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...
Adding an Individual Treatment Plan to a client's record: Click on your client’s name to go to the Client Summary. In the Forms dropdown (near the top), select Individual Treatment Plan - IEP. Add multiple goals using the "Add Goals" button. Do NOT check the...
Drag the client’s name to his/her initial appointment time. When the appointment window pops up, change the Category to “Evaluation” - the CPT code will automatically change to "T1018 - IEP Mental Health Evaluation." Click save. On the calendar, click the Notepad icon () on...
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 Name, Date of Birth, Student ID and Address Information. Click "Create New Client" The system will check...