BreezyNotes Blog

Set Default Modifier for a Supervisee

Claims generated in BreezyNotes by Supervisee's are automatically coded for supervision. That means the claim goes out under the supervisor's credentials, with a modifier appended to the billing code to indicate it's a supervision claim. By default Supervisees are assigned the "HN" modifier, which indicates the...

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Reset a User’s Password

BreezyNotes users with administrative privileges can reactivate and reset user accounts. Reset a User's Password Username Missing? Check the "Include inactive users" box Click on the Username Check the "Active" box on their account Reset the user's password using the steps above. Any time a user's account is...

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Add a Facility

To add a Facility in BreezyNotes, go to Administration > Facilities and click the Add button. A window will pop up with a number of fields. Some required, some optional: Adding a Facility Service Facility with a New Address Enter your new location address Tax ID (EIN/SSN), NPI...

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Appointment Reminders

BreezyNotes Appointment Reminders are a fast, simple way to message your clients before their appointments that can lead to some significant  decreases in No-Shows. We designed our reminder system to be as simple as possible. Step 1: Set Up Your Account Go to https://breezynotes.com/appointment-reminders to request account setup. Our...

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BreezyNotes Default User Roles

We can fine-tune what different people in your practice have access to. For instance, a Therapist can see their own clients and client financials, but they cannot see the PHI of clients connected to other therapists. A rough outline of each of our default Access Control Groups is below....

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Change or Add a Facility

You cannot remove or delete a facility in BreezyNotes. Doing so would break any connections the facility had with existing system data. Therefore you can only add or change. Facilities are also connected directly to Users and Appointments, both of which affect billing and reporting. Facility Basics You can...

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Disable the Google Chrome Pop-Up Blocker for BreezyNotes.com

If you are uploading Electronic Remittance Advice (ERAs) from Office Ally, you will need to disable Google Chrome's Pop-Up Blocker. To do this: Click the menu button:  Click Settings Click Show advanced settings Under "Privacy," click the Content settings button. Under "Pop-ups," click Manage exceptions. Add https://[*.]breezyehr.com:443 and make sure it’s set to “allowed” Click Done...

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Add User (Therapist)

Adding a user (therapist, billing person, etc.) requires you to use our Add User form. Access the Add User form. Adding a user takes no more than one business day to complete and does not change your subscription rate....

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