BreezyNotes Support

Add a Client

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...

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Adding a Client (IEP)

Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window. The default minimum requirements are Name, Date of Birth, Student ID and Address Information. Click "Create New Client" The system will check...

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Printing Client Information

You can print any client data by clicking "Report" in the Client Summary. Choose which client data you'd like to include (Demographics and Billing are defaulted). Check the encounter box to select all notes on the encounter you'd like to include, or select individual notes. Click the "Generate...

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Set Up an Office Ally Account

In order to bill insurance electronically, you will need to set up a free Office Ally account and "FTP" folder. Use this form to set up your Office Ally Account if you don't already have one. Call Office Ally at 360.975.7000 and connect with Technical Support. Let them know you...

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Write/Create a Progress Note

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. ...

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ARMHS Top-Level Documentation Overview

This is an example timeline and related requirements for ARMHS Documentation in BreezyNotes:   ARMHS Diagnostic Assessment (Valid if eSigned by provider) ARMHS Functional Assessment (Valid if eSigned by provider) Complete ARMHS Progress Note - FA for any time(s) any work the FA is done. ARMHS...

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