BestNotes Support

What's New 1

• What's New? (2018)

1. Getting Started 10

• What is preloaded in BestNotes?
• Copy and Paste Rules / Options (Video)
• Non-Supported Opererating Systems (OS) and Minimum System (OS) Requirements
• Downloading / Installing BestNotes CRM Client (Video)
• Logging In (Video) and Password Reset

See all 10 articles

2. Calendar 11

• Calendar (C -) Reports
• Appointment Locking
• Appointment Statuses
• Calendar Navigation (Video)
• Creating Appointments (Video)

See all 11 articles

3. Contacts and Client Profile Pages 18

• Add A Profile Picture
• New Note Tab / Activity Log / Chart (Video) and Note Management
• Consents - Release of Information (ROI Video)
• Contact Basics (Video)
• Contact - Upload Documents / Files / PDFs to Contact Profile (Face) Page

See all 18 articles

4. Documentation - Templates & Medical / Clinical / Master Treatment Plan 17

• Templates - Progress Notes (Lock / Sign)
• Med/Clinical Saving or Unable to save data Messages
• Assessments and Master Treatment Plan (Tx) - Navigation / Editing
• ICD-10 and DSM-5 (Filling Out the Diagnosis or Adding a Problem - Video)
• 2019 Annual ICD-10-CM Updates

See all 17 articles

5. eMAR 8

• eMAR Step 1 - BestNotes Setup (Video)
• eMAR Step 2 - eMAR Setup (Video)
• eMAR Step 3 - Patient Meds, STAT and Inventory Setup (Video)
• eMAR Step 4 - Recording Administered Med Workflow (Video)
• eMAR Possible Step 5 - Link to add a Patient's Signature

See all 8 articles

6. ePrescribing (e.g. Dr. First) 4

• Dr. First Setup
• EPCS Background Check
• Dr. First (Video)
• Louisiana (LA) ePrescribing Regulations and Dr. First

7. For Review 1

• For Review (Video)

8. General Log 1

• General Log (Video)

9. Group Notes 9

• Setting Permissions to Create Group Notes
• Creating a Group Note Template (Step 1)
• Activating Group Note Template in Admin Tab (Step 2)
• Restrict Group Note's Activity Log visibility
• Incident Reports or Reportable Group Notes

See all 9 articles

10a. Insurance Billing Setup 6

• BestNotes Insurance Billing FAQ
• Insurance Billing (Step 1) - System Administrator Login and Facility
• Insurance Billing (Step 2) - Users / Payers / Ledger Setup (Video)
• Insurance Billing (Step 3) - Insurance Claims (Video)
• Insurance Billing (Step 4) - Reports

See all 6 articles

10b. Third-party Billing 1

• Third-party Billing Company Setup

11. Labs 3

• Labs - Setup
• Labs - Order (Video)
• Labs - Results (Video) and Sign

12. Mobile Devices (App, Login Requirements & More) 15

• Step 1: Android / Apple (iOS) Mobile Download Links
• Step 2: HIPAA - Adding a PIN or Password to Unlock Mobile Device
• Step 3: Mobile App Login and / or Forgot PIN or Recently Changed Password
• Step 4: Mobile - Menu
• Mobile - Recommendations

See all 15 articles

13. OutcomeTools 5

• What is OutcomeTools?
• Customized Questionnaires Requirements
• OutcomeTools Documentation and Steps (Video)
• OutcomeTools - Administration Permission
• Print from OutcomeTools

14. Portal & Admissions 13

• Admissions - Importing Applications with the Application Manager
• Common Application (Video)
• Contact Forgot Password
• Globe Icon - Putting Notes on Portal
• Portal Account for Clients & Their Related Contacts (Parent)

See all 13 articles

15. Q-Log 4

• Creating Q-Logs (Video)
• Managing Q-Logs
• Q-Log Audit
• Sending Email to Q-Log

16. Reports 11

• Building a Report (Video)
• Standard Reports
• Default Custom and Library Reports
• Report Navigation and Building (Video Playlist)
• Saved Reports (Video)

See all 11 articles

17. Signature System 9

• Add Related Contact (Parent) / Client as a Signer and Sign from Portal
• Adding BestNotes users as signers after a document is locked
• Appending to a Document
• HIPAA Compliant Client Pin and Physical Signature Link
• Pending Signatures Reports

See all 9 articles

18. Tasks 2

• Creating Tasks (Video)
• Managing Tasks

Custom Medications 1

• Custom Medications

Avea Integration 2

• Avea Integration - Connecting Your API
• Avea Integration - Adding a Client From BestNotes to Avea