There are two ways to see your notes from a previous encounter with a client. Select a client. At the top of BreezyNotes in the Encounter History dropdown, select the encounter you wish to review, or select "Past Encounter List" for a list of all...
After a form has been eSigned it is locked from editing. The only way to note changes is through an amendment, which appears at the end of the form as a note in the encounter summary and any reports that include the form. Find the...
To retrieve a receipt that you generated in the past: Go to Reports > Financial > Front Rec Filter by the date of payment (or a range) Click on the date/time in the Time column to open the receipt you'd like to see. Click Print ...
There are a few reason an appointment might not turn green on the calendar when expected. If this is the case, it's often because a payment has been improperly recorded for a cash client or a full payment has been made before entering remittance advice...
When you've completed a client's treatment, there are two steps to take: 1. Mark the client as inactive This will hide the client from the client list on your calendar, removing unnecessary clutter. To do this: Go to the client's client summary. Uncheck the "Active" box near the...
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...
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...
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...