BestNotes Features

BestNotes’ collaborative tool features are designed to inform and enhance communication for individual users and departments. It is recommended that you follow directed implementation strategies.

  • Auto-populate known client data and eliminate double data entry across documents.
  • Ready to use clinical documentation that takes into account Joint Commission, CARF and common National/State/County standards that’s automatically updated for you.
  • Customize documentation for no extra fee (we’ll even help you).
  • Auto-notes that feature customizable point and click documentation
  • Print any document with your business logo auto-populated.

Documentation includes:

  • Pre-Screen
  • Intake Assessment
  • Nursing Assessment
  • History/Physical Assessment
  • BioPsychoSocial Assessment
  • Psychiatric Evaluation
  • Comprehensive Diagnostic Assessment
  • Master Treatment Plan
  • Treatment Plan Review
  • Discharge Summary
  • Medication Management
  • Vitals/Allergies
  • Group Notes
  • Progress Notes (Clinical, DAP, Medication and SOAP options)
  • Case Management
  • Utilization Review
  • Consents
  • Track phone calls, emails and continuing communication
  • Set reminders for follow-up
  • Track referral sources – both incoming and outgoing.
  • Automatically notify staff of new leads or new clients.
  • Rich reporting that includes conversion rates, top referrals and more!
  • Salesforce Integration
  • Available on the BestNotes mobile app for Android/Apple.
  • Individual, Staff or Room Calendar views
  • Customize appointment types that includes all billing and necessary documents for service delivery.
  • Create customizable Calendar groups for scheduling ease
  • Quickly adjust Time Zone for out-of-state inquiries
  • Easily set recurring appointments
  • Integrates with popular calendars such as Outlook, Apple or Google.
  • Track No Shows, Cancellations and Attendance.
  • Send appointment reminders via Text Message
  • Many reports available (10+) to quickly audit activity and forecast future appointments
  • Available on BestNotes mobile app for Android/Apple.
  • Customizable patient ledger to track ongoing charges and payments.
  • Create invoices and superbills
  • If you outsource billing to a 3rd-party, BestNotes will give them free access to your account.
  • Easily build HCFA-1500 or UB-04 claim forms that eliminate double data entry.
  • Submit claims to payers with low-cost partners like EZ claim, ClaimMD, Office Ally or Avea Solutions.
  • Individual or Group Therapy with up to 50 participants
  • Patient access on any device with a web browser and internet connection
  • End-to-end encryption
  • Ability to share screen
  • High definition audio and video
  • Easily send meeting links to client(s) with a single click
  • Include meeting details in appointment reminders
  • Internet strength notifications to quickly identify connection issues
  • Electronically send/received nationally recognized questionnaires.
  • Clients can complete questionnaires via computer, tablet, smartphone or paper.
  • Easily recognize client’s trend overtime.
  • Smart automation so every new client receives a customizable set of questionnaires.
  • Individual and organizational reporting that easily exports to Excel.
  • Visit OutcomeTools for more information and to schedule a demo.
  • Secure and HIPAA compliant portal that’s connected to your website.
  • Offer multiple customized applications for admissions.
  • All applications automatically populate in BestNotes and eliminates data entry.
  • Securely share documentation with your client and capture signature remotely.
  • Include family members or referral sources to a client’s portal with proper consent.
  • Link secure online client intake application to your website
  • Customize application that auto-populates into intake and clinical documentation.
  • Capture insurance information prior to admission.
  • Admission criteria checklists.
  • Automatically notify other staff members of new admission
  • Capture staff signature for admission approval
  • Track all medications and indications that pre-populate throughout your documentation.
  • Add ePrescribing and eliminate double data entry and save time.
  • Track changes to active medications and see a historical record of past medications
  • Track external or over-the-counter medications
  • This feature does cost extra through our partner DrFirst.
  • Prescribe controlled substances
  • Free nursing staff accounts to prep medications for Dr.’s signature
  • All prescription are sent to the pharmacy of your choice.
  • Warnings for prescriptions that negatively impact current meds
  • Conveniently group clients together for a customizable med-pass time.
  • Prep medications and track inventory
  • Track when a medication is taken or refused and capture employee and client signature
  • Out-of-the-box reporting for easy quality assurance.
  • Keep sensitive conversations with staff secure and HIPAA compliant within BestNotes.
  • Communicate with staff and make a note on the client’s record at the same time.
  • Alert users of new, secure message via email
  • Easily see who has read a message and who has not.
  • Build custom reports
  • 60+ out-of-the-box for these feature and regular business activity
  • Export reports to Excel
  • Unique, custom reports available upon request for a small fee.
  • Securely store employee files
  • Capture signature for reviews, disciplinary action, notifications or benefits
  • Receive customizable job applications through your website
  • Track ongoing education credits
  • Track emergency contacts and other family members.