# Page 9 | Qualifacts Insync Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 9 - 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 9 - Reviews of Qualifacts Insync

## Showing most helpful reviews

Showing 201-225 of 391 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JF

Johnie F.  
CEO  
Mental Health Care  
Used the software for: Less than 6 months

### "Expensive, Clunky, But very powerful"

June 23, 2021

4.0

Our implementation team was amazing. \[SENSITIVE CONTENT HIDDEN\] were fantastic. \[SENSITIVE CONTENT HIDDEN\] especially went above and beyond to try to get our issues resolved,

Pros

Very powerful software that has a tremendous amount of flexibility.

Cons

Not as flexible as needed in some key areas. Clinicians cannot see their entire weekly calendar. Steep learning curve on many things. Appointment reminders don't upload until the day of the session.

Switched from

[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)

More powerful software and more flexibility.

Review Source

VC

Virginia C.  
supervisor  
Mental Health Care  
Used the software for: Less than 6 months

### "terrbile emr"

March 29, 2024

2.0

poor at best, I dislike the EMR, I don't like using it everyday

Pros

I like the reporting feature, there a lot of qualifiers

Cons

it's not user friendly and moves slow. site goes down often interrupting business

Switched from

[Kipu](https://www.capterra.com/p/156391/Kipu-EMR/)

my organization switched only due to cost

Review Source

DG

Dominick G.  
Owner  
Medical Practice  
Used the software for: Less than 6 months

### "SRVpt"

April 7, 2023

5.0

so far so good....I would like to see changes in the scheduling, appt reminders, and kiosk

Pros

MY implementation team with \[sensitive content hidden\] was awesome. They were helpful, creative and responsive

Cons

Limitation in adding and scheduling patients...it takes multiple step to make it happen. There are also significant limiations with the appt reminders and kiosk

Review Source

MM

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

### "our choice is inSync"

March 25, 2020

5.0

I would like to give \[SENSITIVE CONTENT HIDDEN\] as many stars as possible. She has made sure our transition has went as perfectly as possible. She is very attentive and understands exactly what I want even though I know I am not explaining it correctly!

Pros

Coming from the software that we were using, this is a definite upgrade for us and there are really too many things that we like "most". Some of those things include electronic billing, the scheduler, the ease of reports, the customization.

Cons

I haven't yet found anything that isn't easy to use. \[SENSITIVE CONTENT HIDDEN\], our implementation specialist, has been absolutely awesome to help us utilize features that is perfect for our facility.

Reason for choosing Qualifacts Insync

When \[SENSITIVE CONTENT HIDDEN\] gave us our demo, he did a great job. It appeared that we could do so much with the system to fit our small agency and the cost was affordable.

Review Source

GR

Gabrielle R.  
Practice Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "Unimpressed"

September 16, 2022

3.0

The implementation and training team are what saves me from answering this question with just one word. Horrible.

Pros

Initially I liked the features and the ease of access the Sales team assured me of. This was a lie.

Cons

The ease of access / workflow is slow and is very repetitive. Too many features are via third party vendors.

Review Source

TB

TonyaRae B.  
Owner  
Mental Health Care  
Used the software for: Less than 6 months

### "\[SENSITIVE CONTENT\] is Great"

January 13, 2022

5.0

The set up process with \[SENSITIVE CONTENT\] has been great. He explains things in a way that I understand and has adapted things to my style of learning. He answers questions in a timely manner and is always respectful of me and my time.

Pros

The system is user friendly, and I was able to set templates for ease of use in the note taking process. Treatment Plans are very user friendly this has saved me ALOT of time

Cons

I don't think there is anything I have found that I dislike yet

Review Source

RB

Rachael B.  
Mental Health Director  
Mental Health Care  
Used the software for: Less than 6 months

### "EMR review"

September 13, 2022

5.0

InSync has been great to work with overall and very responsive to our needs.

Pros

Ease of use of scheduling and simple workflow procedures

Cons

buffering of SUD history tab caused loss of data.

Switched from

[AZZLY Rize](https://www.capterra.com/p/147005/AZZLY/)

Inability of the EMR to effectively and efficiently meet our needs.

