Adding a Functional Assessment to a client's record: Click on your client’s name from the Active Clients list in the Calendar to go to the Client Summary. In the Forms dropdown (near the top), select Functional Assessment. Once the form is complete click "Save &...
To be signed a Skills Note requires a valid Evaluation and Individual Treatment Plan. Without these, the note can only be saved. To create an Individual Skills Note: Click the student's name in the list of active students to the left of the calendar OR by...
The Treatment Plan is not required by default. Adding an Individual Treatment Plan to a client's record: Click on your client’s name from the Active Clients list in the Calendar to go to the Client Summary. In the Forms dropdown (near the top), select Individual Treatment...
Adding a Diagnostic Assessment to a client's record: Click on your client’s name from the Active Clients list in the Calendar to go to the Client Summary. In the Forms dropdown (near the top), select Diagnostic Assessment. Once the form is complete click "Save &...
Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window. The default minimum requirements are First Name, Last Name, Date of Birth, and Sex. Click "+ Add/Search Client" button in the top...