# BestNotes Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is BestNotes the right Mental Health solution for you? Explore 198 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/73807/BestNotes/reviews

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BestNotes

4.5 (198)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated June 3rd, 2026

# Reviews of BestNotes

Ease of use

4.4

Customer Service

4.6

## Pros and Cons in Reviews

AH

Andrea H

Program DirectorMental Health Care, 51 - 200 employeesUsed the software for: More than 2 years.

“All client information, notes, and treatment plans are stored in one place and are easy to access with built-in safeguards that help ensure documentation meets legal, insurance, and accreditation requirements.“

August 21, 2025

AH

Andrea H

Program DirectorMental Health Care, 51 - 200 employeesUsed the software for: More than 2 years.

“Forms and templates that don’t fully match program needs, including data exports and reports, can be clunky or hard to configure.“

August 21, 2025

Dr. Meghan F

Director of Clinical OperationsMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years.

“They are responsive, the platform does what you need it to do, and it is set up to support the communication and operations of a multidisciplinary team in a higher level of care.“

August 19, 2025

Tammy F

Clinical DirectorMental Health Care, 51 - 200 employeesUsed the software for: More than 2 years.

“The individual in our agency who can make changes to BN is difficult to get connected with, so there should be more people trained to be an administrator.“

August 20, 2025

JE

Jennifer E

Director of Clinical ServicesHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years.

“We have been using Bestnotes for our electronic medical records for 5 years and have always had nearly immediate responses and resoultions to our very few concerns over the years.“

August 22, 2025

GO

Greg O

Executive Clinical DirectorHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: More than 2 years.

“Assessments aren’t customizable - multiple components of the assessment we do not utilize and I’d love to eliminate.“

March 24, 2026

SB

Sunni B

Administrative AssistantMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years.

“I like how it displays the patient's demographics and the contacts on the main page, I like how it shows appointments on the notes area“

January 6, 2025

JH

Jennifer H

BRS Program ManagerGovernment Relations, 11 - 50 employeesUsed the software for: More than 2 years.

“New users cannot see calendar appointments from before their start date.“

October 10, 2025

## Showing most helpful reviews

Showing 1-25 of 198 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Dr. Meghan F.  
Director of Clinical Operations  
Mental Health Care  
Used the software for: 2+ years

### "BestNotes- Good for a Multidisciplinary Team"

August 19, 2025

5.0

Overall, I've had a great experience with BestNotes. They are responsive, the platform does what you need it to do, and it is set up to support the communication and operations of a multidisciplinary team in a higher level of care.

Pros

BestNotes does what you need it to do in the mental health space. Working with clients with EDs the set up works well for our clinic and multidisciplinary team. The user interface is simple, but it is functional There are many products out there that are sleek and have glossy UIs, but underneath the structure of the product is not as sound in delivering what you need and they charge a lot more.

Cons

There is one adjustment I would really like them to make, to allow the user to use the "command A" shortcut to select all text. This was something you could do previously, and hopefully will be fixed in the next update. I also think it would be great if you could pin files to the top of a client's chart (similar to how you can with a note), so that we could pin the clinical program assessment to the top for easy access. One could say a con is that it is an older looking interface, but honestly, I think that's a pro because it's straightforward and well organized. In fact it's UI is somewhat genius in design of making it seem simple and easy to organize within the complexity of the EMR system needs (even while looking a little 80s/90s style). We use other products for the patient portal in terms of documents (besides appointment reminders), so I can't provide a comprehensive review on it. That said, I believe it works pretty well and automatically loads into chart, but other services that purely devoted to sharing/signing documents and forms are probably more robust.

Review Source

JD

JONI D.  
CFO  
Mental Health Care  
Used the software for: 2+ years

### "BEST FOR IOP PROGRAM"

October 10, 2025

5.0

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/)

Reason for choosing BestNotes

price and best for group notes. It works well

Review Source

NA

Nicole A.  
Victim Advocate  
Individual & Family Services  
Used the software for: Less than 6 months

### "It's an All In One Solution "

May 30, 2025

3.0

Overall it works, it does feel a little hard to learn the program, but once you get used to the layout and setting of the program things feel easier..

