
BestNotes is a specialized software company founded in 2003 that provides a comprehensive Electronic Health Record (EHR) and Customer Relationship Management (CRM) system designed specifically for the behavioral health and addiction treatment fields. They offer an integrated solution that merges behavioral health clinical documentation with practice management tools to improve provider efficiency and patient care outcomes.
Founded in 2003 and based in Twin Falls, Idaho, BestNotes focuses solely on the behavioral health and substance abuse treatment industries. It is known for being HIPAA-compliant and for integrating CRM and EHR into a single highly effective platform. The system supports scheduling, patient portals, treatment planning, medication management, telehealth integration, billing, and robust reporting. Over time, they have refined the platform to eliminate duplicate data entry and offer features tailored to behavioral health specialists, including group notes and customizable clinical forms.
BestNotes operates as a smaller company with estimated annual revenue reported between $5.5 million and $8.2 million. It has fewer than 50 employees (around 47 reported) and does not publicly disclose significant rounds of external funding, suggesting it may be privately held or modestly funded.
BestNotes were found, indicating organic growth primarily through iterative product expansion. Recent platform updates include enhanced security features, improved printing speed, manual synchronization options within medication lists, and API improvements such as automated reviewer assignment for document uploads.
BestNotes embraces the Entrepreneurial Operating System (EOS) framework to align teams, drive accountability, and maintain clear shared vision and operational excellence. The company values team member contribution, transparency, and customer-centric commitment. While specific cultural details are limited, the adoption of EOS suggests a structured, participative, and growth-oriented culture.
BestNotes serves behavioral health and addiction treatment providers primarily in the United States. Their user base is a niche community of practitioners who benefit from a HIPAA-compliant, specialized EHR and CRM tool designed to meet industry-specific documentation and compliance needs. Users appreciate the ease of use, efficient training, seamless provider communication, and reliable customer service. The platform supports small to medium businesses and startups in behavioral health, with over 20 years in the market building a loyal user base.