--- title: "Qualifacts Insync Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Qualifacts Insync the right Family Practice Electronic Medical Records solution for you? Explore 392 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/144484/InSync-EMR/reviews/" page_type: "reviews" language: "en" --- Qualifacts Insync 4.5 (392) [View alternatives](https://www.capterra.com/p/144484/InSync-EMR/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Qualifacts Insync Ease of use 4.2 Customer Service 4.6 ## Pros and Cons in Reviews RF Robert F PsychiatristMental Health Care, 51 - 200 employeesUsed the software for: More than 2 years. “Program offers a lot of customization, a lot of ways to access menus from different aspects of the program.“ May 5, 2026 CB Celeste B OwnerMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “Besides from the platform being very expensive, I had to pay my Biller triple what I’ve done in previous years and had to pay my staff hourly for training that felt like it was never ending.“ March 23, 2026 CH Crystal H AdminMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “Most reports export to excel making it easier to get the reporting that is being asked for“ November 26, 2024 CB Celeste B OwnerMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “We have pages of glitches and errors that are impacted our payroll and our insurance billing.“ March 23, 2026 LB Larry B AdministratorMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “Has some nice features, enjoy the clinical charting schedule feature“ December 5, 2024 CB Celeste B OwnerMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “We launched when our billing system wasn’t even set up due to the error of the Trainer.“ March 23, 2026 HA Hayleigh A DoctorAlternative Medicine, 11 - 50 employeesUsed the software for: 6-12 months. “We had a coordinator working with us who was thorough and listened to our concerns about the system and sent plenty of S & Ps for us.“ August 27, 2025 CB Celeste B OwnerMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “I can't express the amount of stress it caused my staff and myself.“ March 23, 2026 ## Showing most helpful reviews Showing 1-25 of 392 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DL Darla L. Billing Coordinator Mental Health Care Used the software for: 2+ years ### "Billing Coordination" December 5, 2024 4.0 it has been good. Support tickets sometimes get lost in the process on both sides Pros Its basically a self serve type of system. this is good and bad. Sometimes additional help with linking information from Insync to the EDI system is needed Cons being able to create our own reports would be helpful Switched from [Benchmark Solutions Practice Management](https://www.capterra.com/p/132989/Benchmark-Practice-Management/) they went to mostly working with optical, and we needed Mental Health Review Source JW Jessy W. Systems Director Mental Health Care Used the software for: 2+ years ### "With Insync, our practice can continue to grow at an exponential rate with the confidence of knowing our EHR will continue to grow with us!" November 25, 2024 5.0 We are happy with this EHR platform so far. Pros This is such a robust system! The support team is fast to respond and resolve any issues or provide assistance with configurations when needed. I love that we are finally using an EHR that requires little to no workarounds to get the job done! Cons I would love to see the University separate Administrative, Configurations, and user workflows to allow for more efficient training of new users who have no need to know certain aspects of the EHR. I would also like to see more enhancements to allow for individual facility customizations when there are multiple facilities under one practice to account for the diversity of each facility such as appointment reminders, auto eligibility configurations, etc.. Switched from [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) the notorious "circle of death" and ridiculous amounts of workarounds in place to use that system were out of this world! Review Source LB Larry B. Administrator Mental Health Care Used the software for: 1-2 years ### "Undecided too many problems with the software " December 5, 2024 3.0 Average, upset with broken promises, delays in getting paid due to program errors, I appreciate how hard the care center works to resolve issues, at times not worth the cost Pros Has some nice features, enjoy the clinical charting schedule feature Cons continual errors, very difficult to fix complex issues, causing billing delays, not keeping their word Alternatives considered [Secure Telehealth](https://www.capterra.com/p/158464/Secure-Telehealth/) Reason for choosing Qualifacts Insync because of the features they promised but could not deliver on all of them Review Source CH Crystal H. Admin Mental Health Care Used the software for: 2+ years ### "Insync Review 2024" November 26, 2024 4.0 It is an EMR that also accomplishes full billing. There are many products that can be integrated and customized to the needs of the agency. Pros Most reports export to excel making it easier to get the reporting that is being asked for Cons There are too many ways to get to the same spot in the system or accomplish the same this. I