# Page 6 | Qualifacts Insync Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - 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 6 - Reviews of Qualifacts Insync

## Showing most helpful reviews

Showing 126-150 of 391 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LB

Linda B.  
Finance Manager  
Mental Health Care  
Used the software for: 6-12 months

### "Use and software review "

August 10, 2021

4.0

Outstanding !

Pros

I love the fact that this program is web based and a server was not required to use the software. We utilized the whole package, EHM, billing, collecting and added credentialing. Each portion of the software is easy to navigate through and even better if there’s an issue, customer support is amazing.

Cons

When we went through the set up of the company it would have been nice to get an overview of the tiers of usage and better establish the tiers based on our agency. We were able to reconfigure as needed, but it would have been nice to start off with it all set up the way we wanted it to be.

Reason for choosing Qualifacts Insync

The \[SENSITIVE CONTENT\] chose it for its vast ability for compliance and it being web based.

Review Source

MS

Marie S.  
Clinical Director  
Hospital & Health Care  
Used the software for: Less than 6 months

### "New Opportunities, Inc"

September 3, 2020

3.0

Overall the system is functioning. We have some areas to tweak. I was hoping it would be more time efficient but that does not appear to be the case. Our implementation specialist \[SENSITIVE CONTENT HIDDEN\] was attentive to us and was available at all times. We appreciated her willingness to answer questions. She did a great job. She walked us through the process and was patient with us. Our time frame for implementation was very short unfortunately and COVID pandemic had our training over ZOOM. Definitely out of Insync's control but still a factor.

Pros

we were able to customize the software to our forms making it feel more familiar to us and could be a reflection of our current process. Our implementation specialist \[SENSITIVE CONTENT HIDDEN\] did a great job in assisting us to create the document and make it user friendly. Love the scheduler within the system and the ability to get reports.

Cons

The inability to delete forms in the document manager. All goes into pdf form. Difficulty reviewing documents and making changes. Have to re-create the entire document. Th is is not user friendly or time efficient. The consent area is problematic since there is no formal way to "revoke" a consent if a client wants to revoke. Using a "sticky note" within the system is NOT very reliable. Other systems have the ability to revoke and it shows right on the form it is revoked. This is a major area of concern.

Reason for choosing Qualifacts Insync

We were an Iowa substance abuse/mental health group that all agreed upon InSync.

Review Source

JT

Jessica T.  
Office Manager  
Medical Practice  
Used the software for: 2+ years

### "Insync goes above and beyond "

July 22, 2020

5.0

Every ticket that I place for customer support to help with they reach out to the practice right away. As of \[SENSITIVE CONTENT HIDDEN\] we made the switch to add our billing with Insync. Insync and our new RCM \[SENSITIVE CONTENT HIDDEN\] helped make the transition as smooth as possible. We worked together as a team to make all the necessary changes to help the practice and Insync work together.

Pros

The software is easy to use. Insync always tries to help accommodate our practices needs.

Cons

Sometimes I do feel it difficult to do certain tasks. Things were not completely set up for the practice in the very beginning.

Review Source

BL

Brittney L.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "InSync"

August 30, 2022

5.0

So far, it's been a great experience with InSync. Implementation went very well, and our implementation specialist was absolutely amazing. We had a few minor hiccups the first week we went live, but nothing that stopped us from seeing patients and effectively doing our jobs.

Pros

I like the ease of use of the software. The way to do things makes sense and is logical. I like that there is a paper trail to everything that is done as well.

Cons

Some things are difficult to figure out how to do at first. It takes some messing around to find the easiest way to do things.

Switched from

[GlaceEMR](https://www.capterra.com/p/180412/GlaceEMR/)

GlaceEMR was very expensive, tech support was unresponsive, and the system went down a lot.

Review Source

NP

Nicholas P.  
Physician/Owner - BILLCO/Owner  
Medical Practice  
Used the software for: 1-2 years

### "A TRUE SOLUTION for physicians of all specialties and practice management \[administrative to revenue cycle management\]."

