Message Notifications

28.06.2018 Client Portal, Support Posts

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...

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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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