Blog - Page 22 of 26 - BreezyNotes EHR

Document a Phone Call, No Show or Any “Other” Type of Appointment

04.01.2016 Client Actions, Support Posts

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...

Disable the Google Chrome Pop-Up Blocker for BreezyNotes.com

04.01.2016 Administration, Support Posts

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...

Create an Individual Treatment Plan (ITP)

03.01.2016 Notes & Forms, Support Posts

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...

Change/Update an Appointment

03.01.2016 Calendar, Support Posts

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...

Generate an itemized bill (Superbill)

03.01.2016 Reports, Support Posts

[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...

Accepting and Applying a Pre-Payment from a Client

03.01.2016 Payments, Support Posts

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. ...

Update Client Information

03.01.2016 Client Actions, Support Posts

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 a Diagnosis to a Client (Breezy 2.6)

03.01.2016 Getting Started, Support Posts

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...

Entering Client Payments (Cash, Check, Credit Card)

03.01.2016 Payments, Support Posts

This tutorial covers how to enter Cash, Check or Credit Card payments into BreezyNotes. We do offer credit card processing through Stripe (visit Stripe here). For more information on how to integrate Stripe into Breezynotes, click here. Once you have received a client payment: Select the...

Add User (Therapist)

03.01.2016 Administration, Support Posts

Adding a user (therapist, billing person, etc.) requires you to use our Add User form. Access the Add User form. Adding a user takes no more than one business day to complete and does not change your subscription rate....