August 15, 2019

Appointment Reminder Update

Appointment reminders has been updated to include the option of displaying the "Provider's Full Name" (see Figure 8-7). The message of the appointment reminder has also been updated, this will now state "Reminder" instead of "BN Notice" (see Figure 8-8).


Figure 8-7. "Display provider name as" option.


Figure 8-8. "BN Notice" changed to "Reminder"


August 13, 2019

Force password reset for new user

When creating a new user, the "Force Password Reset" checkbox will be checked and disabled by default (see Figure 8-5).


Figure 8-5. "Force Password Reset" checkbox for new users

Settings Area for Reports

There is now a settings area for reports! This means that you can request to hide/view specific reports that fall under the "Custom" and "Library" sections of the report list (see Figure 8-6). This request should be submitted by the System Administrator, and can be requested by submitting a ticket to team@bestnotes.com indicating which reports your company would like hidden. Keep in mind, this setting is company wide, and once set will affect every user in the same way.


Figure 8-6. Custom and Library Reports

August 12, 2019

Calendar type update

When creating Appointment types, you will now have the ability to add one (1) med/clinical document to an appointment type (see Figure 8-3). This will open the med/clinical window and set the indicated assessment as the active tab when the appointment is checked in (see Figure 8-4). In order to take advantage of this new feature, log out of BestNotes and log back in.


Figure 8-3. Med/Clinical appointment type.


Figure 8-4. Check-in Calendar Appointment with med/clinical appointment type.


August 5, 2019

Register/Ledger report update

The Register/Ledger Report has been updated to allow for the option to group by "Procedural Code" (see Figure 8-1 and 8-2).


Figure 8-1. Select "Group By".


Figure 8-2. Display of "Group By", "Procedural Code".


July 25, 2019

Password settings

System Administrators will now have the ability to change their users password to not expire. This can be done by system administrators by navigating to "Users" and selecting "Password Settings" (see Figure 7-11). When selecting the dropdown for "Maximum Password Age" you can select "disabled" (see Figure 7-12).


Figure 7-11. Password Settings.


Figure 7-12. Maximum Password Age.


July 17, 2019

Contact page setting

The ability to designate which tab you want to appear by default on a contacts activity log is now possible (Figure 7-10)! If you would like to see another tab besides the "Contact" tab first, have your System Administrator send a request to team@bestnotes.com! Simply indicate in the ticket which tab you would like to see for each type of contact (i.e., Client, Individual). Keep in mind this is a company wide setting, if you have users that have permission restrictions to see the default tab selected, they will be defaulted back to the "contact" tab.


Figure 7-10. Choose which tab you want to see first!


July 11, 2019

Register/Ledger report updates

The Register Ledger Report now allows for you to multi-select and "Item/Code" (see Figure 7-8). You can now also select "Procedural Code" as an option withing "Fields to Display" (see Figure 7-9).

Figure 7-8. Multi-select "Item/Code".


Figure 7-9. New "Procedural Code" as "Fields to Display" option.


July 10, 2019

Template sidebar update

When using templates, you now have the ability to dictate on a company level, which tab the sidebar will default to! All companies are set to land on "AutoNOTE", but now you can decide if you would rather start with "History", "Forms", or "Notepad" (see Figure 7-7). To update this setting, send an email to team@bestnotes.com or call 866.543.6646 and let us know what you would like your default to be!


Figure 7-7. Template sidebar tabs.


July 8, 2019

Edit client screen update

When entering the patients information into the "Edit Client" screen, it will now require you to use the appropriate email format: name@url.com. If the email does not match this format when you save, you will receive a prompt letting you know the email address format is invalid. To save, you must update the email (see Figure 7-6).


Figure 7-6. Invalid email format.


July 3, 2019

Medications update

When using BestNotes, you will now have the ability to filter your medication by "Prescription Only" (see Figure 7-3). A medication is considered a prescription when it is created in DrFirst as a prescription, or when the "Type" is set to "Rx" and the "Rx #" has been entered on the Medication Entry screen (see Figure 7-4).


Figure 7-3. Filter by Prescription only.


Figure 7-4. Location of requirements for "Prescription Only" filter on Medication entry screen.