Review Source

DW

Dawn W.  
Operations Manager  
Hospital & Health Care  
Used the software for: 2+ years

### "Thankful"

July 14, 2021

4.0

As Insync grows so are we!

Pros

The ease of running our business with in one system.

Cons

N/A

Review Source

JC

Jonas C.  
CEO/Chief of Clinical Services  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Brand New Residential Treatment Center, First EHR"

April 21, 2021

5.0

Excellent energy, attitude, preparedness, and resourcefulness. The team was also very considerate of user skill level and was adaptable!

Pros

The experience as a new user or navigating the system was easier than expected. the best attribute when comparing to other programs was the adaptability and flexibility of what can be created or modified to customize to your needs. The implementation specialist and Go Live trainer \[SENSITIVE CONTENT HIDDEN\] were phenomenonal!

Cons

Being a residential treatment level of care, the search for a record that was no more of an outpatient focus or too much of a hospital focus was exhaustive. There were no major hiccups, just the process was tedious at times for us to communicate what we wanted and how to work for us. Not really a dislike, but most EHR's do not seem build for this level of care, but In Sync was incredibly adaptable .

Reason for choosing Qualifacts Insync

Seemed to best meet our needs without tricking their system from more of an outpatient record to a residential...

Review Source

JG

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

### "InSync Review"

March 29, 2022

5.0

My experience has been great. I received a white glove implementation and support service.

Pros

InSync was highly customizable to my organization's needs.

Cons

Running eligibility checks on patients not included on the scheduler appeared to be a challenge.

Reason for choosing Qualifacts Insync

Feature set was superior to others.

Review Source

BN

Bill N.  
President  
Mental Health Care  
Used the software for: Less than 6 months

### "Glad to have found inSync!"

June 12, 2019

5.0

Overall the experience has been very positive. We had been using an EHR for 8 years prior to inSync. We were looking to make changes when we found inSync. inSync has not only been a useful EHR tool, but the transition from the former to inSync has gone very smoothly. inSync has been able to migrate data for over 12,000 patients effeciently with no interruption in providing clinical services. The whole transition was very smooth. Implementation was extremely helpful throughout the process. Now we are using a much improved EHR at reduced cost from our previous EHR!

Pros

Ease of use. Very user friendly. Also allows providers to thoroughly document appointments while streamlining the process, saving time without compromising clinical documentation. Navigating other tasks, follow up messages, prescription refills, are also streamlined for providers. Definitely saves time with its features and design.

Cons

The only negative I have is regarding its appointment reminder system. Needs to be fully automated. I'm told that's in the works and certainly hope that change is soon.

Review Source

FG

Frank G.  
Practice Administrator  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Tidewater Psychotherapy Satisfaction"

August 18, 2021

5.0

The program has allowed us to decrease time spent charting pertinent information as customizing check boxes prior to full launch made charting more logical.

Pros

The software is very intuitive and those who have used other Windows based systems found this easy to use.

Cons

Medical providers struggled a bit with writing lab orders but is was more the skill level of the user.

Reason for choosing Qualifacts Insync

We spoke with other psychiatric groups who use InSync and they were very happy with the program, training and customer service.

Switched from

[Veradigm Practice Management](https://www.capterra.com/p/276109/Veradigm/)

Poor customer service and considerable downtime from Allscripts servers led to our search for a better SAAS.

Review Source

TC

Travis C.  
Owner  
Mental Health Care  
Used the software for: Less than 6 months

### "Great software, great team! "

February 11, 2022

5.0

Insync has been great to work work. The staff and implementation specialist have been wonderful.

Pros

Having everything we need all in one place is great.

Cons

The initial learning curve is the hardest part.

Review Source

JW

Jessica W.  
Administrative Assistant  
Mental Health Care  
Used the software for: Less than 6 months

### "Goodbye VALANT!!! Hello INSYNC!!!!!"

February 24, 2020

5.0

Everyone is so friendly and helpful. Our questions were answered promptly and our issues were resolved almost immediately. The support team has always been available to assist us as we learn to navigate INSYNC. The best part???? No more "work-arounds"!!!!!! We have developed this software to fit our needs and it is wonderful!!!

