Step 1: Find the Payer Control Number (also know as a Internal Control Number (ICN) or Claim Control Number) Click on the claim to open the Claim Detail. On the far right is the Message Center. Click on the Related tab. You'll see a list of files...
BreezyNotes Founder and Chief Manager, Jim Jonas, will be presenting at the four-session Building and Growing a Private Practice workshop. Jim, who is also Director of The Jonas Center, will cover Clinical and Administrative considerations in the fourth of four session on February 16 at 1 p.m. Mental...
In BreezyNotes EHR, every client has a place in their chart where you can upload files from your computer. You can also attach files to a specific encounter for later viewing. Uploading the File To upload a file to the client chart: Navigate to the client chart. ...
There are two ways to see your notes from a previous encounter with a client. Select a client. At the top of BreezyNotes in the Encounter History dropdown, select the encounter you wish to review, or select "Past Encounter List" for a list of all...
After a form has been eSigned it is locked from editing. The only way to note changes is through an amendment, which appears at the end of the form as a note in the encounter summary and any reports that include the form. Find the...
To retrieve a receipt that you generated in the past: Go to Reports > Financial > Front Rec Filter by the date of payment (or a range) Click on the date/time in the Time column to open the receipt you'd like to see. Click Print ...
There are a few reason an appointment might not turn green on the calendar when expected. If this is the case, it's often because a payment has been improperly recorded for a cash client or a full payment has been made before entering remittance advice...
When you've completed a client's treatment, there are two steps to take: 1. Mark the client as inactive This will hide the client from the client list on your calendar, removing unnecessary clutter. To do this: Go to the client's client summary. Uncheck the "Active" box near the...
If you need to change the date of service on an Encounter: Click on the client's name on the Calendar or in Client address book on the left hand navigation so you can enter her/his client summary. Click the "Encounter History" link (Next to the Forms...
By default, only users designated "Clinic Directors" have the power to delete encounters and notes. Because deleting a client removes all client data, please contact Support. Use the following steps to delete a note or encounter: Click the client's name to get into her/his chart. Click...