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...
The BreezyNotes Client Portal allows you to build any form you can imagine for your clients to complete. This includes intake paperwork, consents, releases, client self-assessments and more. There is one default form in the portal; "Concerns and Symptoms." When a client completes this form it will auto populate...
The Welcome Message is a message the client receives automatically when they first log in to the Client Portal. It is only sent once. To create your welcome message: Go to Administration > Client Portal Click the "Welcome Message" tab Create a Subject Create a Message ...
There are a few key differences you will see in BreezyNotes once the client portal is enabled. There are two calendar options to choose from. This allows you to select whether you see your client appointments, therapist appointments or both. A Client Portal link becomes active...
Announcing Custom Forms BreezyNotes 1.9 brings a number of new updates, but the focus of this revision was Custom Forms. Now we can build any type of note template your practice might need with many standard fields like text boxes, checkboxes, radio buttons, lists, etc. Just...
Some payers are now requiring a Billing Provider Specialty code (also called a Taxonomy code) included in Box 33a of the CMS1500. That's the form that is sent every time you click "Save, Sign & Submit". But don't worry about that insurance jargon. If this is...
NEW Feature: BreezyNotes offers an option so that the claims for any provider under supervision cannot be billed without a Supervisor's signature first. Let BreezyNotes Support know if you'd like this turned on for supervised staff. Reviewing & Signing Supervisee Notes Access the Supervisee Report Go to Reports...
[caption id="attachment_4127" align="alignright" width="300"] With the aging columns, invoice balances are separated by how long they have gone unpaid.[/caption] You've probably used our collections report to see the open balances for each of your clients. But did you know you can separate the open balances by age...
Recently, Blue Cross Blue Shield of Minnesota announced that they will hand over management of their behavioral health plans to Magellan Health. According to Blue Cross, Magellan has a, “unique vision of integrated, quality care - and 40 years of experience offering behavioral and specialty health...
One of the most common add-on CPT codes in behavioral health is Interactive Complexity (90785). When a client encounter requires greater-than-usual effort a therapist can add this CPT code to the standard mental health billing codes (This APA guide outlines its use). How would you add a second CPT...