Administration Archives - BreezyNotes EHR

Checking Client Benefits

08.01.2026 Administration, Billing, Client Actions, Support Posts

BreezyNotes partners with Claim.MD to handle Benefits Checks. To set up this functionality, please submit a Support Request. There are two benefit buttons available to BreezyNotes Users. Confirm Benefits Advanced Benefits Request VERY IMPORTANT: Make sure you are entering in all client data correctly. ESPECIALLY "Effective...

Set Default Modifier for a Supervisee

28.09.2023 Administration, Support Posts

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...

Reset a User’s Password

21.09.2021 Administration, Support Posts

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...

Assign a Client to Additional (Secondary) Providers

18.12.2020 Administration, Support Posts

You can assign more than one user to a client's account. This allows the user to access the client's chart and other details with or without giving them access other providers' notes, depending on that user's access level*. Step 1: Add a Secondary Provider Open the...

Changing the Place of Service

13.04.2020 Administration, Billing, Support Posts

How to change the Place of Service (POS) after the note is locked. If you have already checked a client in by clicking on the notepad icon or if there is no appointment associated with a note, you'll have to change it on the Encounter...

Add a Facility

12.03.2020 Administration, Calendar, Support Posts

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...

Appointment Reminders

13.03.2018 Administration, Support Posts

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...

BreezyNotes Default User Roles

06.02.2017 Administration, Support Posts

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....

Change or Add a Facility

01.12.2016 Administration, Support Posts

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...

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

04.01.2016 Administration, Support Posts

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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