Get to Know Laura Peters

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!

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

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

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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Change or Add a Facility

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...

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