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 > Batch Enter the amount of the refund as a negative number in the "Payment Amount Field" Enter...
From time to time you need to document other types of interactions with a client. Most often clinicians want to document a No Show or Late Cancel or perhaps a phone call. Here's how to document a point-in-time or chargeable event: Open the Appointment Window by...
If you are uploading Electronic Remittance Advice (ERAs) from Office Ally, you will need to disable Google Chrome's Pop-Up Blocker. To do this: Click the menu button: Click Settings Click Show advanced settings Under "Privacy," click the Content settings button. Under "Pop-ups," click Manage exceptions. Add https://[*.]breezyehr.com:443 and make sure it’s set to “allowed” Click Done...
To be signed a Skills Note requires a valid Evaluation and Individual Treatment Plan. Without these, the note can only be saved. To create an Individual Skills Note: Click the student's name in the list of active students to the left of the calendar OR by...
Adding an Individual Treatment Plan to a client's record: Click on your client’s name to go to the Client Summary. In the Forms dropdown (near the top), select Individual Treatment Plan. Click Save and Continue once you’ve filled it out. On the next screen, click “Print” then “Print” to...
There are three ways to change or update a client's appointment: On the calendar, click the colored portion of the appointment you want to edit (do not click their name or the record icon). This opens the Appointment Pop-Up and you can adjust dates/times/type of appointment...
[caption id="attachment_2997" align="alignright" width="700"] Click on the picture to see a more detailed image.[/caption] In BreezyNotes EHR, a superbill is a detailed bill that contains all of the client's demographic and insurance information. It also includes an itemized breakdown of treatments rendered accompanied by the service...
1. Entering a Pre-Pay When a client pre-pays, you can enter it using our Payments tab. Select the Client. Click on Payments. If the client is Private Pay, change Client Coverage to "Insurance." Select "Pre Pay" in the Payment Against column. Enter the pre payment amount. ...
Select the client you'd like to update via the list on the calendar, or by doing a search. Selecting a client will take you to the Client Summary page. Click the "Edit" button next to the heading of the information you'd like to update: Demographics Insurance Notes Disclosures When finished click...
Connect an Existing Diagnosis If you already have a diagnostic assessment on file for that client, you can use our “Pre-BreezyNotes Diagnostic Assessment" (PBDA) form: From the client’s Client Summary page (click on their name in the calendar list), select "Pre-BreezyNotes Diagnostic Assessment” from the Forms...