Qualifacts Insync Reviews

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.

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

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

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

All features in one system. Faxing, e-prescribing, PMP, billing, scheduling, ect. all in one. The ability to edit and create what we need. I love the ease of sending and receiving forms to patients, I love the fax integrated and able to save and upload so easily. I LOVE the to do option to coordinate between staff for medication issues and testing referrals. The med team is a big fan of the PMP inclusion. The front staff really likes the kiosk for patients who did not do paperwork prior to coming in. The patient portal is also so much better that we had before. We love the facesheet, it has become our new go to. The customizability of the dashboard. Assessment options already included that we can easily send out to patients and when they come back already scored. Ease of creating patient groups.

Cons

Billing not being current without the encounter closed. That is a huge issue with having a current bill at check in as we need to be able to more easily have a current charge at check in that includes that days encounter. Compatibility with IPads are such that makes them not a good match and that has been disappointing. We had some providers who bought one planning to use that and found you cannot hover over icons with an ipad. Not having an easy no show fee option and having to "bill that" instead of just quickly and easily adding a fee from the schedule at check in. Not seeing the phone number for the patient on the appointment scheduler when you hover over the appointment. The Payors/EDI enrollment process was very difficult compared to Therapy Notes. The inflexibility in the scheduler, I understand having those in blocks but it is a hassle to have that so strict. Speed between screens. The time it took for me and a few admin people to implement this system. I did not realize at the beginning what I was in for in regards to time and it was really tough to juggle with the regular needs of operating.

Alternatives Considered

athenaOne

Reasons for Choosing Qualifacts Insync

The practice grew to a size and with different locations we needed a system that was all inclusive so I can manage easier. We were using MD toolbox for prescribing, FormDr. to send out patient forms, Therapy notes for billing and notes and such, and Metrofax to efax. So we needed to put everything under one.

Switched From

TherapyNotes, LLC

Reasons for Switching to Qualifacts Insync

Better for behavioral health. We needed to be able to have groups and the others had behavioral health but lacking some of those features like group and built in assessments.

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

The integrated clearinghouse info is so helpful. The ability to resubmit claims through InSync is a huge plus. I love that I can work rejected claims within InSync. Prior to this, I was having to wait until I got EOBs to see any rejections or inactive insurance issues. Now, I can catch those issues much faster (sometimes the same day) and fix the issues.

Cons

My least favorite thing is the inability to see visits in patient demographics - financials unless a claim is done. If I have a claim back-log, the front office can't pull the financial details for a client. We were used to a view/edit charges type arrangement that showed visits regardless of whether or not the claim had been processed (which wasn't always a good thing). It's more of an adjustment to how we do things than a criticism of the software.

Alternatives Considered

TherapyNotes, LLC, PIMSY Mental Health EHR, Tebra, SimplePractice and TheraNest

Reasons for Choosing Qualifacts Insync

Valant was not great. It had somethings that were good, but when they switched from PPS to IO...it went downhill fast. We had issues or outages almost daily. The "upgrades" they were doing were mentioned and then it would take forever to do them. It was like once you were in Valant, you were stuck with the way they worked. Enhancements don't get made often. They need a better team that listens to clients and the needed features.

Switched From

Valant EHR Suite

Reasons for Switching to Qualifacts Insync

InSync had all the features we'd been seeking and had stellar reviews. We had the opportunity to speak with a reference company that had switched from Valant to InSync. Their reference was great - "best move we've ever made."

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

Previously, we had used 3 other EHR's, each with their own set of issues. However, the last one really took the cake. We were promised timely access to support, the ability to customize many things and ease of use. We stuck it out for 2 years, but when the EHR started deleting notes, not saving information, changing dates and times, we had no choice but to switch. So far, Insync has delivered everything promised and more. What took me 2-3 hours and several applications in previous EHR's, takes one report and maybe 20 minutes in Insync. This literally saves me hours of work. I have yet to have a question that cannot be answered.

Cons

The only thing I did not care for was the amount of ways to do one thing. So, it's not even a real complaint. But when teaching staff how to do things, it can be confusing to show them how to start an encounter from the facesheet, and the scheduler and the dashboard etc. It is nice that there are so many ways to complete a task but it is also a bit of a pain.

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.

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.

Pros

The initial set-up of the software is complex however the implementation team guides time and tasks very efficiently. Once the procedures and processes are solidified the day to day tasks are transferred to Insync RCM and the RCM Department. Our RCM Account Manager works diligently to bill and collect for our services to the point that our collections are at 99% and our days outstanding run around 15 days. The Account Manager understands the importance of clean billing to reduce write-offs and is very responsive when we need guidance. It is a pleasure to work with InSync RCM.

Cons

As an accountant I would like more thoughtful use of the database with focused reports that take into account accrual accounting. The system reports are robust and informational however they are cash basis accounting which require manipulation if your company is accrual accounting based.

Pros

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

Cons

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

Alternatives Considered

TherapyNotes, LLC

Reasons for Choosing Qualifacts Insync

I’ve been thinking of changing for years because they haven’t updated anything for years. Finally they announced they were closing the web based version at the end of the year and it made the decision to make it happen easier.

Reasons for Switching to Qualifacts Insync

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

Pros

Integration and implentation was never going to be easy, but we were assigned a terrible implemntation specialist, Ricky. Once we changed to Ross, it was better. We have been very pleased with his support and it made our experience much better.

Cons

As a more complex practice with many layers of services, the coding does not meet our needs. Even with the help of many team members, our invoices are still incorrect and our payers are not pleased with the changes. Mostly, we need a way to track the invoices with a number specific to that service.

Alternatives Considered

TherapyNotes, LLC, My Clients Plus and Jane

Reasons for Choosing Qualifacts Insync

We needed a way to bring EHR and invoicing under one application for both sides of our business.

