Write/Create a Progress Note

The BreezyNotes EHR Progress Note is based upon the SOAP (Subjective, Objective, Assessment, Plan) note. It pulls information from the Diagnostic Assessment, the appointment and the previous Progress Note (if it exists).

1. Create an appointment for your client by dragging his/her name to the calendar.
2. By default, the appointment Category is “Office Visit” with the default 90837 CPT code.
3. After clicking the notepad icon on the appointment, you will automatically be taken to the Progress Note.
4. After writing the Progress Note , click the “Save & Sign” or “Save, Sign & Submit” button. The Save, Sign & Submit button will work only for insurance clients after your clearinghouse account is set up. We’ll let you know when that’s complete.