Click the Reset portal credentials button. This will generate a new login. If the client is having trouble logging in you can manually override the generated password with something simpler. Click Save Send them the password and make sure they: Have the correct username Are...
The Pre-BreezyNotes Diagnostic Assessment (PBDA) sets or resets the a client's diagnosis for claims created from that date going forward. It will not update existing Encounters and Fee Sheets. The PBDA will override any existing diagnosis for the client. Open the client's chart Choose "Pre-BreezyNotes...
Before mid-March, “How’s it going?” was my standard follow-up for just about anyone after saying “Hello.” It was a simple check-in with an anticipated response: “Good. And you?” “Good!” That was a long time ago. It’s been a heavy year. After the pandemic hit, I’d catch myself in my...
You can assign more than one user to a client's account. This allows the user to access the client's chart and other details with or without giving them access other providers' notes, depending on that user's access level*. Step 1: Add a Secondary Provider Open the...
Any user can be assigned a Supervisor in Administration > Users. In that case any claims submitted for this user will be submitted under her/his supervisor's Name and NPI with the HN modifier automatically included on the CPT code(s). When it's time to sign off on...
If you are paying providers based on a percentage of income you'll want to use the Therapist Commission Report. The Therapist Commission Report is broken down by individual payment line items (similar to our Cash Receipts report), but then applies a percentage rate to those payments...
The Cash Receipts report shows you income for a given period of time. It can be sorted based on the three dates entered when entering a check Payments > Batch or Payments > ERA Posting. Date - the date the check was issued. Post To Date...
BreezyNotes 2.6.3 brings with it some great new features. What started as a quick partial release quickly turned into a full release as our team responded to Covid19 and the resulting need for efficient telehealth documentation and claims billing. Telehealth Documentation and Claims Billing Improvements Since the...
With our telehealth note, you can set the default Place of Service (POS) and Modifier based on the client's insurance carrier. The default is POS = 02 (Telehealth) and Modifier = GT. If you need something different, administrators can change this for any insurance company in our...
Mental health professionals are considered essential, which means you can already see clients in person with the proper protection. But, should you? And if so, when and how should you make this change? As many states ease restrictions on what businesses need to stay closed to...