The Payment Method Report tracks payments by Post To Date. You can run it three ways: Payer - this breaks down the report by Patient or individual Insurance Company Payment Method - This breaks down payments by Payment Method, often the same as Check ID. Check...
Claims generated in BreezyNotes by Supervisee's are automatically coded for supervision. That means the claim goes out under the supervisor's credentials, with a modifier appended to the billing code to indicate it's a supervision claim. By default Supervisees are assigned the "HN" modifier, which indicates the...
You can bulk review and print/export client invoices by going to the Billing tab in the left-hand navigation: By default, just clicking the Search button will generate a list of all Dates of Service (DOS) that have open balance due insurance or client. Only client balances...
BreezyNotes users with administrative privileges can reactivate and reset user accounts. Reset a User's Password Username Missing? Check the "Include inactive users" box Click on the Username Check the "Active" box on their account Reset the user's password using the steps above. Any time a user's account is...
Click the Reset portal credentials button. This will generate a new login. If the client is having trouble logging in you can manually override the generated password with something simpler. Click Save Send them the password and make sure they: Have the correct username Are...
The Pre-BreezyNotes Diagnostic Assessment (PBDA) sets or resets the a client's diagnosis for claims created from that date going forward. It will not update existing Encounters and Fee Sheets. The PBDA will override any existing diagnosis for the client. Open the client's chart Choose "Pre-BreezyNotes...
You can assign more than one user to a client's account. This allows the user to access the client's chart and other details with or without giving them access other providers' notes, depending on that user's access level*. Step 1: Add a Secondary Provider Open the...
Any user can be assigned a Supervisor in Administration > Users. In that case any claims submitted for this user will be submitted under her/his supervisor's Name and NPI with the HN modifier automatically included on the CPT code(s). When it's time to sign off on...
If you are paying providers based on a percentage of income you'll want to use the Therapist Commission Report. The Therapist Commission Report is broken down by individual payment line items (similar to our Cash Receipts report), but then applies a percentage rate to those payments...
The Cash Receipts report shows you income for a given period of time. It can be sorted based on the three dates entered when entering a check Payments > Batch or Payments > ERA Posting. Date - the date the check was issued. Post To Date...