recognize that this is also a pro, but it makes training difficult. Switched from [myEvolv](https://www.capterra.com/p/209717/myEvolv/) It was the agency's decision to switch to a different software. Review Source KM KELLY M. OFFICE ADMINISTRATOR Mental Health Care Used the software for: 6-12 months ### "1ST REIVEW " December 4, 2024 4.0 SO FAR IT HAS BEEN FINE. TOOK ME A WHILE TO FIGURE OUT SOME OF THE THINGS BUT IT IS WORKING OUT Pros IT IS USER FRIENDLY. AND LEARNING A LOT. Cons WHEN THE PATIENTS NAME POPS UP AUTOMATIVLY AND THAT'S NOT THE PATIENT YOU ARE WANTING THERE. Switched from [TheraManager DocuTrac](https://www.capterra.com/p/64369/TheraManager-DocuTrac/) THATS WHAT THE COMPANY WANTED TO DO. I DIDNT HAVE A CHOSE Review Source MM Michele M. Executive Director Mental Health Care Used the software for: 6-12 months ### "A mediocre review" December 3, 2024 3.0 I am not sure I would invest in it again. Pros It is not as good as the credible product. I like the color scheme and the layout. Cons The helpdesk staff are friendly but there are too many repeat tickets. The helpdesk does not know how to handle a small company with no experience in managing a health record. For example--change in codes requires more than a fee schedule change many other tickets to be put in. Terrible experience. One year of addressing this issue so we can bill the service-unacceptable. Alternatives considered [Qualifacts Credible](https://www.capterra.com/p/267146/Credible/) Reason for choosing Qualifacts Insync We could not afford Credible. It was too expensive. Switched from [Qualifacts Credible](https://www.capterra.com/p/267146/Credible/) The funder required us to stop using their system Review Source RS Regina S. Billing Manager Mental Health Care Used the software for: Less than 6 months ### "Billing Manager" November 21, 2024 4.0 We have been extremely happy with Insync so far, we're only a few months in but the amount of options and reporting is amazing. Pros Reporting capabilities, claims options, work que's Cons Time it takes to correct a problem, the repositioning of the screen when opening a new screen. Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing Qualifacts Insync overall ability to make it our own, and the amount of reports. Switched from [TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/) Lack of reporting, lack of control over claims, lack of billing secondary claims, lack of possible payers to bill. Review Source MH Maranda H. Practice Manager Mental Health Care Used the software for: 1-2 years ### "Could be Better, But Better than What We Had" December 15, 2023 4.0 We got into Insync before it was part of the Qualifacts brand, so I can't speak from the start of use till now (It was rather rocky, as systems we had been shown and advised were capable of being used turned out to be unusable or not available). However, since the purchase Qualifacts made, we have been given smoother update notifications, a better way to connect with customer service (we had previously never known where we were with an issue on Insync's side, but now we can track it), and there seem to be more improvements being made now each month. Pros \-Ease of Use -Everything you could need is in one system -Reports Pull Data with little to no missing data -So many helpful reports -Customizable -Customer Service has Quick Response Time -There are always improvements being made -We are encouraged to provide improvement requests -We are asked to provide feedback on our customer reps -Almost everything in the billing side of the system for the practice Cons \-The patient scheduler is an "appointment requester" and not a scheduler on the patient side. -The customer reps do not call when we provide them with times we are available. -There is a limited amount of my team wo are allowed to make tickets for issues, which does not help when they are having technical issues that we are not there to assist with when the customer reps call us, and not the person having the issue. -The knowledge of the customer reps when we explain how something should work, or how we would like things to work is a 4/10. -Having to purchase Insync, and not have a rent or trial option Alternatives considered [DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing Qualifacts Insync They offered everything we needed at a price we could afford. Switched from [CarePaths EHR](https://www.capterra.com/p/86870/CarePaths-EHR/) \-We were losing money by having to manually post ERA/EOB information into the system for almost a year, and it was getting worse every few months. -At the start of each year, we would lose about 60% of our income due to something going wrong with the EHR. -Patients could make payments, and there was never any notice of the payments coming in, which would cause double payments. -If we posted a payment, it would double, or triple itself at random. -The Customer Support would have issues closed as soon as they were opened, or would have the issues closed before they replied. -Sometimes we would re-open tickets that had no response, just for them to close again with no response. -The reports we would pull would be missing a slew of information, and when asked about the issue, if we received a response, we would be given the reports from