To receive and distribute a payment from insurance, follow these steps: Go to Payments Click the "Batch" tab To the right, select the payment method Under "Payment From," type the name of the insurance company you're accepting payment from and click the option that pops...
By default, Chrome adds the urls (i.e. breezynotes.com/report/...
There are three ways to create an appointment: From the Calendar Page, drag and drop client's name onto the calendar where you'd like to make the appointment. From the Calendar Page, click the calendar where you'd like to make the appointment. From the Client Summary, click "Add" next...
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...
To make any changes to a claim after it has been submitted to insurance, you will need to Re-Open the Fee Sheet. The Fee Sheet tells BreezyNotes EHR what codes it should submit to insurance for that encounter. If the claim has not been submitted to...
Adding a client is easy. Just click the green "+ Add / Search Client" button in the top, left corner of the BreezyNotes window. The default minimum requirements are Name, Date of Birth, Student ID and Address Information. Click "Create New Client" The system will check...
BreezyNotes starts with the calendar. The calendar is used for more than just scheduling appointment types. You use it to indicate which category of appointment you are having: Diagnostic Assessment - Ties to the standard DA or Intake form Office Visit - Ties to the Progress Note ...
You can print any client data by clicking "Report" in the Client Summary. Choose which client data you'd like to include (Demographics and Billing are defaulted). Check the encounter box to select all notes on the encounter you'd like to include, or select individual notes. Click the "Generate...
In order to bill insurance electronically, you will need to set up a free Office Ally account and "FTP" folder. Use this form to set up your Office Ally Account if you don't already have one. Call Office Ally at 360.975.7000 and connect with Technical Support. Let them know you...
BreezyNotes starts with the calendar. The calendar is used for more than just scheduling appointment types. You use it to indicate which category of appointment you are having: Diagnostic Assessment - Ties to the standard DA or Intake form Office Visit - Ties to the Progress Note ...