# Page 3 | Qualifacts Insync Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Qualifacts Insync the right Electronic Medical Records solution for you? Explore 391 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/144484/InSync-EMR/reviews

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Qualifacts Insync

4.5 (391)

[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/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Qualifacts Insync

## Showing most helpful reviews

Showing 51-75 of 391 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JS

Jessica S.  
Administrative Director  
Mental Health Care  
Used the software for: Less than 6 months

### "I only wish I knew about this software sooner!"

June 30, 2021

5.0

We had several people on our implementation team, all of whom were great to work with! Each person was responsible for making a different portion of our implementation run smoothly — they sent someone to our office to observe for a few days and understand our needs and desires for our practice, then spent the next few weeks building it out and meeting with me to make sure we were happy with it. Another person was solely responsible for migrating our data from our old system. Another spent a week at our site teaching our whole staff how to use the new system. We had weekly zoom call scheduled before and after our ‘Go Live’ date to make sure we have all the support we need. Then we have an on call support staff for any ongoing needs or questions following that. They really want to make sure we are taken care of… Everyone we have dealt with at InSync has been super nice. Our implementation specialist, \[SENSITIVE CONTENT\], and our trainers \[SENSITIVE CONTENT\], were personable, professional, organized and knowledgeable! Implementing a new system can be stressful, but the three of them made everyone feel relaxed and we had a great time with them!

Pros

The product looks a little overwhelming at first, but the team at InSync held our hands, every step of the way and we are picking it up quickly. Even some of our self-proclaimed ‘tech-dumb’ staff members are loving it. We love that it is all inclusive and we were able to streamline so many of our procedures. We no longer outsource our insurance claims processing, we spend way less time on data entry related tasks, progress notes are much quicker and more accurate, the clients are having a much easier time with the billing statements and their client portals. The ‘To Do’s’ feature allowed us to eliminate the use of an additional (and expensive) help desk software system for managing tickets and tasks. InSync seemed a little pricey up front, but when we looked at how it eliminates the need for other costly services and helps us keep track and not lose money from missed / rejected claims, etc… it is definitely paying off!

Cons

We only ran into a couple of snags along the way, but when we did, there was a team of people to fix them — usually within a couple of hours or a couple days. They’ve also taken down ideas from us for future features to potentially add to the system.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[ClinicSource](https://www.capterra.com/p/109730/ClinicSource/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)

Reason for choosing Qualifacts Insync

InSync had a lot more options as far as customizing the software to fit our needs and keeping all our practice procedures in one place. We were tired of having a different platform and login for every task that we needed to complete. The sales staff and other team members were also really pleasant to work with!

Review Source

KC

Kyle C.  
CEO  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Great software, needs some minor improvements"

March 5, 2022

5.0

The software just works. There are very few glitches and overall it is clearly engineered to be fast to use. The EHR part for providers and nurses/assistants is fantastic and much quicker than anything I've used outpatient before.

Pros

PM/billing integration is nearly seamless. Superbill items carry over to claims very easily. This will reduce the workload of our biller once we have fine tuned the system to our needs.

Cons

The front desk/check in process could use some refinement to make the process faster, and suggestions to do so have been submitted as "enhancement requests." It appears that they do add the enhancements over time.

Alternatives considered

[NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/)

Reason for choosing Qualifacts Insync

Prior experience proved a poor go live with athena, plus it always felt slow and boggy. It forced the provider to do almost everything, which is inefficient. Prior experience with nextgen suggested a slow/boggy EHR experience. No knowledge of the PM side.

Switched from

[Amazing Charts](https://www.capterra.com/p/80992/Amazing-Charts/)

Amazing charts PM integration was pretty terrible even in their advertising. We did not use it. However, the EHR side is wrought with bugs and constant stoppages during all workflows made the system unstable and nearly unusable. We had to change at almost any cost after their last update.

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

LG

Lisa G.  
OWNER  
Medical Practice  
Used the software for: Less than 6 months

### "Increase anxiety while attempting to "make this system" applicable to a speech therapy practice. "

August 9, 2022

4.0

NOT GREAT but appears to getting better AFTER our GO LIVE date. Our current implementation specialist is fantastic and knowledgeable. He has gone above and beyond to help us out of a very detrimental situation for our practice.

Pros

Potential future functionality and ability to make some forms customizable after enhancements.

Cons

Misleading advertisement of this system and the ability to configure for our specific needs.

