Welcome to our BestNotes Software tutorial! In this video we will show you how to add signers to your documents, and how to sign documents.
0:10 Adding signer to med/clinical documents
1:15 Identify documents that require client signatures
1:35 Setup/Manage client PIN
2:15 Capture client signature
2:34 Adding signer to templates
Adding a signer to an individual note/template:
Individual notes can be created from the client chart in the "New Note" button or from a calendar appointment.
1. When the note is complete, add the client and/or necessary contacts as signer(s) at the top using the "Signers" drop down menu. Names of the added signers will display at the top of the note once selected.
2. Click the "Save, Sign, and Lock" button at the top.
Adding a signer to a Med/Clinical assessment or treatment plan:
Assessments and treatment plans can be created from the client chart in the "Med/Clinical" button or from a calendar appointment.
1. When the assessment or treatment plan is complete, add the client and/or necessary contacts as signer(s) at the top using the "Signers" drop down menu. Names of the added signers will display at the top of the assessment or treatment plan once selected.
2. Click the "Publish Snapshot" button at the top right.
Signing Documents in person:
1. Clients will need a 4-digit PIN to sign documents electronically. To set-up a new client PIN or reset a forgotten PIN, click the "paper & pen" icon next to the Med/Clinical button at the top of the chart.
2. This will log the user out of BestNotes and open a new window where the client will create a four-digit PIN and click Submit.
3. Log back into BestNotes.
4. In the activity log of the client chart, click the "e-pen" icon below the "New Note" button OR the signature required
button next to the document.
5. This will log the user out of BestNotes and open a new window where the document will be displayed for review. The client will input their PIN at the bottom left corner and click Submit.
Sending/Signing Documents electronically to the portal:
PIN numbers are not required for documents signed through the portal. Clients must have a portal account set up to utilize this feature. You will not be notified when someone signs a document through the portal; you'll need to check the note to see if it has been signed.
1. Locate the document in the client activity log.
2. Click the "gray globe" icon to the right of document and single click the client’s name. This will send the document to the client portal.
3. The client will receive an email stating that the portal has been updated and will include a link for them to access it.
4. In the portal the client will select “Click here to view available files for...”, then click on the document, and input their portal password to sign.