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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Pro Tip: Quickly See How Long Your Invoices Have Gone Unpaid

[caption id="attachment_4127" align="alignright" width="300"] With the aging columns, invoice balances are separated by how long they have gone unpaid.[/caption] You've probably used our collections report to see the open balances for each of your clients. But did you know you can separate the open balances by age...

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