BreezyNotes Support

Complete a Skills Note (IEP)

To be signed a Skills Note requires a valid Evaluation and Individual Treatment Plan. Without these, the note can only be saved. To create an Individual Skills Note: Click the student's name in the list of active students to the left of the calendar OR by...

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Create an Individual Treatment Plan (ITP)

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...

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Change/Update an Appointment

There are three ways to change or update a client's appointment: On the calendar, click the colored portion of the appointment you want to edit (do not click their name or the record icon). This opens the Appointment Pop-Up and you can adjust dates/times/type of appointment...

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Generate an itemized bill (Superbill)

[caption id="attachment_2997" align="alignright" width="700"] Click on the picture to see a more detailed image.[/caption] In BreezyNotes EHR, a superbill is a detailed bill that contains all of the client's demographic and insurance information. It also includes an itemized breakdown of treatments rendered accompanied by the service...

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Update Client Information

Select the client you'd like to update via the list on the calendar, or by doing a search. Selecting a client will take you to the Client Summary page. Click the "Edit" button next to the heading of the information you'd like to update: Demographics Insurance Notes Disclosures When finished click...

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Connect a Diagnosis to a Client (Breezy 2.6)

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

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Individual Treatment Plan (IEP)

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 - IEP. Add multiple goals using the "Add Goals" button. Do NOT check the...

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Add User (Therapist)

Adding a user (therapist, billing person, etc.) requires you to use our Add User form. Access the Add User form. Adding a user takes no more than one business day to complete and does not change your subscription rate....

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