This page highlights the latest updates and new features in BestNotes from the past 12 months.

• Import contacts from a CSV file
• Permanently delete client records
• Stronger audit trail for clinical and group notes
• AutoNotes text fields are larger and expand as you type
• Clear or swap pending signatures for inactive users
• eMAR: Quick Notes now require an explicit save
• ASAM Dimension 6 barriers can now become treatment plan problems
• Lab ordering: Halfpenny sunset and Ellkay cleanup
• Lab Results viewing: reviewer access and faster load
• Consent/ROI: redundant "Facility Name" field removed
• Lab results permissions are now more granular
• Group note text now reliably saves for every participant
• ASAM preview now identifies the client
• Level of Care / Length of Stay now calculates from the session date
• Custom Program and Location labels now show on the Episode tab
• System Administrators can now see private appointments
• Retire an appointment type without disrupting scheduled appointments
• Ellkay lab connections: faster go-live and complete billing info

• Adolescent & Transition-Aged Youth ASAM Criteria©, 4th Edition now available! ★
• Generate Treatment Plan problems directly from ASAM Dimensional Drivers
• Mark an allergy onset date as "Unknown"
• Upload multiple files for a single document request
• Tab key now moves between fields in Group Notes
• Introducing Universal Auto-Save: Automatic Protection for Your Work

• Default Place of Service for Appointment Types
• Automated Tagging for Intake Applications
• Expanded Quicklists

• New integration and feature announcements

• Secure & Compliant SMS Appointment Reminders
• ASAM Adult Criteria©, 4th Edition Now Available!
• Portal Updates: Patient Portal and Application Manager

• New: Submit a Ticket within BestNotes
• Update to BestNotes Version 3.5.1

• New Feature: Enhanced Modifier Order Control in Calendar Ledger
• New Feature: Scheduled User Invitations

Applies to: the ASAM assessment

We've added the Adolescent ASAM 4th Edition criteria set. BestNotes now automatically presents the appropriate criteria—adult or adolescent—based on the client's date of birth. Clients under 18 are presented with the adolescent criteria, and clients 18 and older continue to receive the adult criteria.

There's nothing extra to configure. The provider only needs to ensure the client's date of birth is correct on the chart:

1. Confirm the client's date of birth is entered correctly on the chart.
2. Open the ASAM assessment.
3. The system automatically loads the matching criteria set: Under 18: Adolescent ASAM 4th Edition criteria. 18 and older: Adult ASAM 4th Edition criteria.

Note: Because the criteria set follows the client's date of birth, an accurate birth date is essential. If a birth date is missing or can't be determined, the assessment defaults to the adult criteria.

July 2026

Applies to: Settings (users with the Data Import permission)

Administrators can now bulk-create contacts by uploading a CSV file, without sending a spreadsheet to BestNotes Support for a manual import. Under Settings › Import Data you can:

• Download the standardized CSV template, fill it in, and upload it. The file's column headers must match the template exactly (same columns, in the same order); a mismatched file is rejected with a message telling you which column is off.
• Choose an Access Tag to apply to every imported contact (required), then review a validated preview before importing.
• Rows with errors (an invalid or future date, an unrecognized relationship type, or a missing required field) can't be imported; rows with warnings (a malformed email, phone, or ZIP) still can, and possible duplicates of existing clients — matched on First Name, Last Name, and date of birth — are highlighted for review.
• This new Import Data tool takes the Settings slot previously used by a legacy contact-export page; exporting your contacts to CSV is still available from the Contacts page.

1. Go to Settings › Import Data and download the CSV template.
2. Fill in the template (save it as a comma-delimited .csv), then upload it.
3. Select an Access Tag and review the validated preview.
4. Import the rows you want.

Applies to: Deleted Contacts list (Support, System Administrators, and Super Admin users)

Authorized administrators can now permanently remove a contact that is already in the Deleted Contacts list, so it can no longer be restored — a deliberate way to honor record-retention obligations and client deletion requests (BestNotes never auto-purges records).

• Each row in the Deleted Contacts list now has a 3-dot (kebab) actions menu with two options: Restore and Permanently Delete.
• Permanently Delete asks you to confirm an irreversible action, then removes the contact and its associated deleted records (program admissions, related contacts, tags, and activity log). It cannot be undone.
• Restore continues to work exactly as before. Because permanent deletion is irreversible, it is limited to Support, System Administrators, and Super Admin users.

