Tyler Schow, Author at BreezyNotes EHR

Connect a Diagnosis to a Client

02.01.2016 Notes & Forms, Support Posts

Connect an Existing Diagnosis (Pre-BreezyNotes Diagnostic Assessment) If you already have a diagnostic assessment on file for that client, you can use our “Pre-BreezyNotes Diagnostic Assessment” form: From the client’s Client Summary page (click on their name in the calendar list), select "Pre-BreezyNotes Diagnostic Assessment” from...

Step 2: Modify the Fee Sheet for a Client Encounter

02.01.2016 Resubmitting Claims, Support Posts

What's a fee sheet? It tells BreezyNotes EHR what codes need to be submitted to insurance in a single claim. There is a fee sheet for every insurance-billable encounter. When you're editing an encounter's fee sheet, there are three things you may need to do: Add...

Selecting a Client and Opening their Chart

02.01.2016 Client Actions, Support Posts

There are many ways to select a client and access her or his chart: Click Client in the Navigation By default search by name, but you can use the "Search All Columns" field (top right of page) to also search by Client ID, DOB or Phone Number: ...

Accepting Insurance Payments

02.01.2016 Payments, Support Posts

To receive and distribute a payment from insurance, follow these steps: Go to Payments Click the "Batch" tab To the right, select the payment method Under "Payment From," type the name of the insurance company you're accepting payment from and click the option that pops...

Remove URL from Reports and Files When Printing

02.01.2016 Reports, Support Posts

By default, Chrome adds the urls (i.e. breezynotes.com/report/...

Create an Appointment

02.01.2016 Calendar, Support Posts

There are three ways to create an appointment: From the Calendar Page, drag and drop client's name onto the calendar where you'd like to make the appointment. From the Calendar Page, click the calendar where you'd like to make the appointment. From the Client Summary, click "Add" next...

Add a Client

01.01.2016 Client Actions, Support Posts

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...

Step 1: Re-Open the Fee Sheet for a Claim or Encounter

01.01.2016 Resubmitting Claims, Support Posts

To make any changes to a claim after it has been submitted to insurance, you will need to Re-Open the Fee Sheet. The Fee Sheet tells BreezyNotes EHR what codes it should submit to insurance for that encounter. If the claim has not been submitted to...

Everything You Need to Know About Our Multi-Function Calendar (Breezy 2.6)

01.01.2016 Getting Started, Support Posts

BreezyNotes starts with the calendar. The calendar is used for more than just scheduling appointment types. You use it to indicate which category of appointment you are having: Diagnostic Assessment - Ties to the standard DA or Intake form Office Visit - Ties to the Progress Note ...

Printing Client Information

01.01.2016 Reports, Support Posts

You can print any client data by clicking "Report" in the Client Summary. Choose which client data you'd like to include (Demographics and Billing are defaulted). Check the encounter box to select all notes on the encounter you'd like to include, or select individual notes. Click the "Generate...