Issuing a Refund

Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments > Batch Enter the amount of the refund as a negative number in the "Payment Amount Field" Enter...

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Submit a Claim without a Diagnosis

Sometimes you run into situations when you  need to submit a claim for a client before you have their diagnostic assessment completed. One such case is when you do a 90846 (Family Psychotherapy without Client).  As such a rare occurence, this falls out of the...

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Regular Practice Invoicing

Generating regular monthly or bi-weekly invoices is easy with BreezyNotes! Click on Billing and enter in the dates (using the mm/dd/yyyy format) for “Svc Date” and “To” fields.  Make sure the dropdown is set to “Open” (it is by default). Click Search. Our system will show you all open...

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Manually Adjust Payments Through EOBs

If you want to manually adjust payments, do the following: Access the invoices you'd like to change. This can be accomplished 2 ways Go to the Client Summary and click "Invoicing." To to Billing and search for the encounter you are invoicing for. (NOTE: If you are searching by...

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