All providers must follow the rules set forth by MN DHS for completing progress notes. The client needs to: Have a Diagnostic Assessment that is less than one year old Have a WHODAS completed Have an MHIS form completed every 6 months. NOTE: BreezyNotes does not...
You can toggle whether BreezyNotes automatically posts a payment made through the client portal or if it posts it as an Unapplied Balance. In BreezyNotes, Go to Administration > Globals and click the "Stripe" tab. If you'd like to have BreezyNotes Automatically apply payments, check the "Auto...
Clients can review and pay their balances by logging into the Client Portal and clicking "Pay Invoice" from the navigation. On this page, they can review basic details about each date of service they owe on: They can choose to Pay the total amount due* or a...
Removing a Credit Card from a client's account is easy: Go to the client's chart In the right-hand side of the billing section, choose the payment source you'd like to remove Click the "Remove" button ...
First - "Allow Credit Card Charge" must be set to "Yes" in the client's Notices tab (details here). Adding a Card via the Chart As long as you have saved your API keys (tutorial here) and "Allow Credit Card Charge" is set to yes for a client,...
**Just like unsecured communications via email/text, credit card processing is NOT HIPAA compliant. Your practice name will be sent to your client's credit card company, and their name and email will be stored with the credit card processor. Please make sure you have your consent...
Whenever a client makes a payment via the Client Portal, you can send a message to any number of users. You can also customize this message. This will also trigger an email alert if turned on for the user(s): Who Gets the Message By default the message will...
BreezyNotes works exclusively with Stripe to process credit card and other online transactions. In order to accept credit cards through BreezyNotes, you must first set up a Stripe account. Learn more at Stripe.com or click here to register. Once you have set up and verified your Stripe account,...
If the notepad icon has not been clicked to check in the client and open the note, then you can delete or modify appointment by clicking on the colored part of the appointment box. Once the notepad icon is clicked, the client is checked in and...
Forms Administration The top section of every form shows the administrative options available based on the form type selected: First the provider must select a CPT code - only the appropriate CPT codes for the form type may be selected (i.e. Only H2017 codes are available on...