Qualifacts Insync Reviews

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.

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.

Potential future functionality and ability to make some forms customizable after enhancements.

Misleading advertisement of this system and the ability to configure for our specific needs.

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.

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.

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.

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.

+ Financial reports extensive (I can't emphasize enough how helpful this is)
+ Easy to communicate between clinicians
+ HIPAA Zoom integration
+ Practice Management generally seems to work well/fewer glitches on that side compared to the EMR, just a few flaws like how the balance shows up in the patient portal can be confusing for patients
+ Works well for group practice workflow
+ Has all the necessary add ons in one system (and more!) - this is great!
+ Customer service very responsive about 2/3rds of the time, available by phone and email
+ After the first 6 months or so, almost all the glitches are ironed out
+ It is very customizable in every way (forms, note templates, appt reminders, calendar format, html name, really everything about it)
+ PDMP integration is awesome

- No Google Cal integration (DrChrono offered this)
- Patient Portal can be glitchy
- Deployment does not go smoothly at all
- Appointment reminders are per-text/per-email and thus very expensive compared to other programs
- All the add-ons end up cost a lot per month (claim submission, HIPAA Zoom, etc, even though we own the license we still pay quite a bit per month per provider/higher than what they estimate)
- Would not be financially practical for a psychotherapist account but would need to purchase one if we hired one/there is not a cheaper option for therapists vs. psychiatry
- Overall had to deal with a ton of glitches for the first 6 months or so before the system ironed out
- For transgender clients who use a non-legal name, there is not a good way to use their preferred name as the primary name in the patient portal
- Some aspects of reporting are time consuming (e.g. if you make a specific patient category you need to add each patient individually, can't add based on "all patients in XYZ state or all patients with XYZ insurance")
- No way of verifying identity with the identity question quiz thing/need to have clients upload a photo of their ID which seems low tech in today's day and age
- Generally the interface looks kind of old
- Server is noticeably slower than other websites
- Although the purchasing license up front seems like a good thing, in retrospect I don't think it is because you end up paying a lot per month for all the add-on features

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.

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.

The product is very easy to use and simple to understand but what keeps me coming back and signing new clients on is the impeccable customer service.

Eligibility through practice insight and some other reporting features could be improved. Insurance eligibility especially is currently very tedious to verify. The reporting features can be improved as well. For manual entry of claims a tab over field for ICD-10 would be helpful. Clicking to
Proceed is a waste of time. That’s the feature that makes me want to consider a different software. I’ve asked customer service many times if anything can be done but they said nothing can be changed about that.

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.

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.

Insync allows me to bring all facets of my business under one umbrella:
program management,
submitting claims,
client/patient statements,
clearinghouse,
credit card processing,
patient portal with
customized forms for progress notes and initial assessment, along with
HIPAA and consent for treatment, and
telehealth with Zoom that is very reliable.
With the portal, patients can make their credit card payments online and
send/receive emails that are all HIPAA compliant.

Setting up insurance companies was a bit of a challenge; however, that is because I forgot to change my address on Medicare website which caused a glitch in processing claims.

The software itself is good, aside from the speed which slows every now and then, it is updated regularly.

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.

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

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

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.

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.

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.

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

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

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

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.

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.

I like that InSync will enable us to become digital in our work flows and it will connect our programs together across the whole organization. It will cause our organization to grow and become more adhesive in the work we do, and we will be able to track the services we offer and see the effectiveness or ineffectiveness of certain programs enabling us to make changes that are needed to make us better.

The integration was not easy just more work than I anticipated but to be fair we are really just getting started.

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

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.