1st Anniversary of Trade Winds Weekly Digest

Not long after BreezyNotes EHR's first birthday, we have another milestone to celebrate: Today marks the one year anniversary of Trade Winds Weekly Digest, BreezyNotes EHR's carefully curated digest of the most relevant behavioral healthcare news. Saving therapists time and sanity [caption id="attachment_1898" align="alignright" width="267"] Click above to...

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Pro Tips: Change an Encounter’s Date of Service

We’ve all done it: You set an encounter, write your note and then realize the appointment is set to the wrong date. It’s a small mistake that could get you in some hot water when it comes time to bill insurance. Changing an Encounter’s Date of...

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BreezyNotes Default User Roles

We can fine-tune what different people in your practice have access to. For instance, a Therapist can see their own clients and client financials, but they cannot see the PHI of clients connected to other therapists. A rough outline of each of our default Access Control Groups is below....

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Pro Tips: What Does “Payment Against” Mean?

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

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

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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