Alternatives considered

[Tebra](https://www.capterra.com/p/129169/Tebra/)[Raintree Systems](https://www.capterra.com/p/29511/TherapyRehab-Plus/)

Reason for choosing Qualifacts Insync

We were sold on a product that could be customized to our practice. While this is true, for a very small amount of our dynamic forms which we built ourselves this was not true for parts of the system which were preconfigured. Very convincing sales person and initial implementation specialists (which are no longer with the company). Our current implementation specialist is fantastic and knowledgeable. He has gone above and beyond to help us out of a very detrimental situation for our practice.

Switched from

[ClinicSource](https://www.capterra.com/p/109730/ClinicSource/)

ClinicSource was outdated with limited personalization to our practice.

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

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

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

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

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

[iSalus EMR](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

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

Michelle D.  
Program Administrator / Practitioner  
Hospital & Health Care  
Used the software for: 6-12 months

### "This application has the potential to be great with a massive overhaul"

October 15, 2020

4.0

Overall, I believe this application has the potential to be really good though it needs a rather substantial overhaul to be fully brought into the 21st century. For an application that hasn’t been around a decade, some of the features are quite dated and there is zero transparency on suggestions for application modifications and seemingly zero quality control. I firmly believe that many of this platforms limitations is the result of skill (or lack thereof) of the developers as many much older EMRs have the basic functions that InSynch lacks.

Pros

You can add your own forms and documents. (Although said custom document seem to exist pretty much as stand alone documents. There is no way to inject otherwise populate data already within InSynch into said forms thereby requiring lots of manual typing of duplicative data).

Cons

This application has NO test environment. This means when you Go Live and as you continually onboard new staff, you will be playing around in your live system. This matters because there is no way to delete anything in this platform, not even as an administrator. The application is exceptionally slow. There is no global autosave feature which means that there is a huge possibility of loosing data. Pages take a long time loading. The calendar needs a massive overhaul as it is very dated and rather limited. Providers cannot individually set their availability. Availability is limited to the agency hours and no appointments can be set outside of this without resorting to all sort of antics. Client documents must be added one at a time. Actually, very little can be completed in this application in bulk, which is very frustrating and time consuming. Moreover, you cannot download a clients entire chart at once. Each document must be downloaded one at at time which is unnecessarily laborious.

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

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

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

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

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

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

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

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.

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

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

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

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

AM

Alvin M.  
Owner  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "A step up from TherapyNotes"

September 19, 2021

4.0

In the four months leading up to transitioning from TherapyNotes to InSync, I have probably interacted with 10 different staff at InSync--all of whom have been remarkably knowledgeable, helpful and responsive. A special shout-out to Implementation Specialist \[SENSITIVE CONTENT\] who was the primary person helping to configure the software and prepare us to "Go Live" with it on 8/17/21--i.e., the date we stopped using TherapyNotes and began using InSync.

Pros

When our private practice out-grew TherapyNotes, InSync was the "next level" practice management and revenue cycle management management system that we chose to effectively manage a staff of 17 therapists and 3 administrative support at four locations with annual revenues increasing from $800k to a projected $1.2M by year's end.

Cons

The impressive functionality and customization of the software can be a bit overwhelming when configuring to meet the specific needs of your particular practice/organization.

Review Source

LH

Lauri H.  
Consultant/Program Developer  
Mental Health Care  
Used the software for: 6-12 months

### "Review of our implementation."

October 13, 2022

5.0

The reports seem to be a great benefit for us and I look forward to using these. Our overall experience was great!

Pros

\[SENSITIVE CONTENT\] made the development of this program very easy to develop. He really understood our practice and had great suggestions. \[SENSITIVE CONTENT\] was quick to respond to our changes that we needed and developing our different templates. He was very patient with us. \[SENSITIVE CONTENT\] did a great job with our training and made sure we understood the different programs. He made the trainings fun and interesting. \[SENSITIVE CONTENT\] also helped and did a great job as well. They were very friendly and educated on the system, which made it great for us!

Cons

I believe we had some issues with understanding the different provider tiers and how to set them up. This has slowed down the onboarding of providers. The additions that we wanted after our contract was signed seems to be pretty costly. We would have liked to implement the fax system in insync, but it was more than expected so we declined. 3rd party communication and response could have been a little better, but we did get through it all and things seem to be working as they should.

Reason for choosing Qualifacts Insync

Insync seemed to incorporate all that we needed for our diverse and comprehensive company.

Switched from

[Raintree Systems](https://www.capterra.com/p/29511/TherapyRehab-Plus/)

They were not helpful with tickets and helping us solve things in a timely manner.

Review Source

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