Features

• 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).
• AutoNotes™ 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 EZClaim or ClaimMD.

• 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.
• 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
• Prescreen 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.

• Integrate seamlessly with existing systems
• Sync key data points, including payers, vitals, and medications
• Extend functionality with ledger code services, diagnoses, allergies, and problem lists
• Customize workflows to fit your practice’s needs
• Access comprehensive API documentation for easy implementation
  Please reach out to our team@bestnotes.com if you have any questions or would like to explore our API more in depth.