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






  1. Click on Settings in the bottom left-hand corner.
  2. Click on Templates. (If you do not have this button, contact your System Administrator for the Manage Templates permission.) The Template Builder will open up.
  3. Click on Create New template and give your template a title.
  4. Add [BLANK==   ]. Add any data points such as Date, Time of session, Group Name, etc. between == and the closing bracket. Everything between these brackets will appear on all clients' pages. Information you may need in this area would be date, duration, session type, and summary notes. 
  5. Add [GROUP_PARTICIPANTS==   ]. Add any data points such as attitude, participation, notes, etc.between == and the closing bracket. Everything between these brackets will appear on individual client's pages. Information you may need in this area would be attitude, participation, and individual notes. 
  6. Add [GROUP_SIGNATURES]. This will be where the signatures will appear when Save, Sign and Lock is pushed.

For a quick copy and paste (NOTE: use the BestNotes Notepad to clear HTML formatting before pasting into BestNotes. For more information, Click HERE.):

[BLANK==   ].
[GROUP_PARTICIPANTS==   ]
[GROUP_SIGNATURES]






NOTE: If a Group Note only has a Med/Clinical Special Field {XMDATA_#XX} a New Session will NOT populate this special field. A separate {XPH} must be added before this type of special field in order for XMDATA to populate.


To continue to activate the Group Note template (Step 2), Click HERE.