# 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 --- 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/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of Qualifacts Insync ## Showing most helpful reviews Showing 51-75 of 391 Reviews Sort by: Most Helpful 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 MB Michael B. Director of Operations Mental Health Care Used the software for: Less than 6 months ### "Integrated Care Concepts and Consultation Review " May 12, 2023 5.0 Pros 1\. The customization for our practice needs is/was excellent. 2. The transition from our past EHR system to this was one was almost flawless.3. The support from InSync/Qualifacts employees has been amazing. 4. The workflow for each department is customizable making the system near perfect for our company needs.5. Our project manager and implementation specialist, \[sensitive content hidden\], was beyond professional, knowledgeable, and helpful!6. InSync is extremely intuitive as all systems within the program are interconnected, reducing time needed to move through the system and complete tasks. 7. The reporting functions are excellent.8. The ability to manage employee permissions is excellent. Cons 1\. It would be helpful if the Roles and Permissions had greater detailed descriptions as it can be difficult to identify what each permission allows or prevents.2. Some reports don't produce summary/raw data. However, most due and the reports in the system are excellent. Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)[ICANotes](https://www.capterra.com/p/17102/ICANotes/) Reason for choosing Qualifacts Insync The demo we participated in demonstrated that InSync was a superior product and offered a more effective workflow. The ability to customize anything and everything was a key reason we went with InSync. Lastly, the fact that we would be connected to a support team that responded quickly and can provide support through out our time with InSync. Switched from [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Office-Ally was limited in what it could offer (ie. documentation, billing, reporting, etc.) which created a lot of extra work and mistakes. 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 AW Alexis W. Assistant Behavioral Health Director Mental Health Care Used the software for: Less than 6 months ### "Better than what we had" September 16, 2022 3.0 I find that the entire build out and implementation process is backward. During discovery we explained that we did not want to build out exactly what we had in our other EHR, but we first wanted to see what the system was capable of and we wanted to build out our program based on that. We first wanted to know about the reports and build out forms based on reporting. But we were told it didn't work that way and that we needed to send in our forms to be built out. By go-live we still didn't have a good understanding of reporting and we could have developed things differently/better, had we know what the reports could and couldn't do. I don't think that the programmers communicated well with implementation. The people who built out a lot of the forms did a sloppy job and Jenn and our team had to go back in a fix most of them. Inconsistencies in forms/spelling errors/poor formatting. The experience with Sia and building out the OBH module has been disappointing and frustrating. This module was built out specifically for our OBH reporting needs. That team should have met with us for our wish list for this module. The placement of it doesn't work in our workflow (adds additional steps) and it really should be all on the back end. In our lasts system we didn't need to do anything within each note, the data was pulled from the compiled note. This is an added burden to our staff. The onsite trainers were excellent and had wonderful suggestions for improvement. Bring them in sooner! Pros customizable, ability to run reports, the modules such as Post Hospitalization and Federal Probation and Parole Like the treatment plan aspect of it Jenn was a pleasure to work with and worked hard to work with us through our many changes. She stayed positive when things were very difficult. Cons Many of the modules/functions work independently but don't integrate well within the system. There are many times that we got to a point in the development and then had to change direction because one section couldn't do something. We had to make a lot of work-arounds. Some items that we needed to be customized were not able to be, but what was in the system didn't meet our needs (for example the ASAM). There were times that Jenn told us that the system was not capable of doing something and then we found out later that it could ( I recognize that this could be because updates happened). This caused us to have to change direction multiple times. Treatment plan needs to be able to be sent to multiple providers for co-signature. Don't like that at a glance you can't see documents prior. Each PDF has to opened up. So if I'm going in after another clinician and I need to quickly look at the chart and see what is happening, I can't. It would be nice if you could hoover over the PDF and then see it. Communication between the departments 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 DM Drae M. Operations Coordinator Hospital & Health Care Used the software for: Less than 6 months ### "New Horizon Care Center's inSync Experience" March 7, 2023 5.0 Our implementation specialist, \[sensitive content hidden\] - made the whole process manageable and continues to work hard at resolving any concerns