---
title: "BestNotes Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about BestNotes Software - reviews, pricing plans, popular comparisons to other Mental Health EHR products and more."
source_url: "https://www.capterra.com/p/73807/BestNotes/"
page_type: "product"
language: "en"
---

# 

 BestNotes Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

BestNotes

## What is BestNotes?

BestNotes is a cloud based EHR and CRM purpose built for behavioral and addiction treatment. Special focus on compliance documentation, marketing/admissions and outcome measures. Billing, fully customizable notes, scheduling, telehealth, e-prescribe, e-MAR, lab results, patient portal, HR, appointment reminders, administrative tools and more included! For over 20 years, users have enjoyed no upfront fees, month-to-month contract, unlimited training and support, for one low monthly price.

## What is BestNotes used for?

[Substance Abuse EMR](https://www.capterra.com/substance-abuse-emr-software/)[Mental Health EHR](https://www.capterra.com/mental-health-ehr-software/)[Mental Health](https://www.capterra.com/mental-health-software/)

Recognitions

Shortlist

Overall rating

Based on 199 user reviews

Reviews sentiment

Positive

91%

Neutral

8%

Negative

1%

Starting price

$59

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Mental Health / 2026
-   Therapy / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## BestNotes alternatives

Highest Rated

[4.7 (969)](https://www.capterra.com/p/118981/TherapyNotes-com/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (1,052)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (2,827)](https://www.capterra.com/p/130710/SimplePractice/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.2 (339)](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

79%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/73807/BestNotes/alternatives/)

## FAQs about BestNotes

Overview

### What problems does BestNotes solve?

BestNotes solves fragmented behavioral health documentation, slow note completion, billing errors, and poor team coordination by keeping charts, assessments, schedules, attendance, and billing in one customizable system. Therapists, counselors, case managers, administrators, and multidisciplinary care teams benefit from shared notes, fast record retrieval, compliance support, and easier staff onboarding.

Answer based on 156 reviews

Overview

### Which roles and teams benefit most from BestNotes?

BestNotes is most used by clinical leaders, therapists, counselors, and program directors who manage documentation, treatment planning, and client progress. Operations, intake, billing, and office teams rely on it to coordinate scheduling, admissions, and claims workflows, while owners and executives use it to oversee compliance, staff activity, and practice performance.

Answer based on 198 reviews

Overview

### What company size and industries is BestNotes built for?

BestNotes is built primarily for small behavioral health organizations, with 94% of reviewers from small businesses and 58% from mental health care. It also serves hospital and health care providers at 12% and health, wellness, and fitness organizations at 10%, especially for treatment, psychiatry, and mental health services.

Answer based on 198 reviews

Features and Usability

### What are the key features of BestNotes?

BestNotes includes core EHR and practice management features like progress notes, treatment planning, assessments, scheduling, and client management. Differentiators include customizable templates and forms, group notes with role-based permissions, HIPAA-compliant document storage, reporting, and patient portal access. Reviewers also frequently mention its ease of use and support.

Answer based on 85 reviews

Pricing

### How much does it cost and what fees or limitations are included?

BestNotes starts at $59/user/month for 1-10 users, then drops to 25/user/month for 11-100 and 13/user/month for 101+ users. Plans are month-to-month with no upfront fees, unlimited data, and unlimited support, though add-on services cost extra. Reviewers often call it affordable, but some say onboarding is difficult and the system feels dated.

Answer based on 14 reviews

Integrations

### Which third-party tools and platforms does BestNotes integrate with?

BestNotes integrates with Availity, MD Claim, Addiction Services System, and EZClaim, based on reviewer-confirmed use cases for billing, clearinghouse functions, assessments, and data transfer. Official catalog listings also show connections to ALERE, Dominion, Labcore SDMS, and SalesforceIQ, giving BestNotes 8 third-party integrations across billing, assessments, and data management.

Answer based on 17 reviews

Getting Started and Support

### How easy is it to onboard and train a team on BestNotes?

BestNotes offers live online training, webinars, videos, and documentation, giving teams several ways to learn. Clinicians and staff often get comfortable after some practice, while admins and users setting up documents, templates, or deeper workflows usually need more time. Reviewers describe early confusion, but note helpful support and step-by-step guidance.

Answer based on 33 reviews

Getting Started and Support

### What customer support options does BestNotes offer, and how do users rate the experience?

BestNotes offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representatives, and chat. Users often describe support as fast, knowledgeable, patient, and easy to reach, with live help resolving issues quickly and teaching workflows. Some reviewers mention onboarding challenges, occasional usability confusion, and a few recent support complaints.

Answer based on 70 reviews

Security

### How does BestNotes handle data security and access control?

BestNotes uses HIPAA-compliant storage, permission-based access, built-in safeguards for documentation, and automatic logouts after inactivity to protect client records. Reviewers also describe strong overall security, with passwords and PINs adding protection. Some users note that frequent required password changes can be inconvenient, and occasional access issues may relate to permissions.

