Cody Nielsen, Author at BreezyNotes EHR

Tracking Provider Signature Status

07.04.2026 Administration, Notes & Forms, Reports, Support Posts

The Encounters report can also be used to track signature status of forms These two options will filter your list of encounters based on the signature status and/or whether the Encounter has a billable form (i.e. a form with billing codes) on it. Check the Details...

Uploading Insurance Cards, Images and Documents

19.03.2026 Administration, Client Portal, Support Posts

Uploading Insurance Cards, Images and Documents [embed]https://youtu.be/ZqKIQZ-0kMM[/embed] Once the client has logged in to the Client Portal, Navigate to the Uploads section at the top of the screen Select the Upload Type Choose the file you would like to upload Note: There is a 50MB limit,...

Client Charges: Charging for Private Pay or any Non-CPT Coded Session

19.03.2026 Administration, Payments, Support Posts

Charging for Private Pay or any non-CPT coded session [embed]https://youtu.be/fbVLOZkD6GY[/embed] Click on the black checkmark Select the code you want to bill for Click Apply Charge button It will ask if you want to Charge the Client, click OK to bill click Cancel not to Select...