There are three ways to change or update a client's appointment: On the calendar, click the colored portion of the appointment you want to edit (do not click their name or the record icon). This opens the Appointment Pop-Up and you can adjust dates/times/type of appointment...
[caption id="attachment_2997" align="alignright" width="700"] Click on the picture to see a more detailed image.[/caption] In BreezyNotes EHR, a superbill is a detailed bill that contains all of the client's demographic and insurance information. It also includes an itemized breakdown of treatments rendered accompanied by the service...
1. Entering a Pre-Pay When a client pre-pays, you can enter it using our Payments tab. Select the Client. Click on Payments. If the client is Private Pay, change Client Coverage to "Insurance." Select "Pre Pay" in the Payment Against column. Enter the pre payment amount. ...
Select the client you'd like to update via the list on the calendar, or by doing a search. Selecting a client will take you to the Client Summary page. Click the "Edit" button next to the heading of the information you'd like to update: Demographics Insurance Notes Disclosures When finished click...
Connect an Existing Diagnosis If you already have a diagnostic assessment on file for that client, you can use our “Pre-BreezyNotes Diagnostic Assessment" (PBDA) form: From the client’s Client Summary page (click on their name in the calendar list), select "Pre-BreezyNotes Diagnostic Assessment” from the Forms...
This tutorial covers how to enter Cash, Check or Credit Card payments into BreezyNotes. We do offer credit card processing through Stripe (visit Stripe here). For more information on how to integrate Stripe into Breezynotes, click here. Once you have received a client payment: Select the...
Adding a user (therapist, billing person, etc.) requires you to use our Add User form. Access the Add User form. Adding a user takes no more than one business day to complete and does not change your subscription rate....
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...
Click "Administration" Click "Practice" Under Practice Settings click "Insurance Companies" Click "Add a Company" To update an insurance company's information follow steps 1-3 then click the insurance company you want to update....
After you've received a remittance and you need to bill secondary insurance, here are the steps: Go to Billing. Go to the "Client Encounters" tab. Filter for the client’s name or date of service or encounter number Check the box on the right of the encounter you’d like to...