Eligibility can be checked a number of ways: Via the Patient Overview (at least one claim must have been submitted for the client) Manual entry of basic client data Automatically (either every time a claim is submitted or when the first claim of the month...
Logging In Log in with the URL and credentials provided. You will need three credentials: Partner ID Username Password The Dashboard Once logged in you will be redirected to your Dashboard: From your dashboard you can use the Quick Link tiles or the Menu to navigate to specific modules...
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...
In addition to the Save, Sign and Submit button, BreezyNotes will also allow you to batch submit claims based on a variety of filters. To access this feature, click on Billing, then click on the Client Encounters tab. ↓ Select the Filter(s) you need for your purposes: Click...
With Version 2.4, BreezyNotes EHR will launch its client portal, allowing customers to interact with their clients in new ways. From filling out forms at home to requesting appointments at the click of a button, learn how BreezyNotes EHR's new client portal will save therapists...
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...
Appointment Requests are on by default. Appointment location and times are based on the providers calendar. Setting Your Availability Click on the calendar to open an Appointment Window Click the "Therapist" tab Make sure Appointment Type is set to "Available" Set your Start and End Date/Times ...
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...
Updated March 2020 You’ve probably heard about all the exciting possibilities of telehealth by now: It’s is a promising new method of delivering therapy, allowing you to expand your geographic reach and make it easier for clients to reach you more easily! But we’re not talking about...
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...