BreezyNotes Blog

Return to a Saved Form

Forms like the Progress Note, Diagnostic Assessment and Initial Treatment Plan can be saved and edited before they are eSigned. To do this: Click "Save" at the bottom of the form to save its contents. Get done what needs to get done. Return to the form when...

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Connect a Diagnosis to a Client

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

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Write/Create a Progress Note

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. ...

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