BestNotes and Avea have joined forces to offer an integration of Avea and BestNotes. This integration includes the ability to pull a BestNotes contact into Avea. 


Adding a Client From BestNotes to Avea 


Create or navigate to the client you would like to add, from there go to the "Episode" tab on the clients page. Here you will see the Avea symbol in red (see Figure 1-7).

Figure 1-7. Adding a client to Avea from the Episode tab


By selecting this symbol, there will be a popup in which you will have the option to add the client to the program within Avea you want them to be categorized (see Figure 1-8). The program list will be the "Practices" that you set up with Avea. Once you select the program, you will select "Add Client."


Figure 1-8. Selecting the practice for the client


You will then receive confirmation that your client has been added to Avea (see Figure 1-9). The Avea symbol will turn blue with a check mark, and upon hover, a message appears indicating that the client has been added to Avea and under which practice the (see Figure 1-10).

Figure 1-9. Confirmation that the client was added to Avea


Figure 1-10. Status message after client has been added to Avea


The information you would like to have imported will need to be entered into BestNotes BEFORE it is associated with Avea. The table below includes what will be imported, and where to input this information.


Data Imported
Original Input
First Name
Edit Client
Last Name
Edit Client
Middle Initial
Edit Client
Gender
Edit Client
Birthday
Edit Client
Social Security Number
Edit Client
CID
Edit Client
Phone
Edit Client
Email
Edit Client
Associated Practices
Episode Tab



Import Verification:


When you have imported your first client, you will need to verify the import was successful. Once you have logged into your Avea account, select the practice to which you added your client (see Figure 1-11).


Figure 1-11. Selecting a practice


You will then select "Patients" in the left hand menu (see Figure 1-12).


Figure 1-12. Navigating to the "Patients" page


Once you have navigated to the "Patients" page, you then need to update your filters. The first filter "Show Admitted Patients" is set to "Active" by default. You will need to change this to "ALL" (see Figure 1-13). 


Figure 1-13. Viewing "All" patients


Now that all of your filters are set, you will be able to see the client(s) you have added. These are listed in alphabetical order, based on the client last name (see Figure 1-14).

Figure 1-14. Patients added from BestNotes are visible here


If you have any questions regarding BestNotes, you can reach out to us at help.bestnotes.com or call 208-543-6646. If you have any questions regarding Avea functionality, you can contact Avea at 508-867-8853.

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