BreezyNotes Support

Accepting Payments via the Client Portal

23.01.2019 Client Portal, Payments, Stripe, Support Posts

Clients can review and pay their balances by logging into the Client Portal and clicking "Pay Invoice" from the navigation. On this page, they can review basic details about each date of service they owe on: They can choose to Pay the total amount due* or a...

Read More

Remove a Credit Card from a Client’s Account

23.01.2019 Payments, Stripe, Support Posts

Removing a Credit Card from a client's account is easy: Go to the client's chart In the right-hand side of the billing section, choose the payment source you'd like to remove Click the "Remove" button ...

Read More

Add a Credit Card for a Client

23.01.2019 Payments, Stripe, Support Posts

First - "Allow Credit Card Charge" must be set to "Yes" in the client's Notices tab (details here). Adding a Card via the Chart As long as you have saved your API keys (tutorial here) and "Allow Credit Card Charge" is set to yes for a client,...

Read More

Allow Credit Card Charges for a Client

23.01.2019 Payments, Stripe, Support Posts

**Just like unsecured communications via email/text, credit card processing is NOT HIPAA compliant. Your practice name will be sent to your client's credit card company, and their name and email will be stored with the credit card processor. Please make sure you have your consent...

Read More

Set Up Payment Alerts

23.01.2019 Payments, Stripe, Support Posts

Whenever a client makes a payment via the Client Portal, you can send a message to any number of users. You can also customize this message. This will also trigger an email alert if turned on for the user(s): Who Gets the Message By default the message will...

Read More

Set Up Online Payments (Credit Card/Apple Pay/GooglePay/Etc) Using Stripe

23.01.2019 Payments, Stripe, Support Posts

BreezyNotes works exclusively with Stripe to process credit card and other online transactions. In order to accept credit cards through BreezyNotes, you must first set up a Stripe account. Learn more at Stripe.com or click here to register. Once you have set up and verified your Stripe account,...

Read More

Delete or Modify an Appointment

22.01.2019 Calendar, Support Posts

If the notepad icon has not been clicked to check in the client and open the note, then you can delete or modify appointment by clicking on the colored part of the appointment box. Once the notepad icon is clicked, the client is checked in and...

Read More

Forms Administration

18.01.2019 ARMHS, Support Posts

Forms Administration The top section of every form shows the administrative options available based on the form type selected: First the provider must select a CPT code - only the appropriate CPT codes for the form type may be selected (i.e. Only H2017 codes are available on...

Read More

Selecting a Form

18.01.2019 ARMHS, Support Posts

Every ARMHS form has an Administrative section at the top. It changes from form to form. For example, if the form was selected from the Forms dropdown in the client's chart, date/time options are available. If you set up an appointment on the calendar, the...

Read More

The ARMHS Progress Note – CI (Community Intervention)

17.01.2019 ARMHS, Support Posts

The ARMHS Progress Note - CI is a basic GIRP note with the same validity requirements of an ARMHS Progress Note - BLS. The CI stands for "Community Intervention" and can only bill 90882 CPT codes as such. It requires that that ARMHS Diagnostic Assessment, Functional Assessment and...

Read More