breezy, Author at BreezyNotes EHR

Manually Add a Billing Code to an Encounter’s Fee Sheet

15.01.2016 Billing, Support Posts

Here's the process for adding a billing code like interactive complexity or travel time to an encounter before billing: Finish writing your note and click "Save & Sign."* After being redirected to the calendar, click the notepad icon again or select the DOS from the "Encounter...

Request to Receive Electronic Remittance Advice (ERA)/835 Files in Office Ally

15.01.2016 Billing, Support Posts

You need to put in a request to each individual payer in order to receive electronic remittance advice ERA files (also called 835s) in your Office Ally account. To make that request: Visit the Office Ally Payer Enrollment Forms page. At the top of the list are the pre-filled multi-state payer...

Upload and Allocate Electronic Remittance Advice (ERA) files (.835)

14.01.2016 Billing, Payments, Support Posts

Upload an ERA in BreezyNotes If you haven't already, you will need to download your ERA from your clearinghouse (tutorial for Ability). The first time you upload, you must first make sure Pop-Up Blockers are disabled for breezynotes.com. Disabling Pop-Up Blockers in Google Chrome (Two options) Version 1...

Add or Modify a CPT, ClientBilling, or ICD10 Code

13.01.2016 Billing, Support Posts

From time to time, you may need to add or change a CPT, ClientBilling or ICD-10 code in our Code List in BreezyNotes. This option is available under Administration > Codes. Each Type has a purpose: The "CPT" code list is made up of Insurance Billable codes...

Adding a CPT Code Modifier for Billing (Including EAP)

12.01.2016 Billing, Support Posts

Add a Modifier to a Single Encounter Click "Save and Sign" when you are done writing your note for the client whose claim needs the modifier. You will be returned to the Calendar. Click the notepad icon on the same session (The appointment should be...

Change the Adjustment Reason on a Closed or Paid Invoice

11.01.2016 Billing, Support Posts, Uncategorized

Sometimes you need to update or change the reason a claim was adjusted down so it reflects accurately on the bill. Here's how you do it: Open your Client Summary for the client. Click Invoicing at the top of the summary. Click on the invoice(s) you need to...

Regular Practice Invoicing

10.01.2016 Billing, Support Posts

Generating regular monthly or bi-weekly invoices is easy with BreezyNotes! Click on Billing and enter in the dates (using the mm/dd/yyyy format) for “Svc Date” and “To” fields. Make sure the dropdown is set to “Open” (it is by default). Click Search. Our system will show you all open...

Manually Adjust Payments Through EOBs

09.01.2016 Billing, Support Posts

If you want to manually adjust payments, do the following: Access the invoices you'd like to change. This can be accomplished 2 ways Go to the Client Summary and click "Invoicing." To to Billing and search for the encounter you are invoicing for. (NOTE: If you are searching by...

Delete an Encounter, Note or Client

09.01.2016 Notes & Forms, Support Posts

By default, only users designated "Clinic Directors" have the power to delete notes and encounters. Use the following steps to delete a progress note, diagnostic assessment, other documentation or an encounter: Start in the client's chart. Click on "Encounter History." Then click on the encounter you...

Printing an Individual Treatment Plan

08.01.2016 Notes & Forms, Support Posts

An Individual Treatment Plan (ITP) is often printed off to be signed by both the client and the therapist. To print an ITP for signature, do the following: Select a Client. Select the Encounter. Click the "Print" button (between the "eSign" and "Delete" buttons). To Print off other notes or...