BreezyNotes Support

Accepting Insurance Payments

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...

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Create an Appointment

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...

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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

Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window.   Click "+ Add/Search Client" button in the top left corner Check the Boxes of the Sections you Need to Complete For client's...

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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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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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