Qualifacts Insync

Pros

Great look, easy to use and wide range of customisation options.

Cons

Unable to download patients entire chart at once and also lack of bulk action when performing tasks.

Pros

This is such a robust system! The support team is fast to respond and resolve any issues or provide assistance with configurations when needed. I love that we are finally using an EHR that requires little to no workarounds to get the job done!

Cons

I would love to see the University separate Administrative, Configurations, and user workflows to allow for more efficient training of new users who have no need to know certain aspects of the EHR.
I would also like to see more enhancements to allow for individual facility customizations when there are multiple facilities under one practice to account for the diversity of each facility such as appointment reminders, auto eligibility configurations, etc..

Pros

Billing and progress notes in the same platform. I like how the dashboard could be edited to however we like the best.

Cons

The overall color layout is mediocre. Some things displayed were redundant; the different gadgets some were repeated.

Pros

it has amazing capabilities and it does help us deal with some big issues

Cons

the interface is clunky and slow and not intuitive - it does not integrate well with other software

Alternatives Considered

TherapyNotes, LLC

Reasons for Choosing Qualifacts Insync

had more employees and thought this would be better and easier to use

Switched From

SimplePractice

Reasons for Switching to Qualifacts Insync

Better billing system and by a recommendation from a colleague

Pros

User friendly, widely customizable, extensive features and tools.

Cons

Some parts are super technical which require more research and support from their tech team.

Alternatives Considered

AdvancedMD EHR

Reasons for Choosing Qualifacts Insync

More robust features, configuration, and patient resources.

Switched From

TherapyNotes, LLC, Valant EHR Suite and TheraNest

Reasons for Switching to Qualifacts Insync

Pricing and ease of use for the providers, admin, and clients.

Pros

The training was extensive and seemed very helpful, giving us the feeling that things were going to go smoothly. There are many reporting features that we need.

Cons

After implementation we felt lost. Support was no longer a phone call away. It's as if we got off a cruise ship in the middle of the ocean, landing on a deserted island.

Pros

It is easy to learn the system and navigate.

Cons

Our billers have had some hiccups learning the system.

Alternatives Considered

athenaOne

Reasons for Choosing Qualifacts Insync

Raintree was stopping support for the product we were using and it was not working well for us in the first place.

Switched From

Raintree Systems

Reasons for Switching to Qualifacts Insync

Price and product functionality in the mental health realm.

Pros

There are a long of great features and enhancements.

Cons

Sometimes the features are not quite there. Technical issues are common and it can take a long time for them to be fixed. Some associates are not good about responding to emails.

Pros

Its basically a self serve type of system. this is good and bad. Sometimes additional help with linking information from Insync to the EDI system is needed

Cons

being able to create our own reports would be helpful

Pros

Most reports export to excel making it easier to get the reporting that is being asked for

Cons

There are too many ways to get to the same spot in the system or accomplish the same this. I recognize that this is also a pro, but it makes training difficult.

Pros

The part of Insync that we like so far the most, is the patient portal and how simple the system is for patients to use. We also really like that we do not have to bill secondary claims out on paper by using Insync. This is way more efficient than what we were doing in the past. We also really like the central scheduler. It is way more friendly. The global schedule is simple, sleek, and clear.

Cons

This is a hard question for me to answer at this time because we have only been live for 3 months. So far what we like least is the billing section of the practice management portion. We haven't used the automated claim generator yet, and honestly we are nervous about it just because the migration from the old system to this was so messy that we are afraid if we do not go through everything by hand for a while, we will miss critical details that will effect claims going out "automatically."

Another thing that we really like, but also dislike is how deep this software goes. There is almost too much that can be done in Insync. It is such a big system that we feel that it is going to take us at least a year to really have a good grasp on what Insync is capable of.

Lastly, we really aren't a big fan of the way that the assessment is set up currently. We are moving things around and adjusting to see if we can disable parts we don't use, or add parts that speed up our process, but right now it is no simpler than the last EHR we used.

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, ClinicSource, Tebra, SimplePractice and TheraNest

Reasons for Choosing Qualifacts Insync

We were outgrowing therapy partner. The software was glitchy and the customer service had declined. They had told us about several improvements and a ‘system rebuild’ that was in the works but it had been three years with no updates. When we reached out to let them know of our unhappiness, they told us there never were any promises of updates or new features. We couldn’t continue to utilize them without getting those glitches fixed, as our practice was growing! So we started looking elsewhere and found inSync. Ironically, shortly after we had the conversation where they told me there were no plans for new features, they rolled out the very feature we’d been begging for, and had been promised all along. But it was too late because it still left us with a glitchy system and poor customer service, and we were already moving on.

Reasons for Switching to 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!

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....

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.

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.

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

Reasons for Choosing Qualifacts Insync

ICANotes was very unreliable and antiquated. InSync is more updated, user friendly and a better value overall.

