Blog - Page 22 of 25 - BreezyNotes EHR

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...

Individual Treatment Plan (IEP)

03.01.2016 IEP, 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 - IEP. Add multiple goals using the "Add Goals" button. Do NOT check 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....

IEP Evaluation (Diagnostic Assessment)

02.01.2016 IEP, Support Posts

Drag the client’s name to his/her initial appointment time. When the appointment window pops up, change the Category to “Evaluation” - the CPT code will automatically change to "T1018 - IEP Mental Health Evaluation." Click save. On the calendar, click the Notepad icon () on...

Add a Client

02.01.2016 EIDBI, Getting Started, Getting Started (Outpatient Vers 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. The minimum requirement is Name, Date of Birth and Sex. If the client plans to use insurance, you will need to select...

Add or Update Insurance Company Information

02.01.2016 Administration, Support Posts

Click "Administration" Click "Practice" Under Practice Settings click "Insurance Companies" Click "Add a Company" To update an insurance company's information follow steps 1-3 then click the insurance company you want to update....

Billing Secondary Insurance

02.01.2016 Billing, Support Posts

After you've received a remittance and you need to bill secondary insurance, here are the steps: Go to Billing. Go to the "Client Encounters" tab. Filter for the client’s name or date of service or encounter number Check the box on the right of the encounter you’d like to...

Connect a Diagnosis to a Client

02.01.2016 Notes & Forms, Support Posts

Connect an Existing Diagnosis (Pre-BreezyNotes Diagnostic Assessment) If you already have a diagnostic assessment on file for that client, you can use our “Pre-BreezyNotes Diagnostic Assessment” form: From the client’s Client Summary page (click on their name in the calendar list), select "Pre-BreezyNotes Diagnostic Assessment” from...

Step 2: Modify the Fee Sheet for a Client Encounter

02.01.2016 Resubmitting Claims, Support Posts

What's a fee sheet? It tells BreezyNotes EHR what codes need to be submitted to insurance in a single claim. There is a fee sheet for every insurance-billable encounter. When you're editing an encounter's fee sheet, there are three things you may need to do: Add...

Selecting a Client and Opening their Chart

02.01.2016 Client Actions, Support Posts

There are many ways to select a client and access her or his chart: Click Client in the Navigation By default search by name, but you can use the "Search All Columns" field (top right of page) to also search by Client ID, DOB or Phone Number: ...