Click the Reset portal credentials button. This will generate a new login. If the client is having trouble logging in you can manually override the generated password with something simpler. Click Save Send them the password and make sure they: Have the correct username Are...
The Pre-BreezyNotes Diagnostic Assessment (PBDA) sets or resets the a client's diagnosis for claims created from that date going forward. It will not update existing Encounters and Fee Sheets. The PBDA will override any existing diagnosis for the client. Open the client's chart Choose "Pre-BreezyNotes...
You can assign more than one user to a client's account. This allows the user to access the client's chart and other details with or without giving them access other providers' notes, depending on that user's access level*. Step 1: Add a Secondary Provider Open the...
Any user can be assigned a Supervisor in Administration > Users. In that case any claims submitted for this user will be submitted under her/his supervisor's Name and NPI with the HN modifier automatically included on the CPT code(s). When it's time to sign off on...
If you are paying providers based on a percentage of income you'll want to use the Therapist Commission Report. The Therapist Commission Report is broken down by individual payment line items (similar to our Cash Receipts report), but then applies a percentage rate to those payments...
The Cash Receipts report shows you income for a given period of time. It can be sorted based on the three dates entered when entering a check Payments > Batch or Payments > ERA Posting. Date - the date the check was issued. Post To Date...
With our telehealth note, you can set the default Place of Service (POS) and Modifier based on the client's insurance carrier. The default is POS = 02 (Telehealth) and Modifier = GT. If you need something different, administrators can change this for any insurance company in our...
BreezyNotes 2.6.3 brings with it some great new features. What started as a quick partial release quickly turned into a full release thanks to Covid19 and the resulting need for efficient telehealth documentation and claims billing. Here's a rundown of the latest updates. Click on the...
How to change the Place of Service (POS) after the note is locked. If you have already checked a client in by clicking on the notepad icon or if there is no appointment associated with a note, you'll have to change it on the Encounter...
Finish writing your note and click "Save & Sign."* After being redirected to the calendar, click the notepad icon again or select the DOS from the "Encounter History" dropdown at the top of the page. Click the "Fee Sheet" button. Next to the CPT Code...