Adding an Individual Treatment Plan to a client's record: Click on your client’s name from the Active Clients list in the Calendar to go to the Client Summary. In the Forms dropdown (near the top), select Functional Assessment. Once the form is complete click "Save...
The Collections report is our most powerful report. It shows your accounts receivable and a host of other relevant data points. If you're going to keep a pulse on your practice. This is the report to do it. What it Shows The Collections Report can show you: ...
In the client's Chart, click "Edit" next to Demographics Below the Insurance section is the Authorization section Enter the Authorization Number or ID in the Authorization Number field The Modifier, usually HJ, in the Modifier field. This will be added to each CPT code. ...
If you get an alert that your claims file failed to submit, you can either resubmit it through Breezy (tutorial), or manually upload it directly to Ability/Inovalon. This tutorial covers how to find a "batch file," download it to your desktop, then upload it directly...
Progress Notes tie together the documentation completed in the Diagnostic Assessment and the Individual Treatment Plan (ITP). Creating a Progress Note These forms can be accessed via the Calendar when creating an appointment or through the Forms dropdown in the client chart [caption id="attachment_6119" align="alignnone" width="286"] Choose the...
The Goal Library our Individual Treatment Plan - Outpatient forms can be modified and manage by users with the right level of access under Administration > Goal Library. Depending on your level of access you may: Create, Edit and Delete all Goals Any goal you create...
Create an Individual Treatment Plan (ITP) for a Client The Individual Treatment Plan (ITP) is not billable. Therefore it can only be selected from the Forms dropdown in a client's chart. The Treatment Plan is not required by default. Goals or objectives in any treatment...
Register a Diagnosis for a Client Before you can bill any claim, the client must have a diagnosis registered. There are two forms that will register a diagnosis for a client: OBH 00 - Diagnostic Progress Note IMPORTANT - If you are billing more than one...
This is an example timeline and related requirements for ARMHS Documentation in BreezyNotes. These forms can be accessed through the calendar, the client's chart, or both. Opening a form through the calendar: Drag the client's name to the calendar and an appointment window pops up: Choose the Appointment...
BreezyNotes starts with the calendar. The calendar is used for more than just scheduling appointment types. You use it to indicate which category of appointment you are having: Diagnostic Assessment - Ties to the standard DA or Intake form Client Session - Ties to the Progress Note ...