If signatures are required on a Med/Clinical document, then add any Required Signatures, found on the left side, before clicking Save Snapshot. This includes BestNotes users (Staff) who are filling out different parts of the Med/Clinical. They are not automatically added as signers, like Template Notes.

NOTE: If BestNotes Support has not set the Master Tx Plan to automatically set the Date Field (upper-right) to current, it will have to be manually changed to a date before clicking Save Snapshot.

Save Snapshot is found in the upper-right corner of the Med/Clinical window tabs. Simply click this button to have a read-only Snapshot version of that document appear on that client's Activity Log.

When Save Snapshot is clicked, a message appears for the user to confirm.

Refresh the client's Activity Log to see a read-only Snapshot version of the Med/Clinical document. A user can then do the following to this Snapshot version:

• BestNotes Users Sign
  • On Client's Activity Log
  • For Review (Dashboard/Calendar Home Screen)

Click the Signature Required button then click Sign Entry 

• Click to open new window:
  • Create a Ledger code and charge
  • Print (to print multiple, click HERE)
  • Append (add notes)
  • Delete (with appropriate permissions - See below)

The document can now be sent to a portal account.    For more information, click HERE.

For a Related Contact / Client to sign

• On-site (for more documentation, Click HERE)
• Portal (for more documentation, Click HERE)

Delete Snapshots