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...
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 ...
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...
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...
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...
To convert an appointment from an "Office Visit" to a late cancellation or a No Show follow this tutorial only if you have not already checked a client in by clicking the notepad icon. If the appointment is yellow, you must first delete the Encounter. This process...
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...
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...
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 ...