BestNotes Guide - Perspectives Health

Setup

An account administrator is required for Step 1. Steps 2–4 can be done by each clinician on their own. If you're a clinician whose admin has already enabled Perspectives, skip to Step 2 →

1 Enable Perspectives in your Fresh Account

An admin needs to do this once for your clinic. Go to the settings tab on the sidebar and click Security, then click Permission Groups. Navigate to the clinical group, open the User Settings tab, and check the box for Access Perspectives AI.

After enabling, all clinicians in that permission group will have access.

2 Install and Pin the Extension

If you haven't installed Perspectives yet, click below to open the Chrome Web Store.

Add Perspectives to Chrome Opens Chrome Web Store · Free

Once installed (or if you already have it), pin Perspectives so it stays visible in your toolbar. Click the puzzle icon in your browser and pin it.

3 Log in to BestNotes

When you log in to BestNotes, Perspectives will appear in the bottom left corner. You can move the orb around by dragging it to your preferred location.

You're all set. Perspectives is ready inside BestNotes. Scroll down to learn how to record your first session.

Start using Perspectives →

How to use Perspectives in BestNotes Fresh

Recording a session

Hover over the orb and hit the microphone button to start recording. Conduct your session as usual. If you close out the sidebar, Perspectives will still continue recording.
When you're done with your session, hit the end session button. Add in the patient you are recording and the form or forms you are trying to fill out.
Click Generate Note. Once the forms are finished loading, go to the page for the form you would like to fill out, and hit the fill form button to populate the form.

Dictating a session

When dictating, speak like you would to a colleague—no punctuation commands needed.
You can add follow-up instructions after a session: what to emphasize, what to include, or specific phrasing you want.

Open the sidebar and click the dictate button. Speak naturally and describe what happened in the session.
When you're done dictating session, hit the end session button. Add in the patient you are recording and the form or forms you are trying to fill out.
Wait for the forms to finish loading. Once they are done go to the page for the form you would like to fill out, and hit the fill form button to populate the form.

Telehealth

Perspectives currently only works for telehealth sessions in the same browser, not desktop apps like Zoom Desktop.

Go to the tab for your Google Meet, Zoom, or Microsoft Teams call. Then, select telehealth on the orb, and hit record.

You will be prompted to click the extension in your toolbar. Click the extension and the recording will start. From there, continue as usual.

Obtaining Consent

Consent Requirements

Consent must be obtained and documented before recording a session with a patient. There are several options for how to go about this.

Put an AI consent form in your intake packet. Here is a template you can use.
Obtain consent verbally. Before each recorded session, you can obtain verbal consent by:
- Notify the patient that you will be recording the session
- Explain the purpose: the recording is used to assist in clinical documentation
- Inform them they have the right to deny consent or revoke it at any time
- Record their verbal consent as part of the session recording
Recommended: Both a consent form and a verbal reminder before sessions. This approach provides the most comprehensive protection. Have patients sign a consent form during intake that covers notification, purpose, and their right to deny or revoke consent. Then provide a brief verbal reminder at the start of each recorded session, capturing their continued consent on the recording. This ensures ongoing informed consent and helps patients feel comfortable with the process.

Tip: In the case you are not able to record a session, you can still use the dictate feature to have Perspectives write the note for you.

Book a Call

Have questions about Perspectives? Want personalized onboarding support? Schedule a quick demo call with the BestNotes Fresh and Perspectives team to see how we can help.