breezy, Author at BreezyNotes EHR

(EIDBI) CMDE and Diagnosis Updates

22.05.2024 3.0, EIDBI, Support Posts, Uncategorized

Once an initial Diagnosis is registered, you can start billing for time spent on the CMDE. IMPORTANT: You will still complete The DHS-approved CMDE form separately from the forms in this tutorial. This can be done through a scheduled appointment or via the client's chart. Via the Chart ...

(EIDBI) Register or Update a Client Diagnosis

22.05.2024 3.0, EIDBI, Support Posts

The first step after adding a client is to register a diagnosis for a client. No billing or progress notes can be completed without an up-to-date diagnosis. This form is required to be complete for all billable forms/notes. Billable forms/notes will look for the most...

Reports > Financial > Pmt Method

13.03.2024 Reports, Support Posts

The Payment Method Report tracks payments by Post To Date. You can run it three ways: Payer - this breaks down the report by Patient or individual Insurance Company Payment Method - This breaks down payments by Payment Method, often the same as Check ID. Check...

Set Default Modifier for a Supervisee

28.09.2023 Administration, Support Posts

Claims generated in BreezyNotes by Supervisee's are automatically coded for supervision. That means the claim goes out under the supervisor's credentials, with a modifier appended to the billing code to indicate it's a supervision claim. By default Supervisees are assigned the "HN" modifier, which indicates the...

Printing or Exporting Client Statements

05.06.2023 Billing, Support Posts

You can bulk review and print/export client invoices by going to the Billing tab in the left-hand navigation: By default, just clicking the Search button will generate a list of all Dates of Service (DOS) that have open balance due insurance or client. Only client balances...

Reset a User’s Password

21.09.2021 Administration, Support Posts

BreezyNotes users with administrative privileges can reactivate and reset user accounts. Reset a User's Password Username Missing? Check the "Include inactive users" box Click on the Username Check the "Active" box on their account Reset the user's password using the steps above. Any time a user's account is...

Resetting a Client’s Password

23.06.2021 Client Portal, Support Posts

Click the Reset portal credentials button. This will generate a new login. If the client is having trouble logging in you can manually override the generated password with something simpler. Click Save Send them the password and make sure they: Have the correct username Are...

Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client

15.04.2021 Billing, Notes & Forms, Support Posts

The Pre-BreezyNotes Diagnostic Assessment (PBDA) sets or resets the a client's diagnosis for claims created from that date going forward. It will not update existing Encounters and Fee Sheets. The PBDA will override any existing diagnosis for the client. Open the client's...

How’s it Going?

21.12.2020 Blog

Before mid-March, “How’s it going?” was my standard follow-up for just about anyone after saying “Hello.” It was a simple check-in with an anticipated response: “Good. And you?” “Good!” That was a long time ago. It’s been a heavy year. After the pandemic hit, I’d catch myself in my...

Assign a Client to Additional (Secondary) Providers

18.12.2020 Administration, Support Posts

You can assign more than one user to a client's account. This allows the user to access the client's chart and other details with or without giving them access other providers' notes, depending on that user's access level*. Step 1: Add a Secondary Provider Open the...