the customer service rep, but wouldn't be told why the issue had happened. -The claims sending process was very slow and time consuming as we could only send a certain amount of claims at a time. -The training documents they had when I had last looked (2022) were from before we had opened business with them (2017). -The prescriptions would not send at random, and we would not know until a patient called or emailed. (There is supposed to be a report for this, but the report showed scripts that HAD sent as well as HAD NOT). -When advised of providers leaving the practice, we would be asked if we were sure we wanted to remove them from the system, and still be billed ages after we had asked for the person(s) to be removed. Review Source JM Jasmine M. Mental Health Clinician Mental Health Care Used the software for: 1-2 years ### "Insync EMR " March 11, 2025 4.0 I loved Insync, better than EMR system I was used to before. Pros Billing and progress notes in the same platform. I like how the dashboard could be edited to however we like the best. Cons The overall color layout is mediocre. Some things displayed were redundant; the different gadgets some were repeated. Review Source DH Diane H. President Mental Health Care Used the software for: 2+ years ### "Extreme drop in service after switch to Qualifacts" October 27, 2022 3.0 What used to be a relatively supportive relationship has turned into what feels like a one-up versus one-down relationship. I would not recommend their current mode of operation to anyone. Pros The EHR was working well and the RCM team was kind and supportive prior to being purchased by Qualifacts. This is no longer the case. Cons The RCM team is neither supportive nor helpful. Review Source DC Davey C. Practice Administrator Mental Health Care Used the software for: Less than 6 months ### "Customizable software for practices that operate differently from the rest!" May 20, 2020 4.0 Our overall experience with InSync was great! There were much fewer "disconnects" between what the sales team promised and what was actually delivered than we expected. Their company is highly organized and the process from sales to use was very transparent. In the areas where the software fell short, their team was able to provide a workaround for our practice in the short-term while their development team was notified to make long-term adjustments. The implementation process happened in the midst of the COVID-19 outbreak. Which for us meant moving our on-site implementation to virtual. With that being said, InSync was still able to provide a good implementation for our practice all through Zoom calls - which further speaks to how well trained and adaptable their staff is. Pros \- EHR module for mental/behavioral health services is very comprehensive and comes with the ability to automatically integrate patient responses on forms and normed tools right into your notes. - All of the reports are very comprehensive and export to excel with filters already built-in. You can get information as granularly as you need. - Generally, most aspects of the software are highly customizable. - Support and Implementation teams are highly accessible and responsive. - The development team seems to make rapid improvements and feature requests. Cons \- In addition to behavioral health, our practice also offers Speech, Occupational, and Physical Therapy services. Many of our patients are receiving services from multiple disciplines. Where this software excels on the behavioral health part of the EHR, it falls short for our other services. It does not have built-in templates/graphs for evaluations of the Allied Health disciplines and InSync does not have clinical professionals on their staff that really understand the clinical work-flow for those services which can make setup and implementation a challenge. We've also found that clinical goals can get shared across providers of different disciplines which can cause the note-taking process to be more cumbersome than necessary. - As this software is customizable you must "purchase" licenses for use. If you are a practice that has a fluctuating number of physicians, the process to get licenses for providers is over-kill. - With a high-level of customization comes many menus and places where changes can be made or things can be found (or lost). For many people, getting around the software is not as intuitive as others we've seen. Alternatives considered [WebPT](https://www.capterra.com/p/92920/WebPT/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[AdvancedEHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing Qualifacts Insync InSync provided better or similar solutions for our group than all other products for the same or not much more cost. Cheaper software solutions did not provide us with the tools needed for our practice to be successful. Switched from [NueMD](https://www.capterra.com/p/72470/NueMD/) NueMD was acquired by AdvancedMD and was no longer being supported. While AdvancedMD offered to move us to their software, we found that it was not a good fit for our organization. Review Source KH Kierra H. Clinic Manager Hospital & Health Care Used the software for: Less than 6 months ### "Review of Insync " July 27, 2021 4.0 With all of the above being said, I