Support Posts Archives - Page 14 of 16

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. ...

Update Client Information

03.01.2016 Client Actions, Support Posts

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...

Entering Client Payments (Cash, Check, Credit Card)

03.01.2016 Payments, Support Posts

This tutorial covers how to enter Cash, Check or Credit Card payments into BreezyNotes. We do offer credit card processing through Stripe (visit Stripe here). For more information on how to integrate Stripe into Breezynotes, click here. Once you have received a client payment: Select the...

Add User (Therapist)

03.01.2016 Administration, Support Posts

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....

Register a Diagnosis for the Client (CTSS)

02.01.2016 CTSS, Support Posts

Basic Steps to Completing and Billing a Diagnostic Assessment 1. Schedule the Diagnostic Assessment Appointment on the Calendar 2. Start the Diagnostic Assessment from the Forms Dropdown in the Client's Chart 3. Select the Client's Diagnosis 4. Bill the Claim With the Progress Note Associated with the Appointment on...

Add a Client

02.01.2016 EIDBI, Getting Started, Getting Started (Outpatient Vers 3.0), Support Posts

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...

Add or Update Insurance Company Information

02.01.2016 Administration, Support Posts

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....

Billing Secondary Insurance

02.01.2016 Billing, Support Posts

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 a Diagnosis to a Client

02.01.2016 Notes & Forms, Support Posts

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...

Selecting a Client and Opening their Chart

02.01.2016 Client Actions, Support Posts

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: ...

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