The Training Checklist in BestNotes gives all users access to a library of training modules. These modules are designed to support both new and existing users in learning how to navigate and use BestNotes effectively.

Users who are designated as System Administrators (SA) in their user settings will also have access to additional system administrator modules and training progress reports.

Access

1. Click on Settings in the bottom left corner of BestNotes.
2. Select the Training Checklist tab.
3. Click on the blue hyperlink for the training to be completed (e.g. "Getting Started"). This will open a new web browser window with that specific training module. The user will have access to the entire BestNotes Academy training website.

Completing Training

1. Each module contains learning goals, videos, written manuals, quizzes, and additional help resources.
2. After completing a module, return to the Training Checklist in BestNotes and select I have completed the Billing training and understand.
3. If a module does not apply to your role, select Training does not apply to my role.

System Administrator: Viewing Training Reports

1. Click the View Training Report button at the top of the BestNotes training checklist.
2. Use the dropdown menu to select a training module and view which users have completed it, which users have not, and which have marked it as not applicable.
3. To view progress for a specific user, click on their name. This will show a breakdown of which modules are complete, incomplete, or not applicable for that user.
4. To return to the full list of users, click the people icon in the top left corner.