DrFirst updates

From today moving forward, for any diagnoses that has been entered or edited (update title) a patient's page, you will now have the option to add that diagnoses to a new medication or prescription (see Figure 7-5). You will not be able to add or update a diagnosis from DrFirst, and will still manage the diagnosis from BestNotes.


Figure 7-5. Adding existing diagnosis to medication/prescription.


When using the "For Review" tab to review prescription medications, all of the clients that have been updated on that page will be updated on the individual level upon selecting "Save and Close".


July 1, 2019

eMar login screen update

When logging into the eMar you will notice things look a little different! You may need to clear your cache in order for the page to load correctly. If you are using chrome, this is done by selecting "Ctrl+F5". When going to the website, you will enter your Site ID first in the initial pop-up screen. Once you have entered your Site ID you can choose to "Remember Site ID" by selecting the checkbox, and then select "Connect" (see Figure 7-1). You will then be prompted to enter your username and password (see Figure 7-2). With these changes, we will now also have the ability to notify you of system updates that affect the eMar on the login screen.


Figure 7-1. Enter Site ID first.


Figure 7-2. Enter Username and Password.


June 27, 2019

Appointment Reminders report update

The Appointment Reminders report has been updated! This report has been updated to include the Appointment information, including the appointment date and time, provider and facility (see Figure 6-8). You will also now have the ability t o filter by "Message Type" and "Facility" (see Figure 6-9). This information will be displayed for incoming and outgoing messages.


Figure 6-8. Appointment information included.


Figure 6-9. New report filters.


When confirming an appointment, if the user confirms by right-clicking the appointment (see Figure 6-10), upon hover the appointment will show "Confirmed" followed by the user that confirmed the appointment (see Figure 6-11). Any other form on confirming, including confirming from within the appointment, or by receiving a confirmation via appointment reminders to confirm, will show "Confirm" upon hover (see Figure 6-12).


Figure 6-10. Right-click confirm.


Figure 6-11. Right-click hover confirm display.


Figure 6-12. Confirm anything other than right-click confirm.


June 25, 2019

Android mobile app update

To see Apple Updates click here.


We have deployed an updated version of android. In order to receive these updates, you must uninstall your current version of the mobile app and search for the new BestNotes app on the Google Play Store. If you are viewing this document from your phone you can get the updated version here. Make sure you uninstall your current version before downloading the new version.


When viewing the calendar within the mobile app, you will now be able to see the "Appointment Type (token)" and the appointment "Status" (see Figure 6-3). In the same screen, when you are creating a new appointment, you will have the option to set the appointment as your own appointment, or as a "Global" appointment (see Figure 6-4).


Figure 6-3. Appointment Status, Appointment Type, and Appointment Subject.


Figure 6.4. Setting provider as "Global".


When viewing the client's activity log, you will now be able to create a template style note from the "New Note" area (see Figures 6-5 and 6-6). And you will also have the ability to add a new signer to an existing note in the client's activity log (see Figure 6-7).


Figure 6-5. Selecting a template.


Figure 6-6. Viewing the template.


Figure 6-7. Adding additional signers to an existing note


June 3, 2019

Med/Clinical expansion updates

If you have the "Manage Users" permission, you may have noticed that we have added several new "Assessments" permissions (see Figure 6-1). This is because we have added the ability for companies to have up to 42 assessments within their Med/Clinical! These permissions will function the same way that the permissions for the existing documents do. Due to the amount of assessments that are now available, we have updated your med/clinical to allow for collapsing of sections (see Figure 6-2).


Figure 6-1. New Assessment permissions.


Figure 6-2. Collapsing sections.


May 30, 2019

New "Library Report"

We have added a new report! You can find the new "Billing Authorizations" report in the drop down list under "Library" (see Figure 5-6). This report will show you your current authorizations (see Figure 5-7 and 5-8).


Figure 5-6. Billing Authorizations Report location.


Figure 5-7. Billing Authorization Report.


Figure 5-8. Report Criteria.


May 24, 2019

System Administrator checkbox update

The "System Administrator" checkbox has been updated. Now, if you have the "System Administrator" checkbox checked (see Figure 5-4), you will be able to run all library reports that begin with "User..." (see Figure 5-5) without having to log in as Sysadmin.


