The Parent Caregiver Note can be accessed via a scheduled appointment or via the client's chart. Access Via the Chart Click on the client's name while in the calendar view to open their chart. Choose the EID 04 - Parent Caregiver Note Access Via an Appointment In the...
The Individual Intervention Note can be accessed via a scheduled appointment or via the client's chart. To Access Via the Chart Click on the client's name while in the calendar view to open their chart. Choose the EID 03 - Individual Intervention Note Via an Appointment In the...
The treatment plan itself is completed outside of BreezyNotes. This tutorial covers how to bill for treatment planning in BreezyNotes. Click here for the DHS EIDBI Treatment Plan page. Billing for Time Spent on Treatment Plans Below is a sample Treatment Plan Progress Note. Use this to document...
The Coordinated Care Conference Note can be accessed via a scheduled appointment or via the client's chart. Via the Chart Click on the client's name while in the calendar view to open their chart. Choose the appropriate Coordinated Care Conference Note Via an Appointment In the Calendar View ...
Once an initial Diagnosis is registered, you can start billing for time spent on the CMDE. IMPORTANT: You will still complete The DHS-approved CMDE form separately from the forms in this tutorial. This can be done through a scheduled appointment or via the client's chart. Via the Chart ...
The first step after adding a client is to register a diagnosis for a client. No billing or progress notes can be completed without an up-to-date diagnosis. This form is required to be complete for all billable forms/notes. Billable forms/notes will look for the most...
The Payment Method Report tracks payments by Post To Date. You can run it three ways: Payer - this breaks down the report by Patient or individual Insurance Company Payment Method - This breaks down payments by Payment Method, often the same as Check ID. Check...
Claims generated in BreezyNotes by Supervisee's are automatically coded for supervision. That means the claim goes out under the supervisor's credentials, with a modifier appended to the billing code to indicate it's a supervision claim. By default Supervisees are assigned the "HN" modifier, which indicates the...
You can bulk review and print/export client invoices by going to the Billing tab in the left-hand navigation: By default, just clicking the Search button will generate a list of all Dates of Service (DOS) that have open balance due insurance or client. Only client balances...
BreezyNotes users with administrative privileges can reactivate and reset user accounts. Reset a User's Password Username Missing? Check the "Include inactive users" box Click on the Username Check the "Active" box on their account Reset the user's password using the steps above. Any time a user's account is...