# Page 7 | Qualifacts Insync Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - 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 7 - Reviews of Qualifacts Insync

## Showing most helpful reviews

Showing 151-175 of 391 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SW

Sarah W.  
Senior Director of Programs  
Individual & Family Services  
Used the software for: Less than 6 months

### "Review"

April 14, 2023

4.0

There was also quite a bit of disconnect between the sales team and the implementation team during our implementation process that took substantial time to resolve. Implementation also did not occur smoothly and much of our training time was spent correcting issues from implementation/customization.

Pros

the practice management side of the software is very useful and once the customization was complete it is easy for our providers to use. Customer support was timely and our implementation team was responsive to requests.

Cons

There are some components regarding the customization of what we need from research and evaluation that are still not yet resolved.

Reason for choosing Qualifacts Insync

The final decision was determined by the funtionality for our research and evaluation team, but this is something we still have not resolved. The practice management side for our providers and the telehealth platform were selling points as well.

Review Source

TS

Tara S.  
Psychologist  
Mental Health Care  
Used the software for: Less than 6 months

### "\[sensitive content hidden\] is wonderful"

April 20, 2023

4.0

\[sensitive content hidden\] has been wonderful to our experience with implementing Insync. She is patient, attentive, and makes a very technical process personable.

Pros

So far this appears to be streamlining a lot of our processes and helping us to be more efficient in our documentation workflows. Even more than the product, I have been so impressed by the quality of care \[sensitive content hidden\] has provided to our team as we have rolled out implementation in our clinic.

Cons

The system does not allow for some of the flexibility I would desire with comprehensive psychological evaluations utilizing outside assessment tools.

Review Source

AT

Amy T.  
Medical Transcription  
Medical Practice  
Used the software for: 2+ years

### "Medical transcriptionist thinks InSync doesn't look great, but works pretty well "

November 15, 2018

4.0

Pros

Once you learn the software, it works pretty well for our office. It's a good fit for a small office. A lot of the features are customizable to fit the practice.

Cons

It's not a very visually appealing software. Some of the icons and things aren't intuitive. There are certain things that you can't edit unless you're in an Encounter (like Health Maintenance), so if you want to add a Colonoscopy or Mammogram date or something, you have to wait until you're actually having an office visit, not just during a phone call. However, you can edit the History portion outside of Encounters, which is useful.

Review Source

LL

LaShaunna L.  
Clinical Director  
Mental Health Care  
Used the software for: Less than 6 months

### "User Friendly & Very Practical"

April 5, 2022

5.0

This experience has been much smoother than initially anticipated. I have been involved in systems changes in other settings and they have not been as organized and seamless. The developers and trainers were all very friendly, knowledgeable, and patient.

Pros

This software is very practical. The features included cover most of our agency's clinical needs and preferences--clinical assessments, notes, patient portal, and medical billing.

Cons

The look of the software is overwhelming. There are a lot of buttons and tabs that can feel intimidating to those who are not as tech savvy.

Reason for choosing Qualifacts Insync

Insync was chosen because it offered more options to customize add the features that were needed for our clients as well as to remain in compliance with accreditation and state standards.

Review Source

CS

Christa S.  
Owner and Principal  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Powerful product that is tailored to specific practice needs, "

July 13, 2022

5.0

The implementation team was responsive to our needs and preferences. We appreciated the weekly meetings in which we learned about various features that could be implemented into our system.

Pros

1) Tailored to our specific use, 2) excellent features to support claims processing and billing, 3) customized scheduler features.

Cons

The product tends to be a little slower than other systems.

Reason for choosing Qualifacts Insync

InSync is more cost effective for our needs.

Review Source

MV

Michael V.  
President  
Mental Health Care  
Used the software for: Less than 6 months

### "Why a 10?"

August 17, 2019

5.0

In the first few week, we have already sealed some holes in our previous billing system, that the previous system overlooked or outsourced to third parties. Making the process cumbersome. This has increased our productivity, as well as increased our revenue.