Figure 5-4. System Administrator Checkbox.


Figure 5-5. "User..." Library Reports.


May 17, 2019

Login screen updates

Two small changes have been made to the login screen. First, our "Release Notes" has been changed to read "What's New" and will direct to this page (see Figure 5-3). Second, If you are subscribed to a Profile, you will see "Profile Updates" and this will take you to the updates that apply to the profile you are subscribed to (see Figure 5-3).


Figure 5-3. Updates to the Login Screen


May 16, 2019

LOGID in Activity Log


For System Adminstrators, and users with the "File/Audit" permission only.


When hovering over a an entry in the Activity Log or General Log, you will now see the LOGID again (see Figure 5-2).


Figure 5-2. Visible LOGID.


May 14, 2019

Appointment Reminders update

When a client wants to "opt-out" of Appointment Reminders via text, they can now use any of the following phrases:

  • STOP
  • END
  • CANCEL
  • UNSUBSCRIBE
  • QUIT


May 7, 2019

Provider drop down update

When you are viewing your "Provider" lists within the "Edit Client" screen, you will now see Active providers listed, with Inactive providers following (see Figure 5-1). The headers within this dropdown will also now replicate what the title of the field is.


Figure 5-1. Providers listed as "Active" then "Inactive".


April 30, 2019

iOS mobile app update


To see Android Updates click here.


We have deployed an update that will only affect the iOS app. The android app will be recieving these updates at a later time.


When viewing the calendar within the mobile app, you will now be able to see the "Appointment Type (token)" and the appointment "Status" (see Figure 4-15). In the same screen, when you are creating a new appointment, you will have the option to set the appointment as your own appointment, or as a "Global" appointment (see Figure 4-16).


Figure 4-15. Appointment Status, Appointment Type, and Appointment Subject.


Figure 4-16. Setting provider as "Global".


When viewing the client's activity log, you will now be able to create a template style note from the "New Note" area (see Figures 4-17 and 4-18). And you will also have the ability to add a new signer to an existing note in the client's activity log (see Figure 4-19).


Figure 4-17. Selecting a template.


Figure 4-18. Viewing the template.


Figure 4-19. Adding additional signers to an existing note


April 26, 2019

eMAR PRN signature update

When passing PRN Medications in the eMAR, if you pass the medication, and navigate away from the page, upon return to that page, you will now see a yellow box next to the dispensed medication that indicates "Patient Signature" (see Figure 4-11). At this time, the user can click the "Staff Signature" button to sign the medication. If you are logged into the eMAR and don't see these changes, log out and log back in.


Figure 4-11. Patient Signature Update


New PCQ Report

We have added a new report to the PCQ. The report, "Preliminary Claims - Do not Auto-bill" has the same information as the Preliminary Claims report, but will only list the payer that are indicated as "Do Not Autobill" (see Figure 4-12).


Figure 4-12. Preliminary Claims - Do not Auto-bill report.


New User Permissions

We have adjusted our users permissions and added some new ones! All permissions for Assessments can now be found following the Clinical permissions in the edit client screen (see Figure 4-13). You will also notice that there are several new permissions (see Figure 4-14). We are in the process of adding 34 new tabs to be available in our Med/Clinical section in the future.


Figure 4-13. New User Permission Section.


Figure 4-14. New User Permissions.


April 24, 2019

OutcomeTools Server Migration Changes


OutcomeTools performed a server migration for better performance. There are a few changes you will notice in the system.


Expired surveys will no longer show automatically on the Master Dashboard. If you would like to see the list of expired surveys, click on the red box showing the number of surveys that have expired (see Figure 4-9). The purpose of this change is to help minimize the load time of this screen.


Figure 4-9. Select to view the expiring surveys.


All surveys will be pushed to the client's activity log in BestNotes. If you do not want surveys to display on this screen, you may contact us to opt out of this integration.


When sending the email/weblink to deliver the survey to the client, it will take your client to a list of open surveys instead of an individual survey. This will help clients to know which surveys they need to complete and will increase response rates by removing confusion(see Figure 4-10).


Figure 4-10. New weblink delivery screen.