1. Open the Deleted Contacts list.
2. Click the 3-dot menu on the contact's row and choose Permanently Delete.
3. Confirm the irreversible deletion.

Applies to: Clinical & Group Notes / Auditing (all users; Audit report for Administrators)

Two changes — both prompted by a legal-deposition workflow — make destructive and lock-related note activity easier to account for during compliance and legal review:

• A justification is now required to delete a note or unlock a group note. When you delete a clinical note or snapshot, or unlock a group note, you're prompted to enter a brief reason (up to 128 characters); the action is blocked if it's left blank, and the reason is stored with the event and shown in the Audit Information report. (Unlocking a group note removes it — and its signatures — from every participant's chart, so it is treated as a deletion.)
• The audit report now labels lock and unlock activity. For template notes, the Audit Information entry's description now reads "Note locked" or "Note unlocked" instead of a generic "Update," so lock/unlock events can be told apart from other edits at a glance.

No setup required. When you delete a note or unlock a group note, enter a brief reason at the prompt. To review those reasons and lock/unlock activity, open the Audit Information report and read the description column.

Applies to: AutoNotes

Text-entry fields in AutoNotes now start at a single line and grow to fit your text as you type, and the surrounding labels, buttons, and pickers use a larger, more legible font size — a response to recent progress-note updates that increased how much staff type into these fields. You can still type longer content directly in the note body as before.

No setup required — just type in an AutoNotes field and it will grow to fit.

Applies to: User Management (System Administrators)

System Administrators can now clean up an inactive user's outstanding signature requirements from one place — no more editing each document by hand or reactivating the user (which can incur a charge). In the Pending Signatures window you can:

• See how much is outstanding, split into two counts: documents where the user is the only required signer, and documents that have other signers.
• Clear all — remove the outstanding requirements in one action.
• Or reassign them to another active user: filter with "Type to filter users", choose a swap mode, and click Swap Signer:
  • Swap user in all scenarios where they are required to sign — reassigns everything.
  • Swap user where they are the only required signer (remove when there are multiple signers) — takes over documents that would otherwise be left with no one, and drops the departing user where other signers already cover it.

1. Open the affected user's record and launch the Pending Signatures window.
2. Review the two counts to see what's outstanding.
3. Choose Clear all, or filter to an active user, pick a swap mode, and choose Swap Signer.

Applies to: eMAR / Med Pass

During a med pass, a medication's Quick Note is saved only when you deliberately confirm it — preventing accidental entries, since Quick Notes append into one combined note and can't be edited afterward:

• Press Enter, or click the Save button next to the note field, to add the note.
• Clicking or tapping away no longer saves anything — your text stays in place until you're ready.
• Empty notes are ignored, and Save is disabled for inactive or discontinued medications.

No setup required. Type your Quick Note during a med pass and press Enter or click Save. (This doesn't add the ability to edit notes already saved.)

Applies to: ASAM / Treatment Plan

Barriers to care identified in Dimension 6 of an ASAM 4 assessment are now selectable as a problem/need on the treatment plan — so needs like a transportation barrier (pointing to case management, CBRS, or PRP) can be documented without being treated as a dimensional driver. Once added, a Dimension 6 barrier behaves like any other problem (attach goals and objectives) and stays identifiable as originating from Dimension 6.

1. Complete an ASAM 4 assessment that identifies a barrier in Dimension 6.
2. When adding problems/needs to the treatment plan, select the Dimension 6 barrier.
3. Add goals and objectives as you would for any other problem.

Applies to: Labs / Permissions (Admins and clinical staff)

Three cleanup changes as lab ordering moves fully to Ellkay (the manual lab PDF upload option remains available for accounts not yet provisioned to Ellkay):

• Legacy Halfpenny "Create Order" button removed. Inbound Halfpenny results still arrive and display — only the outbound order action was removed.
• Obsolete lab permissions removed. Lab Orders and Proxy Lab Orders no longer appear in the Clinical permission list; they only ever drove the retired Halfpenny flow, and Ellkay ordering access is governed per user in Ellkay, so nothing is lost.
• No default facility on lab orders. The facility is no longer pre-selected — you must actively choose one, and submission is blocked with a validation message if none is selected, preventing orders routed to the wrong facility.

