BreezyNotes Blog

Documenting and/or Billing for a Cancellation

06.10.2025 Calendar, Support Posts

To document and bill for a cancellation, follow these steps: Click on the colored part of the originally schedule appointment. The Appointment Window will pop up. Change the Appointment Type to "Cancellation" Set the Appointment Reminder to "No" so the client does not get an...

Add a Facility

12.03.2020 Administration, Calendar, Support Posts

To add a Facility in BreezyNotes, go to Administration > Facilities and click the Add button. A window will pop up with a number of fields. Some required, some optional: Adding a Facility Service Facility with a New Address Enter your new location address Tax ID (EIN/SSN), NPI...

Billing Telehealth

11.03.2020 Billing, Calendar, Support Posts

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 ...

Delete or Modify an Appointment

22.01.2019 Calendar, Support Posts

If the notepad icon has not been clicked to check in the client and open the note, then you can delete or modify appointment by clicking on the colored part of the appointment box. Once the notepad icon is clicked, the client is checked in and...

Fix Yellow Appointments that “Should” be Green

06.01.2016 Calendar, Support Posts

There are a few reason an appointment might not turn green on the calendar when expected. If this is the case, it's often because a payment has been improperly recorded for a cash client or a full payment has been made before entering remittance advice...

Change or Update an Encounter’s Date of Service (DOS)

05.01.2016 Calendar, Support Posts

If you need to change the date of service on an Encounter: Click on the client's name on the Calendar or in Client address book on the left hand navigation so you can enter her/his client summary. Click the "Encounter History" link (Next to the Forms...

Change/Update an Appointment

03.01.2016 Calendar, Support Posts

There are three ways to change or update a client's appointment: On the calendar, click the colored portion of the appointment you want to edit (do not click their name or the record icon). This opens the Appointment Pop-Up and you can adjust dates/times/type of appointment...

Create an Appointment

02.01.2016 Calendar, Support Posts

There are three ways to create an appointment: From the Calendar Page, drag and drop client's name onto the calendar where you'd like to make the appointment. From the Calendar Page, click the calendar where you'd like to make the appointment. From the Client Summary, click "Add" next...

Everything You Need to Know About Our Multi-Function Calendar

01.01.2016 Calendar, Support Posts

BreezyNotes starts with the calendar. The calendar is used for more than just scheduling appointment types. You use it to indicate which category of appointment you are having: Diagnostic Assessment - Ties to the standard DA or Intake form Office Visit - Ties to the Progress Note ...