BestNotes integration for the A.I. front desk
BestNotes publishes a public API with keys each program creates for itself. It covers clients, staff and appointment confirmations, but it has no way to create, cancel or move appointments, so scheduling stays with your team.
Built for: Behavioral health and addiction treatment programs
What the connection does
What the front desk can do in BestNotes.
Look up existing patients
YesSearch by name or date of birth.
Create new patients
YesUpdate patient details
With setupForm fields and relationships can be written; core contact details are updated by your team.
Read providers and locations
YesSee open appointment times
Not through the EHRBestNotes' API has no availability lookup.
Book appointments
Not through the EHRThe front desk captures the request and hands it to your team to schedule in BestNotes.
Cancel appointments
Not through the EHRCancellation requests are passed to your team.
Reschedule appointments
Not through the EHRReschedule requests are passed to your team.
How booking works
From the call to BestNotes.
The front desk answers, qualifies and creates the client record in BestNotes, then hands the scheduling request to your team. For appointments already on the calendar it can mark the client's attendance confirmed in BestNotes.
What you will need
- A BestNotes admin with the Manage API permission
- An intake team to take scheduling hand-offs
Setup
How we connect BestNotes.
- 01
Create API keys
A BestNotes admin with the Manage API permission creates read and write keys under Settings and shares them with us securely.
- 02
Set the hand-off
We agree how scheduling requests reach your intake team, and which programs the front desk speaks for.
- 03
Test, then go live
Test clients are created and removed before live calls start.
BestNotes integration questions, answered.
Do we have to change anything about how we use BestNotes?
No. BestNotes stays your system of record. The front desk works inside the schedule, appointment types and providers you already have, and your team keeps working in BestNotes as they do today.
Can the front desk book admissions or appointments directly?
Not today. BestNotes' API can read and confirm appointments but not create, cancel or move them, so those requests go to your team.
Other integrations.
- ClinikoDirect APICliniko's public API lets the A.I. front desk check available times, book, cancel and reschedule, and find or create patients, directly in Cliniko.
- DrChronoDirect APIDrChrono's public API lets the A.I. front desk find and create patients and book, cancel and reschedule; open times come from your appointment templates.
- IntakeQ / PracticeQDirect APIIntakeQ's public API lets the A.I. front desk find and create clients and book, cancel and reschedule; open times are set from practitioner hours.