Switched From

ICANotes

Reasons for Switching to Qualifacts Insync

Price, options offered and reviews

Pros

System stable and friendly customer services.

Cons

some report pattern can not be saved and identify ID for insurances is wrong in billing.

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

Pros

I love how we were able to customize absolutely everything! Some things are a bit taxing to set up, but the start-up team was there every step along the way and the final product is just what we needed. Special shout-out to [sensitive content hidden] . - he's the best!

Cons

The care plan (i.e., smart goals) isn't the best, but it works for what we need.

Pros

The ability to create dynamic forms and reports on the fly is one of the biggest value-add that helps my agency.

Cons

Direct access to the clinical docs themselves outside of the encounter note is lacking. I'm new to this product and hope there is a solution on the horizon.

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.

Pros

Our initial support and training staff were exceptionally responsive to our needs and excellent at what they do. Most of the people who work for the company seem to really care about the product and care about whether we are happy with the system or not. Even the owner of the company went to bat for us several times when we were not getting features we had been promised in a timely fashion. Generally, the system is extremely customizable to our practice and we were able to set it up for our specific needs. Now that the system is up and running, our staff, clinical as well as billing/scheduling, seem to be really happy with it.

Cons

As I mentioned, during the initial setup and customization of the system, our initial trainers and sales people were all awesome to work with. Now that we have gone live and are using the system, we are dealing with the technical support staff. While they generally respond in a timely manner, all of the ones I have dealt with are from India and are either extremely difficult to understand or else don’t seem to fully understand what we are trying to say. This can be extremely frustrating at times.

We were told the program was very customizable – which is true. The problem is we didn’t realize that their setup team had so many customizations and updates to make for other clients that it took almost 8 months from the time we signed the initial contract to get our needs addressed. This wasn’t helped by the fact that they kept giving us dates we could expect the next software roll-out and then those dates kept getting postponed. One major problem was that we had been told before we bought the system that it could do accrual accounting. Then we discovered it wasn’t set up to do accrual accounting at all. From April 1st, when we went live, to the end of June, we were unable to generate any financial data. This was a big problem for us. In addition, we were unable to generate specific outcome reports we had been promised (and that we needed for quarterly reports for some of our funding sources). This has been worked out now but was very stressful at the time.

One of the things that appealed to us about this system in the beginning was the great reviews it got for its technical support and the responsiveness by which they responded to problems. While they are generally responsive, they haven’t consistently been so. One staff person told us the company was growing so fast that they were unable to respond to the increase in technical support needs. Maybe this is something that has been ironed out by now but it was certainly a problem early on.

Pros

The ability to keep everything electronic and stored with the patient record. The tracking/progress of treatment plans.

Cons

It always comes down to cost. I am a very small business and have clinicians that work very part time (under 10 hours). InSync has the ability to do transactional, which is great, but I worry this will be expensive as well.

Alternatives Considered

AdvancedMD EHR and BestNotes

Reasons for Choosing Qualifacts Insync

The system is on two separate platforms (one for clinical and one for billing). It is difficult to use and has many steps to do just one thing. I see InSync as something that will be a time saver!

Reasons for Switching to Qualifacts Insync

Cost and ease of use.

Pros

Its ability to customize forms and workflows. It also has robust reporting and makes managing multiple locations much easier. The customer service is excellent (not perfect) but it is really good. Our onboarding specialist needs a raise; [SENSITIVE CONTENT] was amazing.

Cons

At times working with 3rd party vendors InSync has contracted with was extremely frustrating. Most of the issues were resolved that I see as critical but only after a lot of pushing. The problem we encountered is that the third party representatives didn't care as much as the InSnyc employees but the InSync team doesn't know the details of the third party systems (so they couldn't help). Zoom was an exception but the onboarding processes for integrating e-prescribing, fax and labs were frustrating. Also the 3rd parties used for texts, emails, and insurance verification really need to step up their game (or InSync needs to demand better).

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

Pros

Not a thing. There is no redeeming quality.

Cons

Everything. We just discovered that in 2024 alone (6 months), 663 claims NEVER generated. Why? So many issues with not creating revenue, claims or invoices. This is over a $1 million loss as many of the claims are medicaid with very tight timely filing requirements. Also since the Change Healthcare hack, they are making us use Availity and more than half of the claims we download from Insynch and upload to Aviality are 'missing', making a horrendous process to identify which went out and which ones failed. Insynch uses multiple clearinghouses to complicate things further.

Pros

Qualifacts bought InSync, and one of the nice things is that they didn't completely gut the good things about InSync. They did work on fixing many of the issues that InSync had, which was very promising and very nice.