No steps required. Continue placing lab orders through the Ellkay Create Lab Order workflow; select the correct facility before submitting.

Applies to: Labs

• Assigned reviewers can open the PDF. A user listed as a reviewer on a specific lab result can open that result's PDF from the activity log even without a lab-results view permission — completing assigned reviews without broader access. Everyone else still needs "View All Lab Results" or "View Patient Lab Results", and all views are recorded in the audit trail.
• Faster load. The Lab Results window now defaults to the last 7 days instead of 30, so it opens quickly; widen the range anytime for older results.

No steps required. Open the Lab Results window as usual and widen the date range if you need older results.

Applies to: Consent / Release of Information

The standalone "Facility Name" field has been removed from the consent/ROI form and the generated release. The facility now follows the release facility you select (falling back to the Account Name when none are configured) — avoiding the mismatch multi-facility accounts hit when the old field defaulted to the account name.

No steps required. Select the release facility as usual; the correct facility is captured on the completed release.

Applies to: System Customization (Admins)

The single View Lab Results permission is now split into two:

• View All Lab Results — the account-wide lab log (the lab icon in the top-right toolbar).
• View Patient Lab Results — a patient's own results (the lab icon on the patient chart and the Labs page under Med/Clinical).

1. Go to System Customization → Permissions (or edit a user group).
2. Open the Clinical permission group.
3. Assign each permission as needed: Check View All Lab Results for staff who need the account-wide lab log. Check View Patient Lab Results for staff who only need labs on their patients' charts.
4. Save. Changes take effect the next time the user loads their session.

Applies to: Group Notes

We fixed an intermittent issue where text entered in a group note's fillable fields could disappear after saving, closing, and re-opening the note. Text you enter now persists and displays correctly for all assigned participants—and appears in each participant's individual chart.

Applies to: the Episode tab (ASAM preview)

The ASAM preview in the Episode tab now includes the client's Name, Date of Birth, and Client ID—both on screen and on the printed or saved-to-PDF output.

Applies to: the Level of Care special field

The Length of Stay value in the Level of Care special field is now calculated from the date of the session (or the note's documented date)—not the day the note happens to be written or opened. If you documented a session a day or two after it happened, the Length of Stay used to reflect today's date, making it inaccurate. Now the value always reflects when care was actually delivered, so your documentation is accurate no matter when you complete the note.

Applies to: the Episode tab

If your administrator renamed the Program or Location labels in System Customization, those custom names now appear on the Episode tab—matching what already displayed in the Med/Clinical section and progress notes. Labels are now consistent everywhere, so staff see the same terminology across the whole system instead of a mismatched name on the Episode tab.

Applies to: the Calendar (System Administrators)

System Administrators can now view, edit, and delete appointments marked as private on other users' calendars. The private flag still displays, so the SA can see the appointment was intended to be private even while having the ability to manage it. Standard (non-SA) users are unchanged—they still cannot see the details of another user's private appointments. SA access to private appointments is captured in the standard audit logs.

Applies to: Calendar Settings (Admins)

When you inactivate an appointment type that is still assigned to future scheduled appointments, BestNotes now shows an informational warning instead of silently causing problems. You can confirm and proceed: the type becomes inactive and is removed from selection for new appointments, while every existing appointment—past and future—keeps its assigned type and documentation templates.

1. Go to Calendar Settings and inactivate the appointment type you want to retire.
2. If the type is tied to future appointments, review the warning popup. It points you to the Calendar / Appointment Status report, where you can identify those appointments and reassign them if you wish.
3. Confirm and save. The type is now inactive: excluded from new/edited appointments, but preserved on existing ones without data loss.

Applies to: lab connection settings and lab orders (Labs Admins / Providers)

Two improvements to the Ellkay integration:

• Faster go-live (existing locations): When you connect a new lab for a facility whose location is already set up with Ellkay, BestNotes now automatically sends an update-location request to register the lab. You'll see confirmation the request was submitted—and if it doesn't succeed, you'll be told rather than shown a false "connected" status.
• Secondary payers on lab orders: Lab orders submitted to Ellkay now include both primary and secondary active insurance policies, in priority order, instead of only the primary payer.