Pros

Love the ability to configure and customize everything to meet our daily needs Clinical side as well as Administrative side. Our Implementation team \[SENSITIVE CONTENT HIDDEN\] was so understanding and patient with us when it came to adjusting and customizing everything during and after our "Go-Live".

Cons

Sooooo many ways to do everything! It is hard to pick the easiest route when they are all soooooo simple!

Review Source

JM

Jessica M.  
Billing  
Medical Practice  
Used the software for: 1-2 years

### "Billing"

September 3, 2021

4.0

We have had some bumps along the way, but currently we are working with a FANTASTIC account manager who has made our lives here so much easier. He is friendly, attentive, trustworthy and looks at the big picture of our practice. Overall, \[SENSITIVE CONTENT\] has been a wonderful addition to our team and it is a pleasure working with him.

Pros

What I like most about this software is the ability to look at financials/payments

Cons

The reports are NOT user friendly. Every report we run is different when trying to obtain the same information. Easier is better!!

Review Source

MG

Mary G.  
Mental Health Therapist  
Mental Health Care  
Used the software for: 1-2 years

### "Awesome implementation process and specialist!!"

November 22, 2019

5.0

Overall experience has been great. It solves the problem of having a "one stop" shop for scheduling, documenting, storing, and keeping insurance information on our clients.

Pros

Everything is housed in one program: billing, documentation, schedule, forms.

Cons

Remembering how to change or edit things as an admin is extensive. Perhaps having a manual to give new customers may help this process.

Reason for choosing Qualifacts Insync

We are a new agency and our billing company was already using this software.

Review Source

CB

Craig B.  
OP Clinic Director  
Mental Health Care  
Used the software for: Less than 6 months

### "Great product and great customer service"

December 4, 2019

5.0

\[SENSITIVE CONTENT HIDDEN\] were highly professional with implementation of our InSync software. \[SENSITIVE CONTENT HIDDEN\] has been consistently patient, supportive, and generally knowledgeable about any issues we've had. At every step of this process, if we've needed help, \[SENSITIVE CONTENT HIDDEN\] has been available to us with quick responses or guidance to help us resolve our issues.

Pros

Ease of use. Very intuitive functionality. Covers our needs for record keeping.

Cons

There are limitations to some features that are less than ideal. For example, when providing services to minors, we are required to obtain a signature from a parent/guardian, yet there is no way to save a parent/guardian signature in a client profile within InSync.

Review Source

TF

Troy F.  
CEO/PMHNP-BC  
Medical Practice  
Used the software for: Less than 6 months

### "Phenomenal Service"

November 9, 2021

5.0

So far I've had a phenomenal experience my on boarding with Jonathan Postle was phenomenal. He's very good and great to work with and is attentive to detail.

Pros

Ease of use, patient interactibility. Portal use and form syncing

Cons

Cannot have more than 1 tab at a time open and no mobile version

Switched from

[Tebra](https://www.capterra.com/p/129169/Tebra/)

They were a horrible EMR

Review Source

CS

Carrie S.  
psychologist  
Mental Health Care  
Used the software for: Less than 6 months

### "Love the software, not so much the implementation phase"

March 1, 2021

5.0

So far, it has mostly been positive. We love the software. However, we were frustrated with implementation. The time commitment was way more than originally predicted. This was cumbersome and very frustrating. Communication wasn't great either.

Pros

Flexibility! This is so flexible that we can get just what we need for our practice. If it doesn't already do it, they are willing to create features that will help us and others.

Cons

Because this product is so flexible, it was very cumbersome to get it started because EVERYTHING was individualized to meet our needs. This required many meetings and feedback to get things set-up and working correctly. There are still some very important features that they do not have. For example, patients can't pay via credit card on the portal because we have multiple providers in our office that are all separate contractors.

Review Source

TT

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

### "Implementation"

December 14, 2020

5.0

My overall experience with InSync has been very good. I wish we had switched over months ago.

Pros

I really like the functionality of the software, it is easy to use and easily accessible in our changing work environments. The implementation representative \[SENSITIVE CONTENT HIDDEN\] was very helpful and knowledgeable. She was willing to help talk us through many areas. Our trainer was also great.