April 11, 2017

5.0

Let me begin by saying "I'm a proud user of Insync." As multidisciplinary clinic owner and provider my tasks day to day vary. However, having the ability to implement and EHR and RCM solution that effectively and efficiently allows my providers and me to document each encounter contemporaneously is priceless. Flexibility, the user interface is manageable either by practice or at the provider level. This allows for tremendous customization per provider and results in ultimate efficiency. In my practices, I have always evaluated TTD \[time to document\] as I consider it non-revenue generating time. Insync has allowed us to decrease our average TTD. Beyond the clinical benefits, Insync offers a powerful RCM solution ranging from the needs of a small practice to a full sized Billing Company. As the founder of a billing company Insync again was my choice for RCM solution. I'm not only satisfied, again, "I am a proud user of Insync."

Pros

USER INTERFACE / FLEXIBILITY

Cons

This is not my con yet I caution those who may prematurely consider it a con. The flexibility that the system offers is to all of our benefit. However, it requires that you and your providers work with Insync during the implementation to achieve some customization. Please take a moment to listen, look and learn how flexible the system truly is.

Review Source

JY

Jennifer Y.  
Owner  
Mental Health Care  
Used the software for: Less than 6 months

### "initial review"

June 21, 2021

5.0

I think it is too soon to see how the software works. There have been some expected hiccups and the team has been helpful. We are hoping that billing/insurance/client payments are going to be better but have not seen much income generated. Most of our concerns, besides billing, are within the software development and options we have rather than the team themselves who have been very helpful.

Pros

Hope to have billing and payroll improved, more client features and ease of documentations

Cons

See below. Many of the things we wanted were not options (reminders for clients 15 minutes prior to session and 48 hours) or other small things that have been very difficult to transition from a system that provided this as an option. Nothing to do with the team.

Review Source

TS

Trish S.  
Director of Quality Improvement  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "InSync for Behavioral Health"

April 29, 2022

4.0

The software has great potential to help us share medical data across disciplines within our agency. There are many helpful features. The InSync support were all knowledgeable about the product, and it doesn't seem like there are many hidden registries or hard to access features on the back end of the product.

Pros

InSync had multiple features- specifically, the ability of data to import as data from the patient portal, ease of reporting, and attentive customer service.

Cons

There were some areas that could be improved, more features for residential services (enhanced bed board), ability to rename/move dynamic forms created in the system, level of care data is not functioning properly.

Reason for choosing Qualifacts Insync

We chose InSync because it's platform appeared to be newer and it had more features than other providers.

Review Source

SJ

Stephen J.  
ED/CEO  
Mental Health Care  
Used the software for: 1-2 years

### "It is a PM/EMR software that works."

October 5, 2017

5.0

Like most of us we want this software to be all things to us. Although we have not arrived at this point, the developers work with us to modify what we are trying to implement and help educate the staff. Do your homework, make sure you understand what you want and need and how they can help you.

Pros

Our billing process has become so much more efficient and case documentation is a breeze. The software is 1) user friendly, 2)self explanatory , 3) has an easy to access resource center 4) and clear instructions . Depending on the style of learning that my staff members are most proficient, they can learn at their own speeds. We now have our own account manager that we can funnel all of our concerns through. The reality is that this program touches most every facet of our practice and we are bound to have challenges. This will help them to help us to stay on top of any training deficits that may materialize.

Cons

It is sometime difficult to have a bunch of behavioral therapists attempt to navigate any IT system. The support is good and responsive. We would all like to have an answer or a quick fix, sometimes that just cannot happen.

Review Source

KW

Kelsey W.  
Compliance Officer  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Amazing Product and Support"

May 5, 2020

5.0

Our experience has been great. The support we received from the implementation team has been amazing. Our issues were addressed usually within 1 business day and there were very few things that we wanted that the system could not do. Our team was very engaging with us and extremely patient, even as we continue with last minute changes.

Pros

This software is very user friendly, even for people who struggle with technology. We also have several different programs within our agency, and this software was adaptable to all programs and we have been able to make it work for all users. The software is extremely adaptable and changes can easily be made.

Cons

The medication module can be confusing and it does take some time to practice with it to get the flow figured out.

Alternatives considered

[Prime Suite](https://www.capterra.com/p/222077/Greenway-Health-Prime-Suite/)

Reason for choosing Qualifacts Insync

Insync seemed to fit our organizations needs better. We interview several clients and they did not have a bad word to say about this system and its capabilities. It is a dynamic system rather than a linear system as other ones we have looked at.

