This article explains the various types of notifications available in BestNotes, including calendar updates, Q-Log messages, tag updates, For Review tab alerts, appointment reminders, portal notifications, and email file options.

Permissions Required

No specific BestNotes permissions are required.

Understanding BestNotes Notification Types

Calendar updates

There are three ways to receive notifications from the calendar: an internal notification, a "Q-Log" notification, and an email notification. If you are logged into BestNotes, you will receive an internal notification in the top center of your screen at the appointment time.

Internal notification displays at time of appointment.

You can set up additional notifications (Q-log/Email) when logged into BestNotes:

  1. Navigate to "Settings."
  2. Select "My Account."
  3. Set your preferences to allow "Q-Log" and/or "Email" notifications.

Settings for Q-Log and Email notifications.

If you select "Q-Log" you will receive a notification in your "Q-Log" tab. If you select "Email" you will receive an email notification.

Q-Log notification example.

Q-Log updates

When creating a "Q-Log" message, you have the option to initiate an "Email" notification to the participants listed. This will send an email to the email address on file for the participants. This email message only lets the participant know that they have a new "Q-Log" message, and they must log in to BestNotes to view the content of the message.

Q-Log email notification option.Email notification example. 

Tag updates

Selecting tags in the "Tag Notifications" section of the "User Details" screen will send a notification of that tag being added or removed from a contact to the "For Review" tab of the dashboard for that user. If the user selects "Email Tag Notifications", then they will also receive an email notification of the tag update.

Selecting Tag Notifications.

For Review notification for tag update.

Option to select Email Tag Notification.

Example of an Email Tag Notification.

There are other items that you can manage regarding the "Tag Notifications" by navigating to "Settings" and "Tags." When you select the tag you would like to manage, select 'Tag Notifications'. Here is where you can require users to create a Q-Log before they are allowed to dismiss a tag notification. You can select the providers to be notified based on which "Provider Type" they are, or based on "User Groups". You can also see which users will be notified when the tag is changed.

Tag notifications in Manage Tags.

Required Q-Log actions for tag dismissal.

Provider notification settings for tags.

List of users notified for tag changes.

For Review tab

In addition to "Tag Notifications", you will also receive notifications in your "For Review" tab when you have locked documents that require your signature.

Locked documents on For Review tab.

Appointment reminders

Your patients can be opted in to receive text-message reminders of appointments.

Portal notifications

When using the portal, your patients will receive email notifications regarding their portal. The patient will receive a verification email for their submitted application, and a request to review and sign the document that you portalized.

Patient verification email for submitted application.

Process of portalizing a document.

Email requesting patient to review and sign a document.

When you set up your portal, an admissions personnel is assigned to receive notifications. This personnel will receive an email to alert them to a new admission via the portal.

Email alert for new application submission to admissions personnel.

Email file

Within the client's "Files" tab, there is the ability to email that file.

Option to email a file from the client's Files tab.

Pricing

For information on pricing for additional features, please visit https://www.bestnotes.com/pricing.

Next Steps

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