Every user who needs to create Group Notes must have this permission checked.

  1. Click Settings -Users -Permissions there is a subsection titled Clinical
  2. Click on the permission Create Group Notes for all staff who need to create Group Notes. 


  3. Then the System Administrator needs to log in and setup the User Groups.
  4. Add all users to that group who need to create Group Notes. 
  5. Once the User Groups are created, click on Group Notes -Admin to assign which User Groups can write that type of Group Note.

Lock / Unlock Notes

 User Permissions Required (contact your BestNotes System Administrator for user permissions):