Once we met with the InSync management we knew this was the company for us. They are "can do" people. They had a solution for every challenge we have. As a large behavioral health service provider we have staff located in many places so we needed a software product that had strong management functions. InSync has it.

First and foremost the ease of use. The product is very intuitive and easy for staff to learn and operate. Second, the support staff are awesome. They helped us at every step. Very knowledgeable, approachable and always there for us. Also, the cost savings. While we didn't realize how much we were going to save at the beginning. We now know we will save $3M over the next 10 years. And we will be able to repurpose a couple of staff as less support is required with this product.

Gees, not much here. We are so satisfied. I guess the fact we did not implement it sooner.

With all of the above being said, I think [SENSITIVE CONTENT] did a great job! There were some hiccups along the way but he helped us walk through them. It is always hard going from one platform to another- you are so used to doing things the old way that you think that is the way the work flow should be. [SENSITIVE CONTENT] did a great job of showing us what we are capable of doing in Insync. He would ask "why do you want to do it that way" and the answer 90% of the time was because that was what we were used to. He would then show us how Insync gets to that same end result and why it was done that way. He went to bat for us with support to try and get a few things added/changed- a big one for us was the scheduler. In the old system we had a view where we could see all the facilities schedules on one schedule, we very much miss that view. We know that it may or may not be implemented but he was still willing to do the work to try. I always had lots of questions and he was always willing to answer them and if he didn't have the answer he was willing to spend the time to find the answer. He was a great asset to our implementation.

(I used all three sections below to describe our overall experience with Insync) I would say that we are too new to the experience with Insync to really comment on if/how it has helped the business/ practice. I would like to comment on our implementation experience. It is my impression that no one really knew what was going on at the start, I do not blame this on any one person. It sounds like the type of training that we decided to do (Insync University with 10 hours of training with a specialist) was a new tier. Doing the training via the University came with its own challenges as it is hard to find space in a full practice for clinicians/ support staff to get training done. It would have been very nice to have an itinerary laid out. (We were given the itinerary for the large market at first and while that looked overwhelming it was nice to see the time frames and what was expected) For instance, week one workbook completed, week two- trainings 1-6 complete (setup reminder configuration), week three trainings 7-12 completed (ECPS done for the providers)..etc.

There was a lot that needed to be done but I always felt like we were missing something or we were rushed to get stuff done because we didn't actually know it needed to be completed. When it came to training with a certified Insync trainer, we did one 5 hour block where we closed the clinic so everyone could attend the training. We walked away from that with lots of questions, unsatisfied. It may have been untraditional for a clinic to want to do all their clinical training in one setting but that is what worked best for us as a clinic. The trainer went through the initial setup of the EHR 4 different times, totaling probably 4 hours of that training. Each group that we had go (front desk, med providers, therapists) were walked through the basics/ set up of the EHR. We feel as though it would have been more efficient to have the trainer do the basics once and then break it down further with each individual group. Again, I don't blame this on one person, I think there was confusion based on the training package we bought. I hope our experience can help shape a better implementation process for future practices!

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.

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.

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.

The best part about InSync is the customer service. I’ve been utilizing this software for over 5 years and while the product could be more efficient, the assistance from your support staff is unparalleled. I’ve been working with [SENSITIVE CONTENT] for a little over three months and he has been wonderful. I signed a new client and he helped me get the account set up excising patience and acting as a guiding voice. I never once was worried about anything because I know [SENSITIVE CONTENT] would be able to answer any questions I had. He handled my MANY inquiries with grace and patience. His due diligence made this process painless.

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.

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!

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!

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.