Pros

The combination of being able to document, schedule, track the clients progress and do billing all in one.

Cons

Desktop is easier to use than going mobile.. I would recommend using a desktop to use all the features and programs. Customization also is a little difficult, you may need to seek support for help.

Review Source

VD

Victor D.  
Owner  
Mental Health Care  
Used the software for: 2+ years

### "I like bestnotes"

October 10, 2025

4.0

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/)

Reason for choosing BestNotes

Price and experience. Primarily customer service.

Review Source

ML

Maurissa L.  
Supervisor and Therapist  
Mental Health Care  
Used the software for: 2+ years

### "Pros & Cons"

August 19, 2025

5.0

Pros

It is user friendly and easy to teach to new employees. It has all of the features we need and the documents can be customized for us.

Cons

The telehealth platform and portal seem to be challenging for some clients to use. They often struggle to navigate setting up their portal and signing documents.

Alternatives considered

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reason for choosing BestNotes

It was more user friendly and better fit our agency needs.

Review Source

KS

Kelli S.  
Executive Director  
Mental Health Care  
Used the software for: 1-2 years

### "Great EHR especially for those working in SUD and Mental Health"

August 19, 2025

5.0

It has been one of my favorite EHR's. It has all the functions I need with my current job and is easy to use and train others to use.

Pros

Easy to use. Has features most EHR's do not have such as the ability to use ASAM criteria to determine a patients level of care.

Cons

I do not like that you cannot remove a patient from a group note without completely starting the note over. It takes a lot more time when in a hurry.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

Reason for choosing BestNotes

Had previously used it and it worked well for the type of work we do.

Review Source

Brandi G.  
Adult Peer Support Specialist  
Mental Health Care  
Used the software for: 1-2 years

### "Good Review "

August 20, 2025

5.0

I've had a great experience. Working with best notes makes my job a lot more simple and is very time efficient.

Pros

Its easy to follow and navigate. The fields are easy to access and they align well. I like that you can unlock notes incaee there was a mistake made.

Cons

I dont see any issues with it. Everything operates smoothly. The only thing I've remotely struggled with is having to log in every time it times out.

Review Source

Jeremy S.  
COO  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "I recommend best notes"

August 20, 2025

5.0

It’s been a great experience. It’s easy to train with once somebody is shown how to use it. There’s really not much going back and retraining.

Pros

It is user-friendly. I really enjoy knowing how to navigate and I wouldn’t choose another system just because of that.

Cons

I wish it had the AI technology built into it. I really don’t know what else to say besides that I love best notes.

Review Source

Amanda E.  
Clinical Supervisor  
Mental Health Care  
Used the software for: 2+ years

### "Bestnotes is a great overall EHR system"

August 19, 2025

5.0

Overall i am grateful for bestnotes. Reporting feature is thorough. Development team is able to customer forms as needed .

Pros

Great customer service, great courteous kind staff. The ehr is user friendly and always updated to industry standards.

Cons

I do not have any complaints about bestnotes. It is the best overall ehr system i have ever used. It has been good work.

Review Source

Joe R.  
IT Director  
Mental Health Care  
Used the software for: 1-2 years

### "Bestnotes review "

August 19, 2025

4.0

Overall it's not a bad product. Needs more features to become more user friendly. UI is dated but product is good

Pros

Easy to use. Lots of fields should you choose to use them. Has a ton of demographic info that can be pulled into reports

Cons

Backend is dated. Feature updates are lacking. Needs to be modernized for sure. The UI also feels dated

Review Source

RL

Roxanne L.  
Administrator  
Mental Health Care  
Used the software for: 1-2 years

### "Easy to use software"

August 21, 2025

4.0

Bestnotes is very easy to use; when used to its full potential and correctly, it is an amazing tools where clinicians are very happy to spend minimum time on the platform to document interactions and administrative staff can pull the data to analyze.

Pros

Bestnotes software is easy to utilize and provides a variety of pathways to document, pull data and analyze it.

