Automated Document Storage and Organization:  

When a patient note is completed in BestNotes, the automation triggers a process where the note is exported as a PDF or a similar file format and saved in a specific folder structure in Google Drive, organized by patient name, ID, or date. This ensures easy access and compliance with record-keeping policies, saving time on manual uploads, reducing errors in document management, and ensuring that all team members have access to the latest information.

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Sharing and Collaboration with Care Teams:  

When a note or document is tagged or marked for sharing in BestNotes, the automation triggers a process where the document is shared with designated team members via Google Drive, with permissions set to view or edit based on roles. This facilitates timely collaboration and enhances team effectiveness by ensuring that relevant healthcare team members have access to the necessary documents.