May 3, 2022

Authorizations update

All current active Authorizations will now be shown at the top of the list, followed by expired, and then inactive (see Figure 5-1).

Figure 5-1. Authorizations ordering.

April 26, 2022

System Customization update

The "Religion" list has been updated to what is determined by the FHIR standard (see Figure 4-8). In addition to that System Administrators will now have the ability to add custom religion options through the System Customization tool (see Figure 4-9). For more information, visit Custom Religions.

Figure 4-8. FHIR standard list of religions.
Figure 4-9. Custom religion options.

April, 22, 2022

Q-Log update

We have updated the look and feel of the Q-Log creation window! There are now updated icons, and the color scheme has been updated to match the other areas that have been updated (see Figure 4-7).

Figure 4-7. Q-Log look and feel update.

April 20, 2022

Report update

When viewing the "Log Frequency Report" that is located on the client's activity log (see Figure 4-5), you will now see all of the assessments listed (see Figure 4-6).

Figure 4-5. "Log Frequency Report" on the client's Activity Log.
Figure 4-6. Assessments listed in "Log Frequency Report."

April 8, 2022

Activity log update

When an appointment appears on the activity log, you will no longer have the ability to add a text note to the appointment, instead this will now show additional appointment details (see Figure 4-3).

Figure 4-3. Appointment details in activity log.

User Details update

When updating a user's Access Tags, you may notice a few minor updates. The hover text has been updated to provide additional clarity to the function of the Access Tags. The "Global" checkbox has been disabled, because this is a minimum requirement for any user. The "Check All" button has been moved to the top right corner without a label to reduce the temptation to select this box, as selecting this box is extremely restrictive to a users access and should not be selected unless there is a specific need (see Figure 4-4).

Figure 4-4. Access tag hover text, "Global" checkbox , and moved "Check All" checkbox.

April 7, 2022

Appointment update

When you Check-In an appointment on a future date (tomorrow or after), you will receive a warning that asks, "This appointment is in the future, do you wish to continue with the Check-In?" (see Figure 4-1).

Figure 4-1. Warning for Check-In of a future appointment.

Consent Form update

We have updated the "Disclosure Format" options on our consent forms. You will now also have the option for "Telephonic" and "Verbal", and the "Other Electronic Format" has been changed to "Other Format" (see Figure 4-2)

Figure 4-2. "Disclosure Format" option updates.

March 15, 2022

Medications update

When creating a medication in BestNotes, the "As Needed" checkbox must be selected if the medication is to be set as a PRN in the eMar (see Figure 3-8). Previously, if the "as needed" drop-down was selected, it was automatically selecting the "As Needed" checkbox, but the checkbox was not saved until the medication was edited and saved a second time. A tool-tip has been added to help remind you (see Figure 3-9).

Figure 3-8. Select "As Needed" checkbox.
Figure 3-9. New tool-tip.

March 11, 2022

Assessment update

Any assessments that are opened on a client for the first time as of today, will have the user that is logged in added as a signer to that document automatically(see Figure 3-4). Additionally, if that user has a "Default Supervising Provider" set in their "User Details" on the "Provider Setup" tab (see Figure 3-5), that user will be added to the document as a signer as well.

Figure 3-4. Automatic signers added to new assessment.
Figure 3-5. "Default Supervising Provider."

Consent forms update

The "Standard" and "Payer" consent forms will now include a "Select All" checkbox in the "Information to be released" section (see Figure 3-6). Additionally, when a snapshot is saved, the "Select All" checkbox will not be visible (see Figure 3-7).

Figure 3-6. "Select All" option in "Information to be released" section.
Figure 3-7. Snapshot does not display "Select all" checkbox.

March 3, 2022

Visual updates

We have updated the look and feel of a couple more places in BestNotes! The "Default Password Groups" has been updated to match the new look and feel, and to list the permissions in the same manner as the User Permissions in the Edit User screen (see Figure 3-1). The "Password Settings" has been updated to match the new look and feel, and will now also include a link to our Password Settings help page (see Figure 3-2). When viewing "Tags" the "Edit Tag" window has also been updated to match the new look and feel (see Figure 3-3).

Figure 3-1. "Default Password Groups" updates.
Figure 3-2. "Password Settings" updates.
Figure 3-3. "Edit Tag" updates.

February 28, 2022

Appointments in the Activity Log

When an appointment is displayed in the Activity Log and the General Log, they will now display the "Provider" on the far right side (see Figure 2-14). Also, when changing the provider on a recurring appointment, the provider will be updated on the Activity Log as expected. Previously, this was not updating the Provider in the Activity Log (see Figure 2-15).

