Pro Tips: What We’ve Learned So Far

Since BreezyNotes EHR launched Pro Tips last year, we've looked at sixteen lesser-known features of BreezyNotes EHR that help you save time and money. That's a lot of learning! So this week, we're going to take a little breather and look back on the pro tips we've...

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Submit a Corrected Claim

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...

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Setup a Client with the 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...

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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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Setup | Create a Welcome Message

The Welcome Message is a message the client receives automatically when they first log in to the Client Portal. It is only sent once. To create your welcome message: Go to Administration > Client Portal Click the "Welcome Message" tab Create a Subject Create a Message ...

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BreezyNotes Launches Customizable Notes with Version 1.9

Announcing Custom Forms BreezyNotes 1.9 brings a number of new updates, but the focus of this revision was Custom Forms. Now we can build any type of note template your practice might need with many standard fields like text boxes, checkboxes, radio buttons, lists, etc. Just...

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