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

Creating Users

To create a new user, click on Settings -> Users -> New User buttons. Next fill out the information in the box that appears.

BestNotes recommends using all lowercase letters in the User Id and password fields, also the recommended format for User ID is first initial of first name then last name (e.g. flastname).

By selecting a user type it allows loading of the default set of permissions for the user. Once a user type has been chosen click the Load Defaults link. This will load the default permissions for a Regular user or an Administrator. 

NOTE: When you change a user from Administrator to Regular user or vice versa, all permissions are cleared. You must hit load defaults or nothing will appear when the user logs in.

The Provider check box is used to add this user's name to the list of available providers to assign new clients to. There are four possible providers and the vocabulary can be changed to Doctor, Psychiatrist, Counselor etc. based on the needs of your company.

The right side of the screen is where the System Administrator assigns which Access Tags this user has permission to view.

Force password reset
is to be used when a new user is setup or a password is reset. This will force the user to reset their password the first time they login.

When finished with the top portion, continue to select User Permissions below. Click here to jump to that documentation.

NOTE: Once a User ID is set, it cannot be changed.

Provider Setup has fields for NPI (Billing info) and if the user requires a supervisor to sign documents.

  • Select a specific user to be added as a signer every time a user creates a Note (Basic, Template, or Group Note on a client's page profile chart or from an appointment).
  • Select "by client" if the billing requires the client's provider to be added on claims via BestNotes.
    • NOTE: This will NOT automatically add a supervising provider (Client's Provider 1) or any other user to notes as a signer.