Client Portal Archives - BreezyNotes EHR

Uploading Insurance Cards, Images and Documents

19.03.2026 Administration, Client Portal, Support Posts

Uploading Insurance Cards, Images and Documents [embed]https://youtu.be/ZqKIQZ-0kMM[/embed] Once the client has logged in to the Client Portal, Navigate to the Uploads section at the top of the screen Select the Upload Type Choose the file you would like to upload Note: There is a 50MB limit,...

Resetting a Client’s Password

23.06.2021 Client Portal, Support Posts

Click the Reset portal credentials button. This will generate a new login. If the client is having trouble logging in you can manually override the generated password with something simpler. Click Save Send them the password and make sure they: Have the correct username Are...

Toggle Auto Post of Payments via the Client Portal

23.01.2019 Client Portal, Payments, Stripe, Support Posts

You can toggle whether BreezyNotes automatically posts a payment made through the client portal or if it posts it as an Unapplied Balance. In BreezyNotes, Go to Administration > Globals and click the "Stripe" tab. If you'd like to have BreezyNotes Automatically apply payments, check the "Auto...

Accepting Payments via the Client Portal

23.01.2019 Client Portal, Payments, Stripe, Support Posts

Clients can review and pay their balances by logging into the Client Portal and clicking "Pay Invoice" from the navigation. On this page, they can review basic details about each date of service they owe on: They can choose to Pay the total amount due* or a...

Client Portal: Forms

29.06.2018 Client Portal, Support Posts

With the BreezyNotes client portal, you can recreate most of your intake documentation and give your clients the opportunity to complete and eSign any form you make. You clients can go to "Forms" in the Client Portal, choose the form they want to complete and add...

Client Portal: The Calendar and Requesting an Appointment

29.06.2018 Client Portal, Support Posts

Appointment Requests are on by default. Appointment location and times are based on the providers calendar. Setting Your Availability Click on the calendar to open an Appointment Window Click the "Therapist" tab Make sure Appointment Type is set to "Available" Set your Start and End Date/Times ...

Message Notifications

28.06.2018 Client Portal, Support Posts

BreezyNotes Providers and their clients can receive an email notification whenever they receive a secure message in BreezyNotes. You must turn message notifications on for Providers and Clients both. Step 1: Set Up Provider Notifications Only a Clinic Director can activate message notifications for providers. To do...

Setup a Client with the Portal

08.04.2017 Client Portal

To enable the Client Portal for a client, you'll need to either create a new client or edit an existing client's demographics. Under the "Notices" section of the client demographics, there is a field titled "Allow Client Portal." Select "Yes." If they have elected to receive email...

BreezyNotes Client Portal: Getting Started

08.04.2017 Client Portal, Support Posts

There are a few key differences you will see in BreezyNotes once the client portal is enabled. There are two calendar options to choose from. This allows you to select whether you see your client appointments, therapist appointments or both. A Client Portal link becomes active...

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