This article explains how to create and fill out template notes in BestNotes, including the use of AutoNotes™ for efficient data entry.

Permissions Required

No specific BestNotes permissions are required.

Filling Out Templates and Using AutoNotes™

Create Template Note

  1. Navigate to the client's chart.
  2. Select the "New Note" button at the top of the Activity Log.New Note button 

  1. Select the "Note" drop-down.

Note dropdown menu

  1. Select the note below "Templates" that you would like to create.Selecting a template note 

Fill Out Template Note

Template style notes do not save as you go. Be sure to click the save button frequently to avoid losing progress.

Save button on a template note

Template style notes will generally already have content as a guide for the information that is needed. They may also have special fields that will pull content directly from the client's chart. It is important to verify this information as you go. You can add information to the template by typing into the note as any standard document.

Example of a template note with pre-filled content

Using AutoNotes™

Some templates may have red "Reference Only" boxes. This content is for instructional purposes, and will not appear in the saved and locked document. One purpose for the "Reference Only" boxes is to indicate that you need to fill out AutoNotes™.

Template note with a red 'Reference Only' box

When you see this, follow the instructions below.

  1. Select the AutoNotes™ tab on the right-hand side.

AutoNotes tab

  1. Select the first AutoNote™ listed. This will open the AutoNote™ in a new window.Selecting an AutoNote from the list 

  1. The top portion of the AutoNote™ is intended as a visual reference. Do not type in this area.

Top portion of AutoNote window

  1. The bottom portion is the "Variables" section, and this is the area you will enter your data. This will include, text fields, and multi-select options.Variables section of AutoNote window 

  1. Enter the necessary data, and select the options as needed.

Entering data into AutoNote variables

  1. When you are finished, select "Append & Close."Append & Close button 

  1. The information entered will automatically populate in the corresponding section of the Template.

AutoNote data populated in template

  1. Some AutoNotes™ will not open a new window, such as the "Master Diagnosis" AutoNote™. This AutoNote™ will automatically populate the selected Master Diagnosis from the Master Treatment Plan.
    Master Diagnosis AutoNote

Next Steps

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