1. Open the facility's lab connection settings. Submit a new lab connection for a facility already established with Ellkay. Confirm you see the submission confirmation message.
2. No steps are needed for secondary payers—when a patient has both a primary and secondary active policy, both are now sent automatically with the lab order. Patients with only a primary policy (or none) are unchanged.
3. First lab for a brand-new location still uses the existing location-setup flow, unchanged.

June 2026

Applies to: the ASAM (4th Edition) assessment and the Treatment Plan problem builder

You can now create a Treatment Plan problem directly from the Dimensional Drivers identified in a patient's ASAM assessment. When you add a problem, ASAM is now available as a code system alongside DSM/ICD, letting you pull a flagged Dimensional Driver straight into the plan instead of re-typing it by hand. With this release, BestNotes also:

• Fills the Subdimension field with the dimension/subdimension code and full title (for example, D1:S1: Intoxication and Associated Risk).
• Carries the complete clinical narrative into a dedicated Clinical Justification field, with no truncation.
• Automatically sets the Goals/Objectives library to Substance Use so the right interventions are ready to go.

The ASAM code system only appears once the patient's record qualifies for it. To make it available:

1. Complete the patient's ASAM (4th Edition) assessment.
2. Within the assessment, flag the relevant subdimensions as Dimensional Drivers and enter the clinical justification for each.

Note: If you don't see ASAM as an option in the steps below, it usually means no Dimensional Drivers have been flagged on the patient's ASAM assessment yet, or your account doesn't have the ASAM (4th Edition) permission. Check with your administrator if you expect it to be there.

1. Open the patient's Treatment Plan and start adding a new problem.
2. In the problem builder, set the Code System to ASAM.
3. Open the Category list and choose the Dimensional Driver you want to add (listed by code and subdimension title, e.g. D1:S1: Intoxication and Associated Risk).
4. Confirm the auto-filled details: Subdimension shows the dimension code and full title. Clinical Justification shows the complete narrative from the assessment.
5. Select how the problem should appear on the plan (for example, adding it to the Master Problem List), then continue to Goals/Objectives. The library is already set to Substance Use.
6. Save the problem. When you navigate away and return, the full, untruncated justification remains intact.

Note: Standard DSM- or ICD-based problems are unaffected. Their secondary field keeps its default Diagnostic Criteria label and existing behavior.

Applies to: the Allergies tab

When adding or editing an allergy, you can now mark the Onset Date as Unknown instead of being required to enter a date. When a patient's history isn't available, you no longer have to guess or enter an estimated date just to save the record. This protects the integrity of your clinical data and avoids recording an arbitrary date that could carry clinical or legal implications.

1. Open the Allergies tab and add or edit an allergy.
2. Next to the Onset Date field, select the Unknown checkbox.
3. Save the record. With Unknown selected, the onset date is no longer required, and any previously entered date is cleared.
4. To record a specific date later, clear the Unknown checkbox to re-enable the date picker, then enter the date.

In the patient's allergy list and the Med/Clinical summary, the onset date displays as Unknown rather than a blank space. Allergies with an Unknown onset date continue to appear on the eMAR.

Applies to: Application Configuration (Admins) and the Admissions Portal (Applicants)

Administrators can now allow a single document request to accept multiple files. When enabled, applicants can upload more than one file for that request at once, and BestNotes automatically organizes them together in the chart.

1. Go to Application Configuration for the relevant application.
2. Add a new document request or edit an existing one.
3. In the document request modal, select the Allow Multiple Files checkbox.
4. Save the document request.

1. In the Admissions Portal, locate the document request that allows multiple files.
2. Select or drag in more than one file for that request.
3. Submit the upload as usual.

• All files from that submission are automatically placed in a folder named after the document request title in the Files tab. (If a folder with that title already exists for the applicant, the files are added to it rather than creating a duplicate.)
• In the Admissions Manager Files column, the files are labeled by the request title and numbered—for example, Discharge Summary (1), Discharge Summary (2).

