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BestNotes

Integration

EHR & Practice Management
Cevi AI Agents Integrations Background
HIPAA CompliantNo Code Required

BestNotes Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your BestNotes workflows run without staff lifting a finger.

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your BestNotes workflows run without staff lifting a finger.

1
Triggers
6
Actions
30+
API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Explore BestNotes triggers and actions

Cevi supports 1 BestNotes triggers and 6 actions

BestNotes
Modified contact
Gets triggered when a contact has been modified
trigger
BestNotes
Get data form fields
Gets data form fields
action
BestNotes
Create contact
Creates a contact
action
BestNotes
Update contact
Updates a contact
action
BestNotes
Get contacts
Gets contacts
action
BestNotes
Get data forms
Gets data forms
action

BestNotes API Capabilities

30+ API endpoints. API Key authentication.

View official API documentation
API Endpoints
30+
Authentication
API Key
FHIR
Webhooks

Patient Records

  • Client profiles
  • Contact information
  • Insurance data
  • Referral sources

Clinical

  • Treatment plans
  • Progress notes
  • Assessments
  • Group sessions

Billing

  • Claims management
  • Payment processing
  • Ledger entries

Build your BestNotes automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About BestNotes

EHR & Practice Management

bestnotes

View API documentation

Quick Facts

CategoryEHR & Practice Management
AuthAPI Key
Endpoints30+
FHIR
Webhooks

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.
Most BestNotes workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.
Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.
Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.
Yes. Cevi supports both reading data from BestNotes (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.
Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II