BestNotes EHR Training Videos & Workflow Guides
Modified on: Thu, Jul 16, 2026 at 11:27 AM
This article provides a library of video training guides for key features and workflows within BestNotes, updated regularly to reflect new features and processes.
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Visual Tutorial
Home Workboard: Navigating and using your Home workboard
Calendar: Calendar setup and appointment management
Adding a New Patient: Creating and setting up a new patient chart
The Patient Chart: Contact Tab: Managing patient demographic and contact fields
The Patient Chart: Activity & Clinical Tab: Navigating clinical tracking views and logs
Launching a Form: Opening documentation
Completing & Signing a Form: Finalizing, signing, and locking entries
Adding a Diagnosis: Entering and saving diagnosis details
ASAM 4th Edition Assessment: Completing multi-dimensional ASAM assessments
Functional Needs Assessment: Overview of tracking and completing functional assessments.
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