Pros

After using another software product for several years and feeling frustrated by both the software and the support I searched for another choice. The ease of use is far superior any other system from the way the EMR is setup to the billing and remittance. The support team from start to finish and beyond is phenomenal. The access to support has been absolutely seamless.

Cons

To date the only con has been trying to incorporate all the possible tools the system has to offer. The system has more tools than we can possibly use so it may take some time to reign it in to our needs. Better to have too much than too little.

Reason for choosing Qualifacts Insync

From sales to the end; we felt as if we were their most valuable customer and they made the system fit our needs at every step of the way.

Switched from

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

Increased costs, poor functionality, and poor customer service.

Review Source

NV

Neko V.  
CEO  
Mental Health Care  
Used the software for: Less than 6 months

### "Wonderful"

December 7, 2021

5.0

Our experience once started was great! Our staff, \[SENSITIVE CONTENT\] was extremely helpful! Easy Pay has been rough.

Pros

Once you learn it, it is amazing!Portal, billing, support and integrated telelhealth.

Cons

Expensive, the price is a bit high, however we were able to stop paying a biller which offsets it well. Easy pay has not been easy or helpful.

Reason for choosing Qualifacts Insync

Needed the feautres

Switched from

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

Needed features the other product didnt offer.

Review Source

JH

Jevita H.  
CEO  
Mental Health Care  
Used the software for: Less than 6 months

### "So far so good"

April 6, 2022

4.0

Group Practice Management Billing and AR Credentialing

Pros

I really appreciate all of the features. There are so many I feel only in time will I understand the full benefit.

Cons

The transition over has been rocky. I do not feel I full explained the Time commitment and full expectations of the transition time when I originally had the sales call. After I signed up the full gravity of a 3-4 month process became known. That was a very big disappointment, as I really wanted to transition from my current system. In the long run, I do believe that it will be for the best, however that should be much more clear from initial sales call.

Reason for choosing Qualifacts Insync

Combination of EMR, RCM and Credentialing

Review Source

AV

Athi V.  
MD  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Insync EMR"

January 5, 2022

5.0

Pros

It is very customizable and user friendly

Cons

It may be little intimidating at first with lot of icon based navigation

Alternatives considered

[Praxis EMR](https://www.capterra.com/p/29328/Praxis-EMR/)

Reason for choosing Qualifacts Insync

Price and ease of use

Switched from

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

Valant is outdated. They were still 5 years behind and not updating. Do not listen to the customer feedback. Patient portal in Valant is horrible.

Review Source

KT

Katie T.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "Katie Review"

March 11, 2022

5.0

We can bill a secondary insurance (could not with Therapy Appointment legacy)

Pros

Patient Portal Provider Productivity Report ERA Posting

Cons

I haven't found anything I don't like about this software.

Reason for choosing Qualifacts Insync

N/A \[SENSITIVE CONTENT\] made a cold call to our office and told me about Insync and we scheduled a demo and we went from there.

Switched from

[TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)

Therapy Appointment does not have the option to bill a secondary insurance. We were stuck on the legacy version because the 2.0 version required each provider to have separate clearing houses which is not ideal.

Review Source

RH

Richard H.  
EMR Coordinator  
Hospital & Health Care  
Used the software for: 2+ years

### "A great choice with great functionality"

August 3, 2016

5.0

We have had InSync since 2013 and have been able to effectively use the software as promised. They are continually evolving and we are growing our practice, and they are very responsive to any suggestions or questions we have.

Pros

The company is very helpful and understanding of our needs and is able to accommodate our requests. The software is web-based, so there isn't anything that is stored locally and nothing that needs to be installed. The automated calls and texts, integration of the patient portal, medication management and insurance eligibility checks are great to have. The Meaningful Use helpdesk staff is a great asset and has helped our practice meet MU criteria and receive our payments. They can also help in case of an audit.

