BestNotes API
BestNotes is a cloud-based EHR and CRM built for behavioral health and addiction treatment organizations. Teams use it to manage referrals and intake, client records, appointments, group sessions, clinical documentation (notes, assessments, treatment plans), outcomes measurement, secure messaging, a
What is BestNotes?
BestNotes provides an integrated EHR + CRM designed for mental health, SUD (substance use disorder), and residential treatment programs. It centralizes referral management, intake, client and contact records, scheduling, documentation (progress notes, group notes, treatment plans), assessments/outcomes, secure communications, and client portal features. Many teams rely on BestNotes daily to coordinate care across multiple programs and locations.
Core product areas include:
- Referral, intake, and contact management (CRM)
- Client/patient records and care team assignments
- Scheduling for individual and group sessions (telehealth and in-person)
- Clinical documentation: progress notes, group notes, treatment plans
- Assessments and outcomes (e.g., standardized questionnaires)
- Client portal and secure messaging
- Reporting and exports for compliance and operations
Common data entities:
- Clients/Contacts (patients, guardians, referral sources)
- Providers/Staff (clinicians, counselors, case managers)
- Appointments/Sessions (individual, group, telehealth)
- Notes/Encounters (progress notes, group notes)
- Assessments (instrument responses, scores)
- Treatment Plans (goals, objectives, interventions)
- Programs/Locations (enrollments, levels of care)
- Consents/Authorizations (HIPAA, releases)
The BestNotes Integration Challenge
Organizations depend on BestNotes for clinical operations, but turning portal-first workflows into automated pipelines is hard:
- No public, unified API: Many teams report relying on manual exports or custom reports to move data, making real-time integration difficult
- Custom form templates: Documentation and assessments vary by program, requiring normalization across sites and templates
- Locked notes and audit trails: Clinical compliance rules impose strict edit and signature flows that automation must respect
- Group session nuances: Bulk documentation and attendance tracking for groups complicate straightforward CRUD
- SSO/MFA and role-based security: Strong enterprise identity controls can block headless automation without specialized handling
- Reporting timing windows: Batch reports and CSV/scheduled exports don’t match operational needs for near real-time sync
How Supergood Creates BestNotes APIs
Supergood reverse-engineers authenticated browser flows, batch interfaces, and network interactions to deliver a resilient API endpoint layer.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes client, appointment, note, and assessment objects so you can integrate once across programs and templates
- Aligns with customer entitlements and licensing constraints to ensure compliant access
- Bridges batch exports where applicable with signed URL retrieval and delivery
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your BestNotes product mix, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened BestNotes adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as BestNotes evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Clients
/clientsRetrieve client records with demographics, program enrollment, consents, and care team assignment. Use filters to keep external systems synchronized.
Appointments
/appointmentsCreate or update an appointment (individual or group) with service details and telehealth metadata. Supports status updates and cancellation reasons.
Clinical Notes
/clinical/notesCreate or update a clinical note with structured content, diagnoses, and signatures. Honors compliant locking and edit reason codes.
Use Cases
Intake and Referral Synchronization
- Push new referrals and intake records from your CRM into BestNotes - De-duplicate contacts and assign them to the appropriate program and care team - Maintain a single source of truth for demographics, consents, and payer info
Scheduling and Telehealth Coordination
- Create BestNotes appointments from your scheduling or telehealth platform - Update statuses (scheduled, completed, no-show) and attach telehealth join links - Route group session attendance to documentation workflows automatically
Measurement-Based Care and Outcomes
- Pull standardized assessment results (e.g., PHQ-9, GAD-7) for dashboards and alerts - Push new questionnaire submissions collected in your app - Track changes over time to inform care plans and program outcomes
Documentation and Compliance
- Generate progress notes from telehealth session artifacts with structured templates - Enforce signing/locking flows and reason codes when editing documentation - Export machine-readable audit trails for quality and compliance reviews
Billing Preparation and RCM Data Bridge
- Align service codes and units on appointments and notes for downstream billing - Surface missing documentation or enrollment information before claim creation - Feed consolidated encounter data to your RCM system or analytics warehouse
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination
Rate limits
Tuned for enterprise throughput while honoring licensing and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of clients, appointments, notes, and assessment artifacts
Security
Encrypted transport, scoped tokens, and audit logging; respects BestNotes entitlements and compliance requirements
Webhooks
Optional asynchronous delivery for appointment changes, note status updates, and assessment submissions
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume scheduling and documentation pipelines
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used BestNotes EHR/CRM modules, subject to your licensing and entitlements. We scope coverage (e.g., clients/contacts, scheduling, notes, treatment plans, assessments, reporting exports) during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. For batch/report flows, we manage timing windows, generate normalized datasets, and retrieve signed URLs or delivery confirmations programmatically.
Yes. You can create and update appointments (including telehealth metadata) and generate clinical notes using your chosen templates. We enforce compliant signing/locking and audit trails.