Review Source

CB

Cathy B.  
Practice Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Review"

December 1, 2021

3.0

Personnel was extremely helpful and tried to find solutions

Pros

The layout of the clinical note and treatment plan.

Cons

Having difficulty getting the information needed in a summarized version for financial purposes. Reports can be very lengthy when listing all patients.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

Reason for choosing Qualifacts Insync

Willing to customize and for the customer support

Switched from

[AMS Ultra Charts](https://www.capterra.com/p/2359/Ultra-Charts/)

For EMR purposes.

Review Source

PN

Penny N.  
Clinical Supervisor  
Mental Health Care  
Used the software for: Less than 6 months

### "We love our InSync Team "

September 3, 2021

5.0

The team has been amazing from the demo to the training and our implementation specialist. We love working with \[SENSITIVE CONTENT\] and I can't say enough that \[SENSITIVE CONTENT\] is my hero in dealing with transitioning our data over.

Pros

We love that we were able to customize to meet our needs while also utilizing the InSync features that will decrease the time our Clinicians spend documenting, freeing up more time to serve our community.

Cons

So far, remembering how to do everything! I feel at a disadvantage leading our team because I am still learning.

Reason for choosing Qualifacts Insync

1) The features it had available for team 2) Cost effectiveness 3) The customer service team was great from the very beginning

Switched from

[Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/)

ETO is very outdated, expensive, not an EMR, and the customer service is questionable at best.

Review Source

TF

Tina F.  
Director/owner  
Mental Health Care  
Used the software for: Less than 6 months

### "Implementation Team is Amazing!"

October 4, 2019

5.0

The entire team is flawless and go above and beyond to help us with every single question we ask, and we ask a ton of questions. They never make us feel like we are bothering them with the same question, as a matter of fact, I feel like we are they only client, when I know that’s just not the case.

Pros

The customer support you receive from the time of the sale to launch and even after is excellent. They hold your hand through the entire process making a very stressful situation manageable, including training our 65 providers.

Cons

Seems like a few things have more steps than should be necessary to complete on the PM side.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

Reason for choosing Qualifacts Insync

The purchase of the licenses vs just leasing and the promise to configure the system to meet the needs of our group.

Review Source

TL

Tina L.  
therapist /owner  
Mental Health Care  
Used the software for: Less than 6 months

### "\[SENSITIVE CONTENT HIDDEN\] were great . The rest is up in the air. "

January 16, 2021

3.0

Overall sales were pushy and called often (But very nice). Our first implementation specialist \[SENSITIVE CONTENT HIDDEN\] set us back quite a bit in many different ways.

Pros

I like that it is a one stop shop. We don't have to use additional programs for other features such as electronic forms, appointment reminders, benefits and eligibility

Cons

There are too many steps to get to the end result, such as claim submissions. Thank goodness we received additional go live supporrt due to the problems we had w/ our first implementations specialist. I don't think we would have been ready even if we had \[SENSITIVE CONTENT HIDDEN\] from the get go. I don't like we can not delete fields in the demographic page that are redundant or not applicable to our needs. Overwhelming to the schedulers. Although \[SENSITIVE CONTENT HIDDEN\] was informative and helpful, there were still too may holes, problems with insurance set up that caused delay in submission and payments.

Reason for choosing Qualifacts Insync

The promise of how easy it would be. We were told that they had experience migrating data from Therapy appointment (not true) and it would be a simple switch. Promised it was user friendly. My therapist find it overwhelming.

Review Source

JD

Jennifer D.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "Rancho Counseling Center Review of InSync"

June 24, 2021

5.0

My experience has been great. \[SENSITIVE CONTENT\] was nice and answered all questions in regards to purchasing. \[SENSITIVE CONTENT\] has been amazing. He very helpful and informative and I know that any question I have will be answered quickly and in an easy to understand way.

Pros

The fact that it is completely customizable.

Cons

Some things can be difficult to locate if you don't put in the correct search word.

Reason for choosing Qualifacts Insync

n/a

Review Source

CH

Carmen H.  
COO  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Great so far! "

September 7, 2022

5.0

Amazing - great trainers and implementation specialists. We have felt very supported.

Pros

Very customizable! You can document your pants off or not! Choose your own adventure.

Cons

eRx feature not optimal... yet. That said, they are doing a good job finding solutions for us.