Cons

Cannot scan directly into the EMR, but they are working on it.

Review Source

TB

Trey B.  
Practice Admin  
Medical Practice  
Used the software for: 6-12 months

### "Custom"

July 28, 2020

5.0

Overall I really have enjoyed the experience. Its one of those the more you put into it, the better the system will work for you.

Pros

Very configurable software to meet any needs. I run a very complicated practice that has some very different demands than the standard medical office. Insync was very useful at being able to conform what they had into what I needed. The customization is great for any practice.

Cons

There is a lot to learn about this product as you can conform it to however you need it which is great but it is very time consuming to set up. Even with the great customer support and setup and implementation, it takes a while to get used to everything and configuring everything you need.

Review Source

SM

Stefanie M.  
Clinical Director  
Mental Health Care  
Used the software for: Less than 6 months

### "So glad we switched"

September 15, 2022

5.0

Pros

InSync is intuitive and user-friendly. The features in this software save our providers tons of time!

Cons

The software is not able to be customized to be inclusive and affirming of the transgender community and this is a MAJOR drawback. We were able to implement work arounds that are less than ideal. We likely would not have moved forward with the software had we known these concerns were present.

Review Source

cM

cynthia M.  
Rehabilitation Services Manager  
Medical Practice  
Used the software for: Less than 6 months

### "Great Software-Wonderful Customer Service"

March 7, 2019

5.0

My experience has been wonderful. When a question was sent regarding difficulty with a component of the software, it was answered and addressed in an efficient manner. The one time that I had to wait for support to correct an issue, I received a phone call that provided me with a reasonable target date for completion. It was completed during that time. The information that we provided to build the system was incorporated into the manner that we requested. The implementation specialist was beyond helpful. She answered all of our questions in an effective manner. She provided me training that would allow me to be as independent as possible, in regards to making changes in the system when we transitioned to support. The trainer was beyond patient with my staff and I watched her explained things again and again in as many different ways, until my staff could grasp the information. She never lost her patience or her professionalism.

Pros

It allows for quick, accurate documentation. Easy to track completed and incomplete documentation. The software was adapted to meet the needs of our specific facility and we were not forced to make the agency's needs fit what the software was capable of doing. All of the information is connected to a visit from documentation to billing.

Cons

When in documentation manager I would like to be able to move a document to another file in a more efficient manner.

Review Source

SH

Sally H.  
Mental Health Therapist  
Mental Health Care  
Used the software for: Less than 6 months

### "Insync software review "

April 6, 2021

5.0

The trainers were good \[SENSITIVE CONTENT HIDDEN\]. They were knowledgeable and helpful. Overall experience was more time consuming than I thought it would be. I think I will come to like it more when I become more familiar with all its features and where to find everything.

Pros

I like the functions/all of the software’s capabilities. I like having quick access to my assessments for clients. I like it’s ability to send and receive paperwork from clients through the portal. I like the dashboard items. I like the drop down options. I like it’s ability to personalize it to what I need for my company.

Cons

Integration from my previous electronic health record was very time consuming. I felt like it was difficult to learn and remember all of its functions and where to find everything. Although I think they were necessary to learn and practice using the software, I did not like all of the meetings and how long it took to get going.

Switched from

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

I thought it would be easier to use because my billing specialists used it and I wanted everything in one place.

Review Source

PB

Patricia B.  
Vice President/COO  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "InSync Healthcare Solutions Review"

December 1, 2020

5.0

Use of InSync is much more efficient than paper charting. As an administrator, I like the real time visibility into activity on both the practice management (billing) and EMR (patients served, charting) sides of the business. Our implementation specialists are absolutely the best! They were extremely responsive and helpful in suggesting ways to address every concern identified.

Pros

InSync is fairly easy to use. Our workflows and forms used for charting were duplicated in the software which helped with familiarity upon go live. The ability to customize the dashboard is really helpful by allowing users to configure it based on their particular needs. The patient portal is a very nice feature that saves time on paperwork completion especially during intake.

