Clinical Admins and Supervisors have the ability to reopen notes so they can be modified after a provider or supervisee has already signed and locked the note. Open the Encounter Summary for the note that needs to be edited. For those with access, you'll see...
BreezyNotes partners with Claim.MD to handle Benefits Checks. To set up this functionality, please submit a Support Request. There are two benefit buttons available to BreezyNotes Users. Confirm Benefits Advanced Benefits Request VERY IMPORTANT: Make sure you are entering in all client data correctly. ESPECIALLY "Effective...
Copays are payments that are accepted before a service is rendered and a claim is adjudicated. To accept a copay for a client follow these steps: Click the checkmark on the client's appointment to 'check' them in: A popup will appear saying that the client...
To document and bill for a cancellation, follow these steps: Click on the colored part of the originally schedule appointment. The Appointment Window will pop up. Change the Appointment Type to "Cancellation" Set the Appointment Reminder to "No" so the client does not get an...
Login to your account in the client portal Click the Forms Button at the top of the screen In the Forms dropdown, there is an Add Card button: This is the form with the generic auth agreement: That language can be modified via Administration > Client Portal - Card...
BreezyNotes users can differentiate between a client's name and legal name. The legal name is what will be presented throughout BreezyNotes unless the "First Name" and/0r "Last Name" fields are filled out, in which case those take precedent. The legal name is still what will...
Progress Notes can be found by scheduling an appointment, or from the Forms Dropdown in a client's chart. Some are session-based, meaning you one unit is billed no matter the length. Others are unit-based, which means the units billed increase as more time is spent on...
Basic Steps to Completing and Billing a Individual Treatment Plan 1. Schedule an ARMHS 03 Individual Treatment Plan on the Calendar 2. Click the Notepad icon on the appointment. 3. Add Goals and Objectives for Client 4. Complete the Individual Treatment Plan 5. Print ITP for Client and/or Appropriate Guardians...
Basic Steps to Completing and Billing a Functional Assessment 1. Schedule a Functional Assessment Appointment on the Calendar 2. Start the Functional Assessment from the Forms Dropdown in the Client's Chart 3. Complete the Functional Assessment 4. Bill the Claim With the ARMHS 02A FA Progress Note Associated with...
Basic Steps to Completing and Billing a Diagnostic Assessment 1. Schedule the Diagnostic Assessment Appointment on the Calendar 2. Click the notepad icon 3. Complete the DA 4. Bill your claim More Detail There are two forms required to register a diagnosis and submit an insurance claim or bill a client ...