Blog - BreezyNotes EHR

REPORTS > VISITS > ENCOUNTERS

12.05.2026 Reports, Support Posts

The Encounters Report is a powerful way to see which Encounters are ready for billing or get a status on billed/unbilled Encounters and employee time on them. Settings/Options for the Encounters Report. Facility: Shows Encounters associated with specific Service Facilities Provider: Shows Encounters associated with specific...

Tracking Provider Signature Status

07.04.2026 Administration, Notes & Forms, Reports, Support Posts

The Encounters report can also be used to track signature status of forms These two options will filter your list of encounters based on the signature status and/or whether the Encounter has a billable form (i.e. a form with billing codes) on it. Check the Details...

Uploading Insurance Cards, Images and Documents

19.03.2026 Administration, Client Portal, Support Posts

Uploading Insurance Cards, Images and Documents [embed]https://youtu.be/ZqKIQZ-0kMM[/embed] Once the client has logged in to the Client Portal, Navigate to the Uploads section at the top of the screen Select the Upload Type Choose the file you would like to upload Note: There is a 50MB limit,...

Client Charges: Charging for Private Pay or any Non-CPT Coded Session

19.03.2026 Administration, Payments, Support Posts

Charging for Private Pay or any non-CPT coded session [embed]https://youtu.be/fbVLOZkD6GY[/embed] Click on the black checkmark Select the code you want to bill for Click Apply Charge button It will ask if you want to Charge the Client, click OK to bill click Cancel not to Select...

Reopen Any Note for Editing

13.02.2026 Notes & Forms, Support Posts

Clinical Admins and Supervisors have the ability to reopen notes so they can be modified after a provider or supervisee has already signed and locked the note. Open the Encounter Summary for the note that needs to be edited. For those with access, you'll see...

Checking Client Benefits

08.01.2026 Administration, Billing, Client Actions, Support Posts

BreezyNotes partners with Claim.MD to handle Benefits Checks. To set up this functionality, please submit a Support Request. There are two benefit buttons available to BreezyNotes Users. Confirm Benefits Advanced Benefits Request VERY IMPORTANT: Make sure you are entering in all client data correctly. ESPECIALLY "Effective...

Entering Client Copays

07.10.2025 Billing, Payments, Support Posts

When a Client has a Copay listed in the insurance section of the chart, it will show on their appointment: To take payment for a client's copay prior to the session: Click the checkmark on the client's appointment to 'check' them in: A "Check In" window...

Documenting and/or Billing for a Cancellation

06.10.2025 Calendar, Support Posts

To document and bill for a cancellation, follow these steps: Click on the colored part of the originally schedule appointment. The Appointment Window will pop up. Change the Appointment Type to "Cancellation" Set the Appointment Reminder to "No" so the client does not get an...

How Clients With Client Portal Access Add Credit Cards

24.09.2025 Payments

Login to your account in the client portal Click the Forms Button at the top of the screen In the Forms dropdown, there is an Add Card button: This is the form with the generic auth agreement: That language can be modified via Administration > Client Portal - Card...

Name and Legal Name Differentiation

09.07.2025 Client Actions, Support Posts

BreezyNotes users can differentiate between a client's name and legal name. The legal name is what will be presented throughout BreezyNotes unless the "First Name" and/0r "Last Name" fields are filled out, in which case those take precedent. The legal name is still what will...