think \[SENSITIVE CONTENT\] did a great job! There were some hiccups along the way but he helped us walk through them. It is always hard going from one platform to another- you are so used to doing things the old way that you think that is the way the work flow should be. \[SENSITIVE CONTENT\] did a great job of showing us what we are capable of doing in Insync. He would ask "why do you want to do it that way" and the answer 90% of the time was because that was what we were used to. He would then show us how Insync gets to that same end result and why it was done that way. He went to bat for us with support to try and get a few things added/changed- a big one for us was the scheduler. In the old system we had a view where we could see all the facilities schedules on one schedule, we very much miss that view. We know that it may or may not be implemented but he was still willing to do the work to try. I always had lots of questions and he was always willing to answer them and if he didn't have the answer he was willing to spend the time to find the answer. He was a great asset to our implementation. Pros (I used all three sections below to describe our overall experience with Insync) I would say that we are too new to the experience with Insync to really comment on if/how it has helped the business/ practice. I would like to comment on our implementation experience. It is my impression that no one really knew what was going on at the start, I do not blame this on any one person. It sounds like the type of training that we decided to do (Insync University with 10 hours of training with a specialist) was a new tier. Doing the training via the University came with its own challenges as it is hard to find space in a full practice for clinicians/ support staff to get training done. It would have been very nice to have an itinerary laid out. (We were given the itinerary for the large market at first and while that looked overwhelming it was nice to see the time frames and what was expected) For instance, week one workbook completed, week two- trainings 1-6 complete (setup reminder configuration), week three trainings 7-12 completed (ECPS done for the providers)..etc. Cons There was a lot that needed to be done but I always felt like we were missing something or we were rushed to get stuff done because we didn't actually know it needed to be completed. When it came to training with a certified Insync trainer, we did one 5 hour block where we closed the clinic so everyone could attend the training. We walked away from that with lots of questions, unsatisfied. It may have been untraditional for a clinic to want to do all their clinical training in one setting but that is what worked best for us as a clinic. The trainer went through the initial setup of the EHR 4 different times, totaling probably 4 hours of that training. Each group that we had go (front desk, med providers, therapists) were walked through the basics/ set up of the EHR. We feel as though it would have been more efficient to have the trainer do the basics once and then break it down further with each individual group. Again, I don't blame this on one person, I think there was confusion based on the training package we bought. I hope our experience can help shape a better implementation process for future practices! Switched from [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) Valant was user friendly but they did were not going to get 2015 EHR certified which means that we couldn't do reporting. They kept giving us empty promises. Review Source KH Kimberly H. Billing Department Supervisor Medical Practice Used the software for: Less than 6 months ### "Very Impressive System" March 10, 2020 5.0 So far, we are only not even a month into the system and have been able to not buy 10 cases of paper a week. Yep, were were paper charts, Doctor never did EMR. She loves it. Billing is getting a handle on the mountains of EOB's and the Meaningful Use reporting required by ACO's and Medicare, have eased several persons jobs where they have been able to take a vacation. Pros Wow! When a chosen group of 4 personnel decided to switch systems, I was in the forefront of finding exactly the right system for our practice. We had outgrown our old system. I chose 5 companies, InSync was the 4th to be viewed. The sounds coming from the office after viewing the system, told it all. We found OUR system. Since all systems with them are not alike, that made it all that more special. Everything was thought of in designing this program from the colors being all happy and when our logo was already on the system, all I could say was "SOLD". Integration was very good, I had transferred systems 4 times before and I was nervous because this was the largest I every had to oversee. They made it seamless. I was the only one to learn the system, per the owner of the company, so as to not have way too many minds explaining what they all needed. I had a good idea of how this company runs and was to design it accordingly. \[SENSITIVE CONTENT HIDDEN\], my Implementation and Training Specialist, was unbelieveable. She had so much patience and never minded going over and over things until I understood. When I felt we were ready, we presented it to Doctor. There were tears in her eyes as she was so happy with HER system. Built completely with her in mind and the other 85 other staff members. This systems has and will continue to allow us to take this company to new heights. We added a new office already. Thank you, INSYNC! Cons I least like that it is fun. You actually want to keep working, or playing, as we call it. Hard to shut it off. One showing of the system by \[SENSITIVE CONTENT HIDDEN\] and you are sold. \[SENSITIVE CONTENT HIDDEN\] will call you just to chat.... All fun people. The in house people were amazing. I just realized, there is no CONS.... Reason for choosing Qualifacts Insync 1st obvious is the price. 