Client Actions 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...

Name and Legal Name Differentiation

09.07.2025 Client Actions, Support Posts

BreezyNotes users can differentiate between a client's name and legal name. The legal name is what will be presented throughout BreezyNotes unless the "First Name" and/0r "Last Name" fields are filled out, in which case those take precedent. The legal name is still what will...

Uploading and Managing Files to Client Uploads in Client’s Chart

07.01.2016 Client Actions, Support Posts

In BreezyNotes EHR, every client has a place in their chart where you can upload files from your computer. You can also attach files to a specific encounter for later viewing. Uploading the File To upload a file to the client chart: Navigate to the client chart. ...

“Close the Book” on a Client

06.01.2016 Client Actions, Support Posts

When you've completed a client's treatment, there are two steps to take: 1. Mark the client as inactive This will hide the client from the client list on your calendar, removing unnecessary clutter. To do this: Go to the client's client summary. Uncheck the "Active" box near the...

Delete an Encounter, Note, and Client

05.01.2016 Client Actions, Support Posts

By default, only users designated "Clinic Directors" have the power to delete encounters and notes. Because deleting a client removes all client data, please contact Support. Use the following steps to delete a note or encounter: Click the client's name to get into her/his chart. Click...

Document a Phone Call, No Show or Any “Other” Type of Appointment

04.01.2016 Client Actions, Support Posts

From time to time you need to document other types of interactions with a client. Most often clinicians want to document a No Show or Late Cancel or perhaps a phone call. Here's how to document a point-in-time or chargeable event: Open the Appointment Window by...

Update Client Information

03.01.2016 Client Actions, Support Posts

Select the client you'd like to update via the list on the calendar, or by doing a search. Selecting a client will take you to the Client Summary page. Click the "Edit" button next to the heading of the information you'd like to update: Demographics Insurance Notes Disclosures When finished click...

Selecting a Client and Opening their Chart

02.01.2016 Client Actions, Support Posts

There are many ways to select a client and access her or his chart: Click Client in the Navigation By default search by name, but you can use the "Search All Columns" field (top right of page) to also search by Client ID, DOB or Phone Number: ...

Add a Client

01.01.2016 Client Actions, Support Posts

Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window. The minimum requirement is Name, Date of Birth and Sex. If the client plans to use insurance, you will need to select...

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