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BestNotes Guided Workflows for New Users

Modified on: Wed, Jul 15, 2026 at 12:03 PM


This article provides quick keyboard tips and a directory of guided workflows designed to help new BestNotes users understand key processes. No specific BestNotes permissions are required.

Guided Workflows and Quick Tips

Quick keyboard tips

  • Hold "Ctrl+P" to print or save as a PDF.

New user workflows

  • Marketing to programs and inquiries
  • Admissions
  • Behavioral Health
  • Addiction Treatment
  • Academics
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