Cons

When we first moved to InSync, it was so easy to call someone for help, now there is a ticketing system and I've actually had four to five tickets that completely disappeared so I'd recreate them. A month or so later I received an email regarding the ticket. The tickets had been internal only with no warning for me, which caused me to create more tickets, more than likely bogging down their system, and leaving me feeling ignored.

Pros

Has some nice features, enjoy the clinical charting schedule feature

Cons

continual errors, very difficult to fix complex issues, causing billing delays, not keeping their word

Alternatives Considered

Secure Telehealth

Reasons for Choosing Qualifacts Insync

They did not keep up with technology and did not provide enough support

Switched From

Procentive

Reasons for Switching to Qualifacts Insync

because of the features they promised but could not deliver on all of them

Pros

It is not as good as the credible product. I like the color scheme and the layout.

Cons

The helpdesk staff are friendly but there are too many repeat tickets. The helpdesk does not know how to handle a small company with no experience in managing a health record. For example--change in codes requires more than a fee schedule change many other tickets to be put in. Terrible experience. One year of addressing this issue so we can bill the service-unacceptable.

Alternatives Considered

Qualifacts Credible

Reasons for Choosing Qualifacts Insync

The funder required us to stop using their system

Switched From

Qualifacts Credible

Reasons for Switching to Qualifacts Insync

We could not afford Credible. It was too expensive.

Pros

-Being able to slide appointments to a different time slot
-Seeing the number of started notes vs unstarted notes
-The option to send to dos

Cons

-Unable to copy and paste in charts in documentation
-Having to reset the time seen when other information is not added in a specific order when scheduling an appointment

Pros

-Ease of Use
-Everything you could need is in one system
-Reports Pull Data with little to no missing data
-So many helpful reports
-Customizable
-Customer Service has Quick Response Time
-There are always improvements being made
-We are encouraged to provide improvement requests
-We are asked to provide feedback on our customer reps
-Almost everything in the billing side of the system for the practice

Cons

-The patient scheduler is an "appointment requester" and not a scheduler on the patient side.
-The customer reps do not call when we provide them with times we are available.
-There is a limited amount of my team wo are allowed to make tickets for issues, which does not help when they are having technical issues that we are not there to assist with when the customer reps call us, and not the person having the issue.
-The knowledge of the customer reps when we explain how something should work, or how we would like things to work is a 4/10.
-Having to purchase Insync, and not have a rent or trial option

Alternatives Considered

DrChrono, athenaOne, TheraNest and CharmHealth

Reasons for Choosing Qualifacts Insync

-We were losing money by having to manually post ERA/EOB information into the system for almost a year, and it was getting worse every few months. -At the start of each year, we would lose about 60% of our income due to something going wrong with the EHR. -Patients could make payments, and there was never any notice of the payments coming in, which would cause double payments. -If we posted a payment, it would double, or triple itself at random. -The Customer Support would have issues closed as soon as they were opened, or would have the issues closed before they replied. -Sometimes we would re-open tickets that had no response, just for them to close again with no response. -The reports we would pull would be missing a slew of information, and when asked about the issue, if we received a response, we would be given the reports from the customer service rep, but wouldn't be told why the issue had happened. -The claims sending process was very slow and time consuming as we could only send a certain amount of claims at a time. -The training documents they had when I had last looked (2022) were from before we had opened business with them (2017). -The prescriptions would not send at random, and we would not know until a patient called or emailed. (There is supposed to be a report for this, but the report showed scripts that HAD sent as well as HAD NOT). -When advised of providers leaving the practice, we would be asked if we were sure we wanted to remove them from the system, and still be billed ages after we had asked for the person(s) to be removed.

Switched From

CarePaths EHR

Reasons for Switching to Qualifacts Insync

They offered everything we needed at a price we could afford.

Pros

That is more efficient getting issues solved

Cons

Personally I like to speak to someone by phone, I'm old school.

Alternatives Considered

Sevocity

Reasons for Switching to Qualifacts Insync

Met office needs, was less expensive to buy

Pros

Reporting capabilities, claims options, work que's

Cons

Time it takes to correct a problem, the repositioning of the screen when opening a new screen.

Alternatives Considered

Valant EHR Suite, Tebra and athenaOne

Reasons for Choosing Qualifacts Insync

Lack of reporting, lack of control over claims, lack of billing secondary claims, lack of possible payers to bill.

Switched From

TherapyAppointment

Reasons for Switching to Qualifacts Insync

overall ability to make it our own, and the amount of reports.

Pros

IT IS USER FRIENDLY. AND LEARNING A LOT.

Cons

WHEN THE PATIENTS NAME POPS UP AUTOMATIVLY AND THAT'S NOT THE PATIENT YOU ARE WANTING THERE.

Pros

We have worked with InSync since 2017, and they continue to make improvements and streamline the system every year.

Cons

Other than the occasional glitch, I have no complaints!

