BestNotes Support

Custom Calendar Settings 5

• Step 1 - Custom Calendar Settings and Appointment Types (Video)
• Step 2 - Custom Calendar Settings - Multiple Codes / Documents Per Appointment Type
• Custom Calendar Group View Order and Time Zone
• Custom Calendar Settings - Slot, Interval, and Global Management
• Restrict Appointment Types and change Name in Calendar Group View

Data Forms 4

• Creating a new Data Form - Settings
• Contact Page - Form Management
• Delete Data Form from Settings
• Lock / Inactivate Data Forms

Default User Types 3

• Creating Default User Types (Video)
• Assigning Default User Types
• Updating A Default User Type

Human Resources (HR) 3

• Create HR Group
• Create an HR Data Form
• Performance Reviews

Ledger 2

• Manage Ledger and Setup
• Creating a Ledger Report

Manage BestNotes Account 10

• Account Management Portal Link
• API Credentials
• Appointment Reminders - Contact SMS / Text Messages
• Exporting Data
• Facility Settings

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Managing Treatment Plan Library 4

• Add / Edit Goals and Objectives
• Custom Problems
• Highlight, Bold & Special codes for Objectives and Interventions
• Treatment Plan Vocabulary Customization

Password Reset and Settings 3

• Password Settings (Video)
• Reset Locked User account
• Reset Password

Tags 4

• Access & Fixed (Category/User) Tags - Manage / Create (Video)
• Editing or Deleting Tags (Special Notes)
• Tag Notifications (Video)
• Why The Global Tag

Users 5

• New Users - Create / Edit (Video)
• Calendar Resource
• Inactivate Users
• Provider Setup Tab
• User Reports

User Groups 3

• Setting Up a Group
• Read, Write, and Delete Groups or Users in Groups
• Why Groups? Examples

User Permissions 3

• Academic Permissions
• Insurance Billing Permissions
• Standard User Permissions

Import into BestNotes 7

• Import Application Fields to Data Forms or Med / Clinical Documents
• Import Calendar Appointments
• Import Client Information
• Import from Salesforce
• Import Incident Report Data Fields

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