Also, while there are hundreds of settings and options available for all aspects of the software, it can be a little overwhelming to learn. CONSīecause the software is customized to your practice needs and workflow, it takes a long time to set up. Optional pre-built treatment planning as well as assessment questionnaires add to the utility of the program. 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.
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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. 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. InSync is not an "out of the box" pre-formed software which forces your practice to mold itself to the way the software works. Our project managers were extremely responsive and were able to connect us with the top technicians of the software when necessary. Our trainer was excellent and so patient. It took some initial spreadsheet development and some time devoted to "discovery" of our practice's needs and workflows, but once the team at InSync was assembled for us and we had our kickoff call, we've spent well over a hundred hours with and the rest of the group in video calls to set up, customize and learn the software, and then train our staff.
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