Permissions Required

No specific BestNotes permissions are required.

Checking In and Out Appointments

Check-In Appointment

1. Navigate to the "Calendar" tab.

2. Left-click on the appointment to open the appointment details window.

3. Verify the appointment "Type", the contact's name, the "Provider" and the "Facility."

4. To begin the appointment select "Check-In."

5. When the appointment is checked in, documents linked to that appointment type will automatically open.

   Note:  If you are not the provider of the appointment, the documents will not open when selecting "Check-In", but will open when the Provider select "Begin Appointment."

6. Complete all necessary documentation. Save the completed documents be selecting "Save, Sign & Lock" for templates or Group Notes, or "Publish Snapshot" for Assessments and Treatment Plans. This will save those documents to the client's Activity Log.

If you "Un-Check-In" an appointment with documentation associated with it, that documentation will be Deleted.

Check-Out Appointment

1. Left-click the appointment to open the appointment details window.

2. In the appointment window, select "Check-Out." This will Check-Out the appointment and apply any ledger items to the contact's register.

If you "Un-Check-Out" an appointment, the ledger data for the appointment will be deleted from the contact's register.