as they arise! He was instrumental in our success and couldn't have been a better reflection of inSync as a whole. He made sure that every person involved was heard and their requests were always fulfilled in a timely manner. He projected his confidence in the system to our end-users - his enthusiasm and positive attitude were contagious! Pros Their BHSD Module was already integrated with minimal development needed.Overall ease of use and intuitive interface.Available customer support call center.Microsoft ReportingClearinghouse connectivity. Cons Make sure that the Integration team is transparent about "Go-Live" does not mean you need to start doing services immediately, that "Transitioning" seemed to be the point of being 100% integrated. Please also inform the users that there will be a lot of work associated post-Data Migration (would have liked a week in between Data Migration and Training to complete set ups correctly so that trainers weren't having to manage that in the moment).Wish that the Claims Processing screen showed more claims at one time when you are searching!Would like if the PT portion of integration started sooner in the overall integration - depending on the Billing Rules certain Encounters were affected and it would have helped to manage that simultaneously. Reason for choosing Qualifacts Insync Their BHSD Module was already integrated with minimal development needed.Overall ease of use and intuitive interface.Available customer support call center. 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 BE Brittany E. Occupational Therapist Hospital & Health Care Used the software for: 6-12 months ### "Highly disappointed in this product; if on the fence, look elsewhere" January 17, 2020 2.0 I was initially excited about this new system because of the capabilities that it was said to provide (i.e., customization to meet the needs of the clinic, streamline communication between 2 locations, departments and therapists, ability to complete daily notes quickly and easily, ability to keep up with progress reports and due dates, simple and intuitive user experience). However, from the first day it was a complete nightmare, greatly contributing to my decision to leave the practice and seek employment elsevisor, it was always difficult to review my assistants paperwork remotely. We eventually had to schedule extra time outside of our normal duties just to sit down and go over paperwork face to face. This system caused me to spend countless extra hours working at home and at the clinic just to troubleshoot. My efficiency and quality as a therapist was compromised; More focus and time was needed to deal with inSync, leaving very little time to plan effective treatment sessions and give clients what they need. In turn, this created dissatisfied clients. How could it be improved?: The only way this system could improve is to not exist. I not only lost income and time, but I also decided to leave a great company solely due to this software. Pros Implementation team was kind and helpful when on site. Cons 1\. The system was always freezing up causing me to lose paperwork. If it didn’t freeze, sometimes it would take 30+ minutes to load the next page or save when working on things like evaluations. 2. The user interface is very complex to navigate and learn. Requiring countless hours of unpaid work. 3. As a supervisor, it was always difficult to review my assistants paperwork remotely. We eventually had to schedule extra time outside of our normal duties just to sit down and go over paperwork face to face. 4. Whenever there were updates, so many things would change, it was like learning the system all over again. 5. Patient files, names, contact info and important dates were very difficult to access causing many miscommunication between therapist and families. where. 6. Printed documentation was poorly formatted, further impacting my professional image as well as the clinic's Switched from [Fusion](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/) Company decision 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 JD James D. Psychiatrist Medical Practice Used the software for: Less than 6 months ### "Overall a good EHR" July 14, 2021 5.0 Pros The customization both with only paying for services used as well as how much the actual EHR can be changed in terms of how a note looks, bringing previous notes to compare plus keep some information if the same. Cons I mentioned above about the prescription platform. This is bad enough that I could consider changing EMR once main contract is done. The other issue is lag. There are times it take several minutes to be able to open a page. Reason for choosing Qualifacts Insync The cost compared to the amount of customization. It is nice to be able to only pay for the services used. I also felt the salesman did a great job taking the time and answering all my questions in very timely manner. Very professional and real. I never felt like I was just a dollar sign. Although there are things I don't like about the EHR, I feel I wasn't mislead at all. It's just something you see once start using it. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) The Platform was not customizable, needed changes weren't being made to be eligible for Illinois, and it was no longer free making the above issues a big issue. 