May 13, 2020

Site ID

As of today, any user that logs in as the system administrator, or any user that is assigned the "System Administrator" checkbox (see Figure 5-1), will find the "Site ID" on the "My Account" page in their BestNotes (see Figure 5-2).

Figure 5-1. "System Administrator" checkbox.

Figure 5-2. "Site ID" location on "My Account" page.

April 7, 2020

Audit Report Update

We have added the ability to report files that are downloaded from the items in the client's "Files" tab and any "Media/Document" items in the activity log. To begin recording this action, log in to BestNotes as "sysadmin", and navigate to the "Audit Configuration" (see Figure 4-3) in "Settings". Scroll down to the "Clinical Note" section, and select the checkbox for "Download" (see Figure 4-4).

Figure 4-3. Audit Configuration.

Figure 4-4. Select "Download" under "Clinical Note".

April 1, 2020

Diagnostic tool update

When pulling a diagnosis forward into a treatment plan (see Figure 4-1), you will now see the "Diagnostic Criteria" listed below the diagnosis (see Figure 4-2).

Figure 4-1. Pull diagnosis forward.

Figure 4-2. "Diagnostic Criteria" now listed.

March 31, 2020

User Audit report update

To assist companies in the transition to the new BestNotes application, we have made some adjustments to our "User Audit" report that is available for the system administrators. You will now have the ability to filter this report based on the platform that your staff are using (see Figure 3-12). By selecting the checkbox next to "Show Updated Desktop Application View" and select "Go", you will be able to see how many users have transitioned to the new BestNotes application (see Figure 3-13). On the individual level you will have the ability to see which users are still using the outdated application, which platform they are using, and which IP address to help define location (see Figure 3-14).

Figure 3-12. Platform filtering.

Figure 3-13 . Number of staff that have updated compared to the total.

Figure 3-14 Individuals that have updated.

March 30, 2020

Appointment Ledger tab update

We have made some adjustments to the functionality of the ledger tab in an appointment. In order to manipulate the ledger tab in an appointment, you must have the "Ledger Entry from Log" (see Figure 3-8). You will now have the ability to select the addons that you want to apply to that appointment by selecting the checkbox (see Figure 3-9). All addon options will still be visible after it has been saved. Once the appointment has been checked out, there will be a register entry in the client's chart for the associated code, and an additional entry for each addon. You will then also have the ability to add additional addons from the "Register" tab by selecting the plus icon next to the code (see Figure 3-10). This action will create another entry on the "Register" tab (see Figure 3-11).

Figure 3-8. "Ledger Entry from Log" permission.

Figure 3-9. Select addons.

Figure 3-10. Add additional addons from Register tab.

Figure 3-11. New entry on Register tab.

March 26, 2020

Telehealth Link update

An update has been made to our meeting link. This has been renamed to "Telehealth Link" (see Figure 3-4). Once a link has been added, you will have the ability to send the meeting link and details to the contacts that are included on the appointment (see Figure 3-5). Client's will be able to select the link from their email to join the meeting (see Figure 3-6). Once the link has been sent, the icon will change, and you can select the icon to view who the link was sent to, and what date and time it was sent (see Figure 3-7). This link can only be sent once per appointment, if you need to send out a new or updated notification, you will need to create a new appointment to replace the existing appointment. If you don't see the updated link, log out of BestNotes and log back in.

Figure 3-4. Updated meeting link.
Figure 3-5. Link added and email ready to be sent.
Figure 3-6. Email to client.

Figure 3-7. Email has been sent.

March 24, 2020

Application Update

For any users that have not upgraded to our most recent application, you will begin to see a notification in the top right corner of your BestNotes (see Figure 3-3). This will let you know that you still need to update, and will give you a link with instructions regarding how to do so. If you have any questions, contact  BestNotes Support or call 1-866-543-6646.

Figure 3-3. Notification.

March 11, 2020

Med/Clincal Snapshot

If a snapshot has been created for an assessment or treatment plan document in the med/clinical, you will now see an icon next to the name of the document (see Figure 3-1). Selecting this icon will show you the most recent snapshot of that document (see Figure 3-2).

Figure 3-1. Snapshot icon in Med/Clinical.

Figure 3-2. Most recent snapshot.

February 26, 2020

Preferred Pronouns Available

BestNotes has added a field on the Edit Client screen that will allow you to select the client's preferred pronoun set (see Figure 2-1). Making a selection in this area, such as "They, Them Their, Theirs, Themself" (see Figure 2-2) will translate in all pronoun special fields that are in your documentation (see Figure 2-3).


Figure 2-1. Preferred Pronouns in Edit Client screen.
Figure 2-2. Select Pronoun set.
Figure 2-3. Pronouns display through special fields in a template.

February 24, 2020

Updated BestNotes Application

BestNotes has created an update to our current application that is now available!


Benefits include:

  • Faster loading time
  • Improved visual experience
  • New Security features that make BestNotes even safer
  • Free for BestNotes customers
  • Quick download and install

Before downloading the updated desktop application, be sure you know your Site ID and select the operating system you use:

Act Now! This updated desktop application needs to be replaced prior to March 31st, 2020 to avoid any service disruption!

January 30, 2020

Med/Clinical Update

Updated BestNotes Application Only

When using assessments and treatment plans, if you need to add a signer, you can now search for the signer (see Figure 1-3).

Figure 1-3. Search for signer.

January 13, 2020

Updated BestNotes Application

BestNotes has created a new and improved version of our current application that is now available! 


Benefits include:

  • Faster loading time
  • Improved visual experience
  • New Security features that make BestNotes even safer
  • Free for BestNotes customers
  • Quick download and install

To begin using this improved version of BestNotes, be sure you know your Site ID and select the operating system you use:

Act Now! This new version of BestNotes will be replacing the current version soon!

January 7, 2020

System Administrator Login

When logging in as the System Administrator, the secondary authentication must now have the System Administrator checkbox selected on their user account (see Figure 1-2). Any user with this checkbox active, that also has the master password for the System Administrator account can log in as the system administrator.

Figure 1-2. System Adminsitrator Checkbox.

January 6, 2020

User Settings Adjustment

When managing individual Calendar Settings from the User Details window, the appointment type labels were not displaying correctly, and was causing alignment issues. This has been updated to have proper spacing between the appointment type labels, and now displays as expected (see Figure 1-1).

Figure 1-1. Appointment type labels and alignment.


To see what we were up to in 2019 visit:


What's New (2019)



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