviews) - [Lytec](https://www.g2.com/products/lytec/reviews) - [MEDfx](https://www.g2.com/products/medfx/reviews) - [MicroMD PM](https://www.g2.com/products/micromd-pm/reviews) ## Optivate Features **Additional Functionality** - Self Service Portal - Reminders - Inventory Management - Customizable Forms - Appointment Management - Client Portal - Multi-Location - Reporting & Statistics - Recall Tracking - SOAP notes - Activity Dashboard - Insurance Management - Client Management - AI Copilot - Customizable Reports - SMS Messaging - Claims Management - Calendar Management - Customizable Branding - Customizable Templates - Data Import/Export - Scheduling - Patient Records Management - Third-Party Integrations - Electronic Payments - HIPAA Compliant - Forms Management - Generative AI - Charting - E-Prescribing - Document Management - Email Reminders - For Optometrists - Records Management **Clinical Workflow Management** - Multiple Medical Provider Access - Ancillary Care Provider Access - Meaningful Use Reporting - Clinical Documentation - Mobile Access - Historical Reporting - For Primary Care - For Urgent Care - Clinical Care **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management - Telemedicine Integration - Claims Management - Documentation Management - Revenue Management - Patient Records Management - Document Management - Invoice Management - Medication Management - Task Management - Care Plan Management - Calendar Management - Communication Management - Prescription Management - Inventory Management - Forms Management - Image Management - Practice Management - Intake Management - Appointment Management - Lab Order Management - Configurable Workflow - Formulary Management - EMR/EHR - Clinic Interoperability - Compliance Management - Records Management - Template Management - Registration Management - Referral Management - Case Management - For Pain Management - Escalation Management - Queue Management - In-Patient Management **Agentic AI - EHR** - Autonomous Task Execution **Additional Functionality** - Quality Assurance - For Anesthesiologists - Data Collection - AI Copilot - Preoperative Modules - Generative AI - ICD-10 Compliance - Intraoperative Charting - EHR/EMR Integration - Templates - Patient Communications - Reporting & Statistics - Compliance Tracking - Customizable Templates - Customizable Forms - Multi-Location - Voice Recognition - API - Activity Dashboard - E-Prescribing - Billing & Invoicing - ONC-ATCB Certified - Referral Tracking - Claims Scrubbing - Electronic Payments - Insurance Eligibility Verification - Coding Assistance - Meaningful Use Certified - Live Chat - HIPAA Compliant - Treatment Planning - Charting - Patient Portal - For Cardiologists - Reminders - Customizable Reports - Appointment Scheduling - Third-Party Integrations - Monitoring Device Integration - Patient Intake - Decision Support - Progress Notes - For Dermatologists - Data Import/Export - Lab Integration - Telemedicine - Medical Billing - Reporting/Analytics - Audit Trail - Medication Database - Clinical Notes - Handwriting Recognition - Imaging and X-rays - File Sharing - Patient Scheduling - Immunization & Allergy Tracking - Order Entry - Outcome Assessment Tools - Alerts/Notifications - Initial Assessments - Family History Tracking - Annotations - Diagnostic Reports - Growth Charts - Customizable Tests - Patient Engagement - EDI - For Family Medicine - Medication History - For Substance Abuse Therapy - For Mental/Behavioral Health - Confirmations/Reminders - Medication Alerts/Warnings - Mobile App - Therapy Notes - Electronic Signature - For Group Therapy - For Neurologists - Speech Recognition - Hardware Integration - For Obstetrics & Gynecology - Diagnostic Imaging - Patient Education - Patient Questionnaires - Patient Monitoring - Task Scheduling - For Ophthalmologists - SOAP notes - 3D Imaging - For Orthopedics - PACS Integration - Electronic Prior Authorization - Analytics - Vitals Tracking - For Podiatrists - Medical History Records - Automatic Transcription - Case Notes - Self Service Portal - Access Controls/Permissions - Third-Party Integration - Scheduling - For Psychiatrists - Self Check-In/Check-Out - Urgent Care Templates - Digital Signature - Lab Results - Payment Processing - Data Security - Drug Reference Database - Accounting - For Urologists - Collaboration Tools - Web-based Deployment ## Top Optivate Alternatives - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (896 reviews) - [Weave](https://www.g2.com/products/weave-weave/reviews) - 4.6/5.0 (416 reviews) - [ModMed](https://www.g2.com/products/modmed/reviews) - 4.5/5.0 (362 reviews)