Billing Archives - Page 2 of 4

Change or Remove a Diagnosis for a Single Session

12.02.2019 Billing, Notes & Forms, Support Posts

BreezyNotes' default set up assumes that a client's diagnoses stays static until a diagnostic assessment is completed. That said, there are ways to modify a client's Dx from session to session. The caveat being that you cannot add a Dx without doing a DA or...

Download ERA (.835) and EOB

10.01.2019 Billing, Clearinghouse, Support Posts

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...

Review Submitted Claims

10.01.2019 Billing, Clearinghouse, Support Posts

When you click Save, Sign & Submit or Submit to Clearinghouse claims are queued to be sent to the clearinghouse every 15 minutes. Within a few minutes of receiving a claims file (.837), ABILITY will process and validate the claims before sending them on to the insurance company. To...

Batch Submit Claims via Client Encounters

09.11.2018 Billing, Support Posts

In addition to the Save, Sign and Submit button, BreezyNotes will also allow you to batch submit claims based on a variety of filters. To access this feature, click on Billing, then click on the Client Encounters tab. ↓ Select the Filter(s) you need for your purposes: Click...

Setting the Place of Service

05.03.2018 Billing, Support Posts

Place of Service is set at the Facility level in Administration > Facilities. If you or your staff are seeing clients outside of the office, you will need to add location(s) in Administration > Facilities and select the correct Place of Service (POS) codes. Once added,...

Submit a Corrected Claim

25.04.2017 Billing, Support Posts

When you need to submit a corrected claim or void a claim, this is done through the Office Ally clearing house. This can happen if you need to change/update diagnosis codes, CPT codes, charges or included the wrong information in the original claim when it...

Manually Add Provider Tax Adjustment to Invoice

02.02.2017 Billing, Support Posts

Sometimes you get an ERA or EOB with a negative adjustment for the provider tax. If you are manually entering in remittance advice, you'll need to complete an extra step to add in a second adjustment. When you are done manually entering in the initial payment...

Justify a CPT Code

23.01.2017 Billing, Support Posts

In order for a claim to be valid, the CPT code must be justified by the ICD10 code or codes listed in the Fee Sheet. Normally, BreezyNotes does this by default, but sometimes when adding or removing codes on a Fee Sheet you need to...

Entering an Insurance Refund or Reversal

09.01.2017 Billing, Support Posts

It's a fact of business that if you take insurance at some point they'll claw back something that has already been paid to you. BreezyNotes will not process a clawback via ERA because it's important that our users are aware of the takeback so they can...

Enter a Client Refund

14.12.2016 Billing, Support Posts

Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments and click on the "Batch" tab Enter the amount of the refund as a negative number in the...

BreezyNotes Blog