System administrators can customize some areas within BestNotes. However, please be aware that many customizations require specific permissions. Some customizations will require a ticket to be submitted to team@bestnotes.com for assistance with these changes.
Access Tags
Click HERE for information about customizing Access Tags.
Calendar Settings
Click HERE for information about customizing Calendar settings.
Contact Vocabulary/Contact Information
The following are field titles that can be changed if needed. The System Administrator will submit a ticket request 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. 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 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.
Click HERE for the instructions on how to create a new data form.
Letterhead
System Administrator will send a 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.
Click HERE for instructions on how to customize/edit treatment plan library.
Mobile App
If more than a PIN signature is required, the System Administrator will send a ticket to request the additional method of signing in the mobile app with a scribble signature.
Click HERE for more information about signatures within the mobile app.
Program Customizations
System Administrators can create a ticket request for BestNotes Support to change the following:
- Using Authorizations
- Programs/Locations
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.
Click HERE for more information about how to create/edit custom templates.
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.
Click HERE for more information on Default Permission Groups
Click HEREfor more information on User GroupsMed/Clinical
If customizations are needed, please contact BestNotes Support at team@bestnotes.com.