This meeting reviewed procedures for adding and managing programs (levels of care) in the BestNotes Software, including step-by-step instructions and required permissions. Key discussion points included navigation, data entry, customization options, and staff assignment. The "Administer Programs" permission is necessary for program management, and updates to available programs and locations can be requested through BestNotes Support. No major decisions were made, but process clarity and permissions were emphasized.
Action Items
(no date – System Administrators): Review customization options for Programs and Locations; contact BestNotes Support if updates are required.
Navigating and Adding a Program
To add a program or level of care, navigate to the client's chart and select the "Episode" tab.
Click the "Add Program" button to initiate the process.
Entering Program Details
Enter the required "Start Date" (and optional "Start Time" and "Estimated End Date").
Use the "Program" drop-down to select the appropriate Level of Care or Program.
Select the appropriate "Location" from the drop-down.
Assign staff by choosing the client's Primary Provider from the list of active users.
Save the program data to complete the entry.
Permissions and Customizations
The "Administer Programs" permission is required to add or manage programs.
Programs and locations can be customized by contacting BestNotes Support upon request from a System Administrator.
Decisions
No major decisions made — Meeting centered around software usage and process clarification.
Open Questions / Follow-Ups
Are there any upcoming changes to the current list of programs or locations that require a request to BestNotes Support?