Alternatives considered

[HARMONY Medical](https://www.capterra.com/p/5409/HARMONY/)

Reason for choosing Qualifacts Insync

InSync could handle multiple business entities

Switched from

[NueMD](https://www.capterra.com/p/72470/NueMD/)

NueMD wasn't compatible with our unique business model

Review Source

TS

Talia S.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "New and improving "

September 19, 2021

5.0

Overall good experience. All of the employees have been more than helpful, willing to problem solve and it has been a great start up.

Pros

All of the options. Different evaluations and all the capabilities.

Cons

There are multiple ways to do the same thing yet no clear cut way to do many things. The implementation does not cover 3rd party vendors such as reminders or ezpay which would be beneficial on the setup side. I also dislike not being able to see patients appointments from searching their name.

Reason for choosing Qualifacts Insync

There was an option for billing as well as reminders and forms all from one system.

Review Source

BW

Brenda W.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "inSync won us over"

June 24, 2021

5.0

I still believe that we made the right choice in switching to this product. There have been some wonky adjustments and features that I miss with our old system but overall, this is 1000% better:)

Pros

I love that there is so much care and attention put into implementation and training!

Cons

\-I wish this system came with the ability to live-chat (instant message) with the rest of the staff. -I also miss not being able to email unlimited statements for free to clients. -I have not found a quick/simple way to resend a telehealth link (by receptionist) to a client if they can't find their previously sent link.

Alternatives considered

[athenaOne](https://www.capterra.com/p/98735/athenaOne/)

Reason for choosing Qualifacts Insync

Cost and ability to have a separate contract for our billing add-on (RCM)

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

We needed more/better features.

Review Source

AD

Aubrey D.  
Mulberry Center Coordinator  
Mental Health Care  
Used the software for: Less than 6 months

### "Insync"

May 3, 2023

4.0

Pros

Customizable templates.Advanced Reporting.Personalization Ability.

Cons

PricingTime it took for Implementation (long)

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

lack of reports available

Review Source

SF

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

### "Robust all-in-one EMR "

January 18, 2022

4.0

\[SENSITIVE CONTENT\] our rep has been amazing. He answers emails almost immediately and looks to resolve issues as quickly as possible. He is unfazed by ALL of my questions. The help center in general is great, I have never waited more than 24 hours to receive a response. Overall, I am very pleased with the systems capabilities and the support.

Pros

This system contains all we need to run the practice: scheduling, patient portal, forms, charting, billing, assessments, and tele-health. I particularly like that it has all sorts of assessments built in and ways of tracking data.

Cons

The cost of all of its capabilities is there is a steep learning curve to it. However, customer support has been awesome!

Review Source

PV

Pramila V.  
owner  
Alternative Medicine  
Used the software for: 2+ years

### "Happy with Support"

August 25, 2020

5.0

The support from the billers and the IT group I have been working with have been phenomenal. I think Insync has a great team willing and ready to help and iron out the mistakes and glitches l have had from time to time.

Pros

I purchased this system when it first started and came on the market. I have seen it grow and have observed the great changes it has made to accommodate me in my needs as a physician in an alternative medicine and complementary practice.

Cons

Sometimes I feel I am not familiar with the nuances of the program. I need more coaching.

Reason for choosing Qualifacts Insync

Insync was willing to customize the program for my needs.

Review Source

JR

Jeanne R.  
Administrative Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "InSync"

June 30, 2020

5.0

Our overall experience has been great. From the trainer who came out to go over the software with our admin team and our providers to our continued support with \[SENSITIVE CONTENT HIDDEN\] (we are sad to let him go and move on to the support team, but we get it :) Everyone has been really responsive, helpful and fun to work with. Our timing could not have been better moving to InSync as we finished training on March 12th and closed the clinic on March 18th due to COVID-19...moving us to 100% Telehealth right when it was crucial.

Pros

I think that the software is really intuitive and easy to use. You can search for what you need or process items in several ways, so you are not locked in to just one path of access. If I cannot figure out what I need there is always the University that I can search for helpful answers.

Cons

I am not having any dislikes at the moment, although our billing folks have said that it is a bit more cumbersome to use than our previous system. Part of this is learning the software and all that it can do for us. We have asked for some enhancements, so hopefully that will help if they can be implemented.

