May 10, 2023

Allergy update

All allergies will now be displayed in the eMAR (see Figure 5-1). Previously, only Drug Allergies were displayed in the eMAR.

Figure 5-1. All allergy types will display in eMAR.

April 26, 2023

DrFirst and Medications update

If a prescription is added into DrFirst, and then imported to the medications list in BestNotes, the schedule of that medication will be listed in BestNotes (see Figure 4-13). This only works when you are using DrFirst, and the medication is added into DrFirst and imported into BestNotes.

Figure 4-13. Medication schedule from DrFirst to display in BestNotes.

April 20, 2023

Activity Log update

When you link a lab PDF to a client, there will now be an entry in the Activity Log. You will also have the ability to filter for these document by selecting the "Media/Lab PDFs" (see Figure 4-11). This allows you to send these results to the portal (see Figure 4-12). 

Figure 4-11. Filter for Lab PDF in Activity Log.
Figure 4-12. Send Lab results to the portal.

April 17, 2023

Activity Log search update

We have made some adjustments to our Activity Log. Instead of listing "Comprehensive Assessment" and "Treatment Plans" (see Figure 4-9), we have updated this to display a header of "Assessments and Tx Plans" (see Figure 4-10). This header will list the documents that you have viewing permissions for if there is a corresponding document in the database. This can include more than what is listed in the Med/Clinical tab to display any historical data of documents that may not longer be used.

Figure 4-9. Old search view.
Figure 4-10. New search view.

April 6, 2023

Appointment Reminders update

When using Telehealth and Appointment reminders together, when an appointment reminder is sent to a customer via text message, that message will now include the practice name (see Figure 4-1 and 4-2).

Figure 4-1. Practice name that will be included in a telehealth appointment reminder.
Figure 4-2. An example of the text message client receive for a telehealth appointment reminder.

Allergy update

We have added new functionality to the allergies tab. When a new client is created, or if the allergies are removed from the client's chart, the allergies listed will show "Not yet specified" (see Figure 4-3). When you navigate to the Med/Clinical, and then the "Allergies" tab, if there are not allergies entered, you will have a "Mark Client NKA" button (see Figure 4-4). If you select this button, it will appear on the client's chart as "NKA" (see Figure 4-5), and it will be listed in the Allergy list as "NKA" (see Figure 4-6). You can remove the "No Known Allergy" entry at any time by selecting the trash can icon next to the entry (see Figure 4-7). This entry will also be removed when a new allergy is entered (see Figure 4-8).

Figure 4-3. With no allergy entries, "Not yet Specified" will appear on client's chart.
Figure 4-4. New "Mark Client NKA" button on Allergies tab.
Figure 4-5. Client marked as NKA will appear on the client's chart.
Figure 4-6. Client marked as NKA will show entry on Allergies tab.
Figure 4-7. Selecting trash can icon on NKA entry will remove that entry.
Figure 4-8. Adding a new allergy will remove the NKA entry and list the new allergy.

March 27, 2023

Portal update

In November of 2023 we gave you a portal update that allowed you to send all available documents to the portal with one click. We have now updated that button to also allow you to remove all available documents from the portal of the client and any related contacts (see Figure 3-1). This "Remove All" button will work whether you have shared one document, or all documents to the portal.

Figure 3-1. "Remove All" button to remove all documents from the portal.

Special Field update

The XAPPTPROVIDER special field will pull the name of the provider of an appointment into a template when the template is opened from a calendar appointment. Now, if a template is not part of the calendar appointment, this special field will pull the logged in user's name into the template.

February 13, 2023

Login screen update

When logging into BestNotes, you will now have the ability to select the show/hide icon in the password field to view the password that was entered (see Figure 2-1).

Figure 2-1. Show/hide icon in password field.

Vitals update

The color chart in vitals has been updated to the latest American Heart Association levels and ranges (see Figure 2-2).

Figure 2-2. Updated color chart, levels and ranges.

January 27, 2023

System Customization update

There is a new section in "System Customization. Navigate to "Contacts", then to "Client", and find the section titled, "Required Fields" (see Figure 1-10). This new section will allow System Administrators to search existing fields from the "Edit Client" screen and set those fields as required when creating a new client (see Figure 1-11 and 1-12).

Figure 1-10. New "Required Fields" section.
Figure 1-11. Select field to set as "Required."
Figure 1-12. When creating a new contact, those fields will be required.

January 26, 2023

Calendar appointment update

When viewing the hover details for an appointment, you will now see a section that displays the Provider of the appointment (see Figure 1-7).

Figure 1-7. Provider displayed in appointment hover details.

Group Note Admin tab update

When viewing the "Admin" tab in "Group Notes" (see Figure 1-8), there are two new columns. The first new column shows the template that is assigned to that group, and the second column shows if the Group is restricted to certain User Groups (see Figure 1-9).

Figure 1-8. Navigate to Group Notes Admin tab.
Figure 1-9. Two new columns in Admin tab.

January 19, 2023

Med/Clinical update

When you filter by dimension in the Master Problem List, Problem Details, or the Summary of Progress sections (see Figure 1-5), the other sections visible on the same document will automatically have the same filter applied (see Figure 1-6). This will only update the filter for the document that you are one, and will need to be applied for each document. Stay tuned, as our team is working on creating more functionality regarding this feature!

Figure 1-5. Selecting a filter option in the Master Problem List.
Figure 1-6. Problem Details is assigned the same filter automatically.

January 5, 2023

Med/Clinical update

If your assessment or treatment plan document includes the Problem Details, Summary of Progress, or the Problem List sections (see Figure 1-1), there will now be a filter on the top right side of reach section with the list of dimensions (see Figure 1-2). You will be able to select which dimension you would like to see in that filtered section (see Figure 1-3). If you save snapshot with the filters selected, the snapshot will only include the items within that filter (see Figure 1-4). These sections can only be independently updated for now, but further updates to this functionality will be coming in the near future. Stay tuned for more updates!

Figure 1-1. Sections that include this feature.
Figure 1-2. Filter location.
Figure 1-3. Filtering options.

Figure 1-4. Saving snapshot.

January 1, 2022

Previous documentation

To see what we were up to last year, visit What's New (2022).

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