Generating regular monthly or bi-weekly invoices is easy with BreezyNotes! Click on Billing and enter in the dates (using the mm/dd/yyyy format) for “Svc Date” and “To” fields. Make sure the dropdown is set to “Open” (it is by default). Click Search. Our system will show you all open...
If you want to manually adjust payments, do the following: Access the invoices you'd like to change. This can be accomplished 2 ways Go to the Client Summary and click "Invoicing." To to Billing and search for the encounter you are invoicing for. (NOTE: If you are searching by...
By default, only users designated "Clinic Directors" have the power to delete notes and encounters. Use the following steps to delete a progress note, diagnostic assessment, other documentation or an encounter: Start in the client's chart. Click on "Encounter History." Then click on the encounter you...
An Individual Treatment Plan (ITP) is often printed off to be signed by both the client and the therapist. To print an ITP for signature, do the following: Select a Client. Select the Encounter. Click the "Print" button (between the "eSign" and "Delete" buttons). To Print off other notes or...
Step 1: Find the Payer Control Number (also know as a Internal Control Number (ICN) or Claim Control Number) Click on the claim to open the Claim Detail. On the far right is the Message Center. Click on the Related tab. You'll see a list of files...
BreezyNotes Founder and Chief Manager, Jim Jonas, will be presenting at the four-session Building and Growing a Private Practice workshop. Jim, who is also Director of The Jonas Center, will cover Clinical and Administrative considerations in the fourth of four session on February 16 at 1 p.m. Mental...
In BreezyNotes EHR, every client has a place in their chart where you can upload files from your computer. You can also attach files to a specific encounter for later viewing. Uploading the File To upload a file to the client chart: Navigate to the client chart. ...
There are two ways to see your notes from a previous encounter with a client. Select a client. At the top of BreezyNotes in the Encounter History dropdown, select the encounter you wish to review, or select "Past Encounter List" for a list of all...
After a form has been eSigned it is locked from editing. The only way to note changes is through an amendment, which appears at the end of the form as a note in the encounter summary and any reports that include the form. Find the...
To retrieve a receipt that you generated in the past: Go to Reports > Financial > Front Rec Filter by the date of payment (or a range) Click on the date/time in the Time column to open the receipt you'd like to see. Click Print ...