Figure 2-14. "Provider" displayed in Activity Log.
Figure 2-14. Recurring appointment "Provider" updated in Activity Log.

DrFirst medications display

For all DrFirst medications, we will now show the "Form" as part of the name (see Figure 2-16), since it may contain more details such as ER (Extended Release). This will display in the medications tab (see Figure 2-17), any special fields used (see Figure 2-18), and the eMar (see Figure 2-19).

Figure 2-16. "Form" as part of the medication name in DrFirst.
Figure 2-17. Displayed in Medications tab.
Figure 2-18. Displayed in a special field.
Figure 2-19. Displayed in eMar.

February 21, 2022

Assessment update

Users that have the "System Administrator" checkbox and the "Manage Templates" permission (see Figure 2-12) will now have the ability to go to any assessment and select the "view" icon to display all hidden fields (see Figure 2-13). This will allow the form to be viewed in it's entirety, and a snapshot can be created. This is intended to be used as a review tool to aid in requesting changes to the assessment, or in the rare case that it needs to be filled out by hand.

Figure 2-12. Required permissions for Assessment review tool.
Figure 2-13. Review tool on Assessment

February 15, 2022

Portal user update

As a client, once you are logged into the Portal, you can update your Name, Password, and User ID. To update your user ID you will update the email address that is used to login to the portal. To update your user ID, follow the steps below.

  1. Login to your portal.
  2. Select "My Account."
  3. In the bottom right corner, select the checkbox next to "Change Email."
  4. Enter your new email into the "Email" field and the "Confirm Email" field.
  5. Enter your password.
  6. Select "Save."
  7. You will see confirmation of the save at the top of the window.
  8. You will also receive an email to the new address that will ask you to verify your updated email address. You must verify your email address, otherwise the change will not take affect, and you will still be required to login with the previous email.
  9. Once your email is verified, enter the new email address to log into the portal and complete the update.
  10. Now when you navigate to "My Account" you will notice your updated email listed under "Personal Details."

February 8, 2022

Problem Details update

In the med/clinical area, when you have the "Problem Details" section included, this would display as "Master Treatment Plan." This has been adjusted, and this section will now appear as "Problem Details" (see Figure 2-9). If the "Problem" label located in the System Customization is updated (see Figure 2-10), then that change will be reflected in the dislay in the med/clinical as well (see Figure 2-11).

Figure 2-9. "Problem Details" section labeling.
Figure 2-10. Changing the "Problem" vocabulary in System Customization.
Figure 2-11. Updated section label.

DrFirst time-sensitive product alert

We know you rely on us to provide reliable dose check alerts to prevent adverse drug events. We have recently been notified that while the dosing calculator is accurate, a warning may or may not be triggered in some cases when a decimal is involved based on whether the system rounds up or down. Our partner is working to resolve this rapidly, and we are expecting the system warnings to be 100% by February 15, 2022. In the meantime, we are proactively advising that you manually evaluate clinical appropriateness prior to prescribing. We appreciate your patience as we resolve this with our partner.

February 7, 2022

Assessment update

The "Time Begun" and "Time Ended" fields in assessments will now allow you to enter a 24 hour time, and it will be converted automatically, with the colon and "am" or "pm" automatically applied (see Figure 2-8). This will address any issues that may have been a result of the time not having a colon.

Figure 2-8. Automatic time formatting in assessments.

February 3, 2022

Custom Test update

If you have created an entry for a custom test in the settings area (see Figure 2-4) the Custom Tests section with "Test Results" will automatically be added to your Med/Clinical page (see Figure 2-5). If you would like the location of the "Test Results" to be moved to a different section within the Med/Clinical, you can contact BestNotes Support.

Figure 2-4. Entry in Custom Test in Settings area.
Figure 2-5. Test Results in Med/Clinical area.

DrFirst medications update

When you use DrFirst, and you are in the "Meds" area of the "Med/Clinical" in BestNotes, and you select the "Refresh DrFirst" button (see Figure 2-6) there will now be a behind-the-scenes check for any medication changes since the last "save and close." This means if another user forgets to "save and close" you can still get the latest medication updates without logging into DrFirst. There is a restriction that only allows us to check once every 5 minutes for each client, so the "Refresh DrFirst" button will be grayed out for every user if it is within the 5 minute time period (see Figure 2-7).

Figure 2-6. "Refresh DrFirst" button in "Med/Clinical."
Figure 2-7. "Refresh DrFirst" grayed out for 5 minute time frame between checks.

