3.0 Archives - BreezyNotes EHR

How Clients With Client Portal Access Add Credit Cards

24.09.2025 3.0, Client Portal, Payments, Support Posts

Login to your account in the client portal Click the Forms Button at the top of the screen In the Forms tab, there is an Add Card button: This is the form with the generic auth agreement: That language can be modified via Administration > Client Portal - Card...

BreezyNotes 3.0 “Breezy Forms” Overview

28.01.2025 3.0, Support Posts

We are excited to announce the launch of Breezy 3.0, with a heavy focus on improving documentation for all of our customers! We'll go through the key features of Breezy 3.0 as well as some of the more nuanced differences between the old version of...

Functional Assessment (CTSS)

16.01.2025 3.0, CTSS, Support Posts

Basic Steps to Completing and Billing a Functional Assessment 1. Schedule a Functional Assessment Appointment on the Calendar 2. Start the Functional Assessment from the Forms Dropdown in the Client's Chart 3. Complete the Functional Assessment 4. Bill the Claim With the CTSS 02A - Functional Assessment Progress Note...

Progress Notes

30.05.2024 3.0, Getting Started (Outpatient Vers 3.0), Support Posts, Uncategorized

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...

Treatment Plan Goal Library

30.05.2024 3.0, Getting Started (Outpatient Vers 3.0), Support Posts, Uncategorized

The Goal Library used by our outpatient Individual Treatment Plan can be modified and manage by users designated as "Goal Library Admins." By default this access is given to Clinic Directors (our highest level of access), but can be modified by reaching out to BreezyNotes...

Create an Individual Treatment Plan

30.05.2024 3.0, Getting Started (Outpatient Vers 3.0), Support Posts

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...

Connecting a Diagnosis for a Client

29.05.2024 3.0, Getting Started (Outpatient Vers 3.0), Support Posts

There are now two processes to write and bill for a Diagnostic Assessment. If your DA has an "OBH 00" or "OBH 01" Click Here. Register a Diagnosis for a Client (New) With BreezyNotes 3.0 comes a new way to complete a Diagnostic Assessment that allows you...

(Ver. 3.0) – ARMHS Top-Level Documentation Overview

29.05.2024 3.0, ARMHS, Support Posts

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...

Everything You Need to Know About our Multi-Function Calendar

24.05.2024 3.0, ARMHS, ARMHS 3.0, CTSS, EIDBI, Getting Started (Outpatient Vers 3.0), Support Posts

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 ...

(EIDBI) Observation and Direction Note

22.05.2024 3.0, EIDBI, Support Posts

The Observation and Direction Note can be accessed via a scheduled appointment or via the client's chart. Via the Chart Click on the client's name while in the calendar view to open their chart. Choose the EID 05 - Observation and Direction Via an Appointment In the Calendar...

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