Log- Allows user to view General Log.
Allows user to search for Contacts.
Allows user to view and edit Tasks on their Dashboard as well as the tasks
button on the left.
Allows user to view and add Documents on company wide.
For Review - Allows user to collect all documents needing their signature.
Allows user to view, create and run Reports.
Allows user to view modules such as OutcomeTools and other custom modules.
Admissions- Allows user to view the Admissions module.
Contacts- Allows user to Add Contacts to the BestNotes.
Contacts- Allows user to edit a Contacts information.
Contacts- Allows user to Delete Contacts from the BestNotes.
Assign Access Tags- Allows user to assign access
Ledger Entry from Log - Allows user to view the ledger entries only on notes on the Activity Log.
Allows user to make Register/ledger entries on a contact's page.
Setup Contact PINs - Allows user to assist a contact in creating their unique PIN for electronically signing templates.
Allows user to see the forms tab in the contacts page.
Allows user to assign a follow-up task to a contact.
Allows user to Add and view a contact's attached files.
Allows user to see the tags tab and create user lever category tags.(Soon to be
Abstract-This Permission is unused and is slated for removal.
Portal- Allows user to make content available on the Web Portal. This
permission is never set as a default to ensure data security.
Reset Contact PINs - Allows user to assist a contact in resetting the contact's PIN number used for digital signatures.
Calendars- Allows user to overlay another user's calendars over their own calendar.
for others- Allows user to schedule appointments for other users.
Tasks- Allows user to overlay another user's tasks in their task manager.
Tasks - Allows user to assign tasks to other users.
Folders- Allows user to create folders in the company or contact's document
Files- Allows user to upload files to a company’s or contact’s document
Files- Allows user to delete files uploaded in BestNotes.
Report All Providers- Allows user to run reports which can draw from all users
Tags- Allows user to create, edit, and delete category tags.
Forms- Allows user to create, edit and delete Data Forms.
Templates- Allows user to create, edit, and delete templates.
Autonotes- Allows user to create, edit, and delete AutoNotes.
Process Indicator- This permission allows the user to use the process indicator icon in the activity log.
Users- Allows user to create, inactivate, and edit user accounts.
Ledger- Allows user to create, edit, and delete categories and item codes to the Ledger/Register.
Access- Allows user to access limited functionality of BestNotes on a web enabled
device. (e.g. Calendar ,Q-log.)
Export- Allows user to export data from BestNotes into an "Excel" friendly format
(.CSV). This also allows you email files out of the files tab located under the Files tab.
Audit- Allows user to unlock locked entries in a contacts activity log, to
manage quality assurance.
Allows user to select a school year, define term dates, periods, and create classes.
Allows user to enroll students in classes.
Reports- Allows user to run an academic report from either the academics or
Allows user to edit the transcript.
Allows user to be assigned as a teacher and allows them to manage classroom
Sections- Allows user to manage global attributes, such as assignment weights.
Create Tx Plan - Allows a user to create a treatment plan on a client's page.
Add Axis I Dx - Allows a user to add Axis 1 diagnosis
Add Axis II Dx - Allows a user to add Axis 2 diagnosis
Add Axis III Dx - Allows a user to add Axis 3 diagnosis
Add Axis IV Dx - Allows a user to add Axis 4 diagnosis
Add Axis V Dx - Allows a user to add Axis 5 diagnosis
View Completed Tx Plans - Allows a user to view a completed treatment plan but not edit them.
Create Group Notes - Allows a user to create Group Notes as long as they are added as a group member.
Plan Library- Allows user to choose and edit DSM codes, goals, and interventions.
Group Notes Admin - Allows a user to see all Group Notes that are created across the organization.
OutcomeTools® - Allows access to OutcomeTools®.
Create Biopsych Ax - Allows a user to create a Biopsychosocial
View Biopsycho Ax - Allows a user to view a Biopsychosocial
Vitals- Allows user to view and enter vitals.
View Meds Reports- Allows
a user to see a read-only view of the medications a client is on and has been
Edit Medications -Allows a user to create, edit or discontinue a medication.