Add a Client

Adding a client is easy. Just click the green “+ Add / Search Client” button in the top, left corner of the BreezyNotes window.

The minimum requirement is Name, Date of Birth and Sex. If the client plans to use insurance, you will need to select a payer and complete the required fields in the Insurance section as well.

1. Check the boxes to enter information for the following:
   • Who
   • Contact Information
   • Notices
   • Employer
   • Insurance
2. Click “Create New Client”
3. The system will check against clients already in the system to ensure you don’t duplicate client details. If there are no duplicates, click “Confirm Create New Client.”