It's a fact of business that if you take insurance at some point they'll claw back something that has already been paid to you. BreezyNotes will not process a clawback via ERA because it's important that our users are aware of the takeback so they can...
Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments and click on the "Batch" tab Enter the amount of the refund as a negative number in the...
You cannot remove or delete a facility in BreezyNotes. Doing so would break any connections the facility had with existing system data. Therefore you can only add or change. Facilities are also connected directly to Users and Appointments, both of which affect billing and reporting. Facility Basics You can...
Sometimes you need to manually add a code to a fee sheet. This occurs most often when you are transferring balances from previous EHR/Billing systems (more on that here). These instructions are for adding a code manually to a blank Fee Sheet. For interactive complexity or adding...
If you are just transitioning to BreezyNotes, what do you do with client balances from your previous system? Transferring a balance involves creating a Fee Sheet and applying the appropriate Balance Forward (BALFWD) code to it. There are a few key factors involved: Are they active...
If you get an email from Office Ally indicating that a claim has failed, there are a few steps you can take. First - log in to Office Ally. Then: 1. Get File Summary This let's you download a text file so you can see details of the submission Office...
Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments > Batch Enter the amount of the refund as a negative number in the "Payment Amount Field" Enter...
Sometimes you run into situations when you need to submit a claim for a client before you have their diagnostic assessment completed. One such case is when you do a 90846 (Family Psychotherapy without Client). As such a rare occurence, this falls out of the...
Here's the process for adding a billing code like interactive complexity or travel time to an encounter before billing: Finish writing your note and click "Save & Sign."* After being redirected to the calendar, click the notepad icon again or select the DOS from the "Encounter...
You need to put in a request to each individual payer in order to receive electronic remittance advice ERA files (also called 835s) in your Office Ally account. To make that request: Visit the Office Ally Payer Enrollment Forms page. At the top of the list are the pre-filled multi-state payer...