Adding a Client (IEP)

Adding a client is easy. Just click the green “+ Add / Search Client” button in the top, left corner of the BreezyNotes window.

The default minimum requirements are Name, Date of Birth, Student ID and Address Information.

• Click “Create New Client”
• The system will check against clients already in the system to ensure you don’t duplicate client details. If there are no duplicates, click “Confirm Create New Client.”