2nd was the ease of use. 3rd was the fun of using it. Switched from [6sense HQ](https://www.capterra.com/p/83528/iSALUS-EHR/) Slow system, I would never use it for Billing. Doctor would not chart with it, too slow. Review Source wW wendy W. Practice Manager Mental Health Care Used the software for: Less than 6 months ### "Integrative Health Consultants" April 26, 2021 4.0 I was happy for the most part that we were still able to manage in the middle of a pandemic and execute everything as best as we could. That being said, I was very disappointed with the fact that we were not able to have a smooth transition with the medical record data migration. The entire implementation team knew we were coming from "Therapy Notes" product. Yet you had no "work around" for a smoother migration. Once the patient data was moved, it seemed as though we were left to figure out a process. But in all honesty, if I had to build a spreadsheet and download data, and upload file to spreadsheet, why bother? I may as well just upload it directly into the new system myself. To send it to \[SENSITIVE CONTENT HIDDEN\] at Insync would have basically added to the process. I find it hard to believe that we are your only clients that have had such an issue. We aren't the only ones that have worked with Therapy notes prior to InSync. So the fact that your team doesn't have additional support or a better way to go about the process other than building a spreadsheet, surprises me. Although I am considered a super user, I am still not very confident in what I am doing. I am however willing to follow prompts and troubleshoot as necessary. Pros I loved that most everything is customizable per the user. Anything that we needed as an organization could also be accommodated or was something we were told we could see in the future. Cons From my perspective (not very tech savvy) I was confident I could learn how to use the system pretty easily. However, It's quite a maze trying to learn where to go to get started when you need to configure something diferently. It's like we need to assume what we are supposed to search for in the search bar. It seems some things save or revert to a default status or populated for me. When we upload documents to the doc manager, the clinician is auto populated from the prior time it was used. It has also done this in other places within the system. It should clear once we save the doc. etc. Reason for choosing Qualifacts Insync InSync had the Self Check in process, capable from a kiosk. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Therapy Notes was quite primitive of its capability. We were looking for a system that would be able to cross from billing, to check in, to check out, and also contain clinical side. Review Source SM Shannon M. Office Manager Hospital & Health Care Used the software for: Less than 6 months ### "Great Implementation, transition and training!" March 6, 2023 5.0 Changing systems has been a very stressful process as expected, but \[sensitive content hidden\] made it less overwhelming by being very accommodating and training very thoroughly, answering every little question that the staff came up with, and customizing notes as the providers asked for. Pros The document manager is very simple to use, scheduling is a breeze, the providers love the ability to dictate their notes, notes are very customizable ( with the help of \[sensitive content hidden\], the implementation specialist for sure!) and the patient portal has been very helpful! Cons The main problem we have run in to is getting the electronic faxing set up. Alternatives considered [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing Qualifacts Insync Price, options offered and reviews Switched from [ICANotes](https://www.capterra.com/p/17102/ICANotes/) ICANotes was very unreliable and antiquated. InSync is more updated, user friendly and a better value overall. Review Source IR Immanuel R. Director of Operations Mental Health Care Used the software for: Less than 6 months ### "Well Designed EMR Solution" October 14, 2021 5.0 Great experience overall (except for sales process) After the sales process all of people we worked with were professional and helpful. Jenn really helped us to mold the software to our specific needs and workflows, really a great experience. Pros InSync is a well thought out and designed EMR product. The interface is intuitive and designed to streamline workflows. The things used daily are easily customized per user to make each persons workflow even easier. The implementation and support teams are excellent, really able to help you and guide you through the product with any questions you may have. Cons Software is sometimes slow to respond. The sales process could have been better, more clear on our expenses. Alternatives considered [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Intergy](https://www.capterra.com/p/122222/Vitera-Intergy-EHR/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing Qualifacts Insync InSync offered the most comprehensive solution for our behavioral health practice. