We are excited to announce the launch of Breezy 3.0, with a heavy focus on improving documentation for all of our customers! We’ll go through the key features of Breezy 3.0 as well as some of the more nuanced differences between the old version of BreezyNotes and this new one.

New Features

Forms & Documentation

Fully Customizable Fields
You can have us change your DA layout. Don’t like SOAP notes? We can build a DAP for you. Text fields, drop-downs, radio buttons, and more are all now available.

Integrated Billing Codes
You no longer pre-select the billing code in the appointment. Now codes are selected within the form. You can dictate which codes are available and even default one code for that form.

Select Multiple Billing Codes
In Session-based forms, users can choose more than one billing code (great for Interactive Complexity!).

Smart Service Locations
Indicate Provider Location and Client Location, includes all Services Facilities, Home, Other, etc. If the Provider and Client location is different, the note automatically asks if you it was a telehealth session.

Integrated Telehealth Billing
All notes can be billed as in-person or telehealth, automatically based on Client and Provider location.

Smart Travel Time
Indicate travel time on a note. If provider location is at a service facility or the note is set up for telehealth, the user is not allowed to bill travel.

Form Encoding
Set forms to bill as Session-based (one Unit per Encounter), Unit-based (calculate units based on Encounter length) or Mixed (manually enter units for selected codes).

Form Expiration
Set days before a form expires. Any progress notes or other forms dependent on that valid form cannot be opened until a new form is completed.
E.G. if you require a Diagnostic Assessment every 365 days, a Progress Note can’t be completed unless the DA is up-to-date.

Expiration Alerts
Dictate who at the practice gets up to three alert messages any number of days before a form expires.

Determine Who Can See Which Forms
Want it so only the Supervisor can see DAs? We can do that. Running two different clinical programs? We can limit staff to seeing only the forms they are responsible for.

Form Location
Dictate if your custom forms show up in the chart dropdown or when scheduling an appointment (or both).

Custom Form Titles
Create specific titles for each form in the Report that is different than what is listed in the dropdown.

Upload Document within the Form
Every form has its own upload interface. Anything uploaded in a form is automatically attached to that Encounter

Treatment Plan Goals
Choose if treatment plan goals should be included in your form or not.

Client Portal Form Signoff
Send any form to the Client Portal for a client to review and sign.

Open a Form on Close
When a form is Saved and Closed or Signed, have the system ask the user if they’d like to open a new form to bill.

Treatment Plan Goal Library

Customized Goals and Objectives
Add and manage custom goals and objectives. We’ll start you with a default list, but you can add or update anything.

Specify Access
Allow users no access to Goal Library. Limit access for user access to create their own Goals and Objectives or give them full access to manage the entire Goal Library.

Calendar

Custom Appointment Types
Customize your appointment type list.

Custom Appointment Colors
We provide some defaults, but you can now fully customize your Appointment color scheme.

Multiple Forms per Appointment Type
Each appointment type on the calendar can have any number of forms.

Key Client Data on Hover
Hover over an appointment and see key client data like Name, DOB, Form Type and more

Form Validation Alerts in Appointment Window
Now that our forms can expire, we show an alert if the form you’re using can’t be completed because any dependent forms are expired

No Future Sessions
You’re not a time traveler! Now our system alerts you if you’re trying to start a session in the future.

Coming Soon as Part of BreezyNotes 3.0

New Credit Card Processor with Lower Rates
Includes the ability to collect client Card on File via the Client Portal and have them sign your authorization and better error reporting.

In-House Appointment Reminders
We’re taking appointment reminders in house. They’ll be more robust, and we’ll have more control and better reporting.