BreezyNotes Blog

“Close the Book” on a Client

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...

Read More

Delete an Encounter, Note, and Client

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...

Read More

Update Client Information

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...

Read More

Add a Client

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...

Read More