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 SJ Suni J. Psychiatrist/Assistant Medical Director Mental Health Care Used the software for: Less than 6 months ### "Good EHR, Terrible Launch" March 8, 2023 4.0 I am hopeful once we are using it regularly and our remaining issues are ironed out this will be a long term EHR Pros It is a very easy to use software that is well designed for mental health Cons After purchasing, it took forever for someone to reach us about implementation. After that stage, the person working with us did not understand our practice needs and gave us poor advice. The sales team made us buy hours of training we did not need or find helpful. The person that took over for the first implementation specialist did a great job but had months of difficult work to undo. Even after we are officially launched, we are missing a lot of information and the third party vendors ignored or forgot about us. While the software is good, there is much to be desired in implementation. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[ICANotes](https://www.capterra.com/p/17102/ICANotes/) Reason for choosing Qualifacts Insync The price was fair and the features reported did everything we needed Switched from [OpenEMR](https://www.capterra.com/p/131911/OpenEMR/) There were significant glitches and so many features missing 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 ZY Ziad Y. Practice Admin Mental Health Care Used the software for: 6-12 months ### "Got a small practice?... Run away, quick!" June 16, 2021 1.0 In one word I would say, scammed, we felt we were scammed by insync and their upper management. When signing up originally we were offered two options; a monthly fee, where we wouldn't own the software, or we could by licenses which we would own, and just pay a small monthly maintenance fee. After shelling out $9,000 dollars over several large payments, we were sent our yearly "small maintenance fee", a nearly $7,300 bill! Thinking it was a mistake we didn't pay, we intended to get it corrected. Before we had the chance our software was turned "off", or ut into "read only" mode as they are so fond of doing (they this once before without warning when one of our payments was late). How can they turn off access to software we own? Good question, after a conference call with the \[SENSITIVE CONTENT HIDDEN\], and still no answer to that question. We have moved on to another more reputable EHR , we were never offered our data, so now we login when we need to reference information like which pharmacy a patient uses, etc. But even this is being block, someone up high, no one at the help desk claims they can tell who it was, inactivated one of our 4 employee accounts, so now we only have 3 users able to login even though we have paid for a total of 6 licenses.... We have reported Insync and their slimey business practices to the proper regulatory agencies, trust me if you're a small practice, or a practice of any size...run.. Pros The software itself is good, aside from the speed which slows every now and then, it is updated regularly. Cons Every screen that loads basically has to load twice, once for the actually gui to display then it refreshes and places your data within the GUI, definitely slows things down. Switched from [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Athena health wasn't mental health centric, it was too cumbersome and convoluted for the providers to chart quickly in. 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 JL Justin L. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Buyer beware!" July 30, 2022 3.0 Started out great, sales pitch was obviously exciting. Once we started communicating challenges, the walls went up. They didn't try to compromise at all. Pros There's really nothing all that exciting about this software. The only positive is that it's highly customizable, but there's many others that are. This company's biggest claim is that they "sell" you a software license. So once you pay it off, there price goes down. Cons They "sell" you a software license that you can never return. If you drop $50k like we did and the program ends up not working, they WILL NOT return your money. After trying to work with their \[SENSITIVE CONTENT\] to get our money back, we were told too bad, the deal is done. As a small PT company try to survive, that was a difficult experience. Alternatives considered [Raintree Systems](https://www.capterra.com/p/29511/TherapyRehab-Plus/) Reason for choosing Qualifacts Insync There ability to purchase a software license and lower costs down the road. Switched from [WebPT](https://www.capterra.com/p/92920/WebPT/) Tried to lower costs. 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 LF Lindsay F. Therapy Program Manager Medical Practice Used the software for: 6-12 months ### "If you practice is complex- look elsewhere for software " August 31, 2022 1.0 Overall our experience has been painful- we had allot of turnover with who we were working with and we had over 9 months of building out our program before it was useable. Pros The billing features are well put together. Cons All other scheduling features are not user friendly- especially if you have more complex features as a practice. The software lack ability to be customized. 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 EL Erin L. Clinical Supervisor Hospital & Health Care Used the software for: Less than 6 months ### "Thank you for InSync Staff" January 6, 2022 4.0 Pros How HIPPA compliant the program is, and the client portal is robust. Cons Can be clunky at times, doesn't integrate into things like outlook well. Not very intuitive. Reason for choosing Qualifacts Insync Liked the functionality, ability to come and out of the various products 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 Similar Products Featured