Administration Archives - BreezyNotes EHR

Tracking Provider Signature Status

07.04.2026 Administration, Notes & Forms, Reports, Support Posts

The Encounters report can also be used to track signature status of forms These two options will filter your list of encounters based on the signature status and/or whether the Encounter has a billable form (i.e. a form with billing codes) on it. Check the Details...

Uploading Insurance Cards, Images and Documents

19.03.2026 Administration, Client Portal, Support Posts

Uploading Insurance Cards, Images and Documents [embed]https://youtu.be/ZqKIQZ-0kMM[/embed] Once the client has logged in to the Client Portal, Navigate to the Uploads section at the top of the screen Select the Upload Type Choose the file you would like to upload Note: There is a 50MB limit,...

Client Charges: Charging for Private Pay or any Non-CPT Coded Session

19.03.2026 Administration, Payments, Support Posts

Charging for Private Pay or any non-CPT coded session [embed]https://youtu.be/fbVLOZkD6GY[/embed] Click on the black checkmark Select the code you want to bill for Click Apply Charge button It will ask if you want to Charge the Client, click OK to bill click Cancel not to Select...

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...

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