Support Posts Archives - Page 13 of 15

Delete an Encounter, Note, and Client

05.01.2016 Client Actions, Support Posts

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...

eSign a Form

05.01.2016 Notes & Forms, Support Posts

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...

Return to a Saved Form

04.01.2016 Notes & Forms, Support Posts

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...

Document a Phone Call, No Show or Any “Other” Type of Appointment

04.01.2016 Client Actions, Support Posts

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...

Issuing Refund for Overpaid Client

04.01.2016 Payments, Support Posts

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...

Disable the Google Chrome Pop-Up Blocker for BreezyNotes.com

04.01.2016 Administration, Support Posts

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 Privacy and security Under "Privacy and security" click the "Site settings" settings button. Under "Content,"...

Create an Individual Treatment Plan (ITP)

03.01.2016 Notes & Forms, Support Posts

Create an Individual Treatment Plan (ITP) for a Client The Individual Treatment Plan (ITP) is not billable. Therefore it can only be selected from the Forms dropdown in a client's chart. The Treatment Plan is not required by default. Goals or objectives in any treatment...

Change/Update an Appointment

03.01.2016 Calendar, Support Posts

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...

Generate an itemized bill (Superbill)

03.01.2016 Reports, Support Posts

[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...

Accepting and Applying a Pre-Payment from a Client

03.01.2016 Payments, Support Posts

1. Entering a Pre-Pay When a client pre-pays, you can enter it using our Payments tab. Select the Client. Click on Payments. If the client is Private Pay, change Client Coverage to "Insurance." Select "Pre Pay" in the Payment Against column. Enter the pre payment amount. ...

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