If you need to change the date of service on an Encounter: Click on the client's name on the Calendar or in Client address book on the left hand navigation so you can enter her/his client summary. Click the "Encounter History" link (Next to the Forms...
By default, only users designated "Clinic Directors" have the power to delete encounters and notes. Because deleting a client removes all client data, please contact Support. Use the following steps to delete a note or encounter: Click the client's name to get into her/his chart. Click...
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. ...
All forms related to an encounter must be eSigned before an encounter can be billed. To do this, fill out the form and then click "Save & Sign" or "Save, Sign & Submit" at the bottom of the screen. Only the forms need to be eSigned...
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...
To convert an appointment from an "Office Visit" to a late cancellation or a No Show follow this tutorial only if you have not already checked a client in by clicking the notepad icon. If the appointment is yellow, you must first delete the Encounter. This process...
Create an Individual Treatment Plan 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. Get a client signature on the Treatment Plan Client...
From time to time you need to document other types of interactions with a client. Most often clinicians want to document a No Show or Late Cancel or perhaps a phone call. Here's how to document a point-in-time or chargeable event: Open the Appointment Window by...
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...
If you are uploading Electronic Remittance Advice (ERAs) from Office Ally, you will need to disable Google Chrome's Pop-Up Blocker. To do this: Click the menu button: Click Settings Click Show advanced settings Under "Privacy," click the Content settings button. Under "Pop-ups," click Manage exceptions. Add https://[*.]breezyehr.com:443 and make sure it’s set to “allowed” Click Done...