Billing 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...

Entering Client Copays

07.10.2025 Billing, Payments, Support Posts

When a Client has a Copay listed in the insurance section of the chart, it will show on their appointment: To take payment for a client's copay prior to the session: Click the checkmark on the client's appointment to 'check' them in: A "Check In" window...

Adding Authorization Details for a Client

02.08.2024 Billing, Support Posts

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. ...

Printing or Exporting Client Statements

05.06.2023 Billing, Support Posts

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...

Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client

15.04.2021 Billing, Notes & Forms, Support Posts

The Pre-BreezyNotes Diagnostic Assessment (PBDA) sets or resets the a client's diagnosis for claims created from that date going forward. It will not update existing Encounters and Fee Sheets. The PBDA will override any existing diagnosis for the client. Open the client's...

Telehealth Note Setup

27.05.2020 Billing, Notes & Forms, Support Posts

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...

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 Modifier to CPT code on a Fee Sheet

12.03.2020 Billing, Support Posts

Finish writing your note and click "Save & Sign."* After being redirected to the calendar, click the notepad icon again or select the DOS from the "Encounter History" dropdown at the top of the page. Click the "Fee Sheet" button. Next to the CPT Code...

Billing Telehealth

11.03.2020 Billing, Calendar, Support Posts

Billing Telehealth Step 1: Schedule an Appointment Create a new appointment on the calendar and choose the correct form you want to use Click Save Step 2: Open and Fill Out The Note Click the notepad icon. In the Location and Place of Service Details section, set the Client's Location to...

Submit A Corrected Claim in Ability

05.03.2019 Billing, Clearinghouse, Support Posts

Step 1: Find the Payer Control Number (also know as a Internal Control Number (ICN) or Claim Control Number) Click on the claim to open the Claim Detail. On the far right is the Message Center. Click on the Related tab. You'll see a list of files...

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