Blog - Page 23 of 26 - BreezyNotes EHR

Register a Diagnosis for the Client (CTSS)

02.01.2016 CTSS, Support Posts

Basic Steps to Completing and Billing a Diagnostic Assessment 1. Schedule the Diagnostic Assessment Appointment on the Calendar 2. Start the Diagnostic Assessment from the Forms Dropdown in the Client's Chart 3. Select the Client's Diagnosis 4. Bill the Claim With the Progress Note Associated with the Appointment 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: ...

Accepting Insurance Payments

02.01.2016 Payments, Support Posts

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...

Remove URL from Reports and Files When Printing

02.01.2016 Reports, Support Posts

By default, Chrome adds the urls (i.e. breezynotes.com/report/...

Create an Appointment

02.01.2016 Calendar, Support Posts

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...