BreezyNotes Blog

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 Privacy and security Under "Privacy and security" click the "Site settings" settings button. Under "Content,"...

Add User (Therapist)

03.01.2016 Administration, Support Posts

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....

Add or Update Insurance Company Information

02.01.2016 Administration, Support Posts

Click "Administration" Click "Practice" Under Practice Settings click "Insurance Companies" Click "Add a Company" To update an insurance company's information follow steps 1-3 then click the insurance company you want to update....