Cons

Though there are many "canned" reports available in InSync, the reporting function could be improved to allow users more customization options. For example, it is difficult to combine financial data with patient data in a single report.

Reason for choosing Qualifacts Insync

We chose InSync because it is user friendly, offered more features and seemed to be less rigid in design than other products. Overall cost of implementation was also a major factor in our selection of InSync over other products reviewed.

Review Source

CF

Chelsea F.  
Practice Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "Excellent Implementation!"

July 17, 2019

5.0

Our implementation specialist was exceptional! We had many questions, and her answers came both efficiently and thoroughly. Her organization was key prior to and following launch. I must say that it is this excellent service which their representative offered which made the most impact upon our comfort and adaptation with InSync!

Pros

I will say this a few more times throughout this review, but the most effective tool which InSync provided us with was our Implementation Specialist! The representative offered both vast knowledge, expertise, and efficiency. In utilization of the software itself, the most efficient feature is the claims scrubbing. This extra "check" helps to prevent denials, and once the procedure is learned, rebilling claims via InSync is very simple. Another major draw to us are the array of financial among other reports, which others systems do not all offer.

Cons

There are a few features that are intimidating to utilize at first, such as the Claims and ERA processing; however, with an effective Implementation Specialist, this is completely manageable! Outside of this intimidation, we have seen some appointment reminder inconsistencies, but I believe that corrections to these are in the works. The company is very responsive to concerns.

Review Source

GW

Gail W.  
Owner/Clinical Director  
Mental Health Care  
Used the software for: 6-12 months

### "Gail K. Walter,Ph.D"

March 23, 2022

4.0

See above.

Pros

We have not gone live, so all answers are not based on actual use so really premature.

Cons

See above. This evaluation would be more appropriate to respond to following implementation.

Reason for choosing Qualifacts Insync

Developed for behavioral health

Review Source

MD

Megan D.  
Director of clinical services  
Mental Health Care  
Used the software for: Less than 6 months

### "New InSync User"

August 25, 2020

4.0

InSync is quality software that has many exciting functions; the support with our transition has been excellent and we have been able to customize the system to meet most of our needs.

Pros

This software has allowed our agency to condense billing, scheduling and documentation into one system, which has helped us to streamline our operations. The portal is a nice feature that also provides many opportunities to communicate with clients in a confidential manner and increases accessibility of services. Our agency was well supported prior to, during and after our implementation. Our Implementation Specialist, \[SENSITIVE CONTENT HIDDEN\], has been great-- he is very helpful and responsive to our needs.

Cons

There was little knowledge about Medicaid requirements for our specific State and and mental health services overall. As a result, the software has not been able to help us meet certain State requirements yet and creation of certain notes/forms has been tedious at times. Needing to purchase extra licenses as our agency grows and adds staff is also another cost.

Review Source

NH

Natalie H.  
Office Coordinator  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Great experience thus far!"

August 3, 2022

5.0

Pros

The product provides many options and features that we love. It seems functional and will match the needs of our practice. It appears it will also be a time saver once staff is fully trained. Our practice had a great experience with our Implementation Specialist, \[SENSITIVE CONTENT\]. \[SENSITIVE CONTENT\] went above and beyond to help us. She was always available for feedback and questions. \[SENSITIVE CONTENT\] took her time to explain processes to us and to help our workflow become faster and smarter. She was a great resource to have and she made this whole transition smoother than expected. She provided us with such helpful information and tips. We would have been lost without her!

Cons

Due to the many features and options within InSync, there is a learning curve and practice needed to get used to the system and how to use its features to your advantage.

Review Source

JG

Jill G.  
Executive Director  
Hospital & Health Care  
Used the software for: Less than 6 months

### "User Friendly Comprehensive Software"

January 19, 2023

5.0

The customer service from InSync staff has been exceptional. I have never experienced the level of support provided to me and my staff by a software company.

