# Qualifacts Insync Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Qualifacts Insync the right Electronic Medical Records solution for you? Explore 392 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144484/InSync-EMR/reviews --- 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 March 13th, 2026 # Reviews of Qualifacts Insync Ease of use 4.2 Customer Service 4.6 ## Pros and Cons in Reviews 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. “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 LB Lauren B Occupational TherapyMedical Practice, 51 - 200 employeesUsed the software for: 1-2 years. “After a short time utilizing Insync it was easy to navigate and it is efficient to carry over information from a previous note.“ November 16, 2024 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 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 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 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 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 VM Vicky M. Billing Accounting Used the software for: 2+ years ### "Awful, RUN!!!" July 29, 2024 1.0 Want support? Nope, call or email India/Philippines/Pakistan and they will 'open a ticket' as they are 'not the right department'. Still waiting on one from over a week ago. The overseas staff is just like all of the other overseas staff everywhere, they are not allowed to think, they must read from a script. They don't listen, so they never understand the question until you go over it again and again. This is a very complex billing platform with no support, AND a LONG contract that you cannot get out of. You will regret using this. Pros Not a thing. There is no redeeming quality. Cons Everything. We just discovered that in 2024 alone (6 months), 663 claims NEVER generated. Why? So many issues with not creating revenue, claims or invoices. This is over a $1 million loss as many of the claims are medicaid with very tight timely filing requirements. Also since the Change Healthcare hack, they are making us use Availity and more than half of the claims we download from Insynch and upload to Aviality are 'missing', making a horrendous process to identify which went out and which ones failed. Insynch uses multiple clearinghouses to complicate things further. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Not sure now, biggest mistake of this practice. 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/)[AdvancedMD EHR](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 Kristin H. Owner Medical Practice Used the software for: Less than 6 months ### "Our experience with Insync " August 9, 2022 4.0 Not great Pros The billing, alerting and messaging systems. Cons Disorganization of implementation, not geared toward speech pathology as advertised, need for enhancements that are not available now, inability for goals to carryover to SOAP notes, etc. Alternatives considered [TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Raintree Systems](https://www.capterra.com/p/29511/TherapyRehab-Plus/) Reason for choosing Qualifacts Insync \[SENSITIVE CONTENT\] the salesman did a good job. We were promised many things that made us buy the software outright that did not come to fruition. Review Source LG Linda G. Owner private practice Mental Health Care Used the software for: Less than 6 months ### "Happy Customer" February 25, 2021 5.0 I only first went live beginning February 2021, with the encouragement of \[SENSITIVE CONTENT HIDDEN\]., my Implementation Specialist. I admit, in the beginning I felt overwhelmed because I am the sole provider I had to learn all aspects of the software. However, \[SENSITIVE CONTENT HIDDEN\] encouraged me to hang in there and promised the support would be there when I needed. I'm very happy I hung in...Insync is going to make my professional life so much easier. Pros Insync allows me to bring all facets of my business under one umbrella: program management, submitting claims, client/patient statements, clearinghouse, credit card processing, patient portal with customized forms for progress notes and initial assessment, along with HIPAA and consent for treatment, and telehealth with Zoom that is very reliable. With the portal, patients can make their credit card payments online and send/receive emails that are all HIPAA compliant. Cons Setting up insurance companies was a bit of a challenge; however, that is because I forgot to change my address on Medicare website which caused a glitch in processing claims. Reason for choosing Qualifacts Insync I actually signed on with AdvancedMD which proved to be too robust for a sole provider, for me anyway. There are way too many functions to learn and process. I ended up terminating after about 4 months. It would be great for a larger business. Insync Healthcare is more reasonable financially than AdvancedMD and Icanotes with all other added aspects of my business as well. Switched from [ICANotes](https://www.capterra.com/p/17102/ICANotes/) Specifically, aspects of my business were spread out. Program management and electronic billing are included with Icanotes. However, every other aspect of my business was outside Icanotes software: clearing house, the telehealth, credit card processing, initial assessment had to emailed to patient in paper form to be completed and returned to me via email, fax, or snail mail. Patients had to go to my website to make credit card payments. All aspects of my business were too scattered to function smoothly. With Insync, everything for my business in all under one umbrella. Review Source EW Elizabeth W. Clinical Psychologist Mental Health