Pros

for the most part it works pretty well with no issues

Cons

when a client cancels the confirmation should not go out

Pros

The system rarely goes down. Reasonably adequate as far as putting notes in and for purposes of submitting claims and applying ERAs. Perhaps not every bell and whistle that can be wished for, but adequate.

Cons

There is a lot clicking and waiting a few seconds for screens to load up. This seriously slows down workflow because you may have to click through a few screens. It does not automatically update the chart to show you reviewed a PMP note, for instance, so after sending the med you have to click on the facesheet and wait for this to load. From that screen you can then load a custom form and wait (a little less time) for this to load. Frequent errors in when they were implementing us. Taxonomy codes were put in incorrectly which we didn't catch till later. Claims sending was set up incorrectly for under supervision. At the time at least there was a good degree of availability of tech support, and while they didn't always give you the right answers, after calling a few times you could typically get things figured out. They have since been bought by Qualifacts and things are going down the drain quickly. Now you are put in hold for 40 minutes before being able to speak to someone. Only 5 people from the practice, regardless of size, are allowed to call for support at all. Given how often we've needed to call to figure things out, this would have been unworkable for us in the first year with them. We switched to InSync because they offered a scheduling platform for new patient appointments. The platform did not work at all. It would offer patients appointment times that were already occupied. I don't remember the details, but it really wasn't a workable system.

Pros

I don't like it at all. It is archaic and has no form logic.

Cons

Because of the lack of form logic, it places too much complexity on the user. Extracting data (via spreadsheets) is possible, but the program offers no analysis at the practice, program, or organizational level.

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.

Pros

Insync has the most features, and is very customizable to how you want it to be used, based on workflow and they types of services that are specific to an agency.

Cons

Specific to our industry- we will probably be needing what is being called EVV (Electronic Visit Verification). This is becoming popular for companies that provide community-based services in the home. EVV is a GPS verification system that provides proof to insurance companies that a visit was performed. The best way to use EVV, is to have it tied to your EMR system, so there aren't multiple systems being used. It would be nice if Insync could develop something that would accommodate this, as EVV becomes a requirement for us, and probably many other services.

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 and ICANotes

Reasons for Choosing Qualifacts Insync

Office-Ally was limited in what it could offer (ie. documentation, billing, reporting, etc.) which created a lot of extra work and mistakes.

Switched From

EHR 24/7

Reasons for Switching to 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.

Pros

Customizable templates.Advanced Reporting.Personalization Ability.

Cons

PricingTime it took for Implementation (long)

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.

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.

Pros

Reporting, outcome tracking, billing ease

Cons

Text messaging reminders cannot be location specific.

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

Pros

Customizable templates, very intuitive, prescription module is user friendly.

Cons

Continuing to update and revise with implementation taking place only 2 weeks ago.

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, TherapyNotes, LLC and ICANotes

Reasons for Choosing Qualifacts Insync

There were significant glitches and so many features missing

Switched From

OpenEMR

Reasons for Switching to Qualifacts Insync

The price was fair and the features reported did everything we needed

Pros

InSync is not an "out of the box" pre-formed software which forces your practice to mold itself to the way the software works. For a practice of our size, having developed our practices over many years, and yet still with room to refine our processes, InSync was perfect in that it let us truly shape how we wanted the software to work for us. However, it added absolutely critical functionality in key areas (crisp and clean patient portal, automation of many routine tasks- card charging, payment posting, even claim generating...), which was a major upgrade from our previous EHR. The charting functionality is endlessly customizable down to the font size and background color of the words "Date Signed" on the bottom of your custom patient form. Optional pre-built treatment planning as well as assessment questionnaires add to the utility of the program.

Cons

Because the software is customized to your practice needs and workflow, it takes a long time to set up. Also, while there are hundreds of settings and options available for all aspects of the software, it can be a little overwhelming to learn. But once you get it, you notice the repeating patterns of how modules are set up, how searches and lists work, and the shortcuts you can generate really pay off.

Alternatives Considered

PIMSY Mental Health EHR, Valant EHR Suite and AdvancedMD EHR

Switched From

CentralReach

Reasons for Switching to Qualifacts Insync

We felt InSync was the most developed, deep, thought-out program. We loved the customizability and the "fearlessness" of the developers to create new features and enhancements and roll them out as quickly as possible-- we sensed the programmers "got it" and wanted their practices to succeed in what they're trying to do, even if the product feels sometimes redundant or has an odd-looking icon somewhere, as opposed to EHR's that wont develop functionailities because they can't foresee how it would change use of their system 5 years down the line or if the coding doesn't seem elegant enough. InSync is built for the Provider and the Biller, not for car shows.

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 and Raintree Systems

Reasons for Choosing Qualifacts Insync

ClinicSource was outdated with limited personalization to our practice.

Switched From

ClinicSource

Reasons for Switching to 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.