Cons

The work of implementation is my least favorite part of this software. Getting all of our data switched over from our old system has been trying.

Switched from

[ClinicTracker](https://www.capterra.com/p/130373/ClinicTracker-Connect/)

The old system is server based and antiquated and full of glitches. Costs associated with any needed upgrade was also frustrating when the upgrades created additional glitches.

Review Source

KL

Kate L.  
Owner  
Mental Health Care  
Used the software for: Less than 6 months

### "Too New to Totally Review but So Far Going Well"

October 20, 2020

5.0

While we had always done our billing electronically, the EHR was a big switch for our practice we loved that we had an Implementation Specialist who worked with us to get set up and was responsive to our questions and needs.

Pros

The software is flexible and has been adjusted to meet our needs. It has pretty straight forward work flows.

Cons

Because there are multiple ways to get to different sections, it can feel overwhelming at times. Also, I hate that they don't have a "back" button to just get to the previous screen.

Reason for choosing Qualifacts Insync

We did look at 3-4 other products but we liked that someone was available to answer all our questions and walked us through demonstrations. There costs were pretty upfront EXCEPT there are a lot of add-ons that cost more and it took a little while to realize those would bring the cost up.

Review Source

CF

Carol F.  
office manager  
Medical Practice  
Used the software for: Less than 6 months

### "Know exactly what you need"

March 17, 2020

5.0

the staff is outstanding, excellent, easy to work with, knowledgeable. can't say enough. but there are a LOT of them. all wonderful, but lots to work with

Pros

lots of useful options integrated in one place for purchase rather than long-term "rental"

Cons

there are a few kinks, completely expected. Certain aspects that you can't really 'try' until live that are impactful.

Reason for choosing Qualifacts Insync

had (or will have) many of the pieces we needed, in one place, on any browser, VERY responsive for customer service for less that we were paying.

Switched from

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

2 years waiting for the 'update'. can't update browsers because that would not allow silverlight to run (the platform valant works from) can't copy/paste (I know that's petty, but it drives me crazy)

Review Source

CH

Cathleen H.  
APRN, PMHNP-BC  
Mental Health Care  
Used the software for: Less than 6 months

### "New User Review"

April 3, 2022

5.0

\[SENSITIVE CONTENT\] was my implementation specialist and she has been wonderful to work with. She is very responsive to emails and answering any questions. My trainer, \[SENSITIVE CONTENT\] was also great to work with and was very helpful with hints and tips on how to make things quicker and smoother.

Pros

I like the built in assessments for patients to complete ahead of time. I also like the scheduling features and the "to do" reminders.

Cons

I think it is somewhat difficult to customize what you need for an encounter once you are no longer working with you implementation specialists or trainer. There are a lot of step to remember. I also think the new LMS site does not provide you with enough resources and when you need to search for something, it is often not there with a video or printout.

Review Source

MB

Mary B.  
  
Financial Services  
Used the software for: 2+ years

### "Review of PM and EMR"

May 15, 2018

5.0

Our company has been with InSync for 10 years and we have watched the evolution of the PM system and the EMR system. They have surpassed where we ever anticipated they would be in 10 years. We look forward to the next 10 years.

Pros

InSync understands the ever-changing system and the challenges providers face when trying to stay current with these changes. InSync evolves continually and uses various methods to keep providers in the know regarding the changes and updates. Their customer service is the best and their EMR trainer team is the best in the market.

Cons

InSync faces the same challenges that every other system faces: no two provider offices have the same processes. However, unlike other systems, InSync offers the highest level of flexibility in their effort to make the system as customizable as possible. No system will check every box for every provider but this one comes close.

Review Source

EB

Eileen B.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "Office Manager"

April 22, 2022

4.0

The system is still very new to me so it's a little hard to say much at this time. I do wish we would have been able to train the staff in person rather than Zoom. Like all programs some options helped and some options are lacking. It would be very helpful if there was bullet point instructions available.

Pros

The scheduler is easy to use and read. I feel the Electronic Remittance area does make applying payments much faster!

Cons

I'm not happy with the patient statements or the monthly payroll report. The details I need were not available in a short compact form.

Review Source

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