The BreezyNotes EHR Handbook
BreezyNotes 3.0 is Out!
We are excited to announce the release of Breezy 3.0, which includes are completely redesigned documentation system.
Click here to see what changed!
Getting Started (EIDBI Documentation)
- Add a Client
- (EIDBI) Register or Update a Client Diagnosis
- (EIDBI) CMDE and Diagnosis Updates
- (EIDBI) Coordinated Care Conference
- (EIDBI) Treatment Plan Development
- (EIDBI) Individual Intervention Note
- (EIDBI) Parent Caregiver Note
- (EIDBI) Observation and Direction Note
- Everything You Need to Know About our Multi-Function Calendar
Calendar
- Everything You Need to Know About Our Multi-Function Calendar
- Create an Appointment
- Change/Update an Appointment
- Change or Update an Encounter’s Date of Service (DOS)
- Fix Yellow Appointments that “Should” be Green
- Delete or Modify an Appointment
- Billing Telehealth
- Add a Facility
- Documenting and/or Billing for a Cancellation
Administration
- Add or Update Insurance Company Information
- Add User (Therapist)
- Disable the Google Chrome Pop-Up Blocker for BreezyNotes.com
- Change or Add a Facility
- BreezyNotes Default User Roles
- Appointment Reminders
- Add a Facility
- Changing the Place of Service
- Assign a Client to Additional (Secondary) Providers
- Reset a User’s Password
- Set Default Modifier for a Supervisee
- Checking Client Benefits
Payments
- Accepting Insurance Payments
- Entering Client Payments (Cash, Check, Credit Card)
- Accepting and Applying a Pre-Payment from a Client
- Issuing Refund for Overpaid Client
- Retrieve a Previously-Generated Receipt
- Upload and Allocate Electronic Remittance Advice (ERA) files (.835)
- Issuing a Refund
- Set Up Payment Alerts
- Allow Credit Card Charges for a Client
- Add a Credit Card for a Client
- Remove a Credit Card from a Client’s Account
- Accepting Payments via the Client Portal
- Toggle Auto Post of Payments via the Client Portal
- Search/Find Payments
- How Clients With Client Portal Access Add Credit Cards
- Entering Client Copays
Client Actions
- Add a Client
- Selecting a Client and Opening their Chart
- Update Client Information
- Document a Phone Call, No Show or Any “Other” Type of Appointment
- Delete an Encounter, Note, and Client
- “Close the Book” on a Client
- Uploading and Managing Files to Client Uploads in Client’s Chart
- Name and Legal Name Differentiation
- Checking Client Benefits
Billing
- Billing Secondary Insurance
- Cancel and Resubmit a Bad or Incorrect Claim
- Manually Adjust Payments Through EOBs
- Regular Practice Invoicing
- Change the Adjustment Reason on a Closed or Paid Invoice
- Adding a CPT Code Modifier for Billing (Including EAP)
- Add or Modify a CPT, ClientBilling, or ICD10 Code
- Upload and Allocate Electronic Remittance Advice (ERA) files (.835)
- Request to Receive Electronic Remittance Advice (ERA)/835 Files in Office Ally
- Manually Add a Billing Code to an Encounter’s Fee Sheet
- Submit a Claim without a Diagnosis
- Issuing a Refund
- What to do with a Failed Claim in Office Ally
- Adding a “Balance Forward” from a Previous EHR or Billing System
- Manually Add a Billing Code to a Blank Fee Sheet
- Enter a Client Refund
- Entering an Insurance Refund or Reversal
- Justify a CPT Code
- Manually Add Provider Tax Adjustment to Invoice
- Submit a Corrected Claim
- Setting the Place of Service
- Batch Submit Claims via Client Encounters
- Review Submitted Claims
- Download ERA (.835) and EOB
- Change or Remove a Diagnosis for a Single Session
- Submit A Corrected Claim in Ability
- Billing Telehealth
- Add a Modifier to CPT code on a Fee Sheet
- Changing the Place of Service
- Telehealth Note Setup
- Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client
- Printing or Exporting Client Statements
- Adding Authorization Details for a Client
- Entering Client Copays
- Checking Client Benefits
ARMHS
- ARMHS Top-Level Documentation Overview
- Creating/Adding a Client (ARMHS)
- The Diagnostic Assessment
- The Functional Assessment
- The ARMHS Individual Treatment Plan
- Upload Documents and Files (ARMHS)
- The ARMHS Progress Note – BLS (Basic Living & Social Skills)
- The ARMHS Progress Note – CI (Community Intervention)
- Selecting a Form
- Forms Administration
- Rules for Signing Progress Notes
- If a Progress Note Can’t be Signed
- Supervisor SignOff on ARMHS Notes
- Everything You Need to Know About our Multi-Function Calendar
- (Ver. 3.0) – ARMHS Top-Level Documentation Overview
Notes & Forms
- Write/Create a Progress Note
- Connect a Diagnosis to a Client
- Create an Individual Treatment Plan (ITP)
- Return to a Saved Form
- eSign a Form
- Updating (Amending) a Form After It’s Been eSigned
- Review Notes from a Past Encounter
- Printing an Individual Treatment Plan
- Delete an Encounter, Note or Client
- Custom Forms
- Change or Remove a Diagnosis for a Single Session
- Telehealth Note Setup
- Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client
- Reopen Any Note for Editing
Reports
- Printing Client Information
- Remove URL from Reports and Files When Printing
- Generate an itemized bill (Superbill)
- BreezyNotes Supervision Process (Using the “Supervisee Report”)
- Reports > Financial > Cash Receipts
- Reports > Financial > Therapist Commission
- Reports > Financial > Pmt Method
- Reports > Financial > Collections