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...
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...
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...
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...
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 ...
There are a few key differences you will see in BreezyNotes once the client portal is enabled. There are two calendar options to choose from. This allows you to select whether you see your client appointments, therapist appointments or both. A Client Portal link becomes active...
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...
Setup Any user can be assigned a Supervisor in Administration > Users. In that case any claims submitted for this user will be submitted under her/his supervisor's Name and NPI with the HN modifier automatically included on the CPT code(s). Typically this will be set up for...
We can fine-tune what different people in your practice have access to. For instance, a Therapist can see their own clients and client financials, but they cannot see the PHI of clients connected to other therapists. A rough outline of each of our default Access Control Groups is below....
Sometimes you get an ERA or EOB with a negative adjustment for the provider tax. If you are manually entering in remittance advice, you'll need to complete an extra step to add in a second adjustment. When you are done manually entering in the initial payment...