Custom Forms

BreezyNotes Custom forms allows our customers to document just about anything, exactly as they see fit. If you’d like a custom form created just for your practice, contact us today.

Already set up? Here are two ways to get started with BreezyNotes Custom Forms:

Start Via the Calendar:

1. Drag and drop a client to open the appointment Window
2. Next to Appointment Type select “Other”
3. Select a Billing Code
4. Click Save

This will create a purple appointment on the Calendar.

When you’re ready to access your encounter, just click the notepad icon like normal.

Start Via the Client Chart:

1. Click on your client’s name to access their chart
2. In the Forms dropdown, select “Custom Form.”
   This brings you to our generic “Client Encounter” form where you can adjust Date of Service, Facility and other details for the encounter.
3. If you make adjustments, click “Save” otherwise click “Cancel”

Accessing Your Custom Form:

Once you’ve made it to the encounter summary via the steps above:

1. Choose your form from the “Select Form” dropdown in the top-left corner of your window.
2. Your form will automatically pop up.
3. When you are ready, click the Save button to save your progress and return to the Encounter Summary
4. You may return to your note by clicking “Edit”
5. If you are done, click “eSign” to lock the form.
6. Ready to bill the encounter? If you have access to submitting claims, simply click the “Submit to Clearinghouse” button.