Step 1: Find the Payer Control Number (also know as a Internal Control Number (ICN) or Claim Control Number) Click on the claim to open the Claim Detail. On the far right is the Message Center. Click on the Related tab. You'll see a list of files...
Finding a payment that's been entered into BreezyNotes is easy. Go to Payments and click the Search Payments tab. You can search based on any criteria listed in the Search Payment list: If you are search for a "Payment From," you must first choose a "Paying Entity" Depending on...
BreezyNotes is pleased to announce the release of our Stripe integration for accepting online client payments! BreezyNotes customers can accept credit card and other online payment platforms directly through the provider interface or client portal. Providers can enter and store client credit card information securely and...
BreezyNotes' default set up assumes that a client's diagnoses stays static until a diagnostic assessment is completed. That said, there are ways to modify a client's Dx from session to session. The caveat being that you cannot add a Dx without doing a DA or...
If a Progress Note Can't be Signed You cannot sign an ARMHS Progress Note if an ARMHS DA, Functional Assessment or ITP is "Due Immediately." If you cannot click "Save & Sign," then you need to revisit whichever document is "Due Immediately." Each ARMHS Progress Note has...
All providers must follow the rules set forth by MN DHS for completing progress notes. The client needs to: Have a Diagnostic Assessment that is less than one year old Have a WHODAS completed Have an MHIS form completed every 6 months. NOTE: BreezyNotes does not...
You can toggle whether BreezyNotes automatically posts a payment made through the client portal or if it posts it as an Unapplied Balance. In BreezyNotes, Go to Administration > Globals and click the "Stripe" tab. If you'd like to have BreezyNotes Automatically apply payments, check the "Auto...
Clients can review and pay their balances by logging into the Client Portal and clicking "Pay Invoice" from the navigation. On this page, they can review basic details about each date of service they owe on: They can choose to Pay the total amount due* or a...
Removing a Credit Card from a client's account is easy: Go to the client's chart In the right-hand side of the billing section, choose the payment source you'd like to remove Click the "Remove" button ...
First - "Allow Credit Card Charge" must be set to "Yes" in the client's Notices tab (details here). Adding a Card via the Chart As long as you have saved your API keys (tutorial here) and "Allow Credit Card Charge" is set to yes for a client,...