Eligibility can be checked a number of ways: Via the Patient Overview (at least one claim must have been submitted for the client) Manual entry of basic client data Automatically (either every time a claim is submitted or when the first claim of the month...
Logging In Log in with the URL and credentials provided. You will need three credentials: Partner ID Username Password The Dashboard Once logged in you will be redirected to your Dashboard: From your dashboard you can use the Quick Link tiles or the Menu to navigate to specific modules...
Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window. The minimum requirement is Name, Date of Birth and Sex. If the client plans to use insurance, you will need to select...
In addition to the Save, Sign and Submit button, BreezyNotes will also allow you to batch submit claims based on a variety of filters. To access this feature, click on Billing, then click on the Client Encounters tab. ↓ Select the Filter(s) you need for your purposes: Click...
With the BreezyNotes client portal, you can recreate most of your intake documentation and give your clients the opportunity to complete and eSign any form you make. You clients can go to "Forms" in the Client Portal, choose the form they want to complete and add...
Appointment Requests are on by default. Appointment location and times are based on the providers calendar. Setting Your Availability Click on the calendar to open an Appointment Window Click the "Therapist" tab Make sure Appointment Type is set to "Available" Set your Start and End Date/Times ...
BreezyNotes Providers and their clients can receive an email notification whenever they receive a secure message in BreezyNotes. You must turn message notifications on for Providers and Clients both. Step 1: Set Up Provider Notifications Only a Clinic Director can activate message notifications for providers. To do...
BreezyNotes Appointment Reminders are a fast, simple way to message your clients before their appointments that can lead to some significant decreases in No-Shows. We designed our reminder system to be as simple as possible. Step 1: Set Up Your Account Go to https://breezynotes.com/appointment-reminders to request account setup. Our...
Place of Service is set at the Facility level in Administration > Facilities. If you or your staff are seeing clients outside of the office, you will need to add location(s) in Administration > Facilities and select the correct Place of Service (POS) codes. Once added,...
Wow. Time flies! It's hard to believe we're celebrating two years on November 5. Of course we gave away a ton of truffles again this year, added some cool features (Custom Forms!), and continued development on the Client Portal, but the main focus over the last year...