Solutions

BestNotes is purpose-built to improve communication and streamline workflows for behavioral health and addiction treatment providers. Guided by our mission to Help the Helper, we deliver tools and software that solve everyday challenges, support collaboration, and empower providers to focus on client care.

PATIENT MANAGEMENT & DOCUMENTATION

Spend less time on paperwork, more time with patients

BestNotes features a pre-built Clinical Profile that supports documentation across the entire client journey, from admission to discharge. It integrates assessments, treatment plans, progress notes, and group notes to streamline workflow and reduce redundant entry.

The profile is aligned with common state regulations, Optum level of-care guidelines, and accreditation standards from The Joint Commission and CARF. Automatic updates keep documentation current as regulations evolve.

This standardized set is built-in, yet flexible enough to incorporate organization-specific content, ensuring efficiency and compliance without sacrificing customization.

Clinical Profile Document Types

Assessments

Pre-Screen/IA, Diagnostic/Biopsychosocial, Psychiatric, H&P, Medical Assessment

Individual Notes

Client Safety Plan, Collaboration Note, Missed Service Note, Medical Chart Note, multiple Progress Note types, Unscheduled Encounter Note, Utilization Review

Case Management

CM/PRP Assessment & Plan, CM/PRP Discharge Summary

Group Notes

Group Therapy Summary, Drug UA Results, Treatment Team Meeting

Treatment Planning

Master Treatment Plan, Treatment Plan Review, Discharge/ Transition Summary

CLIENT RELATIONSHIP MANAGEMENT (CRM)

Never lose track of a lead or referral again

With BestNotes CRM, every conversation stays organized whether it’s a phone call, email, or referral.

SMART CALENDAR

Easier scheduling, fewer
no-shows, better client care

BestNotes Calendar makes scheduling simple and efficient.

PATIENT PORTAL | ADMISSIONS

Secure website portal
keeps clients connected

Give clients and families an easy way to stay engaged in care. Our HIPAA-compliant portal integrates directly with your website, so applications flow into BestNotes without extra data entry. Securely share documents, capture signatures remotely, and include family members or referral sources with proper consent—all in one connected space.

TELEHEALTH

Secure, simple and built
for behavioral health

Deliver individual or group therapy sessions with up to 50 participants, all through a secure, end-to-end encrypted connection.

OUTCOMES MEASURING

Turn data into better
treatment decisions

Send and receive nationally recognized questionnaires electronically, with clients able to complete them on any device or even on paper. Smart automation ensures every new client receives a customizable set, while trend tracking and reporting provide clear insights at both the individual and organizational level. Easily export results to Excel, and visit OutcomeTools to learn more or schedule a demo.

COLLABORATION

Keep your care team securely connected and aligned

A built-in Kanban board gives teams a real-time, visual view of where each client, task, or authorization sits in the care process, making it easier to prioritize work, spot bottlenecks, and keep care moving forward without jumping between systems.
informed.

INTELLIGENCE (AI TOOLS)

Let AI handle the notes,
so you can focus on care

MEDICATION MANAGEMENT

Prescribe safely and track
medications with confidence

Maintain accurate medication records and streamline prescribing with electronic prescriptions. Document and monitor administration through eMAR, ensuring safe, efficient, and compliant medication management for every client.

HUMAN RESOURCES SUPPORT

Keep your office organized,
secure, and connected

See it all in action

Get a live walk-through of BestNotes with our sales team