BreezyNotes Blog

Change the Adjustment Reason on a Closed or Paid Invoice

11.01.2016 Billing, Support Posts, Uncategorized

Sometimes you need to update or change the reason a claim was adjusted down so it reflects accurately on the bill. Here's how you do it: Open your Client Summary for the client. Click Invoicing at the top of the summary. Click on the invoice(s) you need to...

Regular Practice Invoicing

10.01.2016 Billing, Support Posts

Generating regular monthly or bi-weekly invoices is easy with BreezyNotes! Click on Billing and enter in the dates (using the mm/dd/yyyy format) for “Svc Date” and “To” fields. Make sure the dropdown is set to “Open” (it is by default). Click Search. Our system will show you all open...

Manually Adjust Payments Through EOBs

09.01.2016 Billing, Support Posts

If you want to manually adjust payments, do the following: Access the invoices you'd like to change. This can be accomplished 2 ways Go to the Client Summary and click "Invoicing." To to Billing and search for the encounter you are invoicing for. (NOTE: If you are searching by...

Cancel and Resubmit a Bad or Incorrect Claim

08.01.2016 Billing, 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...

Billing Secondary Insurance

02.01.2016 Billing, Support Posts

After you've received a remittance and you need to bill secondary insurance, here are the steps: Go to Billing. Go to the "Client Encounters" tab. Filter for the client’s name or date of service or encounter number Check the box on the right of the encounter you’d like to...