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
     • This section can be a bit tricky. If “Primary Insurance Provider” is unassigned, nothing is required in this section. Once you choose a payer, all sections in red are required for that payer.If you’ve added the client’s address in the Contact Information section, then choosing Relationship: Self will auto populate the client’s info.Having Trouble? Typically this happens when a provider doesn’t enter a Sex or Effective Date. Both of these are required.
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.”