Switched from

[Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)

We were looking to open up Telehealth and Valant was not offering that at the time.

Review Source

JH

Jill H.  
President/CEO  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Nonprofit review"

January 6, 2023

4.0

We believe once we are up and running, we are going to be satisfied, but the implementation has been overwhelming to our non-profit staff who are not IT individuals, and who already have our plates full. This project has been something that has been overwhelming to staff.

Pros

Like the Customer Service. Enjoy their swift availability and professionalism, as well as helpfulness

Cons

Implementation has been difficult at points. While customer service is available, we have had some areas where trainers conflicted on information provided, and we felt less ready for "go live" than what we would have preferred. Honestly, I feel if you could send a trainer out to a site, in person :) that it would be much more efficient implementing, as they would understand us better, and could physically assist in creating and training as per our specific needs.

Review Source

UH

Ursula H.  
Licensed Professional Counselor  
Mental Health Care  
Used the software for: 6-12 months

### "I miss theranest"

October 19, 2022

4.0

This product came with a lot of promises that were not delivered on. They did not support appropriate implementation within the company which lead to a very difficult transition between EHR services

Pros

It has cool features like a todo list and ability to send clients files through their portal

Cons

The software itself is slow and reminds me of the days of dialup. It is inappropriate for transgender or non binary clients as the software is not able to display clients preferred name or gender throughout the system or the clients chart. You are required to click through multiple screens to complete any action.

Review Source

TB

Tosin B.  
Office Manager  
Medical Practice  
Used the software for: 6-12 months

### "InSync has been a great, easy to use product!"

October 16, 2015

5.0

Pros

I really love the ease of use for the product! There's a little bit of a learning curve, but once you've got it down, you don't want to use anything else. I've used EMRs before, but InSync is one of the simplest to use by far. Don't confuse simplicity for lack of features though. The software is pretty robust and can handle almost anything you can think of. They really took the time to make this product user-friendly and feature-rich. The vendors have also been awesome to work with! They take the time to understand your needs and cater the product to best fit your practice. They usually bend over backwards to make sure you're satisfied with the product and your needs are taken care of. I was so happy that my sales reps took the time to demo the product and features anytime I asked or explained anything I had questions about. It was so easy to know exactly how a feature of InSync would help my practice. InSync has been great for my practice and I’m truly glad that I bought it.

Cons

Like others have said, entering in EOBs manually can be a pain. However, once you get ERAs to work, it greatly reduces the stress of posting. Occasionally, you get some hiccups with the EMR being web-based (i.e. timeouts, pages loading slow), but overall it's a great product. Emailing support can be 60/40. Sometimes you get great people to work with and other times you can't get someone to solve your issue. However, I usually get much better people over the phone and a much faster response time.

Review Source

RS

Ren S.  
Co-President Meridian Behavioral Health  
Hospital & Health Care  
Used the software for: Less than 6 months

### "\[SENSITIVE CONTENT HIDDEN\], Best Support Ever"

March 18, 2021

5.0

We experienced some problems- our salesman told us meds would transfer over - we found out only after we had purchased they did not. Roll out - and our training was not what we needed - knowing what I know now- and it was very stressful with the lack of training we had - but - we got through it. Then came in \[SENSITIVE CONTENT HIDDEN\] - she is THE most responsive person I have Ever encountered in my professional career. She would email you back within minutes- often less than 1 minute - with a concise answer. She left us all with more confidence about your product and how to navigate in the fewest number of clicks- that might sound like a small pt - but when you do some steps over a hundred times a day - deleting a couple steps here and there is a Huge timesaver. Please know - I am not at all trying to be critical on the above noted- but I just want you to honestly know it was bumpy - so you can look at your process(es) and improve - it won’t take a lot on your part to get to an A+. Thanks!

Pros

The set up is nice & the Rxing portion was straight forward- wish you could Rx from the meds pulled globally - and wish it included Refill #

Cons

The Portal - I wish appt was Approved and then Confirmed the appt. reminder later to just say “dont forget your appt etc” Not to Confirm appt. and When Pt completes CANCEL need to know when they cancel- date time -for Broken Appt Fee when Cancel <24 hrs !

Reason for choosing Qualifacts Insync

I can’t exactly say why - in the end we just thought the fit could be good

Review Source

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