Note: Requests without Allow Multiple Files enabled keep the existing single-file behavior and do not create an additional folder. Existing file size and type limits still apply to each individual file.

Applies to: Incident-Based Group Notes

When you're documenting an Incident-Based Group Note, the Tab key now moves your cursor from one field to the next instead of inserting an indent. Shift + Tab moves you back to the previous field. You can now move through a group note predictably using just your keyboard—no mouse required—without text unexpectedly indenting. This speeds up documentation and makes the form behave the way you'd expect.

1. Open an Incident-Based Group Note.
2. Click into the first field you want to complete.
3. Press Tab to advance to the next field, or Shift + Tab to go back to the previous field.
4. Continue tabbing through text, dropdown, and rich-text fields, entering information as you go.

Note: This change applies only to Incident-Based Group Notes. Standard (non-Incident) notes are unchanged. Tab-to-indent has been intentionally retired in these notes, so the Tab key is dedicated to field navigation.

We know how hard our providers work, and how frustrating it is to lose clinical documentation to an unexpected interruption, an inactivity timeout, or a dropped connection. This update changes that.

The most work you can lose in a note is now capped at just 2 minutes.

Focus entirely on your patient note without ever worrying about clicking "Save" mid-thought.

Move from an office desktop to a laptop without losing a single keystroke.

There's nothing to switch on — Universal Auto-Save is already running. Here's what's happening behind the scenes.

1. Templates & Group Notes These share the same intelligent saving system, built on two core safeguards. The 2-minute interval timer

• Launch: A 2-minute countdown begins the moment you open a Template or Group Note.
• Detect: Every 2 minutes, the system checks for new edits.
• Save: If changes are found, BestNotes saves your work automatically in the background.
• Idle scenario: Make an edit and step away for 5 minutes? Your work was already captured at the 2- or 4-minute check. When you return, the cycle picks up right where you left off.

Inactivity lock auto-recovery If your session locks due to inactivity, your open Template or Group Note saves and closes securely. When you log back in, the system automatically relaunches and reloads your note. Bonus for collaboration: Because it saves instantly on lock, you can log into another computer and pick up immediately. And if a colleague edited the note while you were locked out, BestNotes reloads the latest version, so you never overwrite their work.

2. Patient Portal Applications For clients filling out intake paperwork or applications, saving is instantaneous. The client fills out a form field. The moment they click out of that field, the data is saved immediately.

We want your transition to this new workflow to be as smooth as possible. If you or your staff have any questions about how this update behaves, please reach out to submit a support ticket — we're happy to help.

May 2026

We're excited to announce a new update to the BestNotes calendar designed to simplify your billing workflow and improve claim accuracy. You can now set Place of Service (POS) defaults that automatically populate when you schedule appointments.

We have introduced "Smart Defaults" for the Place of Service field on calendar appointments. Instead of manually selecting a POS code for every entry, BestNotes will now predict the correct code based on your Appointment Type or Facility.

To ensure accuracy, the system follows a specific hierarchy when filling in the POS:

1. Appointment Type Default: If the specific appointment type (e.g., "Telehealth") has a default POS, the system uses that first.
2. Facility Default: If the appointment type doesn't have a default, the system looks at the selected Facility's default.
3. Manual Override: You always have the final say. You can manually change the POS at any time during scheduling.

For Administrators: Setting up defaults

1. Navigate to Settings and select Appointment Types.
2. Open an existing type or create a new one.
3. Assign a value to the Default Place of Service field and save.
4. (Optional) Repeat this process in your Facility settings to set a fallback POS for that location.

For Users: Creating an appointment

1. Open the Calendar and click to create a new appointment.
2. Select an Appointment Type or Facility.
3. Notice the Place of Service field (located directly below the Facility field) automatically populates based on your selection.
4. If you need to change it for a specific instance, simply select a different value from the dropdown.
5. Save the appointment. The selected POS will now flow directly to the encounter and the electronic claim.

We have introduced a new Tags configuration tool within the Application Configuration page. This feature allows System Administrators to pre-define multiple tags that automatically apply to a patient's chart the moment their application type is imported. Previously, configuring default tags required a request to BestNotes Support. By moving this into a self-service interface, System Administrators can now:

• Increase Efficiency: Eliminate the manual step of tagging records after an import.
• Improve Data Accuracy: Ensure every patient record is categorized consistently and accurately based on the specific application type.
• Gain Autonomy: Instantly update and manage application workflows without waiting for backend configuration changes.

