breezy, Author at BreezyNotes EHR

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...

Cancel and Resubmit a Bad or Incorrect Claim

08.01.2016 Billing, Support Posts

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 Presenting at Private Practice Workshop

07.01.2016 BreezyNotes Facts, Events, Fun, News

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...

Uploading and Managing Files to Client Uploads in Client’s Chart

07.01.2016 Client Actions, Support Posts

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. ...

Review Notes from a Past Encounter

07.01.2016 Notes & Forms, Support Posts

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...

Updating (Amending) a Form After It’s Been eSigned

06.01.2016 Notes & Forms, Support Posts

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...

Retrieve a Previously-Generated Receipt

06.01.2016 Payments, Support Posts

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 ...

Fix Yellow Appointments that “Should” be Green

06.01.2016 Calendar, Support Posts

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...

“Close the Book” on a Client

06.01.2016 Client Actions, Support Posts

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...

Change or Update an Encounter’s Date of Service (DOS)

05.01.2016 Calendar, Support Posts

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...