February 1, 2022

Lab permissions update

The lab orders permissions have been updated to behave more efficiently. These permissions will operate as detailed below:

  • Lab Orders permission only: When selecting the "Prepare Orders" button, the workflow does not change, and you will be taken straight to the Halfpenny order window.
  • Proxy Lab Orders permission only: When selecting the "Prepare Orders" button, you will see the Proxy Order window with a list of users to choose from. There will not be a default provider selected, and you must choose the provider you are creating a proxy order for.
  • Lab Orders and Proxy Lab Orders permission both selected: When selecting the "Prepare Orders" button, you will see the Proxy Order window, and you as the current user will be the default name selected.

Patient Portal update

When a patient is logged into their portal, they will now see the number of unread items (see Figure 2-1). When the patient clicks to view available files, there will be a new section labeled "Unread."(see Figure 2-2). This section will show any documents that are not marked as "read." From the files area, the patient can select the checkmark next to "Mark as read" and all entries will be moved to the "Activity Log" section (see Figure 2-3). This status will only apply to documents that have been portalized since January 6th, 2022.

Figure 2-1. Number of unread items in portal.
Figure 2-2. "Unread" section of documents.
Figure 2-3. Mark as unread.

January 31, 2022

Billing update

We have added a Default Place of Service (HCFA Claims) code 10, and we have updated code 2. Code 10 is "Telehealth Provided in Patient's Home" and code 2 has been updated to "Telehealth Provided Other than in Patient's Home." These can be found in the Facilities setup in settings (see Figure 1-5) and when attaching Facilities to claims (see Figure 1-6).

Figure 1-5. Place of Service codes in Facilities settings.
Figure 1-6. Place of Service codes in claims.

January 20, 2022

eMAR update

When viewing medications in the eMAR, the "Last Administered" line of text has been moved to the top of the medication window, the text size has been slightly increased, the color of the text has been changed to red, and the the text has bolding applied (see Figure 1-4). This was done to bring more attention to this information and is only a visual change.

Figure 1-4. Visual changes to "Last Administered."

January 17, 2022

For Q-Log tab update

You will now see the number of unread Q-Log messages on your calendar tab on the left hand side menu as indicated by a "Q" and the number of messages (see Figure 1-3). If you know you have Q-Log messages but you aren't seeing this update, you need to select the "Calendar" menu item, and then select the "Q-Log" tab to initiate the feature.

Figure 1-3. Q-Log unread indicator.

January 13, 2022

Treatment planning library update

When creating a problem, you will be able to switch the content library when working in the goals and objectives area. The drop-down will display the standard DSM-5 or ICD-10 libraries that you have access to and any custom problem libraries that you create (see Figure 1-2). Once you select a library, you must work in that library for that step, but you can switch when working on objectives. When you are adding a new goal or objective, you will be shown the original library of the problem.

Figure 1-2. Custom Library option.

January 12, 2022

Custom Test improvements

We have made some improvements to our Custom Tests.

  • The "Provider" fields will now default to the user that is logged in, but can be changed as needed.
  • When creating Test Groups, the "Provider" will no longer be a required field, and the "Provider" when adding these tests to a client will default to the logged in user as the provider.
  • The list of tests in the settings area will now be shown by active status, and then alphabetically by test code.
  • There is a new special field that will pull the last entry of tests based on the received date. That special field is {CUSTOMTESTRANGE_LASTENTRY}.
  • For additional information regarding Custom Tests, you can reach out to BestNotes Support, or visit Custom Tests. For a list of available special fields, visit Test results.

    January 5, 2022

    Group Note update

    When working with a locked group note, you will notice there is no longer an append button. This has been removed to provide clarification regarding the application of an append on a group note. When an append is applied, that note will display on the chart of each participant of a group note and cannot be removed. If you would like to append a group note, follow these steps:

    1. Navigate to "Group Notes" on the left side menu bar.
    2. Navigate to the "History" tab.
    3. Fill out the necessary information to locate the intended group note.
    4. Select the group note you need to adjust.
    5. Select "Append to Note" icon in the top right corner.
    6. Add any notes that you wish to be applied to all participants, and select "Save."
  • If you need to make adjustments to an individuals notes in a locked group note, you must first unlock the note. If you unlock a Group Note that has signatures applied, those signatures will be removed. If you do not have the appropriate permissions to perform this task, you need to reach out to your System Administrator.

    Custom Test update

    When creating custom tests you can now delete any unused test (see Figure 1-1). This means that as long as the test has not been added to a client, that test can be deleted. If the test has been added to a client, then the test can only be inactivated.

    Figure 1-1. Delete a custom test.

    What happened in 2021

    What's New (2021)



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