1. Navigate to Admissions and select the Gear Icon.
2. Locate the specific Application Category you wish to modify (e.g., "Adult Intake" or "Youth Intake").
3. Click the new Tags button, located next to the + Add Document Request button.
4. In the multi-select drop-down menu, select the tags you wish to apply. Tip: You can use the search bar within the menu to quickly find specific tags from your existing library.
5. Click Save.

Once configured, any application imported via the Admissions Manager will automatically include these tags on the newly created or updated patient chart.

You are no longer limited to seven Quicklist slots; you can now scale and organize your lists to better fit your organization. This provides more flexibility in managing your workflow. The QuickList limit has been increased from 7 to 50 slots. This update also introduces the ability to manually reorder labels via drag-and-drop or alphabetize them automatically.

System administrators can configure these changes in Settings > QuickLists:

• Add Labels: Click + Add Label to create a new slot (up to a maximum of 50).
• Reorder: Click and drag the handle icon (⋮⋮) to move a label to a new position.
• Sort: Click Sort Alphabetically to organize the list instantly.
• Save: Click Save to apply changes to the user interface.

April 2026

Don't miss what's new in BestNotes this quarter! Here's a look at what we've launched and what's coming soon.

• The latest ASAM Criteria, Fourth Edition is now available directly in BestNotes in our level of care tool.
• A comprehensive medical billing platform that integrates seamlessly with BestNotes to streamline your billing processes.
• An AI-powered customer relationship manager built specifically for behavioral health.

• Enhanced appointment reminders and secure provider-to-patient SMS — with summaries sent directly to the activity log.
• Save time and reduce costs by sending and receiving faxes that push directly to the patient activity log.

March 2026

To ensure our appointment reminders continue to reach your patients reliably, we have updated our SMS opt-in workflows. These changes align BestNotes with the latest industry-wide telecommunications regulations, protecting your practice from being flagged for non-compliance.

We've added clear visual cues to the patient chart header so you can see reminder status at a glance without opening a profile:

• Blue SMS Icon: The patient has not yet completed the opt-in process. Automated appointment reminders are currently inactive.
• Green SMS Icon: The patient is opted-in. Appointment reminders are active.

1. Digital Opt-In (Email Invitation) The system now automates the collection of digital consent once initiated by a provider.

1. Step 1: In the Edit Client screen, enter a valid mobile number and primary email.
2. Step 2: The Notify via SMS checkbox will now become available. Check this box to initiate the process.
3. Step 3: A secure opt-in link is automatically sent to the patient's primary email address.
4. Step 4: Once the patient submits the digital form, the icon turns Green instantly, and the checkbox is fully enabled.

2. Verbal Opt-In (In-Person or Phone) If you are speaking with a patient who wants reminders active immediately:

1. Navigate to the patient's Contact Manager.
2. Click the Record Verbal SMS Opt-In button at the top of the chart.
3. Read the legal script exactly as it appears in the modal window.
4. Confirm their mobile number and click Submit Consent.
5. The system immediately logs the action and enables reminders.

• Patient-Led Opt-Out: If a patient texts STOP, QUIT, or CANCEL to 94585, BestNotes immediately disables their appointment reminders and logs the date/time. To protect patient choice, you cannot manually re-enable this; the patient must complete a new digital opt-in form to resume reminders.
• Provider-Led Opt-Out: If a patient asks you to stop reminders, unchecking the Notify via SMS box will automatically record your Username and a Timestamp in the audit log to maintain a clear compliance trail.

Note on Migration: We have migrated all existing Notify via SMS settings into this new system. Your current active patients do not need to re-opt in. For tracking purposes, all migrated records share a specific, unified timestamp in the audit log to identify them as pre-existing consents. Have questions about carrier compliance? You can review the full CTIA Short Code Monitoring Handbook for further details on messaging requirements.