Surveys have been updated to be better viewed on mobile devices.


April 23 2019

EULA Acceptance Workflow Update

This will only affect new users. As a new user, the first time you log in, you will be prompted to change your password, and immediately following that you will review our EULA (End User License Agreement). By checking the "I Agree to the End User License Agreement" checkbox, you are signing our EULA (See Figure 4-6). Once you have logged in, you are able to navigate to the "Settings" tab in the bottom left corner, and then "My Account". Here you will find the details of which version of the EULA you have signed, what the date and time was of your signature, and a link to the EULA that is located on our website (see Figure 4-7). For all existing users, there was a statement on the login screen that said, "By logging in, you agree to the End User License Agreement" (see Figure 4-8), therefore your "My Account" screen will also show that you have signed our EULA with the date and time of this update listed and the link to the EULA. You can view our EULA at any time by going to our website.


Figure 4-6. Accepting the EULA.


Figure 4-7. Viewing the details of the EULA agreement.


Figure 4-8. Existing users already "signed" EULA previously by logging in.


April 15, 2019

Updated Face Sheet

There has been an update to the face sheet. When this is printed and you include "Address/Phone/Details" (see Figure 4-4), this will now also record additional demographics (see Figure 4-5). These items are listed below.


In the "Contact Detail" section we have added:

  • Transgender checkbox


In the new "Additional Demographics" section:

  • Contact Type
  • Marital Status
  • Provider 2
  • Provider 3
  • Provider 4
  • Race
  • Ethnicity
  • Religion
  • Preferred Language
  • Communication Preference


Figure 4-4. Selecting the printing option.


Figure 4-5. New information added to face sheet.


April 10, 2019

Group Attendance Tracking

We have added Group Attendance Tracking to our calendar! With this new feature, you can record individual client cancellations and no shows, and there are reports that will display this information. For more information about how this works, visit our Attendance Tracking Solutions Page.


April 9, 2019

Telehealth Meeting Link

As telehealth is becomes a more viable option, there is now an option to store a meeting link within each appointment. When creating a new appointment, and when updating an existing appointment, you will now have the option to store a meeting link (see Figure 4-1). Once the link has been added, and the appointment saved, you will have the option to click on the link to open the meeting from the appointment (see Figure 4-2), and you can click on this link to open the meeting. You will also be able to edit or remove this link with the action items listed to the right of the link (see Figure 4-3).


Figure 4-1. Meeting Link.


Figure 4-2. Click on saved meeting link.

Figure 4-3. Edit meeting link.


March 25, 2019

Custom Problems Update

When you are in the Treatment Plan Library, and you are adding a new custom problem, by default the active checkbox is checked, and if a user wanted to inactivate that code, they could uncheck that box (see Figure 3-6). When editing Custom Problems, you will now see the active checkbox here as well and you can inactivate code that you are not using (see Figure 3-7). Now that you have "Active" and "Inactive" codes, you also have the option to "Show Inactive" at the top of your custom problems (see Figure 3-8). Once you have codes that have been inactivated, and you select "Show Inactive", your inactive codes will appear at the bottom of the list under the heading "Inactive Problems" (see Figure 3-9). By selecting this inactive code, you have the ability to then make it an active code again.


Figure 3-6. Custom code active by default upon creation.


Figure 3-7. The ability to inactivate an existing custom problem when editing.


Figure 3-8. Show Inactive filter.


Figure 3-9. Inactive custom problems.


March 18, 2019

Audit Report Update

When documentation is completed on a "School/Program" in BestNotes, the "Patient" column in the Audit Report will now include the name of the school/program (see Figure 3-5).


Figure 3-5. School/Program name listed in the Audit Report.


March 7, 2019

Vitals Special Field Updates

We have added a new "Percent Ideal Body Weight" to the Vitals Tab in the Med/Clinical area (see Figure 3-2). This field will calculate the percentage of the ideal body weight to the actual body weight. This will also be available as a special field to populate into templates, autonotes, group notes and med/clinical fields when you add {XVITALS_PIBW} (see Figure 3-3) and within the {XLASTVITALS} special field (see Figure 3-4).


Figure 3-2. Percent Ideal Body Weight in Vitals tab.


