BreezyNotes Supervision Process (Using the “Supervisee Report”)

Setup

Any user can be assigned a Supervisor in Administration > Users. In that case any claims submitted for this user will be submitted under her/his supervisor’s Name and NPI with the HN modifier automatically included on the CPT code(s).

Typically this will be set up for you by the BreezyNotes Team.

Access the Supervisee Report

When it’s time to sign off on an intern or supervisee’s notes, a Supervisor can take advantage of our “Supervisee Report” located in Reports > Visits > Supervisee.

Choose the Provider you are supervising from the “Provider” list, and the From/To Dates of Service, and whether you want to see just unsigned notes, signed notes or both. Then click the Submit button.

The following report will be generated:

Date: Date of Service
Patient: Client Name
ID: External ID of the client (if assigned)
Status: Fee Sheet Status.

Closed = Billed
Open = Not Billed
Empty = No Billing Codes

Encounter: Appointment or Encounter Type. Clicking on this will open the encounter in a new window (see below).
SuperSigned?: Does this encounter have the signature of a Supervisor on it?
SuperSign Button: Click this to add your signature to the note after closing it.
Form: The form or forms included on the encounter
Coding: Billing and Diagnosis codes on the Encounter Fee Sheet

Clicking on a given encounter (“Office Visit,” “Diagnostic Assessment,” etc.) will open that encounter in a new window allowing you to review the notes associated with it.

Review the note and close the pop-up window.

Click the SuperSign button on the report:

The row will turn green and “Super Signed” will change from No to Yes to indicate the Supervisor’s signature has been added to the report: