BreezyNotes Blog

Create an Individual Treatment Plan (ITP)

03.01.2016 Notes & Forms, Support Posts

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. Click Save and Continue once you’ve filled it out. On the next screen, click “Print” then “Print” to...

Connect a Diagnosis to a Client

02.01.2016 Notes & Forms, Support Posts

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...

Write/Create a Progress Note

01.01.2016 Notes & Forms, 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. ...