Answer based on 13 reviews

## Who uses BestNotes?

Based on Capterra reviews from the past 2 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 1,272 Mental Health EHR reviews

Capterra reviewers point to these as the top priorities when choosing a Mental Health EHR:

-   **HIPAA Compliant** (**82%** of reviewers rated this feature as critical)
-   **Therapy Notes** (**67%**)
-   **EMR/EHR** (**68%**)

BestNotes supports all three features buyers rate most highly: HIPAA Compliant, Therapy Notes, and EMR/EHR. Together, these capabilities help mental health practices protect patient information, document sessions accurately, and maintain complete electronic health records, allowing teams to manage care more efficiently and support consistent clinical workflows.

HIPAA Compliant

4.9 (83)

97.59% of 83 reviewers that rated this feature as important or highly important

BestNotes gives you strong privacy controls, customizable access levels, and secure document handling to meet HIPAA standards. Reviewers appreciate the consistent security, user access management, and how it eases concerns about compliance and client confidentiality.

Therapy Notes

4.6 (17)

105.88% of 17 reviewers that rated this feature as important or highly important

Tools to help therapists document, record, and recall patient encounters

EMR/EHR

4.6 (48)

91.67% of 48 reviewers that rated this feature as important or highly important

Create and securely store digital patient records

Charting

4.6 (65)

96.92% of 65 reviewers that rated this feature as important or highly important

With this capability, you can easily add, edit, and organize client records, including treatment plans and notes. Users think charting is intuitive, efficient, and user-friendly, highlighting the convenience of linked documentation and the DSMV integration.

Document Management

4.5 (64)

93.75% of 64 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Appointment Scheduling

4.6 (52)

86.54% of 52 reviewers that rated this feature as important or highly important

Schedule appointments via a calendar

BestNotes 57 features

### All Features
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Appointment Scheduling: Schedule appointments via a calendar
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Charting: With this capability, you can easily add, edit, and organize client records, including treatment plans and notes. Users think charting is intuitive, efficient, and user-friendly, highlighting the convenience of linked documentation and the DSMV integration.
- Claims Management: Process of submitting and following up on claims with insurance companies
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drug Reference Database: Electronic storage of drug information such as name, brand, appearance, etc.
- E-Prescribing: Transmit prescriptions to pharmacies electronically
- Electronic Signature: Digitally sign online documents
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- EMR/EHR: Create and securely store digital patient records
- For Mental/Behavioral Health: For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.
- For Psychiatrists: Must serve psychiatrists/psychiatric practices
- For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs
- Forms Management: Store, manage and track all forms in a centralized location
- Handwriting Recognition: To scribe and interpret the written words received from online or offline inputs
- HIPAA Compliant: BestNotes gives you strong privacy controls, customizable access levels, and secure document handling to meet HIPAA standards. Reviewers appreciate the consistent security, user access management, and how it eases concerns about compliance and client confidentiality.
- Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc.
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Meaningful Use Certified: Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged
- Medical Billing: Manage billing and payments for a healthcare provider
- Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
- Multi-Location: Manage and support multiple locations
- Multi-Provider Practice: For practices with multiple providers
- Notes Management: Allow users to create, edit, and sort multiple notes
- ONC-ATCB Certified: Certified for healthcare IT products based on the results from ONC-ATL
- Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
- Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Therapy Notes: Tools to help therapists document, record, and recall patient encounters
- Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.4 (197)

4.4

Based on 197 reviews

## Pricing

Value for money

4.5 (165)

[View pricing plan details](https://www.capterra.com/p/73807/BestNotes/pricing/)

1-10 Users

$59.00

Per User,Per Month

It includes:

-   Month-to-Month Contract
-   No Upfront Fees
-   Unlimited Data
-   Unlimited Support

11-100 Users

$25.00

Per User,Per Month

It includes:

-   Month-to-Month Contract
-   No Upfront Fees
-   Unlimited Data
-   Unlimited Support

101+ Users

$13.00

Per User,Per Month

It includes:

-   Month-to-Month Contract
-   No Upfront Fees
-   Unlimited Data
-   Unlimited Support

Value for money

4.5 (165)

4.5

Based on 165 reviews

## Integrations

[

EZClaim](https://www.capterra.com/p/106348/EZClaim-Medical-Billing/)[

ALERE](https://www.capterra.com/p/196032/ALERE-ERP-Software/)[

Millennium](https://www.capterra.com/p/33751/Millennium/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (182)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (182)

4.6

Based on 182 reviews

## User reviews

Overall rating

4.5

Based on 199 reviews

Filter by rating

5(121)

4(61)

3(15)

2(2)

1(0)

Mentioned topic

Sorted by most recent

TW

Therone W.

Director

Religious Institutions

### "Best Notes Best Quality"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

August 3, 2026

BestNotes provides high customizable EHR system that streamlines behavioral health workflows and drastically reduces documentation time. The software organizes complex client records into an intuitive, centralized hub that allows our clinical staff to access vital charts instantly. We love how seamlessly the Wiley Treatment Planners integrate into the system, making compliance and goal-tracking incredibly straightforward for our therapists. Additionally, their customer support team is outstanding, always providing fast, personalized solutions whenever we need assistance.