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) We needed a much more robust EHR with an ease of consistent charting across all clinicians, reporting capabilities, the ability to easily track patient progress, and the ability to have more secure roles and permissions. InSync has provided us with a great solution. Review Source LC Lindsay C. Office Manager Mental Health Care Used the software for: 6-12 months ### "Psychology and Counseling Center - Insync Review: Billing and Scheduling" July 29, 2020 5.0 While the beginning parts were rocky, overall, our office is very happy with the program. We have seen an improvement in workflow as well as in revenue. Pros The product makes workflow easy and provides accurate information for the user quickly and clearly. There are a lot of little things that Insync's product provides that make it easier to function. Billing: Having a large billing team is wonderful. The billing team is able to get claims out quickly and properly. Communication: The communication between IT, service, and billing department and the client is outstanding. It enables our office to troubleshoot small and large issues in a timely manner and creates a more smooth and profitable outcome for our business and providers. Cons The initial learning curve with the product was extremely difficult. We had great assistance from the onboarding team; however, due to all of the 'bells and whistles" it made it quite difficult to learn. Eligibility: Our office pays for Eligibility which is great because it shows us real time if the patient's insurance is active. Unfortunately, benefits for mental health are not shown on this portal. It would be wonderful if our office and other mental health offices had access to this information as it would save hours of time for the office as we still have to verify benefits for new patients who come in and existing patients who have insurance changes. Reason for choosing Qualifacts Insync It provided the services that our office required to run effectively and efficiently. Customer service was and still is great. Switched from [Practice Mate](https://www.capterra.com/p/210524/Practice-Mate/) The product was outdated and difficult to use. Review Source SY Steve Y. Senior Programmer Mental Health Care Used the software for: 2+ years ### "Senior programmer" December 3, 2024 4.0 use reports and take care of 837 billing, 835 receipt and balance Pros System stable and friendly customer services. Cons some report pattern can not be saved and identify ID for insurances is wrong in billing. Review Source KW Kelsey W. Practice Administrator Mental Health Care Used the software for: 2+ years ### "Love working with InSync!" November 21, 2024 5.0 Pros We have worked with InSync since 2017, and they continue to make improvements and streamline the system every year. Cons Other than the occasional glitch, I have no complaints! Review Source JF Jennifer F. CEO Mental Health Care Used the software for: 6-12 months ### "Mixed Batch" May 16, 2021 4.0 Overall it has often felt like smoke and mirrors on many occasions. We greatly appreciate the support of our Account Manager \[SENSITIVE CONTENT HIDDEN\] and really loved \[SENSITIVE CONTENT HIDDEN\]; however, the sales team really sold us on all the support that we will obtain and then after changing Account Managers after starting and having to ask really pointed questions we only over the last two months are crystal clear on what InSync/RCM will and won't do and we specifically told the sales team that we did not have any billing team or any front office staff to support us and we were told not a problem "we do it all from nuts to bolts." As a result of this misled information we are now paying for additional support staff that we previously did not have because it is clear that InSync/RCM does not "do it all." The amount of changes mid-stream that we have had (i.e., our software wasn't set up for onboarding, the person who trained us left the day of our training, you switched our Account Manager after 2 months of onboarding us, we lost our auth specialist, we were never fully trained on all the reporting available, and we weren't fully trained on the Issues log) happen has been very disconcerting. It makes us wonder if the business model at InSync/RCM is truly focused on supporting the businesses they are set to support or they are focused on only their business model. This all has left us wondering if we made the right choice. Pros The basic use of the product in providing and generating progress notes and an assessment are easy to use; however, the actual nuts and bolts of what can be done and all the workflow specifics of what support can provide the user was not a known reality to our group. We really like that for those bills that are straight forward and clean