Name and Legal Name Differentiation

09.07.2025 Client Actions, Support Posts

BreezyNotes users can differentiate between a client's name and legal name. The legal name is what will be presented throughout BreezyNotes unless the "First Name" and/0r "Last Name" fields are filled out, in which case those take precedent. The legal name is still what will...

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Completing Progress Notes (ARMHS)

06.02.2025 ARMHS 3.0, Support Posts

Progress Notes can be found by scheduling an appointment, or from the Forms Dropdown in a client's chart. Some are session-based, meaning you one unit is billed no matter the length. Others are unit-based, which means the units billed increase as more time is spent on...

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Individual Treatment Plan (ARMHS)

05.02.2025 ARMHS 3.0, Support Posts

Basic Steps to Completing and Billing a Individual Treatment Plan 1. Schedule an ARMHS 03 Individual Treatment Plan on the Calendar 2. Click the Notepad icon on the appointment. 3. Add Goals and Objectives for Client 4. Complete the Individual Treatment Plan 5. Print ITP for Client and/or Appropriate Guardians...

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Functional Assessment (ARMHS)

05.02.2025 ARMHS 3.0, Support Posts

Basic Steps to Completing and Billing a Functional Assessment 1. Schedule a Functional Assessment Appointment on the Calendar 2. Start the Functional Assessment from the Forms Dropdown in the Client's Chart 3. Complete the Functional Assessment 4. Bill the Claim With the ARMHS 02A FA Progress Note Associated with...

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Registering a Diagnosis for a Client (ARMHS)

05.02.2025 ARMHS 3.0, Support Posts

Basic Steps to Completing and Billing a Diagnostic Assessment 1. Schedule the Diagnostic Assessment Appointment on the Calendar 2. Click the notepad icon 3. Complete the DA 4. Bill your claim More Detail There are two forms required to register a diagnosis and submit an insurance claim or bill a client ...

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Add a Client

05.02.2025 ARMHS 3.0, Support Posts

Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window.   Click "+ Add/Search Client" button in the top left corner Check the Boxes of the Sections you Need to Complete For client's with...

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Completing Progress Note (CTSS)

16.01.2025 CTSS, Support Posts

Progress Notes can be found by scheduling an appointment, or from the Forms Dropdown in a client's chart. Some are session-based, meaning you one unit is billed no matter the length. Others are unit-based, which means the units billed increase as more time is spent on...

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Individual Treatment Plan (CTSS)

16.01.2025 CTSS, Support Posts

Basic Steps to Completing and Billing a Individual Treatment Plan 1. Schedule an Individual Treatment Plan on the Calendar 2. Start the Individual Treatment Plan from the Forms Dropdown in the Client's Chart 3. Add Goals and Objectives for Client 4. Complete the Individual Treatment Plan 5. Print ITP for...

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Functional Assessment (CTSS)

16.01.2025 3.0, CTSS, Support Posts

Basic Steps to Completing and Billing a Functional Assessment 1. Schedule a Functional Assessment Appointment on the Calendar 2. Start the Functional Assessment from the Forms Dropdown in the Client's Chart 3. Complete the Functional Assessment 4. Bill the Claim With the CTSS 02A - Functional Assessment Progress Note...

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