Connect a Diagnosis to a Client

Connect an Existing Diagnosis

If you already have a diagnostic assessment on file for that client, you can use our “Pre-BreezyNotes Diagnostic Assessment” (PBDA) form:

1. From the client’s Client Summary page (click on their name in the calendar list), select “Pre-BreezyNotes Diagnostic Assessment” from the Forms dropdown
2. Enter in any details about your client’s existing diagnostic assessment
3. Enter the client’s diagnos(i/e)s
4. Click Save & Sign

NOTE: If you’d like to change the DOS on the PBDA to match the DOS of the actual Intake, click the “Edit” button on the Client Encounter form below the PBDA. Then update the “Date of Service” field and click “Save.”

Complete a Diagnostic Assessment

To do a full Diagnostic Assessment for a new client use the following steps:

1. Drag the client’s name to his/her appointment time.
2. When the appointment window pops up, change the Category to “Diagnostic Assessment” – the 90791 CPT code will automatically be updated
3. Click save.
4. On the calendar, click the Notepad icon () on the client’s appointment and you will be taken to our diagnostic assessment form.
5. Fill it out and click “Save & Sign” or “Save, Sign and Submit” <—Only after we’ve confirmed your clearinghouse account is set up!
6. That’s it!