BreezyNotes Blog

Write/Create a Progress Note

05.01.2016 Getting Started, Support Posts

The BreezyNotes EHR Progress Note is based upon the SOAP (Subjective, Objective, Assessment, Plan) note. It pulls information from the Diagnostic Assessment, the appointment and the previous Progress Note (if it exists). Create an appointment for your client by dragging his/her name to the calendar. ...

Create an Individual Treatment Plan (ITP)

04.01.2016 Getting Started, Support Posts

Create an Individual Treatment Plan Click on your client’s name to go to the Client Summary. In the Forms dropdown (near the top), select Individual Treatment Plan. Click Save and Continue once you’ve filled it out. Get a client signature on the Treatment Plan Client...

Connect a Diagnosis to a Client

03.01.2016 Getting Started, Support Posts

Connect an Existing Diagnosis If you already have a diagnostic assessment on file for that client, you can use our “Pre-BreezyNotes Diagnostic Assessment" (PBDA) form: From the client’s Client Summary page (click on their name in the calendar list), select "Pre-BreezyNotes Diagnostic Assessment” from the Forms...

Add a Client

02.01.2016 Getting Started, 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...

Everything You Need to Know About Our Multi-Function Calendar

01.01.2016 Getting Started, Support Posts

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 ...