This article and video guide you through the process of readmitting a client in BestNotes, allowing you to start a new chart while conveniently pulling in crucial data from previous documentation.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

0:05 When to readmit a client
00:18 Navigate to original chart
00:40 Create a new episode from original chart
1:05 Update client demographics
1:21 Old chart vs. New chart
2:03 New admissions appointment
2:14 New intake assessment and pulling data forward
2:56 Review Intake add signers and publish snapshot

Readmitting a Client for a New Episode of Treatment

1. Understand when it is appropriate to readmit a client for a new episode of treatment.
2. Navigate to the client's original chart in BestNotes.
3. Create a new episode directly from the original chart.
4. Update the client's demographic information as necessary for the new episode.
5. Review and compare the old chart with the newly created chart to ensure data accuracy and continuity.
6. Schedule a new admissions appointment for the client.
7. Complete a new intake assessment, pulling forward relevant data from previous documentation as needed.
8. Review the completed intake assessment, add any required signers, and publish the snapshot.