BestNotes Software
BestNotes is an HIPAA compliant customer relationship management (CRM) and electronic health record (EHR) database system designed for the behavioral health and substance abuse industry. The software merges CRM and EHR tools into a highly effective and functional product that improves client interactions.
BestNotes is offered as a fully integrated suite that includes scheduling, patient portal, practice management, documentation, medication administration, outcome tracking, e prescribing, lab tracking, and reporting features. Documentation is designed with the behavioral health specialist in mind by helping eliminate double data entry, enabling point and click documentation and allowing users to quickly create group notes and treatment plans.
BestNotes CRM tracks sales activity, follow-ups, referrals, and ongoing customer interactions. The software covers the full spectrum of client interactions from sales to alumni relations. The patient calendar automatically includes notes and billing codes for each appointment.
BestNotes requires no upfront fees and offers users a month-to-month contract and training/support for a fee.
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Dashboard -
Client page -
Inquiry report -
Related contacts -
Treatment plan
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 2000
14 Reviews of BestNotes
Phil from Utah Valley Health & Wellness Magazine
Specialty: Mental & behavioral health
Employees number: 11-50 employees
May 2018
May 2018
Great efficient notekeepinf software
Pros
Loved the ease of use and access and ability to customize the product to fit the needs the of the clientele. Did great with individual and group casenotes.
Cons
I was just a user and not an admin so I don’t know how to manage the financial and billing side of the system.
Charley from Madrona Recovery
Specialty: Substance abuse
Employees number: 11-50 employees
April 2018
April 2018
Not for those who love a paper chart
Pros
The integrating process was difficult but their trainers were always available and very helpful. They can customize a lot, but if you have clinician who love a paper chart and who prefer free flow documentation this is a difficult program to get them on board with.
Cons
If you are trying to use without something like a DoctorFirst, it is really problem prone. They have just rolled out some new features though, which I hope will resolve ongoing med errors and lots of front end work.
Robert from UR1 Professionals
Specialty: Billing services
Employees number: 2-10 employees
February 2018
February 2018
Easy to use and a great way to stay organized
Pros
Easy to navigate. Great way to stay organized with multiple facilities (locations). I like that I can separate different locations to a specified "Quick List" number.
Cons
I do business with many facilities and unfortunately BestNotes does not have an option for more than 7 "Quick Lists".
Quinci from ScenicView Academy
Specialty: Psychology/therapy
Employees number: 51-200 employees
November 2016
November 2016
BestNotes Review
BestNotes has been a good program to utilize for taking notes, organizing and tracking assessments, and keeping attendance. It's also nice you can customize some of the features for your company. I wish more features were able to be customized though and that some features would be fixed faster.
Sam from ScenicView Academy
Specialty: Other specialty
Employees number: 11-50 employees
November 2016
November 2016
It gets the job done
I've been able to use quite a few different EMR programs so far in my career. I even worked doing tech support for a company that gathered information from these types of programs to send appointment reminders. Based on my own experience with BestNotes, it gets the job done. It doesn't have much of a wow factor, it doesn't seem to have any special bells and whistles as far as I can tell. It's steady, it works and it does so consistently. Overall, I guess I find myself with no reasons to overly criticize the product, but also no reason to overly praise the product. What you get for the price seems to be fair and the program feels simple to understand and use.
Pros
Price
Simplicity
It just works
Cons
Ugly user interface (looks like a 90's program)
Takes a few clicks to access the information that you want to see
Lacks bells and whistles (smarthphone apps, cloud features, etc.)
Cy from STC Addictionwellness Center
Specialty: Substance abuse
Employees number: 51-200 employees
October 2016
October 2016
Competent but limited
This is a basic program that allows you yo manage clinical and medical date. I would be great in 1990. With so many new options Best Notes has suffered due to lack of innovation. They need to increase support on financials and billing and truly make a practice management software. Not just a paper chart that is happened to be on a computer
Pros
Easy to use and manage patients. Easy to learn.
Cons
Just a paper chart that happens to be digital. No intuitive ways to connect data. It is literally a paper chart the is on the computer. No billing component. Limit reports available (9 month lead time if you want your own special report). No real update on layout so looks like a 90s program
Advice to Others
There are many more otions that can beter manage your clinical needs. It would ne a good first step trying to convert from paper to something electronic, but the lack of features make you realize you could do much better
Ruth from Dr. Calvin's Clinic
Specialty: Chiropractic
May 2016
May 2016
Nice scheduling product.
