--- title: BestNotes Reviews meta_title: 'BestNotes Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 27 reviews by the users' company size, role or industry to find out how BestNotes works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 27 scale: '5' date_modified: '2026-08-07' parent_category: name: Ambulatory url: https://www.g2.com/categories/ambulatory --- # BestNotes Reviews **Vendor:** BestNotes **Category:** [Mental Health Software](https://www.g2.com/categories/mental-health) **Average Rating:** 4.1/5.0 **Total Reviews:** 27 ## About BestNotes BestNotes is an all-in-one Electronic Health Record (EHR) and Customer Relationship Management (CRM) platform specifically designed for the behavioral health and addiction treatment industry. This comprehensive solution is tailored to meet the unique needs of clinicians, streamlining the entire care process from intake to outcomes. By integrating various functionalities into a single, cloud-based system, BestNotes helps treatment programs maintain compliance, enhance efficiency, and prioritize client care. Targeted primarily at behavioral health providers, BestNotes serves a diverse audience, including clinicians, administrative staff, and admissions teams. The platform addresses the complexities of managing patient care in a field where coordination and communication are essential. By consolidating EHR, CRM, billing, outcomes tracking, and telehealth capabilities, BestNotes eliminates the need for multiple software solutions, allowing teams to collaborate seamlessly and focus on delivering high-quality care. Key features of BestNotes include an audit and accreditation ready clinical documentation and customizable progress notes, which allow users to create notes, treatment plans, and evidence-based documentation. This flexibility ensures that providers can meet specific regulatory requirements while maintaining a focus on individual client needs. Additionally, the built-in CRM tools facilitate effective management of leads, referrals, and marketing activities, optimizing admissions workflows and enhancing overall operational efficiency. The scheduling and calendar functionalities within BestNotes simplify the coordination of staff and client appointments, including recurring group sessions and telehealth visits. This feature is particularly valuable in the current healthcare landscape, where remote consultations have become increasingly important. The platform also offers HIPAA-compliant telehealth capabilities, enabling secure video sessions and client messaging, thus ensuring that patient privacy is maintained. Another significant advantage of BestNotes is its outcomes tracking feature, which integrates with OutcomeTools to help providers collect and analyze client outcomes. This capability not only demonstrates program effectiveness but also supports continuous quality improvement initiatives. Furthermore, the reporting and analytics tools allow users to generate compliance, billing, and outcomes reports with ease, providing valuable insights into operational performance. Lastly, BestNotes incorporates AI-powered notes through its Sidekick Notes feature, which reduces the documentation burden on clinicians. By leveraging Videra Health integration, recorded sessions can be transformed into structured clinical notes, enhancing accuracy and efficiency in documentation. Overall, BestNotes stands out in the EHR and CRM landscape by offering a comprehensive, user-friendly solution that addresses the specific challenges faced by the behavioral health and addiction treatment industry. ## BestNotes Pros & Cons **What users like:** - Users appreciate the **timely and helpful customer support** from BestNotes, enhancing their overall experience with the system. (2 reviews) - Users find BestNotes to be **extremely user-friendly** , with staff support enhancing the overall ease of use. (2 reviews) - Users value the **customizable templates** in BestNotes, which enhance report generation and administrative record-keeping. (1 reviews) - Users value the **customizable templates** in BestNotes, which simplify report generation and maintain accurate records effortlessly. (1 reviews) - Users commend the **exceptional support** from BestNotes staff, highlighting their dedication to assisting users effectively. (1 reviews) - Product Satisfaction (1 reviews) - Professionalism (1 reviews) - Users appreciate the **customizable templates** of BestNotes, making report generation and record maintenance easy. (1 reviews) - Service Quality (1 reviews) - Staff Support (1 reviews) **What users dislike:** - Users find some features of BestNotes to be **confusing and unnecessary** , complicating their overall experience. (1 reviews) - Users express a desire for **fewer, more user-friendly features** in BestNotes, finding some options overwhelming. (1 reviews) - Users feel the **missing features** in BestNotes limit its effectiveness and usability for their needs. (1 reviews) - Users report **slow performance** in the web version of BestNotes, affecting their ability to edit efficiently. (1 reviews) ## BestNotes Discussions - [Is Best Notes an emr?](https://www.g2.com/discussions/is-best-notes-an-emr) - [How do I use BestNotes app?](https://www.g2.com/discussions/how-do-i-use-bestnotes-app) - [What is BestNotes?](https://www.g2.com/discussions/what-is-bestnotes) - [View BestNotes