This article outlines various customization options available within BestNotes, many of which require specific permissions or a support ticket for implementation.

Permissions Required

  • Manage Tx Plan Library

Customizing BestNotes Features

Contact Vocabulary/Contact Information

The following are field titles that can be changed if needed. The System Administrator will submit a ticket request to submit a support ticket for any changes.

  • Client
  • DOA
  • DOD
  • Group
  • Lives With
  • School
  • Grade
  • SSN
  • Phone 2
  • Mail Label
  • Clinician/Therapist
  • Recovery Coach/PS
  • Case Manager
  • Medical
  • Referral Categories
  • Inactive Reasons
  • Discharge Reasons
  • Defaulted Client Folders

Header Fields

To have specific information, like a client's allergies or assigned provider, appear on every client chart, a System Administrator must submit a ticket request to submit a support ticket. This information will then be added to the top-right header section of the charts.

Consent for Release of Information

A consent can have up to 22 checkbox options which can be renamed and/or reordered to suit your company's needs. The System Administrator will submit a ticket request to submit a support ticket for any changes.

Data Forms

Data Forms are used to capture static data that is not collected in the "Edit Client" screen or in the "Med/Clinical." This data can populate into documents or reports.

Letterhead

System Administrators will send a ticket to submit a support ticket with their company logo (JPG or PNG format) and the information needed in the company letterhead. A footer is also available if needed.

Tx Plan Library

Within Settings, anyone with the Manage Tx Plan Library permission may customize Goals, Objectives, Interventions, and Custom Problems.

Mobile App

If more than a PIN signature is required, the System Administrator will send a ticket to submit a support ticket to request the additional method of signing in the mobile app with a scribble signature.

Password Settings

Portal

Program Customizations

System Administrators can create a ticket request to submit a support ticket for BestNotes Support to change the following:

  • Using Authorizations
  • Programs/Locations

Templates

Those with the permission to do so may create their own template notes, however, BestNotes will create custom templates for free if the System Administrator creates a ticket request to submit a support ticket.

Group Notes

Custom group note requests must be sent in by the System Administrator. However, the System Administrator does have the ability to add subjects and activate/deactivate group notes.

Users

Med/Clinical

If customizations are needed, please contact BestNotes Support at submit a support ticket.

Pricing

To request custom reports to be built by our Content Team, the System Administrator will send a ticket request to submit a support ticket. After review of the request, BestNotes will contact the System Administrator with an estimated cost for the custom build. For general pricing information, please visit https://www.bestnotes.com/pricing.

Next Steps

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