BreezyNotes Blog

Adding Authorization Details for a Client

In the client's Chart, click "Edit" next to Demographics Below the Insurance section is the Authorization section Enter the Authorization Number or ID in the Authorization Number field The Modifier, usually HJ, in the Modifier field. This will be added to each CPT code. ...

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Printing or Exporting Client Statements

You can bulk review and print/export client invoices by going to the Billing tab in the left-hand navigation: By default, just clicking the Search button will generate a list of all Dates of Service (DOS) that have open balance due insurance or client. Only client balances...

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Telehealth Note Setup

With our telehealth note, you can set the default Place of Service (POS) and Modifier based on the client's insurance carrier. The default is POS = 02 (Telehealth) and Modifier = GT. If you need something different, administrators can change this for any insurance company in our...

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Billing Telehealth

Our Telehealth note is a replica of the SOAP note except it will default the Place of Service and the modifier based on the client's insurance company. Setting up Modifier and Place of Service (POS) (admin only) Scheduling a Telehealth Appointment Writing a Telehealth Note ...

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Download ERA (.835) and EOB

Log into Ability with the credentials you received when you setup your account. If you do not have them, please contact Support. There are two types of files you can create: ERA/.835 - This is the computer-coded file you upload into BreezyNotes EOB - This is...

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