Cons

Several times the portal crashed during documentation and staff had to redo their documentation. Otherwise, no real cons. The prescription setting is also not user friendly for our psychiatric provider.

Review Source

wD

westley D.  
APSS CSA  
Mental Health Care  
Used the software for: 1-2 years

### "Best notes is awesome"

August 20, 2025

5.0

“Overall, my experience with BestNotes was positive. It made documentation and communication more efficient, and once I got used to the system, it really streamlined my workflow. There were some learning curves at the beginning, but the benefits outweighed the challenges.”

Pros

I like how user-friendly BestNotes is—it keeps everything in one place from progress notes, treatment plans, and assessments to scheduling and client communication.” “I appreciated that BestNotes is HIPAA-compliant and makes documentation much faster, which gave me more time to focus on clients instead of paperwork.” “The integration between the calendar, notes, and tasks kept me organized and helped with continuity of care.”

Cons

“Some of the features felt a little clunky at first, and it took time to get used to navigating everything.” “Occasionally it felt like too many clicks to finish a note or find the information I needed quickly.” “The mobile version wasn’t as smooth as the desktop, which made it harder to use on the go.”

Review Source

JI

Julie I.  
Client Care Coordinator  
Mental Health Care  
Used the software for: 2+ years

### "Could be more user friendly"

August 22, 2025

4.0

User interface could be better and ability to upload multiple documents at one time would be helpful.

Pros

Good security. I don't think it's very user friendly. I've been using it so long now that I get it but the interface isn't user friendly.

Cons

You can only upload 1 document at a time. The patient portal isn't very user friendly. We always have problems onboarding clients to the portal.

Alternatives considered

[Kipu](https://www.capterra.com/p/156391/Kipu-EMR/)

Reason for choosing BestNotes

Price was loser. That's the only reason.

Review Source

AH

Andrea H.  
Program Director  
Mental Health Care  
Used the software for: 2+ years

### "Best Notes Review"

August 21, 2025

5.0

Overall, my experience with our EMR system has been pretty good. I like that it keeps everything in one place, making it easier to stay organized and compliant. It saves time compared to doing things on paper and helps with communication across staff.

Pros

All client information, notes, and treatment plans are stored in one place and are easy to access with built-in safeguards that help ensure documentation meets legal, insurance, and accreditation requirements.

Cons

Forms and templates that don’t fully match program needs, including data exports and reports, can be clunky or hard to configure.

Review Source

TR

Trina R.  
HR admin Asst  
Medical Practice  
Used the software for: 1-2 years

### "BestNotes Review"

August 22, 2025

4.0

Pros

Ease of use is getting better with some of the more recent updates. Also, customer service are top notch. Thwy are very quick qith a response and a fix.

Cons

Logs off too often when inactive for a few minutes. Also, if accidentally hit the exit button, no matter if click on cancel or continue, it will log off

Switched from

[WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)

Not pleased with the setep, overall. Hipaa

Review Source

JD

Jessica D.  
Office Administrator Manager  
Mental Health Care  
Used the software for: 2+ years

### "Highly Recommend"

August 19, 2025

5.0

BestNotes is great overall, and I enjoy the interface. Having the ability use and train with this program is easy.

Pros

BestNotes is very user friendly and the customer support is always helpful. They always strive to meet individual practice needs.

Cons

The frequency of changing passwords. I understand the need for security, so it is a small issue, I of course just wish it wasn't so often. I also wish there was a 'Dark Mode"

Review Source

VG

Victor G.  
ur manager  
Hospital & Health Care  
Used the software for: 2+ years

### "UR Manager"

August 19, 2025

5.0

Pros

I love how easy it is to navigate and how customer service can quickly help with whatever it is you need.

Cons

I don't have any complaints and I have been using BN for 10 years. Everything is easy to find and I like the UR in BN.

Review Source

CH

Cynthia H.  
Director  
Mental Health Care  
Used the software for: 1-2 years

### "BestNotes is the Best!!"

August 19, 2025

5.0

Everything has been Excellent. I have been with BestNotes for more than a year and I've had no problems.