Care Used the software for: 1-2 years ### "Worst EHR I have ever used " June 14, 2020 1.0 Worst, most time consuming and ineffective EHR I have worked with. And I have worked with many including in hospitals, private organizations and for the government. I would gladly go bad to any previous EHR just to avoid working any longer with InSync. This does NOT function well for the providers at our clinic using it. It has been a frequent and regular source of complaint Pros In theory the idea that it is customizable was appealing. I can't call that a pro because it does not function effectively. I can honestly say that after working with it for more than a year there isn't a single thing I like about this EHR. I hate it. I don't have an option to change as I am part of a group practice that purchased it but all providers there reflect regularly on how displeased we are with InSync Cons Constant bugs and problems. It does not appear that it is even checked for basic bugs after changes or updates. There are too many problems to list but something as simple as scheduling is so convoluted and problematic. It seems clear that the coders making the changes have no idea what it is like to use an EHR as a mental health professional, what is needed etc. A year later we are still having problems regularly. It is so incredibly time consuming just communicating with support staff about problems with InSynch - I never try to customize or improve anything because I can't rely on it to work and I can't even take time to think about what would be idea because so much time is spent asking about basic functions that aren't working or surprise problems Switched from [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) This was the choice of the owners of the group practice. Review Source RS Raschid S. President Mental Health Care Used the software for: Less than 6 months ### "Bringing your workflow InSync. " March 30, 2022 5.0 The team that was assigned to AGS Programs have been nothing but professional to all of us. We greatly appreciated their assistance with navigating this new system. We are happy to be apart of the InSync Family. Pros I like how we could include all of our programs and services to one platform. I also like the client portal because it helps to get information to the consumers fast and secure. Cons It has been small glitches that needed to be fixed however it was expected while working through the new system. Nothing negative to report. Reason for choosing Qualifacts Insync The client portal was a big seller. Switched from [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) The previous EMR is geared towards private practice instead of a group or behavioral health program. We could only utilized one program in the system, which we had to manually do other things needed such as billing. Review Source KK Kelly K. Systems Administrator Health, Wellness and Fitness Used the software for: Less than 6 months ### "Outstanding Development and Implementation" August 5, 2020 5.0 The different stages I have been in with InSync has far exceeded my expectations. The team I have worked with from \[SENSITIVE CONTENT HIDDEN\] everyone has been not just patient and kind, but knowledgeable and helpful. The customer service alone would keep me with InSync, but the actual product is easy for all of our different types of workers from the more technologically hesitant to those who are more fluent in different EHRs. I was hesitant to change EHRs because I know how extensive the transition can be but I have to say it has gone much much better than I would have ever thought! Pros I have had to change systems before just a few years ago and the development and implementation team we worked with for InSync was beyond phenomenal. Not just knowledgeable but really eager to make the system work for us instead of just getting it implemented. We had some big changes for our organization in the middle of it and the InSync team came to us with not just a ton of positivity but with solutions and suggestions to our concerns. Phenomenal team. Cons I am currently at a point where I am finding very little that I dislike about the program. There is always the minor hiccup here and there finding things we thought we created right but needing to adjust and that really just comes with any system. Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) Reason for choosing Qualifacts Insync Pricing obviously is always key for a smaller non-profit organization. The ease of the system, it is intuitive and is an every flowing system, not waiting for more builds to be stacked on top of each other to work. The hope for faster response times on problems with the system and also the ability to use the system easily on any browser, the client portal and the overall team we were dealing with. Review Source FB Felicitas B. RN Administrator Medical Practice Used the software for: 1-2 years ### "Getting Job done" December 3, 2024 4.0 So far so good, they get job done, they correspond quickly. Pros That is more efficient getting issues solved Cons Personally I like to speak to someone by phone, I'm old school. Alternatives considered [Sevocity](https://www.capterra.com/p/81297/Sevocity-EHR/) Reason for choosing Qualifacts Insync Met office needs, was less expensive to buy Review Source pC paula C. OFFICE MANAGER Mental Health Care Used the software for: 1-2 years ### "Insync Review" December 5, 2024 4.0 overall its a good app but it should be little more user friendly for the admin to make or add changes Pros for the most part it works pretty well with no issues Cons when a client cancels the confirmation