that we are seeing a return pretty quickly. We love the fact that the software can be versatile and provide us data points as long as you know how to select all the specific fields to generate the report. Cons We find obtaining data reports quite difficult because there are so many specific items that must be set up in the individual reports it is hard to use in that way. Given that our set up was botched and then our training was limited thereafter it led to us finding 8 months later that we were not closing loops on our claims which has led to a great deal of financial loss. I think the biggest concern is that the sales team really misspoke when they said that we were all fine and that the billing team will do it all for us. That resonates in my mind almost weekly as we continue to slough through billing issues that were made in the beginning. Equally, that the person who was to do our set up and have us ready did not have our system set up which greatly delayed our onboarding and vastly changed our system and created a lack of trust from the onset. Outside of that the fact that our Account Managers changed before we were fully onboarded caused us to struggle with the Issues Log down the road as well. Presently our additional issue is that we have not been able to easily identify where our total issues log items reside to follow up with a "click of a button" like the sales team said would happen. Another concern is that in trying to set up a customizable report by meeting with our support team three times has led to more concern that those that write the custom reports do not understand what the user wants regardless of how we explain it. Reason for choosing Qualifacts Insync We liked that we could customize the system and keep our documents within the system. We liked that there were customizable reports. We thought payroll would be simpler. We liked that we would have weekly billing meetings. We liked that some billing factors in the system looked easy. We loved that you assisted with authorizations and EAPs. Review Source EI Efi I. Administrator Health, Wellness and Fitness Used the software for: Less than 6 months ### "A Highly recommended software" July 14, 2021 5.0 I give it high marks overall. I was expecting some of my staff to be challenged using the software but everyone is catching on fast without problems Pros After reviewing many other software, we decided on InSync. We found it to be very comprehensive. It is easier to understand and use once we made time to understand the system. My implementer was patient and is a good teacher. Cons It is not a software to learn on the fly. You have to devote a time to understand it and it becomes easier to use. Other than that I do not have much against the software. Review Source CS Charrie S. Director of Therapy Hospital & Health Care Used the software for: 6-12 months ### "InSync for PPEC use" March 7, 2022 4.0 Overall I feel that InSync is an excellent EMR system. Our implementation team, with \[SENSITIVE CONTENT\] as our main contact, were extremely professional and resourceful. Being a PPEC facility was not an easy task for the implementation team as we have different requirements than what the EMR system was typically used for; however, they seemed ready for the challenge. Without \[SENSITIVE CONTENT\] helping to adapt the program to meet our needs, we would not have been able to have a successful implementation. I appreciated how organized the company was with onsite discovery, training of super users, and on site training. It was also very helpful to learn all of the features of the program to ensure we were comfortable with transitioning to support. \[SENSITIVE CONTENT\] made learning easy, created "how-to" videos as needed, made himself available via zoom/emails for additional help, and introduced us to Ameya Walawalkar, who was a huge asset in implementing the billing portion of the program. It was great being able to brainstorm with \[SENSITIVE CONTENT\] to build the system in such a way that could be utilized by any PPEC. I should also mention that we are a small PPEC who, before InSync, never utilized an EMR system nor clearinghouse. I can proudly say that we are now able to efficiently utilize an EMR program for daily documentation and billing. It was a please to be able to work with such a great team and great company. Pros The best features of the program are definitely the To-Dos and internal messaging. As a facility with various departments utilizing the system, it makes communication and team work so much easier. We also love the aesthetics of the program. Viewing important patient information on one page (Facesheet) makes documenting easier. As a super user, I love being able to create/edit my own forms to make the program more applicable to our needs. Cons Though the implementation team, specifically \[SENSITIVE CONTENT\], worked tirelessly to tweak the EMR system to meet our needs, there are plenty of features that are needed to maneuver the system more effortlessly for a PPEC facility. The care plan section under treatment plan will be a future issue for the therapy department. Our patients can be enrolled in therapy up until 21 years of age and treatment plans are updated every six months. At this time, the EMR does not