How It Works
Three steps. Two minutes. Done.
Record or Dictate
Record your session or dictate notes afterward.
AI Generates Note
AI fills out your BestNotes forms automatically.
Review & Submit
Quick review, click submit. Done.
Save Hours Every Day
Document sessions in 2 minutes instead of 30. No more after-hours charting.
Built for Behavioral Health
Understands clinical language and mental health terminology.
100% Private
HIPAA compliant. Your data never trains AI models.
Setup
1. Enable Perspectives in your Fresh Account
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.
2. Install the Chrome Extension
Click this link to go to the Chrome Webstore:
Once there, download the extension by clicking Add extension and confirming.
3. Pin the Extension
After installation, click the puzzle icon in your browser and pin Perspectives so it stays visible in your toolbar.
4. 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.
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.
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.
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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.
How to use Perspectives in BestNotes Fresh
Recording a session
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.
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.