Likes Best
It is very easy to use, keeps a record of what has been done on a patient's account, it is great for notes.
Likes Least
At the time of printing records it was not possible to work on anything else, there is a little window that appears and disappear for every single page printing, which was pretty annoying and does not allow you to work in another program.
Recommendations
If you are looking for a scheduling program, and a program to keep a record of your notes, this is a great product. However you have to purchase another product that is compatible with it to process your billing.
Brooke from WinGate Wilderness Therapy
Specialty: Other specialty
March 2016
March 2016
LOVE. Such an amazing program.
Likes Best
So simple to use, and MUCH easier than keeping paper files.
Likes Least
Larger files upload very slowly, and sometimes not at all. But that's to be expected with large files.
Recommendations
Sit down and play with it. The first few months I used only a fraction of the things this program is capable of. Play with all the options so you can get to know the program.
Elizabeth from WinGate Wilderness Therapy
Specialty: Other specialty
March 2016
March 2016
Best Notes
Likes Best
It helps us stay organized with all the students we have.
Likes Least
Sometimes it runs really slowly. We aren't able to upload more than 8 pages at a time.
Recommendations
If we were able to upload more pages that would be helpful. If they also could figure out why it runs slowly at times.
Dominic from Q2i
Employees number: 2-10 employees
June 2018
June 2018
Great product!
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Best product on the market! Too many other ehrs are way too expensive for what they feature! Love bestnotes!
Cons
I cant think of anything negative to say, i widh we wouldve went with bestnotes from the beginning! Thanks BN!
Katie from Quality Youth Services
May 2018
May 2018
BestNotes is worked wonderfully as an all inclusive EHR and Billing system when paired with Claim.MD
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
I like that the software captures all claim data information and builds electronic HCFA 1500 claim forms with information input to BestNotes. This makes billing a seamless and streamlined process.
Cons
The software is susceptible to internet interruptions and can be slow loading from page to page. Certain client files and registers that are very large sometimes produce an error code when loading .
Mark from Land of Goshen Treatment Center, Inc
Employees number: 11-50 employees
July 2016
July 2016
BestNotes lives up to its name.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
BestNotes is by far the best EHR I have ever worked with. From their product to their excellent customer service, they deliver with professionalism and concern. They have even assisted us with Medicaid issues by contacting state office to expedite application issues.
Pros
The ease of use and full range of documents makes paperwork and billing a breeze for my staff.
Cons
I have no cons at this time.
Rick from Second Nature Entrada
March 2015
March 2015
BestNotes provides the best possible CRM system for any behavioral healthcare company
Ease-of-use
Usability
Product Quality
Quality
Support
I have experienced many customer relationship management systems over the years; time and time again BestNotes has proven to be our perfect CRM system. The BesNnotes platform is intuitive, resourceful and easy to navigate and use our data in the variety of productive ways. The BestNotes support team has an individualized investment in their customers and have consistently provided me with personal care through their valuable customer service and unmatched support for my company. From the Patient Portal to Outcome Tools, BestNotes provides the best integration of customer information. With all their services and support, BestNotes provides the best possible CRM system for any behavior healthcare company.
Amy from Engage
March 2015
March 2015
BestNotes- Great Program. Great Partnership.
Ease-of-use
Usability
Product Quality
Quality
Support
Engage first purchased BestNotes in late 2013. Kristen Francom has been our Implementation Specialist since then. She worked with us to set up BestNotes for our Intensive Outpatient Programs. Our company has experience tremendous growth within the past two years and Kristen at BestNotes has been right there helping get the most out of BestNotes. We appreciate that if there is a functionality of BestNotes that we need but is not in place she talks with the developer on our behalf to see if those needs can be met. BestNotes has helped us keep better track of our clients as well as get a better picture of how our community outreach is directly impacting our census.
Ideally we would like Bestnotes to have the functionality to house both our private practice and program clients WITHOUT crossover but have been informed that there is not a way to do that at this time.
It did take our staff a while to get use to how to use Bestnotes. Since BestNotes is a program that is used differently between companies there is not one standardized training that BestNotes can offer. They do have a help desk site that does answer many questions a user may have. However, we have created our own training documents that are specific to how our office uses the program.
Overall we are very happy that with BestNotes we not only purchased a very useful and helpful program but also that we have experienced a partnership with Kristen Francom in making BestNotes work for us.
