Support: 866.543.6646
Sales: 855.489.1792

Support Spot – August 2015

Support Spot – August 2015

posted by: Greg Borgholthaus date: Aug 11, 2015 category: Blog comments: Comments Off on Support Spot – August 2015

Recent Updates to BestNotes and Documentation

  • NOTE: The Billing – 3rd Party User documentation has important revisions and updates (Click HERE).
  • BestNotes Support has updated and revised as many incorrect Billing – 3rd Party User accounts as possible.
  • Please check to make sure if this has been done for your company and if not, please update or contact BestNotes.


  • Contact Ledger Balances Report: Displays multiple clients and their balances.
  • P – Log Review Report: Managers can check to make sure each active client is receiving an Activity Log on schedule.
  • New DSM 5 Goals, Objectives and Interventions.
  • New User Workflows (Click HERE).
  • New AutoNote Videos (Create, Click HERE. Tips and Tricks, Click HERE)
  • Calendar Appointments now have a Ledger tab (Click HERE)

To view our BestNotes recent updates, Click HERE.



Recent Common Tickets

Q: How do I transfer my current clients from DSM-IV (ICD 9) to DSM-5 (ICD 10) before the October deadline?

  • Answer: Have your company’s System Administrator contact BestNotes or BestNotes Implementation will be contacting the companies that need to switch.
  1. BestNotes Support will turn on DMS-5.
  2. The Med/Clinical window will change (tabs are on left side).
  3. For all current Clients (Patients, Students, etc.), Snapshot each tab (e.g. Assessments, Treatment Plans) that use DSM-IV.
  4. To migrate to DSM-5, please Click HERE. and carefully follow the instructions.

To view the BestNotes Frequently Asked Questions (FAQs), Click HERE.



Tips & Tricks

To manage your BestNotes account (e.g. Financial Information):

  1. Navigate to
  2. Hover over the Support and Training tab
  3. Click on Account Management
  4. On the Portal, log in using your e-mail and password used to subscribe to Bestnotes.



Welcome to BestNotes

A Way Out, Inc.
Aspire Recovery (CA location)
Atalee Recovery Center Inc
Boise Life Skills
Clear Recovery Center
Firefly Addiction & Family Therapy
Forte Strong
Hearth Stone House, Inc.
Inspire Addiction Recovery
Modern Psychotherapy Services
Pacific Treatment Services
Palmer Drug Abuse Program Midland, TX, Inc.
PriMedical, Inc.
Texas Community Supervision Alternatives, LLC
The Bergand Group
The Retreat At Zion LLC
True Recovery
Turner Chiropractic, P.C.
Turning Winds Academic Institute
Vencer Youth Services



Social Network Updates

Upcoming Conferences with a BestNotes Booth:

  • August 27-29:  Wilderness Therapy Symposium – Park City, UT (For more information, Click HERE)
  • Sept 28 – Oct 1:  Foundations Events – Palm Beach, FL (For more information, Click HERE)
  • October 9-13:  NAADAC – Washington, DC (For more information, Click HERE)
  • November 4-7:  IECA – Scottsdale, AZ (For more information, Click HERE)

Survey Outcomes:

  • Congratulations to Erin M. from Lafayette, LA for winning the $200 Amazon Gift Card.
  • The next survey and opportunity to win will be in January 2016.
  • BestNotes is compiling your answers and looks forward to implementing your ideas.

To Follow, Link, Add or Like us on social media, click on the icons at the bottom-right of this page.

Comments are closed.