BestNotes - 2026 Pricing, Features, Reviews & Alternatives

BestNotes is an HIPAA compliant customer relationship management (CRM) and electronic health record (EHR) database system designed for the Behavioral Health and Addiction Treatment industry. BestNotes merges a CRM and EHR tools into a highly effective software that improves client interactions. BestNotes requires no upfront fees and offers users a month-to-month contract and free training/support.

BestNotes offers a fully integrated suite including scheduling, patient portal, practice management, documentation, medication administration, outcome tracking, e prescribing, lab tracking, and reporting features.

Automatic updates are applied to documentation to ensure audit and accreditation compliance. Point and click documentation allows users to quickly create group notes and treatment plans.


BestNotes tracks sales activity; follow-ups, referrals, and ongoing customer interactions. The software covers the full spectrum of client interactions starting with a secure and HIPAA- compliant patient portal that can be connected to a company’s website with a customized application to auto-populate into intake and clinical documentation. A smart calendar enables users to customize appointment types to include billing and necessary documents for service delivery. Calendar allows users to track no-shows, cancellations and attendance and send appointment reminders via text message.

Our audit and accreditation compliant documentation includes:

Pre-Screen, Intake Assessment, Nursing Assessment, History/Physical Assessment, BioPsychosocial Assessment, Psychiatric Evaluation, Comprehensive Diagnostic Assessment, Master Treatment Plan, Treatment Plan Review, Discharge Summary, Medication Management, Vitals/Allergies, Group Notes, Progress Notes (Clinical, DAP, Medication and SOAP options), Case Management, Utilization Review, Consents

Tracking outcomes, now a Joint Commission requirement, is easy with BestNotes!. Send and receive nationally recognized questionnaires electronically and view client and organizational reporting.

Keep track of your ongoing charges and payments.with a customizable ledger! Create invoices, superbills and easily build HCFA-1500 or UB-04 claim forms to eliminate double data entry.

To help facilitate effective management of Prior Auths for customers, the BestNotes Prior Authorizations module has been designed to allow staff to:
Input Authorization information for patients prior to services being rendered
Create Authorization templates in an effort to streamline data entry and help prevent input errors
Track and monitor usage of services rendered against a patient's Authorizations
With our eMAR, users can group clients together for a customizable med-pass time, prep medications and track inventory, see when a medication is taken or refused and capture employee and client signature, out-of-the-box reporting for easy quality assurance.

BestNotes reporting features comes with 60+ reports out of the box. Users can also build custom reports.

Human resources can securely store employee files, capture signatures for reviews, disciplinary action, notifications or benefits, receive customizable job applications through your website and track ongoing education credits. Please contact us for a demonstration: sales@bestnotes.com