breezy, Author at BreezyNotes EHR

REPORTS > VISITS > ENCOUNTERS

12.05.2026 Reports, Support Posts

The Encounters Report is a powerful way to see which Encounters are ready for billing or get a status on billed/unbilled Encounters and employee time on them. Settings/Options for the Encounters Report. Facility: Shows Encounters associated with specific Service Facilities Provider: Shows Encounters associated with specific...

Reopen Any Note for Editing

13.02.2026 Notes & Forms, Support Posts

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...

Checking Client Benefits

08.01.2026 Administration, Billing, Client Actions, Support Posts

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...

Entering Client Copays

07.10.2025 Billing, Payments, Support Posts

When a Client has a Copay listed in the insurance section of the chart, it will show on their appointment: To take payment for a client's copay prior to the session: Click the checkmark on the client's appointment to 'check' them in: A "Check In" window...

Documenting and/or Billing for a Cancellation

06.10.2025 Calendar, Support Posts

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...

How Clients With Client Portal Access Add Credit Cards

24.09.2025 Payments

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...

Name and Legal Name Differentiation

09.07.2025 Client Actions, Support Posts

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...

Completing Progress Notes (ARMHS)

06.02.2025 ARMHS 3.0, Support Posts

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...

Individual Treatment Plan (ARMHS)

05.02.2025 ARMHS 3.0, Support Posts

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...

Functional Assessment (ARMHS)

05.02.2025 ARMHS 3.0, Support Posts

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...