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...
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...
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...
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...
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 ...
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...
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...
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...