Pro Tips: What Does “Payment Against” Mean?

24.01.2017 Pro Tips

Out-of-pocket payments for clients are pretty simple and straightforward. Everything they pay goes to their balance. When insurance gets involved it gets a bit more complicated. Here's how to handle it in BreezyNotes. What is "Payment Against?" To make a "payment against" something means taking a payment from a client...

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Pro Tips: Entering an Insurance Refund or Reversal

11.01.2017 Pro Tips

It's a fact of business that if you take insurance at some point they'll claw back something that has already been paid to you. BreezyNotes will not process a clawback via ERA because it's important that our users are aware of the takeback so they can...

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Pro Tips: Force Client Balance to Insurance

13.12.2016 Pro Tips

One day, you may take a look at a client summary and notice that something is off: For some reason, the client is showing a massive balance, while their insurance balance is zero! If that client doesn’t use insurance, then that’s okay. But if this is...

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Pro Tips: Preview Financials Without Making Changes

29.11.2016 Pro Tips

Sometimes it’s nice to do a dry run before committing to the real thing--especially when you are managing billing. With the help of one little checkbox, it’s possible to preview invoices, manage a collections report and process ERAs without affecting clients’ live data! The “Without Update” checkbox...

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Pro Tips: Print a Superbill

15.11.2016 Pro Tips

[caption id="attachment_3665" align="alignright" width="300"] An example of a superbill. Click the image to expand.[/caption] Do you see clients who bill their insurance out-of-network? They probably need a detailed breakdown of your charges to get reimbursed by their insurance company. That’s why BreezyNotes has the superbill report! A...

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Be an Intern at BreezyNotes EHR!

12.11.2016 Uncategorized

We’re looking for a communications intern who loves to write, is ready to learn and wants to get paid for their work. Position Summary The communications intern will assist the communications specialist in executing online communications materials. This includes, but isn't limited to, crafting concise social media...

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