Switched From

SimplePractice and Wave

Reasons for Switching to Qualifacts Insync

At the time, our salesperson made it seem like it was going to solve all of our problems. It has not.

Pros

The dashboard, shortcuts and reporting are some of our best features in InSync. We also like that the system is customizable and we have been able to enhance some of our documentation. The implementation team has great to work with and has been easily accessible for questions unlike our previous provider.

Cons

The calendar feature in InSync is our least favorite function. We also hope that one day InSync will have it's own app so that therapists can easily access their clients for the day.

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

EpicCare, 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

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

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 liked that this software was fairly easy to navigate. It is also easy to make modification and changes to various aspects of the system, so that it can grow with us and be molded to fit our needs as our needs change. I also like the fact that it is internet based, so that we aren't limited to access and staff can get caught up on their work or can work from home if the need arises, particularly with the COVID-19 pandemic. I also like the fact that the system seems to capture more information and helps provide a clearer picture of what our clients needs and progress are. I also like how easy it is to create forms to add to our system, so that we can transition to a completely paperless system. I also love the fact that you have videos to show how to do certain tasks in the system. It made my life a lot easier when it came to learning the system and training the staff. It is also nice to go back and get a refresher if it is something that we don't do every day.

Cons

We did have some difficulty with integrating the software into our agency, but I don't really think that had anything to do with the software. I think that it was more of a reluctance of some staff to learn a new system and being kind of set in their ways. I also think that we could have customized things so much more if I would have received feedback from my clinical staff. I have since learned of so many other options that we had available to us, as we have merged with a different agency (High Country Behavioral Health) and I have seen how differently they are set up. Like I said though, I don't think this had anything to do with the software, more the individuals that were going to be using it and that I needed feedback from.

Some of the videos were a little outdate, because updates had been made. Some individuals had some difficulty with that. I still really like that you guys had that option.

Pros

It is cloud based so I don't have to go in after hours to do constant "updates" like I used to on my old EMR. THe presentation of the screens appear professional and the notes are laid out in a professional appearing fashion. I like the lab interface as well and the patient portal is very nice.

Cons

The templates are not as robust as what I am used to. THey only allow you to save pre-clicks in the physical exam templates and I really miss it in the Review of Systems. The medication/allergy modules are a third party and don't interface seemlessly with the software. For instance, if a pharmacy sends me a request for a refill on Joe Smith, I can't just click on Joe SMith's name and be brought to the refill screen automatically. I have to log out of the pharmacy screen, search for the patient's name in the EMR, navigate back to the medicine module, search for the medicine that they requested and THEN finally refill it. This is very inefficient. If the pharmacy is requesting medicine XYZ for Joe Smith, we should be able to be brought to the refill of XYZ on Joe Smith with literally one click and no typing of names. I think they are working on fixing this so I am hopeful it will improve soon.

Pros

I love that InSync understood from the start that all practices (even within their own specialty) have very specific requirements and needs. Insync personalized the software to accommodate the needs of our practice and also tailored the EMR's work flow to mirror our current work flow pattern. This allowed for a much smoother transition. InSync was our practice's second attempt to transition to an EMR system. Our previous vendor's software was very restrictive and offered very little in the way of personalizing it to meet our needs. It wasn't user friendly and their technical support wasn't very supportive or helpful. Being user friendly is extremely important. Even if an EMR is tailored to your needs, if you can't figure your way through it in a quick, easy manner, you will end up frustrated and unhappy with your EMR choice. InSync's EMR is VERY USER FRIENDLY and is set up in a SENSIBLE MANNER that doesn't get you lost or confused. InSync made our transition from paper to EMR pretty darn easy for such a big, sometimes scary, undertaking. I can't say enough about how much support they offered both technical and personal (needed some emotional hand holding at times!). They went out of their way to make sure we successfully transitioned and they continue to be there for any ongoing support we may need.

Cons

The only thing that I could say here was that I wish I could have extended the 3 day onsite training to 30 days! Uh, but that would be unreasonable I know :-) But in reality, InSync, although not physically present in my office anymore, has always been available to answer my questions, guide me when needed and to help troubleshoot solutions. By "troubleshoot solutions" I don't want to imply there are any "issues" with the software. I haven't found any "issues" as of yet. I happen to have very high expectations of what I was looking to capture from an EMR, and how I could use it to help our practice meet AND score high on ALL clinical measures across the board for P4P, HEDIS and Meaningful Use. So by "troubleshoot" I just meant we worked to make sure this could be achieved. I am happy with the outcome.

Pros

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

Cons

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

Pros

ERA posting and rebilling of rejected claims is a top feature for our billing staff. The flexibility and customization of the encounter note is the top feature for our providers. Group appointments and recurring appointment capability is also a plus.

Cons

Nothing is too difficult to use but some features take time to get used to the steps involved. The number of icons and tabs can be overwhelming at first but once you are used to maneuvering through the system it is not an issue.

Alternatives Considered

Tebra and AdvancedMD EHR

Reasons for Choosing Qualifacts Insync

Office Ally was not keeping pace with technology. The EHR program was not meeting the needs of our providers and the system did not enhance the efficiency of our support staff

Reasons for Switching to Qualifacts Insync

Cost, flexibility and features.

Pros

The flexibility and customization are the best features of InSync. So many other systems are very rigid and not able to be very personalized.

Cons

Some areas there are way more clicks than is necessary, or the area you are in has several options but the one that is automatically open when going there is not the one used most often - so more clicks.

Pros

The easiness of post EFT/ERAs. Also posting patient payments is easy.

Cons

All the different reports that can be pulled. Sometimes less is more.