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.

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.

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.

We got into Insync before it was part of the Qualifacts brand, so I can't speak from the start of use till now (It was rather rocky, as systems we had been shown and advised were capable of being used turned out to be unusable or not available). However, since the purchase Qualifacts made, we have been given smoother update notifications, a better way to connect with customer service (we had previously never known where we were with an issue on Insync's side, but now we can track it), and there seem to be more improvements being made now each month.

-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

-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

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.

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!

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.

The helpfulness of the staff that we worked with during implementation has been absolutely amazing. [SENSITIVE CONTENT] will forever be my favorite Insync employee. She was kind, polite, prompt and professional. [SENSITIVE CONTENT] were also extremely helpful.

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.

Overall Insync Healthcare Solutions is a comprehensive integration of clinical and business in one user-friendly customizable product.

We have been using Insync for a year now and overall have been very pleased. On the EHR side, the customization of the platform, particularly the Encouter Notes has been the best feature. Being able to tailor it to our patient population with integration of review of systems, quick check-boxes and so many scales has streamlined our documentation and improved efficiency. On the RCM side, having a designated team has been invaluable! Our Accountant Managers have been very knowledgable and creative, out-of-the-box investigators and our revenue stream has steadily increased over the past year. Additionally, the Customer Support Team has also been incredibly accessible and so helpful in problem-solving issues that arise.

The reports are plentiful, but almost too many options. It has been somewhat challenging to find the right reports to measure productivity. The RCM team continues to take our feedback and are regularly updating and improving reports.

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.

The different stages I have been in with InSync has far exceeded my expectations. The team I have worked with from [SENSITIVE CONTENT HIDDEN] everyone has been not just patient and kind, but knowledgeable and helpful. The customer service alone would keep me with InSync, but the actual product is easy for all of our different types of workers from the more technologically hesitant to those who are more fluent in different EHRs. I was hesitant to change EHRs because I know how extensive the transition can be but I have to say it has gone much much better than I would have ever thought!

I have had to change systems before just a few years ago and the development and implementation team we worked with for InSync was beyond phenomenal. Not just knowledgeable but really eager to make the system work for us instead of just getting it implemented. We had some big changes for our organization in the middle of it and the InSync team came to us with not just a ton of positivity but with solutions and suggestions to our concerns. Phenomenal team.

I am currently at a point where I am finding very little that I dislike about the program. There is always the minor hiccup here and there finding things we thought we created right but needing to adjust and that really just comes with any system.

What used to be a relatively supportive relationship has turned into what feels like a one-up versus one-down relationship. I would not recommend their current mode of operation to anyone.

The EHR was working well and the RCM team was kind and supportive prior to being purchased by Qualifacts. This is no longer the case.

The RCM team is neither supportive nor helpful.

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.

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.

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.

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.

The overall experience has been good, and again their staff are very accommodating.

It is much easier to use than the EMR we were using beforehand. The InSync team have been very nice to work with. They are flexible, want to help and problem solve and really seem to care about you being happy with the software.

The integration with our business workflows. We didn't feel the process that InSync uses for Integration was the best use of time and had a good flow from our end.

I am hopeful once we are using it regularly and our remaining issues are ironed out this will be a long term EHR

It is a very easy to use software that is well designed for mental health

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.

Overall, InSync is user friendly and has various features that will be beneficial to our practice. The implementation process itself has been great mostly because of the individuals that have been working diligently to ensure our success. I would like to acknowledge [SENSITIVE CONTENT HIDDEN] with the RCM team. From the very first moment I met [SENSITIVE CONTENT HIDDEN], I knew that we were in good hands. She is solution-focused, results driven and has excellent interpersonal skills. [SENSITIVE CONTENT HIDDEN] is extremely knowledgeable yet compassionate with her approach. She welcomes all questions and has consistently made our practice feel like a priority. It is a breath of fresh air to work with someone that not only understands their role, but can also validate, empower, and offer solutions to enhance process flows. We are extremely grateful to have her as a part of our team!

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.

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.

Since we began looking for a new system, I have been impressed with inSync. Since we signed an agreement with them to use their system, their implementation has been fantastic. They have been responsive to our needs, adapting to our workflows, and their training to our staff has been excellent.

Support, Implementation Team, Customization of workflows, Ease of use, Compliance of the systems, Speed of the system, Updates

We have not discovered anything we do not like about the software.

I've been impressed with the quick response time to questions or problems I run across within the system. The implementation team was top-notch [SENSITIVE CONTENT HIDDEN]

Insync has multiple features not found in other products. The patient portal has been very helpful in communicating with patients, allowing them to schedule their appointments and sign releases.

Difficult at first to navigate. Fortunately, the support team replied promptly to every problem I ran across or question I had. For someone that is electronically inclined, I'm sure this product can do far more then what I am currently using it for.

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.

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.

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.

Implementation team was kind and helpful when on site.

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

The set up process for this system was very stressful – we were promised outcome reports and the ability to do accrual accounting reports that were not developed until months after we went live with the system. Most of their support staff are from India and are difficult to understand, and the amount of staff hours it took to customize the system was outrageously high. Overall, it is a relatively easy system to use although there are times when things take three key strokes when it seems like it should only take one.

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.

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.

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.

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.

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.

Very positive, [sensitive content hidden] the Implementation Specialist was very helpful, knowledgeable about everything we needed, and was always very friendly throughout. [sensitive content hidden] who did our billing implementation was also very helpful and patient with me as I am not as knowledgeable about billing. Overall, a very positive experience in implementation.

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 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.

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

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. :(

The extensive process that we went through, from the introduction of our workflow to the final rollout was comprehensive and exceptional. The Clinical Implementation specialists were thorough, patient, and knew the inSync system inside and out. Because of this high level of familiarity with their product, they were able to cater to our needs extremely well and to help us create a product that worked best for our company. In addition, they were able to train our staff to a level where we are now able to create our own custom and clinical forms should the need arise and to independently configure the system to our needs.

We are a pediatric therapy clinic that has had our own medical record system and way of doing things for years. The inSync software supported the vast majority of what we needed in our documentation system and we were able to integrate our needs into their system very well. If it was not a feature that inSync had an established system for, they worked quickly to find a workaround or to create that feature in their system. The end result was a more efficient and customized system than we had previously been using.

I can't speak to the scheduling aspect of the system as I am involved primarily on the clinical documentation side. It is my understanding that some of the aspects of the scheduler were not initially as efficient as hoped for a multi-clinic location. However, I also believe that these concerns were immediately addressed and modifications have already been put in place.

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.

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.