pricing details and edition comparison](https://www.g2.com/products/bestnotes/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+05%3A11%3A11+-0500&secure%5Bsession_id%5D=4a0c35a4-436e-4db6-8fb6-3ec1abd2b40b&secure%5Btoken%5D=67d6233a0b0acec0c68d90e7b723796e1ae0d07ef2b65a4ce263be5371e88963&format=llm_user) ## BestNotes Features **Administrative** - Workflow Management - Billing - Security and Authorization - Practice Management - Compliance - Insurance Management - Appointment Scheduler - Patient Portal - HIPAA Compliance - Invoice Management - Medication Management - Calendar Management - Employee Management - Document Management - Claims Management - Template Management - Data Security **Clinical Workflow Management** - Multiple Medical Provider Access - Ancillary Care Provider Access - Meaningful Use Reporting - Clinical Documentation - Mobile Access - Historical Reporting - For Primary Care - For Urgent Care - Clinical Care **Clinical** - Patient Records - Specialty EHR Templates - Interoperability - Documentation - E-Prescription - EMR/EHR - Customizable Templates **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management - Telemedicine Integration - Claims Management - Documentation Management - Revenue Management - Patient Records Management - Document Management - Invoice Management - Medication Management - Task Management - Care Plan Management - Calendar Management - Communication Management - Prescription Management - Inventory Management - Forms Management - Image Management - Practice Management - Intake Management - Appointment Management - Lab Order Management - Configurable Workflow - Formulary Management - EMR/EHR - Clinic Interoperability - Compliance Management - Records Management - Template Management - Registration Management - Referral Management - Case Management - For Pain Management - Escalation Management - Queue Management - In-Patient Management **Additional Functionality** - Initial Assessments - Mobile Access - Teletherapy - AI Copilot - Confirmations/Reminders - Customizable Reports - For Group Therapy - Appointment Scheduling - HIPAA Compliant - Lab Integration - E-Prescribing - Role-Based Permissions - Treatment Planning - Electronic Signature - Charting - Reporting & Statistics - For Substance Abuse Therapy - Outcome Assessment Tools - Therapy Notes - API - Activity Dashboard - Secure Messaging - Electronic Payments - Generative AI - Chat/Messaging - Reporting/Analytics - Payment Processing - SMS Messaging - Income/Expense Tracking - Telemedicine - Third-Party Integrations - Multi-Location - Compliance Tracking - Client Database - Progress Tracking - Email Marketing - Coding Assistance - Patient Intake - Online Booking **Agentic AI - EHR** - Autonomous Task Execution **Additional Functionality** - Quality Assurance - For Anesthesiologists - Data Collection - AI Copilot - Preoperative Modules - Generative AI - ICD-10 Compliance - Intraoperative Charting - EHR/EMR Integration - Templates - Patient Communications - Reporting & Statistics - Compliance Tracking - Customizable Templates - Customizable Forms - Multi-Location - Voice Recognition - API - Activity Dashboard - E-Prescribing - Billing & Invoicing - ONC-ATCB Certified - Referral Tracking - Claims Scrubbing - Electronic Payments - Insurance Eligibility Verification - Coding Assistance - Meaningful Use Certified - Live Chat - HIPAA Compliant - Treatment Planning - Charting - Patient Portal - For Cardiologists - Reminders - Customizable Reports - Appointment Scheduling - Third-Party Integrations - Monitoring Device Integration - Patient Intake - Decision Support - Progress Notes - For Dermatologists - Data Import/Export - Lab Integration - Telemedicine - Medical Billing - Reporting/Analytics - Audit Trail - Medication Database - Clinical Notes - Handwriting Recognition - Imaging and X-rays - File Sharing - Patient Scheduling - Immunization & Allergy Tracking - Order Entry - Outcome Assessment Tools - Alerts/Notifications - Initial Assessments - Family History Tracking - Annotations - Diagnostic Reports - Growth Charts - Customizable Tests - Patient Engagement - EDI - For Family Medicine - Medication History - For Substance Abuse Therapy - For Mental/Behavioral Health - Confirmations/Reminders - Medication Alerts/Warnings - Mobile App - Therapy Notes - Electronic Signature - For Group Therapy - For Neurologists - Speech Recognition - Hardware Integration - For Obstetrics & Gynecology - Diagnostic Imaging - Patient Education - Patient Questionnaires - Patient Monitoring - Task Scheduling - For Ophthalmologists - SOAP notes - 3D Imaging - For Orthopedics - PACS Integration - Electronic Prior Authorization - Analytics - Vitals Tracking - For Podiatrists - Medical History Records - Automatic Transcription - Case Notes - Self Service Portal - Access Controls/Permissions - Third-Party Integration - Scheduling - For Psychiatrists - Self Check-In/Check-Out - Urgent Care Templates - Digital Signature - Lab Results - Payment Processing - Data Security - Drug Reference Database - Accounting - For Urologists - Collaboration Tools - Web-based Deployment ## Top BestNotes Alternatives - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (896 reviews) - [TherapyNotes](https://www.g2.com/products/therapynotes/reviews) - 4.4/5.0 (99 reviews) - [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) - 4.7/5.0 (332 reviews)