Pro Tips: What Does “Payment Against” Mean?

24.01.2017 Pro Tips

Out-of-pocket payments for clients are pretty simple and straightforward. Everything they pay goes to their balance. When insurance gets involved it gets a bit more complicated. Here's how to handle it in BreezyNotes. What is "Payment Against?" To make a "payment against" something means taking a payment from a client...

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Justify a CPT Code

23.01.2017 Billing, Support Posts

In order for a claim to be valid, the CPT code must be justified by the ICD10 code or codes listed in the Fee Sheet. Normally, BreezyNotes does this by default, but sometimes when adding or removing codes on a Fee Sheet you need to...

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Pro Tips: Entering an Insurance Refund or Reversal

11.01.2017 Pro Tips

It's a fact of business that if you take insurance at some point they'll claw back something that has already been paid to you. BreezyNotes will not process a clawback via ERA because it's important that our users are aware of the takeback so they can...

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Get to Know Laura Peters

03.01.2017 Blog, People, Position

Say hello to Laura Peters, Billing Specialist at BreezyNotes. Laura has been working with us since September 2016 assisting with the pilot phase of BreezyBilling - the billing services program we will be officially launching later this week. Since September, Laura has skillfully managed the accounts of our BreezyBilling...

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Welcome Mary Cathers!

19.12.2016 Blog, People, Position

Welcome Mary Cathers to the BreezyNotes Support Team! She will be helping us monitor and respond to your support requests every business day from 8 a.m. to 5 p.m. CST as a Customer Support Specialist. Mary has been working in customer service for more than 15 years....

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Enter a Client Refund

14.12.2016 Billing, Support Posts

Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments and click on the "Batch" tab Enter the amount of the refund as a negative number in the...

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Pro Tips: Force Client Balance to Insurance

13.12.2016 Pro Tips

One day, you may take a look at a client summary and notice that something is off: For some reason, the client is showing a massive balance, while their insurance balance is zero! If that client doesn’t use insurance, then that’s okay. But if this is...

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