BreezyNotes Blog

Progress Notes

Progress Notes tie together the documentation completed in the Diagnostic Assessment and the Individual Treatment Plan (ITP). Creating a Progress Note These forms can be accessed via the Calendar when creating an appointment or through the Forms dropdown in the client chart [caption id="attachment_6119" align="alignnone" width="286"] Choose the...

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(EIDBI) Coordinated Care Conference

The Coordinated Care Conference Note can be accessed via a scheduled appointment or via the client's chart.   Via the Chart Click on the client's name while in the calendar view to open their chart. Choose the appropriate Coordinated Care Conference Note   Via an Appointment In the Calendar View ...

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(EIDBI) CMDE and Diagnosis Updates

Once an initial Diagnosis is registered, you can start billing for time spent on the CMDE. IMPORTANT: You will still complete The DHS-approved CMDE form separately from the forms in this tutorial. This can be done through a scheduled appointment or via the client's chart.   Via the Chart ...

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BreezyNotes 2.6 Release Details

We are proud to announce the upcoming release of BreezyNotes 2.6. We've added some great new features, improved some reports and fixed some bugs. This was a big release, so please take a minute to look through it and see how it affects your practice. Highlights...

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Setup | Create Forms

The BreezyNotes Client Portal allows you to build any form you can imagine for your clients to complete. This includes intake paperwork, consents, releases, client self-assessments and more. There is one default form in the portal; "Concerns and Symptoms." When a client completes this form it will auto populate...

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