Pro Tips Archives - BreezyNotes EHR

Pro Tips: Deleting or Changing Appointment Details After the Notepad Icon has been Clicked

09.08.2017 Pro Tips

[caption id="attachment_4406" align="alignright" width="300"] Changing yellow appointments requires some extra steps.[/caption] Normally, to make changes to an existing appointment (like changing the appointment type, date, etc.), you just click on the colored part of the Appointment Box and the Appointment Window pops up. However, once the notepad...

Pro Tips: Change Your Providers’ Passwords

25.07.2017 Pro Tips

BreezyNotes takes many steps to keep our customers' security safe. One of those measures is that we require users to change their passwords every 90 days. Sometimes this can become a problem when one of your providers misses the deadline to change their password and...

Pro Tips: Confirm and Change a Billing Code Within a Note

29.06.2017 Pro Tips

When you create an appointment in BreezyNotes EHR's muli-function calendar, it automatically selects the billing code it thinks matches your appointment. However, if you have a different billing code you'd like to use, you can change the billing code before you create the appointment. But, what...

Pro Tips: Add a Credit to Your Client’s Next Encounter

13.06.2017 Pro Tips

When a client overpays for a session, there are a few ways you can get the money back to your client. One easy way is to give them a credit for the overpayment on their next encounter. How to Credit Your Client in BreezyNotes EHR In BreezyNotes...

Pro Tips: Add Billing Note to Session

30.05.2017 Pro Tips, Uncategorized

Ever notice a billing issue with one of your sessions and want to write it down for later? Maybe you notice the amount due is wrong? Or maybe you noticed an adjustment needs to be added to a session. But right now, you don't have...

Pro Tips: What We’ve Learned So Far

04.05.2017 Pro Tips

Since BreezyNotes EHR launched Pro Tips last year, we've looked at sixteen lesser-known features of BreezyNotes EHR that help you save time and money. That's a lot of learning! So this week, we're going to take a little breather and look back on the pro tips we've...

Pro Tips: View Your Practice’s Collections by Provider

18.04.2017 Pro Tips

You've probably used our collections report to see your practice's open balances. A month ago, we showed you can separate open balances by age to see how long they've gone unpaid. Now with our most recent version of BreezyNotes, you can view your collections report for...

Pro Tips: Send Taxonomy Code to Insurance Payer In 3 Steps

04.04.2017 Pro Tips

Some payers are now requiring a Billing Provider Specialty code (also called a Taxonomy code) included in Box 33a of the CMS1500. That's the form that is sent every time you click "Save, Sign & Submit". But don't worry about that insurance jargon. If this is...

Pro Tip: Quickly See How Long Your Invoices Have Gone Unpaid

21.03.2017 Pro Tips

[caption id="attachment_4127" align="alignright" width="300"] With the aging columns, invoice balances are separated by how long they have gone unpaid.[/caption] You've probably used our collections report to see the open balances for each of your clients. But did you know you can separate the open balances by age...

Pro Tips: Add an Interactive Complexity (or any Other) Billing Code

06.03.2017 Pro Tips

One of the most common add-on CPT codes in behavioral health is Interactive Complexity (90785). When a client encounter requires greater-than-usual effort a therapist can add this CPT code to the standard mental health billing codes (This APA guide outlines its use). How would you add a second CPT...

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