Sometimes you run into situations when you need to submit a claim for a client before you have their diagnostic assessment completed. One such case is when you do a 90846 (Family Psychotherapy without Client). As such a rare occurence, this falls out of the...
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...
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 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...
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...
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...
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...
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...
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...
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...