Figure 3-3. Percent Ideal Body Weight in a template.


Figure 3-4. Percent Ideal Body Weight in Last Vitals special field.


March 1, 2019

Register/Ledger Report Update

When viewing the Register/Ledger report, if the ledger entry includes a modifier, then the modifier will be displayed next to the ledger code (see Figure 3-1)


Figure 3-1. Modifiers now displayed in the Register/Ledger Report.


February 19, 2019

Calendar Appointment Intervals

The appointment intervals now allow the System Administrator to set the appointment intervals to 10 minutes and 20 minutes in addition to the 5 minutes and 15 minutes already available. 


Figure 2-11. Appointment Intervals 10 and 20 minutes.


NOTE: Once you update appointment intervals, a log off is required for the changes to take affect. It is best practice to have the slot interval equal to or less than your appointment interval.


February 18, 2019

Edit Client Screen and SMS Update

When you are in the "Edit Client" screen, next to the phone numbers, you have the option to select them as "Preferred", "NC" (No Contact) and "Notify via SMS" (see Figure 2-7). If you select "Notify via SMS", that client will receive text message updates to that number as long as you are subscribed to Appointment Reminders (see Figure 2-8). If you then check the "NC" checkbox, this will now unselect and disable the "Notify via SMS" checkbox (see Figure 2-9), and will no longer send any Appointment Reminders to that customer.


Figure 2-7. Cell Phone number options.


Figure 2-8. Notify via SMS checkbox.


Figure 2-9. Checking NC checkbox will uncheck and disable the Notify via SMS checkbox.


If your client decides they would like to receive updates agian, simply uncheck the "NC" checkbox, and check the "Notify via SMS" checkbox.


Global Appointment Provider

When viewing an appointment in the calendar, upon hover, the first "User" listed is the provider of the appointment. When an appointments provider is set to "Global", this will now appear as "Global" instead of leaving a blank area (see Figure 2-10). 


Figure 2-10. Appointment Provider listed as Global.


February 12, 2019

Medications Special Field Update

We have updated all of our Medications special fields. These fields include "XMEDSALL", "XMEDSACTIVE", "XMEDSPS", and "XMEDSOTHER". We now include the Start and Stop dates, and the Presribing provider (see Figure 2-4) that is recorded when adding the medication (see Figure 2-5).


Figure 2-4. New fields in the medications special fields.


Figure 2-5. Where these new fields pull from in the meds tab.


Subscribed Profile Update

If you are subscribed to a profile, you will now see a Subscribed date when viewing your Profile information (see Figure 2-6).


Figure 2-6. Profile subscribed date


February 4, 2019

User Permission Group Update

The user permission groups will now be listed in alphabetical order on the edit user screen (see Figure 2-1)


Figure 2-1. User Permission Groups in alphabetical order




General Log Update

When you are viewing your General Log, and you filter by a "Log Type", you will now see an option for "Imported Document" (see Figure 2-2). This is a new note type that BestNotes is developing and currently will not pull up any information. More details coming soon!


Figure 2-2. New Imported Document type.




eMAR PRN Staff Signature Update

When passing PRN Medications in the eMAR, if you pass the medication, and navigate away from the page, upon return to that page, you will now see a yellow box next to the dispensed medication that indicates "Staff Signature" (see Figure 2-3). At this time, the user can click the "Staff Signature" button to sign the medication.


Figure 2-3. Staff Signature update.


January 18, 2019

Episode Tab Update

Modifications were made to the display of the Episode tab. We now show you what the Length of Stay is for each one of the clients programs (see Figure 1-2). We also added the programs location to display with the program (see Figure 1-3).


Figure 1-2. LOS per program


Figure 1-3. Program Location.



January 16, 2019

Diagnosis Visual Update

We have made a modification to the diagnosis tool that will improve the workflow of adding a diagnosis. We have moved the code set dropdown from the far right hand side of the bar, to be on the left hand side of the bar (see Figure 1-1). This means that your staff can work from left to right, first selecting the Code Set, then the Category, then the Code. We believe this will help your workflow be more direct and easy to use for your staff members.


Figure 1-1. Updated location of codeset when adding diagnosis


To see what we were up to in 2018 click here! 

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