3. Contacts and Client Profile Pages

Contacts are at the heart of BestNotes. They are divided into three major types: Businesses (Includes Schools and Programs), Individuals and Clients (Students/Patients). These categorizations exist for data collection, reporting and contact filtering purposes as well as for general clarity when working with BestNotes contacts. The Contact's Face Page is where all information pertaining to a client/student can be stored and accessed. You may also Add a Picture on the Face page. This section will cover basic tasks related to storing information within the contact's page and the organization's database.

Add A Profile Picture
Mon, Dec 12, 2016 at 8:50 AM
New Note Tab / Activity Log / Chart (Video) and Note Management
Thu, Mar 16, 2017 at 4:27 PM
Consents - Release of Information (ROI Video)
Fri, Apr 14, 2017 at 11:22 AM
Contact Basics (Video)
Thu, Mar 1, 2018 at 1:28 PM
Contact - Upload Documents / Files / PDFs to Contact Profile (Face) Page
Mon, Mar 20, 2017 at 2:43 PM
Data Forms (Video)
Mon, Mar 20, 2017 at 2:41 PM
Edit, Inactivating, and Deleting a Contact
Mon, Oct 24, 2016 at 11:52 AM
Authorizations: Episode / Level Of Care - Payers
Tue, Nov 14, 2017 at 2:53 PM
Episode / Level of Care - Programs (Video)
Fri, Jul 7, 2017 at 11:47 AM
Readmit Client and Duplicate Information
Fri, Jun 9, 2017 at 10:36 AM
Med / Clinical Overview (Video)
Fri, Apr 28, 2017 at 4:36 PM
Merging Duplicate Contacts with no discharge date
Thu, Oct 5, 2017 at 12:49 PM
MyList / QuickLists (Video)
Mon, Feb 15, 2016 at 2:51 PM
Register / Ledger Tab (Video)
Fri, Mar 16, 2018 at 1:32 PM
Related Contacts (Video)
Mon, Mar 20, 2017 at 4:42 PM
Print Contact Sheet (Data / Face Sheet)
Fri, Sep 16, 2016 at 2:28 PM
US States / Territiories & Canadian Provinces
Tue, Sep 22, 2015 at 12:15 PM
vCard
Tue, Sep 22, 2015 at 12:15 PM