Client Portal: Forms

With the BreezyNotes client portal, you can recreate most of your intake documentation and give your clients the opportunity to complete and eSign any form you make. You clients can go to "Forms" in the Client Portal, choose the form they want to complete and add...

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Message Notifications

BreezyNotes Providers and their clients can receive an email notification whenever they receive a secure message in BreezyNotes. You must turn message notifications on for Providers and Clients both. Step 1: Set Up Provider Notifications Only a Clinic Director can activate message notifications for providers. To do...

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Introducing BreezyBike Messaging: Secure Messaging for Therapists

In this age of increasing integration, clients want their health professionals to work together to provide the best care possible. And what makes integration and collaboration easier than having a fast and secure way to communicate with other health professionals? Industry professionals have long touted many secure direct...

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Appointment Reminders

BreezyNotes Appointment Reminders are a fast, simple way to message your clients before their appointments that can lead to some significant  decreases in No-Shows. We designed our reminder system to be as simple as possible. Step 1: Set Up Your Account Go to https://breezynotes.com/appointment-reminders to request account setup. Our...

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Setting the Place of Service

Place of Service is set at the Facility level in Administration > Facilities. If you or your staff are seeing clients outside of the office, you will need to add location(s) in Administration > Facilities and select the correct Place of Service (POS) codes. Once added,...

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