This article provides a tutorial on how to set up various system components in BestNotes, including Tags, Interventions, Facilities, and Appointment Types.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

This video walks you through the setup process. You can jump to specific sections using the links below:

  • 00:16 Navigate to Settings
  • 00:21 Create and manage tags
  • 00:56 Manage interventions in the Treatment Plan Library
  • 1:40 Manage Facilities
  • 2:11 Create Appointment Types
  • 4:19 Edit Appointment Types

Configuring System Settings

Follow these steps to set up your BestNotes system components:

  1. Navigate to the Settings section of BestNotes.
  2. Create and manage your desired Tags.
  3. Manage interventions within the Treatment Plan Library.
  4. Manage your Facilities.
  5. Create new Appointment Types.
  6. Edit existing Appointment Types as needed.
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