Log into Ability with the credentials you received when you setup your account. If you do not have them, please contact Support. There are two types of files you can create: ERA/.835 - This is the computer-coded file you upload into BreezyNotes EOB - This is...
To fix a denied or rejected claim, you must first find the patient and the claim. You can do this by searching via the Patient Tab in the client's Transactions tab: Or by going to Claims > Professional, doing a search or filter, and clicking on...
When you click Save, Sign & Submit or Submit to Clearinghouse claims are queued to be sent to the clearinghouse every 15 minutes. Within a few minutes of receiving a claims file (.837), ABILITY will process and validate the claims before sending them on to the insurance company. To...
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...