InSync EHR Review: A Deep Dive into Customizable Workflows

About InSync

InSync EHR by Qualifacts is a cloud-based electronic health record platform designed for small to mid-sized behavioral health and human services providers, offering integrated tools for clinical documentation, scheduling, billing, telehealth, e-prescribing, and eMAR. Acquired by Qualifacts in 2021, the company combines specialized behavioral health expertise with robust security measures, including SOC 2 compliance, HIPAA adherence, and ONC certification, while supporting measurement-based care through partnerships like Greenspace Health. As part of Qualifacts, InSync helps Healthcare organizations streamline operations, meet compliance standards, and enhance care delivery, with a particular focus on supporting Certified Community Behavioral Health Clinics (CCBHCs) in achieving sustainable, high-quality services.

InSync Features

Fully integrated EHR software: InSync EHR software combines clinical charting, billing, scheduling, telehealth, and a robust patient portal into one platform. This comprehensive solution reduces the need for multiple systems, helping healthcare providers manage patient care, electronic medical records, and the billing process from a single interface.

Cloud-based platform: Hosted securely in the cloud, the company's software offers scalability and ease of use for practices of all sizes, whether they operate across multiple locations or rely on remote staff. This setup allows healthcare providers to access critical information anytime, improving patient engagement and overall patient care.

e-Prescription & eMAR: With medication management tools such as e-prescribing and electronic medication administration records, InSync EMR software reduces medication errors and improves safety. These functionalities support integrated electronic medical records and meet health insurance portability and accountability standards.

Automated claims management: The system's solutions streamline electronic claims submission with built-in insurance verification, automated rules, and denial prevention. This functionality accelerates reimbursements, strengthens revenue cycle management, and reduces the administrative burden on staff.

ASAM support: For addiction treatment, InSync EMR includes tools aligned with ASAM criteria, ensuring structured care planning and compliance. This helps healthcare providers deliver consistent treatment while maintaining accurate electronic medical records.

APIs: The company's software provides APIs that connect seamlessly with intake forms, scheduling tools, and patient profiles. These integrations ensure patients can self-register, view relevant appointments, and interact through a fully integrated patient portal, enhancing patient engagement and satisfaction.

Configurable workflows and dashboards: The platform adapts to different specialties with role-specific dashboards and customizable workflows. This practice management software supports quick physical exam charts, specialty-specific templates, and functionalities tailored to unique clinical needs.

Integrated billing engine: Qualifacts InSync strengthens the billing process with an automated billing engine that applies ICD codes, reduces manual errors, and supports revenue cycle management. By integrating directly into patient records, the system ensures smooth billing and electronic claims submission.

Add-ons: InSync EHR software offers add-ons that extend functionalities, making it a scalable PM system suitable for small clinics or larger organizations. These additional modules expand practice management software capabilities to match growing operational demands.

EHR checklist and Excel toolkit: To support evaluation, InSync Healthcare Solutions provides an EHR checklist and Excel toolkit. These resources help practices assess InSync EMR features, ease of use, customer service options, and scalability before implementation.

Customer support functionality: InSync emphasizes strong customer service with a dedicated support team. Their customer support team assists practices in navigating functionalities, insurance verification, and other aspects of the system, ensuring smooth operations across the PM software environment.

Plans & Prices

InSync does not advertise prices for their healthcare solutions directly; instead, they encourage providers to request a free live demo through their website. During this process, they offer a custom quote tailored to each practice’s size and needs. Despite this, third-party software directories consistently list the cost of InSync’s core EHR platform at around $75 per user per month, a figure reported across sources like Capterra, Software Advice, and GetApp.

Pros

99% uptime

InSync offers a 99% uptime guarantee, ensuring minimal disruption and reliable access to critical health data for providers and patients.

Advanced hosting infrastructure

Data is hosted on Amazon Web Services (AWS) with redundant Level 1 data warehouses, providing secure, scalable, and uninterrupted access to information.

Patient self-registration and scheduling

The API weblink allows patients to complete intake forms, provide insurance details, and schedule appointments directly online, reducing administrative workload.

Highly configurable system

During implementation, InSync can be tailored to match the unique workflows of different organizations, creating role-specific dashboards and processes.

Reduced revenue leakage

The billing automation engine applies ICD codes throughout the patient encounter, helping organizations minimize lost revenue and maximize claim success rates. Qualifacts also highlights that their integrated, HIPAA-compliant billing module can accelerate revenue collection by up to 70% and increase net revenue and cash collections by about 12%. By connecting directly with intake and documentation workflows, the system further reduces missed charges and ensures billing accuracy.

Cons & Drawbacks

No native mobile app

InSync EHR does not provide a dedicated mobile application for iOS or Android, which can be a drawback for busy providers who need quick access to patient records, scheduling, or messaging while away from their desktops. This limitation may force users to rely solely on the desktop version, reducing flexibility for practices that prefer mobile-friendly tools.

No direct phone support

Qualifacts does not provide a direct customer support phone number, requiring users to submit requests through the Care Center, online forms, or by logging into the platform. While these channels can still resolve issues, the lack of immediate phone access may slow down response times and create frustration for providers who value quick, real-time assistance.

Customer Experience

Most users seem satisfied with InSync EHR. Capterra rates them 4.5/5, while Trustpilot sits at 3.3/5. Reviewers often praise customization, reporting, and billing tools, with recurring concerns about support speed and setup complexity.

Positive reviews

Customers highlight deep configurability, integrated billing/claims, and hands-on implementation. David H. (Owner) described spending extensive time with the implementation team to shape workflows, calling the trainer “excellent,” and noting big gains from automating card charging, payment posting, and claim generation. One customer stated that the integrated clearinghouse and in-app rejection handling let her catch issues the same day, speeding revenue work. Others mention smoother telehealth and assessments, editable dashboards, and scheduling that supports multiple locations.

Negative feedback

Critical reviews focus on slower support after system activation, long data migration, and system speed or complexity. Some customers reported ticket-based support delays and frustration with a long contract. One client said patient “self-scheduling” worked as request-only for her clinic and that tickets went missing, forcing a workaround with Availity. Several users cite a steep learning curve, confusing navigation, limited bulk actions or chart downloads, and hiccups with e-faxing or third-party integrations.

How Do I Contact InSync EHR?

You can reach Qualifacts through their online Care Center for product support, by filling out the website’s contact form with your details, or by logging directly into platforms like Credible, CareLogic, InSync, and OnCall. Former transcription service customers may also request records, which are retained for six years in compliance with HIPAA. For updates or engagement, Qualifacts is active on Facebook, Twitter, and LinkedIn.

Conclusion

InSync EHR by Qualifacts delivers a comprehensive, cloud-based solution tailored to the needs of behavioral health and human services providers. With features that cover documentation, billing, scheduling, telehealth, and e-prescribing, they offer the flexibility to adapt to different practice sizes and specialties. Their strengths lie in high configurability, reliable billing automation, and integrated tools that improve both clinical and financial workflows. At the same time, the absence of a dedicated mobile app and limited direct support channels remain challenges that some practices must weigh. Overall, InSync stands out as a secure and scalable option for small to mid-sized providers seeking to streamline operations, improve revenue cycles, and maintain compliance in a demanding healthcare environment.

If you’re still weighing your options after learning about InSync, you don’t have to stop here. Explore our list of top medical software to see other leading providers, use our comparison tool to evaluate them side by side, and check out our blog for practical insights to guide your decision.