Support Posts Archives - Page 8 of 14

BreezyNotes Client Portal: Getting Started

08.04.2017 Client Portal, Support Posts

There are a few key differences you will see in BreezyNotes once the client portal is enabled. There are two calendar options to choose from. This allows you to select whether you see your client appointments, therapist appointments or both. A Client Portal link becomes active...

BreezyNotes Supervision Process (Using the “Supervisee Report”)

24.03.2017 Reports, Support Posts

Setup 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). Typically this will be set up for...

BreezyNotes Default User Roles

06.02.2017 Administration, Support Posts

We can fine-tune what different people in your practice have access to. For instance, a Therapist can see their own clients and client financials, but they cannot see the PHI of clients connected to other therapists. A rough outline of each of our default Access Control Groups is below....

Manually Add Provider Tax Adjustment to Invoice

02.02.2017 Billing, Support Posts

Sometimes you get an ERA or EOB with a negative adjustment for the provider tax. If you are manually entering in remittance advice, you'll need to complete an extra step to add in a second adjustment. When you are done manually entering in the initial payment...

Justify a CPT Code

23.01.2017 Billing, Support Posts

In order for a claim to be valid, the CPT code must be justified by the ICD10 code or codes listed in the Fee Sheet. Normally, BreezyNotes does this by default, but sometimes when adding or removing codes on a Fee Sheet you need to...

Entering an Insurance Refund or Reversal

09.01.2017 Billing, Support Posts

It's a fact of business that if you take insurance at some point they'll claw back something that has already been paid to you. BreezyNotes will not process a clawback via ERA because it's important that our users are aware of the takeback so they can...

Enter a Client Refund

14.12.2016 Billing, Support Posts

Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments and click on the "Batch" tab Enter the amount of the refund as a negative number in the...

Change or Add a Facility

01.12.2016 Administration, Support Posts

You cannot remove or delete a facility in BreezyNotes. Doing so would break any connections the facility had with existing system data. Therefore you can only add or change. Facilities are also connected directly to Users and Appointments, both of which affect billing and reporting. Facility Basics You can...

Manually Add a Billing Code to a Blank Fee Sheet

30.11.2016 Billing, Support Posts

Sometimes you need to manually add a code to a fee sheet. This occurs most often when you are transferring balances from previous EHR/Billing systems (more on that here). These instructions are for adding a code manually to a blank Fee Sheet. For interactive complexity or adding...

Adding a “Balance Forward” from a Previous EHR or Billing System

30.11.2016 Billing, Support Posts

If you are just transitioning to BreezyNotes, what do you do with client balances from your previous system? Transferring a balance involves creating a Fee Sheet and applying the appropriate Balance Forward (BALFWD) code to it. There are a few key factors involved: Are they active...

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