Pros

The fully integrated system allows for one software to complete multiple functions with ease and accuracy.

Cons

It would be nice if some of the assessment tools would be set up to auto populate the results (i.e. low risk, medium, high risk).

Review Source

JS

Jennifer S.  
Director of Burgess Mental Health  
Hospital & Health Care  
Used the software for: Less than 6 months

### "review of software before implimentation"

January 19, 2023

4.0

I really enjoyed \[SENSITIVE CONTENT\] presentations and really helped us work through the process of purchasing the software with grant funding. \[SENSITIVE CONTENT\] has been amazing and has taken his time with us. We have zero experience with an EMR so he has had to teach us a lot.

Pros

First, I liked that we could make a purchase of the software. This was helpful when budgeting our needs and being able to find some grant funding to get the process started. I liked the way that we could make changes to the system to meet our workflow. Insync stood out in the ability to dictate, follow authorizations, and conform to our needs. We have not used the system yet and are still in the building phase.

Cons

Because we are working directors this process needed to be extended for us. Insync was willing to work with us and provide extra help when asked. The timeline was going to be just too quick for us. We have not used the system yet and are still in the building phase.

Reason for choosing Qualifacts Insync

We chose insync because the flow was much better than the others. The treatment plan flowed nicely on one page where the others were clunky and had to move to different pages. The reports seemed easy to make and run from Insync. Also, dictation was important to us and Insync had an easy system to do this. Qualifacts and Netsmart seemed more difficult to use. This could be because this is our first experience with an EMR.

Review Source

AF

Angela F.  
Clinical Director  
Mental Health Care  
Used the software for: Less than 6 months

### "Easy to use "

March 10, 2023

5.0

\[sensitive content hidden\] were very helpful!! \[sensitive content hidden\] was a great trainer and knew all the answers and was willing to help make changes right then in real time to help our agency use the sytem. \[sensitive content hidden\] answered us in a timely manner and was very helpful with all of our needs and wants. I enjoyed working with them both.

Pros

easy to use, booking easy. \[sensitive content hidden\] was able to help meet any needs we had with InSynch working for our current work flow.

Cons

a lot of glitches at the beginning starting phase. But our support helpers were great in sorting it out.

Alternatives considered

[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)

Reason for choosing Qualifacts Insync

more of a mental health platform. PF is more medical.

Review Source

CL

Cecil L.  
IT Systems Analyst  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Great value in EHR software"

March 10, 2021

4.0

Currently we are very fresh into the product but I am expecting the revenue cycle management tools to be the most impressive thing for us. The features and ability to design custom queries within the product appear to answer many questions that previously required data extract and validation and formatting. This has been especially tough in a small shop where the data validation has been frequently an area that had room for errors in output and aggregation of data

Pros

Dashboard features, the novel use of icons to navigate to the individual sections of the Patient Record, integration of payments from clients and payers in one product, real-time eligibility, very smooth interface with clearinghouse, and communication tools are all standout features from my point of view

Cons

Electronic workflows are a concept that we are learning especially related to a product such as this where multiple features can be configured in so many different ways. We are finding many items that we wish to modify flows but this is a slower process in small shops like ours.

Review Source

DJ

Deanna J.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "review from Georgia Outreach LLC "

July 14, 2021

5.0

Great experience during training all questions where answered or responded to within a day or so

Pros

its easy to access the patient have better access to their appointments or medical requests

Cons

the to do and message notification has been turned off

Reason for choosing Qualifacts Insync

because the flow of the program was much easier than others. Better layout for charting and schedule. Insurance was easier to check and having a patient portal makes it easier to collect payments and other items needed

Switched from

[EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/)[Practice Mate](https://www.capterra.com/p/210524/Practice-Mate/)

Better billing practice better charting for psychiatry and therapy

Review Source

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