BestNotes Support

1. 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 Settings - Slot, Interval, and Global Management
• Custom Calendar Group View Order and Time Zone
• Restrict Appointment Types and change Name in Calendar Group View

2. Data Forms 4

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

3. Default User Types 3

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

4. Human Resources (HR) 3

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

5. Ledger 2

• Manage Ledger and Setup
• Creating a Ledger Report

6. Manage BestNotes Account 10

• Account Management Portal Link
• Internal BestNotes Audit - Quality Assurance (QA)
• Exporting Data
• List and Steps for Customizing BestNotes
• Quick List Labels (Video)

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7. Managing Treatment Plan (Tx) Library 4

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

8. Password Reset and Settings 3

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

9. Tags 4

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

10. Users 5

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

11. User Groups 3

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

12. User Permissions 3

• Standard User Permissions
• Academic Permissions
• Insurance Billing Permissions

Import into BestNotes 7

• Import Application Fields to Data Forms or Med / Clinical Documents
• Import Calendar Appointments
• Import Client Information
• Import Incident Report Data Fields
• Import Program / Episode / Level Of Care

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