Appointment Reminders

13.03.2018 Administration, Support Posts

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...

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Setting the Place of Service

05.03.2018 Billing, Support Posts

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,...

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BreezyNotes Turns Two this Weekend!

03.11.2017 Blog, News

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...

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Custom Forms

07.07.2017 Notes & Forms, Support Posts

BreezyNotes Custom forms allows our customers to document just about anything, exactly as they see fit. If you'd like a custom form created just for your practice, contact us today. Already set up? Here are two ways to get started with BreezyNotes Custom Forms: Start Via the...

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Submit a Corrected Claim

25.04.2017 Billing, Support Posts

When you need to submit a corrected claim or void a claim, this is done through the Office Ally clearing house. This can happen if you need to change/update diagnosis codes, CPT codes, charges or included the wrong information in the original claim when it...

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Setup a Client with the Portal

08.04.2017 Client Portal

To enable the Client Portal for a client, you'll need to either create a new client or edit an existing client's demographics. Under the "Notices" section of the client demographics, there is a field titled "Allow Client Portal." Select "Yes." If they have elected to receive email...

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Setup | Create Forms

08.04.2017 Uncategorized

The BreezyNotes Client Portal allows you to build any form you can imagine for your clients to complete. This includes intake paperwork, consents, releases, client self-assessments and more. There is one default form in the portal; "Concerns and Symptoms." When a client completes this form it will auto populate...

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Setup | Create a Welcome Message

08.04.2017 Uncategorized

The Welcome Message is a message the client receives automatically when they first log in to the Client Portal. It is only sent once. To create your welcome message: Go to Administration > Client Portal Click the "Welcome Message" tab Create a Subject Create a Message ...

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BreezyNotes Launches Customizable Notes with Version 1.9

07.04.2017 Blog

Announcing Custom Forms BreezyNotes 1.9 brings a number of new updates, but the focus of this revision was Custom Forms. Now we can build any type of note template your practice might need with many standard fields like text boxes, checkboxes, radio buttons, lists, etc. Just...

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