Drag the client’s name to his/her initial appointment time. When the appointment window pops up, change the Category to “Evaluation” - the CPT code will automatically change to "T1018 - IEP Mental Health Evaluation." Click save. On the calendar, click the Notepad icon () on...
Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window. The minimum requirement is Name, Date of Birth and Sex. If the client plans to use insurance, you will need to select...
Click "Administration" Click "Practice" Under Practice Settings click "Insurance Companies" Click "Add a Company" To update an insurance company's information follow steps 1-3 then click the insurance company you want to update....
After you've received a remittance and you need to bill secondary insurance, here are the steps: Go to Billing. Go to the "Client Encounters" tab. Filter for the client’s name or date of service or encounter number Check the box on the right of the encounter you’d like to...
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...
There are many ways to select a client and access her or his chart: Click Client in the Navigation By default search by name, but you can use the "Search All Columns" field (top right of page) to also search by Client ID, DOB or Phone Number: ...
What's a fee sheet? It tells BreezyNotes EHR what codes need to be submitted to insurance in a single claim. There is a fee sheet for every insurance-billable encounter. When you're editing an encounter's fee sheet, there are three things you may need to do: Add...
To receive and distribute a payment from insurance, follow these steps: Go to Payments Click the "Batch" tab To the right, select the payment method Under "Payment From," type the name of the insurance company you're accepting payment from and click the option that pops...
By default, Chrome adds the urls (i.e. breezynotes.com/report/...
There are three ways to create an appointment: From the Calendar Page, drag and drop client's name onto the calendar where you'd like to make the appointment. From the Calendar Page, click the calendar where you'd like to make the appointment. From the Client Summary, click "Add" next...