Pros

I had a fantastic experience here because the staff was incredibly welcoming and the service was exceptionally fast. The high quality of their work really sets them apart from other places I have visited. Everything was handled professionally from the moment I walked in until the moment I left. I highly recommend this business and will definitely be returning in the future.

Cons

user interface needs to be updated, limited mobile app functionality, and communication restrictions on the patient portal. While the electronic health record (EHR) software is highly rated for its behavioral health features, specific limitations frequently appear in user feedback

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Mary N.

Billing Company Owner

Health, Wellness and Fitness

### "Best Notes is Best Practice"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 16, 2026

While I was working with my employer I really miss best notes. I truly love the ease and back end of this product

Pros

This is a well thought emr. Great honest and real customer service is available always and always outshining everyone else

Cons

Truly there's nothing I don't like. It is easy to use and very friendly. They listen to use and are always upgrading.

Switched from

[Tebra](https://www.capterra.com/p/129169/Tebra/)

Many factors and issues with Kareo. I was with them for 9 years. When I think back, I wish I had known about BEST NOTES before. Kareo is moving in a direction that is making many of us small billing companies very uncomfortable and it was time to offer my clients something better, back down to earth and with customer service here in the US.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GO

Greg O.

Executive Clinical Director

Health, Wellness and Fitness

### "Flexible and supportive"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 24, 2026

Positive, customer service has been helpful; always available to ask simple questions and provide direction in the moment

Pros

Flexible and applicable; easy to add group notes; point and click notes make documentation quick and easy

Cons

Cannot edit intake documents to meet our needs; have inquired about being able to adjust intake documents to meet our format

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BB

Billie B.

Clinical

Health, Wellness and Fitness

### "Needs ASAM 5"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 20, 2025

Pros

Easy to use, good customer service. It is easy to train people on. Treatment plans are easy to do and cheap.

Cons

No ASAM 5 What I liked least about BestNotes was the overall user experience. The interface often feels outdated and cluttered, which makes navigating between notes, client information, and documentation tools slower than it should be. Some features feel unintuitive, requiring extra clicks or searching through menus just to complete simple tasks. Because the layout isn’t very streamlined, it can be frustrating for new users and time-consuming for busy professionals who need to document quickly. Customization options are limited, so it’s difficult to tailor the system to a team’s specific workflow. While functional, BestNotes could benefit from a more modern, user-friendly design.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BE

Bobby E.

Director of Operations

Mental Health Care

### "Pretty Good system for the price"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

October 10, 2025

For an affordable system, it is fairly easy to use and I'm glad support is always willing to help. I have not had too many serious issues

Pros

Customer support has improved greatly. I appreciate that they can resolve most issues fairly quickly.

Cons

System down time. Seems like there have been several over the last few months mid-day. It challenges us when we are at time sensitive entries and data needs

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TT

Tiffany T.

Internal Audtior

Individual & Family Services

### "BestNotes review"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 10, 2025

I have been using BestNotes for years and I know how to do most of the things within the program. I would recommend it to anyone that needs an EMAR.

Pros

I know how to use it and customer service is pretty darn good. I would recommend it to anyone that needs an EMAR.

Cons

It is pretty user friendly. I would recommend it to anyone that needs an EMAR. Customer service is amazing.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

VD

Victor D.

Owner

Mental Health Care

### "I like bestnotes"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 10, 2025

It's been pretty good overall, four stars.

Pros

The customer support is excellent; when I have an issue I get to talk to a human right away, and you've usually got an answer for me.

Cons

I have had frequent episodes of the application slowing down or stalling out completely lately. I wish the patient portal was easier for patients to navigate.

Alternatives considered

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Reasons for choosing BestNotes

Price and experience. Primarily customer service.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JH

Jennifer H.

BRS Program Manager

Government Relations

### "BestNotes Feedback"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 10, 2025

Good. Help Desk responds quickly to inquiries. Would recommend it (and have already done so) to other residential programs.

Pros

Easy to use, easy to fix errors, color coding of appointments, quick responses from the Help Desk when needed.

Cons

New users cannot see calendar appointments from before their start date. This is very frustrating and difficult.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JD

JONI D.

CFO

Mental Health Care

### "BEST FOR IOP PROGRAM"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 10, 2025

I would recommend for EMR. I like how when I call someone can help me right there vs a ticket. People are always nice

Pros

I can call they they fix or walk through me issues or concerns right there. I never liked the ticket system. When I need something I need it now.

Cons

Still feels like DOS. Billing is not easy. It doesn't flow with collabeMD very easily. I wish it was more user friendly don't like tickets

Alternatives considered

[Alleva](https://www.capterra.com/p/180899/Alleva/)

Reasons for choosing BestNotes

price and best for group notes. It works well

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AA

Aaron A.

Clinical Director

Mental Health Care

### "Love the Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 8, 2025

It is one of the best EHRs I've used. It works will in house. There are issues when trying to get signatures from parents.

Pros

BestNotes.is user friendly and tech support is responsive, friendly, and helpful. They seem to strive to improve the product.

Cons

At times there are updates done that we, as users, don't always hear about. I have seen improvement in this over the past year. I've also have functionality issues with the parent portal.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/73807/BestNotes/reviews/)

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