drop off/inactivate old goals created in treatment plans resulting in the potential of having 21 years of goals viewable in the system. In addition, the eMAR portion of the program is in need of enhancements to make it more user friendly for our nursing staff. We are unable to edit sig/instructions, start/stop dates without the assistance of support staff from InSync. PPECs are typically open 12 hours a day, M-F; however, some medications entered on the eMAR are given outside of business hours. At this time, our nursing staff have to enter "medication to be given at home" for every medication scheduled outside of business hours. It would be beneficial for any business that administers meds during a specific time frame to have the capability to set time parameters to decrease the daily work/responsibilities, allowing more one on one patient care. Reports/analytics also requires some new features, as we are unable to run medication reports, specifically what has been administered within a specific date range/drug type. Reason for choosing Qualifacts Insync InSync was one of the only programs that had the potential to integrate both nursing and therapy components versus purchasing two different EMR systems. Review Source KD Kristin D. Clinical Director Mental Health Care Used the software for: 6-12 months ### "Great EMR" June 23, 2022 5.0 We made the decision to switch to inSync less than 8 months after going live with another new PM/EMR system because our experience with that other software was so horrible. Two major EMR transitions within the course of a year was a big undertaking but the entire process, from the first demo call to our final implementation call has been basically painless. The satisfaction of our clinicians and clients has improved significantly and while we are still learning things within the software, we are extremely satisfied with the switch. Our implementation specialist, \[SENSITIVE CONTENT\], was by-in-large the most critical component in our satisfaction as she was incredibly responsive, helpful, knowledgable, and capable of assisting us in problem solving. Pros Integration of telemedicine and assessment administration have been great additions to our practice and clinician workflow. The software is intuitive enough that most of our clinicians have picked it up with relative ease and appreciate the convenience of it not being overly cumbersome compared to our previous EMR. Cons There are some limitations with third-party integration (specifically appointment reminders, billing, and faxing) that we would like to see enhanced. Review Source XM Xristopher M. Director of Operations Mental Health Care Used the software for: 2+ years ### "There are better products, with better response times" August 3, 2023 4.0 It has been a headache since the merger. More steps to make things take longer. Less responsive on their communication and less customer oriented. Pros I used to love InSync until Qualifacts gobbled them up, now their support, communication and product is hopeless. You submit a ticket and it gets lost in an abyss with one person pointing the finger at the other. Cons Their lack of communication, their response times, their support. You are better off saving your time and energy and use an open sourced software that you can customize. Reason for choosing Qualifacts Insync The support and the customization of the software. Review Source AM Ashley M. Business Operations Manager Mental Health Care Used the software for: Less than 6 months ### "Implementation Review" August 31, 2021 4.0 The program is really advanced and streamlined. There are many features currently available, and they are always taking notes to make improvements & better the system. Overall, once we have more data in place, and time under our belt, I think it will be a very good system for our practice. Pros Having a full team / supports to train & dissect each area to best fit our needs for workflows. Tamara Davis was our implementation specialist. She was ON-IT! She was beyond diligent in documenting what we needed to do, what was done, questions / concerns, and everything under the sun. Excellent follow up as well. I big thank you to her. This transition could have been treacherous without someone who paid such diligent attention to everything. #Wonderful Cons Data migration is seemingly quite a long time. It has been abundantly stressful on my business office (Clinical receptionists / Intake coordinators / billing specialists) to toggle back and forth to see if we have consents from old system to new system, as well as not having all the demographics transfer over. (ie parent information etc). Additionally, I would say the astounding #1 least enjoyed aspect is trying to get all prior clients / as well as any new clients set up in the portal. The process is fairly simple via create username / give password / bing-bang-boom. However, GOOGLE's enhancement + Iphones + tablets etc cause excessive grief. Client's are frustrated trying to transition, clinicians are frustrated the Hx is not in & auto-populating the notes, front office is burnt out trying to ensure the transition is being completed in any sort of cadence. - EASILY the biggest con we have. :( Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.