This article provides a comprehensive glossary of BestNotes terms, features, and modules, with links to detailed help articles for each entry.

Permissions Required

No specific BestNotes permissions are required.

BestNotes Glossary of Terms

Click on each blue name to navigate to its help desk webpage.

Navigation (Dashboard) Buttons

• Academics - Module to manage a school transcript and grades
• Admissions - Application Manager/Import
• Calendar - Displays last Calendar items and/or Tasks, Q-Log, General Log, and For Review
• Contacts - Entire list of active and inactive (checkbox) contacts
• Documents - 5mb (or less) files uploaded to BestNotes (Company Use)
• Group Notes - Opens new window to manage group sessions
• Reports - Manage Reports
• Settings - Manage BestNotes and personal Settings
• Tasks - Manage Tasks

Calendar

• Navigation Buttons - Original and Current Calendar
• Appointment Buttons - Original and Current Calendar

Contact Page

• Academics Button - Opens Academics Module for that student
• Activity Log (New Note tab) - All Documents, Notes, Templates, Appointments, etc
• Appointment - Returns user to Calendar
• Authorizations (Auths) - Located in the Episode tab > Payers, keeps track of Insurance auths based on units used from CPT codes found in the Ledger Settings.
• CID - Contact ID or contact identifier number in BestNotes. Also known as Patient ID in Med/Clinical.
• Contacts Tab - Related contacts and their permissions
• ePIN - electronic 4 digit Personal Identification Number (PIN) signature
• Episode / Level of Care - Select Program with start, end dates, and Payer
• Files - 5mb (or less) uploaded documents for a contact
• Forms - Data Form templates (for insurance information, reports, etc.)
• Med/Clinical Button - Assessments (Intake, Nursing, History(Hx)/Physical), Treatment Planning, Medical (Meds, Vitals) documents that can have a Snapshot of that document added to the client's Activity Log
• OutcomeTools - Surveys for outcome results
• Register - Register Ledger entries for managing billing
• Tasks - Tasks for a user to complete with the contact (displays contact's name on Tasks)
• Templates - Standard notes or letters with possible AutoNotes to add to Activity Log or send to contacts
• vCard - electronic data to copy a contact to another program (software, e.g. Google)
• View Map - Opens address with Google Maps on web browser

Edit Contact Window

• Access Tags - Permissions to display contacts for users with the same Access Tags
• CID - Contact Identification (ID) in BestNotes Database
• DOA - Date of Arrival (Start Date)
• DOB - Date of Birth
• DOD - Date of Discharge (End Date)
• ID - Identification for company use
• Pref - Preference
• Providers 1-4 - Rename for company use (e.g. Therapist, Doctor, etc. contact BestNotes Implementer), Envelope - Send provider e-mail.
• Tags - Categorization of contacts

Misc.

• eMAR - Electronic Medication Administration Record - Track meds
• Portal - Parent connections, sign documents remotely, etc.