Support Posts Archives - Page 9 of 15

Appointment Reminders

13.03.2018 Administration, Support Posts

BreezyNotes Appointment Reminders are a fast, simple way to message your clients before their appointments that can lead to some significant decreases in No-Shows. We designed our reminder system to be as simple as possible. Step 1: Set Up Your Account Go to https://breezynotes.com/appointment-reminders to request account setup. Our...

Setting the Place of Service

05.03.2018 Billing, Support Posts

Place of Service is set at the Facility level in Administration > Facilities. If you or your staff are seeing clients outside of the office, you will need to add location(s) in Administration > Facilities and select the correct Place of Service (POS) codes. Once added,...

Custom Forms

07.07.2017 Notes & Forms, Support Posts

BreezyNotes Custom forms allows our customers to document just about anything, exactly as they see fit. If you'd like a custom form created just for your practice, contact us today. Already set up? Here are two ways to get started with BreezyNotes Custom Forms: Start Via the...

Submit a Corrected Claim

25.04.2017 Billing, Support Posts

When you need to submit a corrected claim or void a claim, this is done through the Office Ally clearing house. This can happen if you need to change/update diagnosis codes, CPT codes, charges or included the wrong information in the original claim when it...

Setup a Client with the Portal

08.04.2017 Client Portal

To enable the Client Portal for a client, you'll need to either create a new client or edit an existing client's demographics. Under the "Notices" section of the client demographics, there is a field titled "Allow Client Portal." Select "Yes." If they have elected to receive email...

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

NEW Feature: BreezyNotes offers an option so that the claims for any provider under supervision cannot be billed without a Supervisor's signature first. Let BreezyNotes Support know if you'd like this turned on for supervised staff. Reviewing & Signing Supervisee Notes Access the Supervisee Report Go to Reports...

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...