Blog - Page 14 of 26 - BreezyNotes EHR

Change or Add a Facility

01.12.2016 Administration, Support Posts

You cannot remove or delete a facility in BreezyNotes. Doing so would break any connections the facility had with existing system data. Therefore you can only add or change. Facilities are also connected directly to Users and Appointments, both of which affect billing and reporting. Facility Basics You can...

Manually Add a Billing Code to a Blank Fee Sheet

30.11.2016 Billing, Support Posts

Sometimes you need to manually add a code to a fee sheet. This occurs most often when you are transferring balances from previous EHR/Billing systems (more on that here). These instructions are for adding a code manually to a blank Fee Sheet. For interactive complexity or adding...

Adding a “Balance Forward” from a Previous EHR or Billing System

30.11.2016 Billing, Support Posts

If you are just transitioning to BreezyNotes, what do you do with client balances from your previous system? Transferring a balance involves creating a Fee Sheet and applying the appropriate Balance Forward (BALFWD) code to it. There are a few key factors involved: Are they active...

What to do with a Failed Claim in Office Ally

30.11.2016 Billing, Support Posts

If you get an email from Office Ally indicating that a claim has failed, there are a few steps you can take. First - log in to Office Ally. Then: 1. Get File Summary This let's you download a text file so you can see details of the submission Office...

Pro Tips: Preview Financials Without Making Changes

29.11.2016 Pro Tips

Sometimes it’s nice to do a dry run before committing to the real thing--especially when you are managing billing. With the help of one little checkbox, it’s possible to preview invoices, manage a collections report and process ERAs without affecting clients’ live data! The “Without Update” checkbox...

Get to Know Paul Jonas – BreezyNotes COO: “I’m Thankful for Bread”

22.11.2016 Blog, People

Whether you’re a BreezyNotes customer or not, you probably already know how much we appreciate our customers and employees. Having just celebrated one year on the market, we are so grateful for their support. [caption id="attachment_3690" align="alignright" width="330"] Some bread baked by BreezyNotes COO Paul Jonas.[/caption] But...

Pro Tips: Print a Superbill

15.11.2016 Pro Tips

[caption id="attachment_3665" align="alignright" width="300"] An example of a superbill. Click the image to expand.[/caption] Do you see clients who bill their insurance out-of-network? They probably need a detailed breakdown of your charges to get reimbursed by their insurance company. That’s why BreezyNotes has the superbill report! A...

Be an Intern at BreezyNotes EHR!

12.11.2016 Uncategorized

We’re looking for a communications intern who loves to write, is ready to learn and wants to get paid for their work. Position Summary The communications intern will assist the communications specialist in executing online communications materials. This includes, but isn't limited to, crafting concise social media...

We’re a Year Old: What We’ve Accomplished & What’s In Store

05.11.2016 Blog, News

Customers: You are why we celebrate. We are one year old today, and we couldn’t have done it without you! Your support, input, feedback and trust have helped make it a great first year. We have made so much progress so far and more is in...

Pro Tips: Search Your Client List by Client ID

01.11.2016 Pro Tips

Last week, we showed you how to narrow down the client list on your calendar by marking clients as inactive. Now, we have another tip to help you sort through your big list of clients faster. What if you’re a clinical director and one of your...