Custom Forms

BreezyNotes Custom forms allows our customers to document just about anything, exactly as they see fit. If you'd like a custom form created just for your practice, contact us today. Already set up? Here are two ways to get started with BreezyNotes Custom Forms: Start Via the...

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Pro Tips: Confirm and Change a Billing Code Within a Note

When you create an appointment in BreezyNotes EHR's muli-function calendar, it automatically selects the billing code it thinks matches your appointment. However, if you have a different billing code you'd like to use, you can change the billing code before you create the appointment. But, what...

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Pro Tips: What We’ve Learned So Far

Since BreezyNotes EHR launched Pro Tips last year, we've looked at sixteen lesser-known features of BreezyNotes EHR that help you save time and money. That's a lot of learning! So this week, we're going to take a little breather and look back on the pro tips we've...

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Submit a Corrected Claim

When you need to submit a corrected claim or void a claim, this is done through the Office Ally clearing house. This can happen if you need to change/update diagnosis codes, CPT codes, charges or included the wrong information in the original claim when it...

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Setup a Client with the Portal

To enable the Client Portal for a client, you'll need to either create a new client or edit an existing client's demographics. Under the "Notices" section of the client demographics, there is a field titled "Allow Client Portal." Select "Yes." If they have elected to receive email...

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