Pros

Great Communication (always respond to my emails or concerns in a positive way) and Great value for my money

Cons

Absolutely nothing. I haven't had any problems with BestNotes. All questions or concerns are immediately answered

Alternatives considered

[ICANotes](https://www.capterra.com/p/17102/ICANotes/)

Reason for choosing BestNotes

Easy to learn and great customer service

Review Source

DM

Daniela M.  
OP Manager  
Mental Health Care  
Used the software for: 2+ years

### "Dani's Review"

February 21, 2025

5.0

8/10 there is always room to improve. Easy to train staff to use.

Pros

The setup, easy to use. I like the look of the program.

Cons

Nothing. I don't l do billing and other HR things, I know there are concerns there. For me I really like BestNotes.

Review Source

JV

Jessie V.  
Social Worker, Therapist  
Mental Health Care  
Used the software for: 1-2 years

### "very helpful and easy to use"

February 18, 2025

4.0

I like Best notes, I think it is well rounded, helpful, and I am used to using it and my only complaint is small glitches. It feels confidential and I dont worry about HIPPA

Pros

I like Its easy log in, it being Its own app. LOVE that it autosaves, and how easy it is to sign, use notes, and use the ledger.

Cons

It has many glitches. For example I often have to log out and log back in as it doesnt let me click the "med/clinical." This is often quite frustrating

Review Source

JC

Jenna C.  
Clinical Intern Therapist  
Mental Health Care  
Used the software for: 1-2 years

### "BestNotes Review"

February 18, 2025

3.0

Pros

I like that things auto-populate, it makes completing documentation more easier and more efficient.

Cons

It's not very user friendly. I don't like that I can't delete documents that are uploaded into a clients file.

Review Source

BK

Beau K.  
Counselor  
Mental Health Care  
Used the software for: 1-2 years

### "Great Platform."

February 19, 2025

4.0

my overall experience with best notes is good. I like many of the features that are provided and not much i would want to change.

Pros

Lots of features are easily intuitive and make notes easier esspecially for recurrent clients. My favorite feature is linking BN with my personal calendar, It makes life much easier.

Cons

There is a learning curve for all of what BN can do. It takes a while to use BN to its full potiential.

Review Source

TW

Tammy W.  
Adult Peer Supervision Specialist  
Mental Health Care  
Used the software for: 2+ years

### "Adult Peer Support Speicalist"

January 7, 2025

5.0

I've had a very good experiences with Best Notes, the setup is great for time saving especially doing end of shift reports.

Pros

Easy to navigate, Best Notes alerts you to possible mistakes, especially on the medical end for unrealistic vital information.

Cons

Frequency of password change, seems like it changes at the most inopportune times.

Review Source

HP

Hannah P.  
LCSW  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Born and Raised on Best Notes"

October 3, 2024

4.0

Overall, I felt like I enjoyed it. It was the first EHR system that I was trained on, which made it hard to compare to anything else. I thought that it was a great way to keep track of everything I needed to.

Pros

I liked being able to access and modify my schedule quickly as needed. It was easy for my supervisor to also see what I was doing. We would often need to cross reference different client's files, and it was easy to do so.

Cons

Visually, it wasn't very appealing. It was also sometimes not very user friendly. Luckily, we had a great coworker who was able to make a lot of critical changes to templates, and to our system that made it much faster and easier!

Review Source

TW

Tiffany W.  
Operations Manager  
Mental Health Care  
Used the software for: 2+ years

### "Wonderful EHR system"

October 24, 2024

5.0

We have been using BestNotes as our EHR for nearly 12 years and it only gets better with the updates and additional features they continue to provide. We have had zero issues and the team at BestNotes is wonderful to work with.

Pros

I love how user friendly it is. It's easy to move around and complete tasks and easy to train staff on. So much easier than any other systems we have used.

Cons

Probably that the examples on the training websites don't always match what is actually there. Like they make updates to the system but forget to update the examples in the training area so they look different.

Review Source

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