We're excited to announce we now have the ASAM Criteria©, 4th Edition available directly inside the assessment workflow, including criteria selection, risk ratings, and level of care recommendations. View our Support Article and video walkthrough to learn more. Available by permission from the ASAM Criteria, Treatment Criteria for Addictive, Substance-Related, and Co-occurring Conditions. Fourth Edition © 2023 American Society of Addiction Medicine (ASAM).

This feature update grants the ability to request, track, and receive supporting documents directly from your applicants as a Custom Document Request system. Admission staff can now define specific files—such as Insurance Cards, Discharge Summaries, or Treatment Records—that applicants must upload to complete their submission.

Visit the help documentation page to learn how to configure and use these new features in your database: New Portal Features Documents upload directly into your secure BestNotes environment instead of email.

February 2026

We are excited to announce a new, streamlined way to request assistance. You can now submit support tickets directly within the BestNotes application, eliminating the need to switch to your email client to contact us. Your Site ID, User ID, and SA status are auto-populated so the ticket routes to the right team.

We have added a Create Support Ticket option located within the Help Center menu (the "i" icon). This feature opens a dedicated submission form where you can describe your issue, attach relevant files, and send your request directly to our support team.

1. Log in to BestNotes.
2. Click the Information (i) icon in the top navigation bar.
3. Select Create Support Ticket from the dropdown menu.
4. A form will appear with your Name, Email, and IDs already filled in.
5. Select the Type of request (for example, Help Desk).
6. (Optional) Enter a Call Back Phone Number.
7. Enter a Subject and a detailed Description of your request.
8. Click Add Files to upload screenshots or documents if necessary.
9. Click Submit Ticket.

Once submitted, you will receive a confirmation screen with a Ticket ID and a link to track your request.

To use this feature, you must have a verified email address associated with your BestNotes user profile. If you see an error message stating "We cannot process your support request," please contact your System Administrator to update your profile with a valid email address.

We recommend updating to BestNotes v3.5.1 as soon as possible. This release includes improvements like window focusing, which helps keep BestNotes easier to navigate when multiple windows are open, and auto-updating to ensure you stay current moving forward. The client will auto-update going forward, so no additional manual updates will be required after this release. Please note: v3.5.1 will be required for all organizations going forward, so we encourage completing this update at your earliest convenience.

January 2026

We have introduced a dynamic "Modifier Order:" label within the appointment Ledger tab. This feature tracks the exact sequence of your selected modifiers in real time. Whether you are using system defaults or selecting modifiers manually, the order you see on your screen is now the order that will be transmitted to your billing provider or clearinghouse.

Viewing the Modifier Order

1. Open an appointment on the Calendar.
2. Navigate to the Ledger tab.
3. Look for the new Modifier Order: label located directly beneath the modifier selection area.

Setting the Sequence

• Using Defaults: If a Ledger Code has a "Default Modifier" set in System Settings, it will automatically appear first in the order.
• Manual Selection: Click on additional modifiers to add them. They will appear in the order they are clicked.
• Removing Modifiers: Deselecting a modifier will remove it from the string, while the remaining modifiers automatically shift to maintain their relative sequence.

Transmitting the Claim No extra steps are required. Once you save the appointment, the backend payload captures the specific order attribute and transmits it to your billing API or clearinghouse in that exact sequence.

Previously, sending a new user invitation triggered an immediate email with a link that expired after 24 hours. This created hurdles for administrators who set up accounts days or weeks in advance of a new hire's start date, often resulting in "link reset" requests on a new employee's first day. With this update, you can create a user account at your convenience and ensure the activation email arrives exactly when the employee needs it.

• Proactive onboarding: Set up accounts on Friday for a Monday morning start without the link expiring over the weekend.
• Reduced support volume: Eliminate "IT trouble calls" during a new hire's first shift.
• Automated timing: No need to log back in to manually "resend" invitations; BestNotes handles the delivery for you.

When creating a new user or editing an existing one in the User Details window, you will see a new scheduling section:

1. Navigate to the User tab.
2. Select the Schedule Invite checkbox.
3. Choose a Date: Use the Invite Date field to select the day you want the invitation to be sent.
4. Save: Once saved, the invitation is queued for delivery.

Note on timing: Scheduled invitations are sent at 4:00 AM CT on the date selected. This ensures the invitation is waiting in the user's inbox at the very start of their workday.

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