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BestNotes Classic Edition

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866-543-6646
  • What's New


    Setup and usage documentation for the CollaborateMD medical billing integration with BestNotes.

  • Getting Started with BestNotes


    Get up and running with BestNotes — downloads, system requirements, login, account setup, and basic functionality for new users.

  • BestNotes Self-Help Training


    Self-paced training modules covering orientation, intake and admissions, clinical documentation, and system setup.

  • System Administration / Settings


    Configure your BestNotes account — users, permissions, data forms, tags, calendar settings, treatment plan library, ledger, and password policies.

  • General


    Core BestNotes features including contact profiles, billing, calendar, eMAR, group notes, labs, mobile app, reports, signatures, tasks, telehealth, and messaging.

  • BestNotes Profiles


    Audit- and accreditation-ready clinical profile documentation for behavioral health and addiction treatment.

  • Portal and Admissions


    Set up and manage the BestNotes client/parent portal, admissions workflows, and the Common Application.

  • OutcomeTools


    Getting started guides, how-tos, and troubleshooting for OutcomeTools (v1) outcome questionnaire delivery and analysis.

  • Clinical Documentation


    Templates, AutoNotes, special fields, med/clinical setup, ICD-10-CM and DSM-5 updates, and Videra Sidekick AI documentation.

  • Reports and Analytics


    Documentation for BestNotes reporting across billing, clinical, census, calendar, CRM, documentation, administrative, program census, standard, and custom report types.

  • Video & User Guides


    Video walkthroughs for new users plus manuals, FAQs, and security documentation.

  • Academics


    BestNotes Academics module — administration, grade books, teacher tools, student views, and troubleshooting.

  • Troubleshooting


    Platform troubleshooting for BestNotes on Windows, macOS, and general IT issues.

  • DrFirst


    Setup, EPCS configuration, prescriptions, pharmacy management, and troubleshooting for the DrFirst ePrescribing integration.

  • CollaborateMD


    Setup and usage documentation for the CollaborateMD medical billing integration with BestNotes.

  • Additional Features


    CMD, PerspectivesAI, ASAM, Videra, SPiER

  • OutcomeTools v2


    Documentation for OutcomeTools v2, covering clinician workflows (clients, surveys, alerts, care teams, reports) and admin setup (users, programs, automation, integrations, kiosk, and account settings).

Recent articles

  • Working with a connected system of record
  • Client detail
  • Clinician Guide
  • Users
  • Clinical & care team
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