Connect a Diagnosis to a Client

Connect an Existing Diagnosis (Pre-BreezyNotes Diagnostic Assessment)

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

You can also use the Pre-BreezyNotes Diagnostic Assessment to change a client’s diagnosis without filling out an entirely new diagnostic assessment.

Create a New 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” <—Save, Sign & Submit will work only after your Office Ally account is created.
6. That’s it!