We’ve all done it: You set an encounter, write your note and then realize the appointment is set to the wrong date. It’s a small mistake that could get you in some hot water when it comes time to bill insurance. Changing an Encounter’s Date of...
Out-of-pocket payments for clients are pretty simple and straightforward. Everything they pay goes to their balance. When insurance gets involved it gets a bit more complicated. Here's how to handle it in BreezyNotes. What is "Payment Against?" To make a "payment against" something means taking a payment from a client...
It's a fact of business that if you take insurance at some point they'll claw back something that has already been paid to you. BreezyNotes will not process a clawback via ERA because it's important that our users are aware of the takeback so they can...
One day, you may take a look at a client summary and notice that something is off: For some reason, the client is showing a massive balance, while their insurance balance is zero! If that client doesn’t use insurance, then that’s okay. But if this is...
Sometimes it’s nice to do a dry run before committing to the real thing--especially when you are managing billing. With the help of one little checkbox, it’s possible to preview invoices, manage a collections report and process ERAs without affecting clients’ live data! The “Without Update” checkbox...
[caption id="attachment_3665" align="alignright" width="300"] An example of a superbill. Click the image to expand.[/caption] Do you see clients who bill their insurance out-of-network? They probably need a detailed breakdown of your charges to get reimbursed by their insurance company. That’s why BreezyNotes has the superbill report! A...
Last week, we showed you how to narrow down the client list on your calendar by marking clients as inactive. Now, we have another tip to help you sort through your big list of clients faster. What if you’re a clinical director and one of your...
There are many situations where you need quick and easy access to a client’s medical record. Maybe there’s an important observation you made months ago in a progress note that you can’t quite remember. Or maybe the client is moving away and needs a full...
When you’re using BreezyNotes EHR, you shouldn’t have to store ANY files in your computer or in an obsolete filing cabinet. That’s why we allow you to upload files and store them with a client. But, you can also upload a file and attach a file...
For us at BreezyNotes EHR, security and privacy are top concerns. But, we also strive to ensure the software works for you, no matter what your preferences. That’s why BreezyNotes EHR allows you to change the format in which your clients’ names appear on the calendar. Take...