March 13, 2018
When managing the "Category" in the ledger, users now have the ability to set a Clinical Category to a "Do Not Autobill" status. This is done by selecting the "Do Not Autobill" checkbox located directly below the "Clinical Codes" checkbox (See Figure 1-25). Once selected all codes associated with that category will no longer appear in the PCQ.
Figure 1-25. "Do Not Autobill" for a "Clinical Code".
Appointment Reminder Settings Updates:
A user with the appropriate permissions, is able to customize the "Practice Name" (See Figure 1-23). Once the user has customized the "Practice Name", below "Options" they will need to make sure "Display the provider name as: " is set to "Practice Name", and the checkbox directly below that will need to be checked in order for the customized name to be used (See Figure 1-24). Remember to select "Save" to implement your changes!
Figure 1-23. Customize the "Practice Name".
FIgure 1-24. Specify the use of "Practice Name" override to use the customized Practice Name.
Appointment reminder report update:
The "Appointment Reminder" Report has been updated to still be available even if a company has unsubscribed from the appointment reminders.
February 21, 2018
Pending Signature Report Update:
An update has been added to the "Pending Signatures" report. When using this report, it is available to select the link of the document associated with the signature that is needed (See Figure 1-21). This will now take you to the document to review (See Figure 1-22).
FIgure 1-21. Pending Signatures report, focusing on the "Log Type".
Figure 1-22. When opening a "Template" type of document, this opens the document on the clients page.
An update has been made to the ledger. When managing categories within the Ledger (See Figure 1-19) when a category is not marked as clinical, it is now possible to "inactivate" this code by editing the code (See Figure 1-20).
Figure 1-19. This is a category that is not marked as a clinical code.
Figure 1-20. Inactivating a ledger code that is not categorized as "Clinical".
We have created a new special field that is intended to use with Calendar Appointments that have templates attached to them. The special field will need to be added into the template (See Figure 1-15) and can be done either by your system administrator or BestNotes staff. Once this has been completed, the appointment type will need to have that template attached. Once the user has selected either "Checked In", or "Begin Appointment" then the appointment "Provider" (See Figure 1-16) will be populated into the template upon opening (See Figure 1-17).
Figure 1-15. Add the special field to the template.
Figure 1-16. The special field will pull the appointment "Provider" into the template.
Figure 1-17. The appointment provider will then be added into the template upon opening.
The report builder will now Display and Filter based on the Facility and Marital Status (See Figure 1-18).
Figure 1-18. Facility and Marital Status are available.
Within a recurring appointment, when looking at the "Recurrence" tab, it will now show all of the appointments that are included in that set of recurring appointments (See Figure 1-14)
Figure 1-14. Recurring Appointments.
January 22, 2018
Login and Lock Screen updates:
BestNotes Login page has a New Look! (See Figure 1-7) Coming soon, there will be login screen messages included with the Login area (See Figure 1-8). Login messages will include items such as Major Development that has been released, or different features of BestNotes that you may not be aware are available. This is all in an attempt to "Tell our story" and is intended for informational purposes only. The same messages will be seen on our new lock screen (See Figure 1-9).
Note: Emergency notifications or server maintenance message will be visible at the top of the screen (See Figure 1-10 and Figure 1-11).
Figure 1-11. Emergency Notifications and System Maintenance messages expanded.
ASAM Co-Triage (TM):
BestNotes can now connect to "Co-Triage" assessments. Please click the link to learn more about "Co-Triage"! When using this, the System Administrator will need to make sure that permissions are updated appropriately (See Figure 1-12).
Figure (1-12) Permissions for ASAM "Co-Triage".
NOTE: The numbers listed next to the first column count the available ASAM licenses.
Pending Signature Report Updates:
The "Pending Signatures" report now has a date range filter (See Figure 1-13).
Figure 1-13. "Pending Signatures" report new date range parameter.
Standard Report Updates:
Standard reports now have links on the report to view the document.
January 11, 2018
Print Calendar View Updates:
NOTE: When printing the "Month" view, the printout will include only the days that have appointments, and will include all days that are visible in this view. This means that the printout may include more than just the current month. (See Figure 1-5 and Figure 1-6)
Figure 1-3. Monday - Friday View within BestNotes.
Figure 1-4. Monday - Friday View Printout.
Figure 1-5. Monthly Calendar View Layout within BestNotes, visible dates include January 28th through March 10th.
Figure 1-6. Monthly Calendar View Printout, this includes all appointments in the above date range, but only the dates that have appointments.
January 4, 2018
P-Census Report update:
This report will now allow a user to filter by any date range (previously only 31 days were allowed) (See Figure 1-1), and will display clients that have a "Program" without requiring that program to have a location.
Figure 1-1. P-Census Report Result example.