should not go out 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 AM Alita M. Medical Billing Revenue Asst. Mental Health Care Used the software for: 6-12 months ### "InSync Review" May 24, 2022 5.0 My overall experience with InSync was a good one as we like to say here at our organization InSync will assist us as we grow and Level up in our services we offer to others and that our impact in the lives and communities we serve will be greater making our city better One Day At A time and one person at a time. Pros I like that InSync will enable us to become digital in our work flows and it will connect our programs together across the whole organization. It will cause our organization to grow and become more adhesive in the work we do, and we will be able to track the services we offer and see the effectiveness or ineffectiveness of certain programs enabling us to make changes that are needed to make us better. Cons The integration was not easy just more work than I anticipated but to be fair we are really just getting started. Review Source AR Amy R. Owner/Executive Director Mental Health Care Used the software for: Less than 6 months ### "Rough start but getting there" August 11, 2022 5.0 The implementation process was very rough for us as we changed specialists several times and when we went live we were nowhere ready to go live. The oversight of that process was lacking - someone at InSync should have looked at our setup and realized we were not ready. This caused a very difficult and drawn out process after going live. The implementation specialist we got after go live who did stay with us throughout was wonderful and the only reason I gave a 7 as to likely to recommend InSync. If it were not for \[SENSITIVE CONTENT\] I would not only not recommend InSync due to the botched setup/implementation I would recommend against it to others. I hope the positives that come from our situation is that processes are improved to make sure the setup is more complete/on target before going live for other companies in the future. The number will go up if support and new feature implementation goes well in our next few months. Pros The flexibility and customization are the best features of InSync. So many other systems are very rigid and not able to be very personalized. Cons Some areas there are way more clicks than is necessary, or the area you are in has several options but the one that is automatically open when going there is not the one used most often - so more clicks. Reason for choosing Qualifacts Insync The license purchase option with tax benefits and the flexibility and customization as well as the level of training and support. Review Source CA Collin A. CEO Mental Health Care Used the software for: 2+ years ### "Insync implementation review" May 18, 2023 5.0 Very positive, \[sensitive content hidden\] the Implementation Specialist was very helpful, knowledgeable about everything we needed, and was always very friendly throughout. \[sensitive content hidden\] who did our billing implementation was also very helpful and patient with me as I am not as knowledgeable about billing. Overall, a very positive experience in implementation. Pros Insync has the most features, and is very customizable to how you want it to be used, based on workflow and they types of services that are specific to an agency. Cons Specific to our industry- we will probably be needing what is being called EVV (Electronic Visit Verification). This is becoming popular for companies that provide community-based services in the home. EVV is a GPS verification system that provides proof to insurance companies that a visit was performed. The best way to use EVV, is to have it tied to your EMR system, so there aren't multiple systems being used. It would be nice if Insync could develop something that would accommodate this, as EVV becomes a requirement for us, and probably many other services. Reason for choosing Qualifacts Insync Features, customization, browser-based system, ease of use. I was also already familiar with the system. Review Source JG Jeffrey G. MD Medical Practice Used the software for: Less than 6 months ### "Very very good EMR" July 31, 2019 5.0 I am able to now say to the government that I have an EMR that is certified for MIPS and the other current government requirements, which will allow me to avoid penalties in the future. Pros It is cloud based so I don't have to go in after hours to do constant "updates" like I used to on my old EMR. THe presentation of the screens appear professional and the notes are laid out in a professional appearing fashion. I like the lab interface as well and the patient portal is very nice. Cons The templates are not as robust as what I am used to. THey only allow you to save pre-clicks in the physical exam templates and I really miss it in the Review of Systems. The medication/allergy modules are a third party and don't interface seemlessly with the software. For instance, if a pharmacy sends me a request for a refill on Joe Smith, I can't just click on Joe SMith's name and be brought to the refill screen automatically. I have to log out of the pharmacy screen, search for the patient's name in the EMR, navigate back to the medicine module, search for the medicine that they requested and THEN finally refill it. This is very inefficient. If the pharmacy is requesting medicine XYZ for Joe Smith, we should be able to be brought to the refill of XYZ on Joe Smith with literally one click and no typing of names. I think they are working on fixing this so I am hopeful it will improve soon. 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