Notes & Forms Archives - BreezyNotes EHR

Tracking Provider Signature Status

07.04.2026 Administration, Notes & Forms, Reports, Support Posts

The Encounters report can also be used to track signature status of forms These two options will filter your list of encounters based on the signature status and/or whether the Encounter has a billable form (i.e. a form with billing codes) on it. Check the Details...

Reopen Any Note for Editing

13.02.2026 Notes & Forms, Support Posts

Clinical Admins and Supervisors have the ability to reopen notes so they can be modified after a provider or supervisee has already signed and locked the note. Open the Encounter Summary for the note that needs to be edited. For those with access, you'll see...

Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client

15.04.2021 Billing, Notes & Forms, Support Posts

The Pre-BreezyNotes Diagnostic Assessment (PBDA) sets or resets the a client's diagnosis for claims created from that date going forward. It will not update existing Encounters and Fee Sheets. The PBDA will override any existing diagnosis for the client. Open the client's...

Telehealth Note Setup

27.05.2020 Billing, Notes & Forms, Support Posts

With our telehealth note, you can set the default Place of Service (POS) and Modifier based on the client's insurance carrier. The default is POS = 02 (Telehealth) and Modifier = GT. If you need something different, administrators can change this for any insurance company in our...

Change or Remove a Diagnosis for a Single Session

12.02.2019 Billing, Notes & Forms, Support Posts

BreezyNotes' default set up assumes that a client's diagnoses stays static until a diagnostic assessment is completed. That said, there are ways to modify a client's Dx from session to session. The caveat being that you cannot add a Dx without doing a DA or...

Custom Forms

07.07.2017 Notes & Forms, Support Posts

BreezyNotes Custom forms allows our customers to document just about anything, exactly as they see fit. If you'd like a custom form created just for your practice, contact us today. Already set up? Here are two ways to get started with BreezyNotes Custom Forms: Start Via the...

Delete an Encounter, Note or Client

09.01.2016 Notes & Forms, Support Posts

By default, only users designated "Clinic Directors" have the power to delete notes and encounters. Use the following steps to delete a progress note, diagnostic assessment, other documentation or an encounter: Start in the client's chart. Click on "Encounter History." Then click on the encounter you...

Printing an Individual Treatment Plan

08.01.2016 Notes & Forms, Support Posts

An Individual Treatment Plan (ITP) is often printed off to be signed by both the client and the therapist. To print an ITP for signature, do the following: Select a Client. Select the Encounter. Click the "Print" button (between the "eSign" and "Delete" buttons). To Print off other notes or...

Review Notes from a Past Encounter

07.01.2016 Notes & Forms, Support Posts

There are two ways to see your notes from a previous encounter with a client. Select a client. At the top of BreezyNotes in the Encounter History dropdown, select the encounter you wish to review, or select "Past Encounter List" for a list of all...

Updating (Amending) a Form After It’s Been eSigned

06.01.2016 Notes & Forms, Support Posts

After a form has been eSigned it is locked from editing. The only way to note changes is through an amendment, which appears at the end of the form as a note in the encounter summary and any reports that include the form. Find the...

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