The BreezyNotes EHR Handbook
Getting Started (EIDBI Documentation)
- Add a Client
- (EIDBI) Register or Update a Client Diagnosis
- (EIDBI) CMDE and Diagnosis Updates
- (EIDBI) Coordinated Care Conference
- (EIDBI) Treatment Plan Development
- (EIDBI) Individual Intervention Note
- (EIDBI) Parent Caregiver Note
- (EIDBI) Observation and Direction Note
- Everything You Need to Know About our Multi-Function Calendar
Calendar
- Everything You Need to Know About Our Multi-Function Calendar
- Create an Appointment
- Change/Update an Appointment
- Creating and Documenting a Cancellation or No Show
- Change or Update an Encounter’s Date of Service (DOS)
- Fix Yellow Appointments that “Should” be Green
- Delete or Modify an Appointment
- Billing Telehealth
- Add a Facility
Administration
- Set Up an Office Ally Account
- Add or Update Insurance Company Information
- Add User (Therapist)
- Disable the Google Chrome Pop-Up Blocker for BreezyNotes.com
- Change or Add a Facility
- BreezyNotes Default User Roles
- Appointment Reminders
- Add a Facility
- Changing the Place of Service
- Assign a Client to Additional (Secondary) Providers
- Reset a User’s Password
- Set Default Modifier for a Supervisee
Payments
- Accepting Insurance Payments
- Entering Client Payments (Cash, Check, Credit Card)
- Accepting and Applying a Pre-Payment from a Client
- Issuing Refund for Overpaid Client
- Retrieve a Previously-Generated Receipt
- Upload and Allocate Electronic Remittance Advice (ERA) files (.835)
- Issuing a Refund
- Set Up Online Payments (Credit Card/Apple Pay/GooglePay/Etc) Using Stripe
- Set Up Payment Alerts
- Allow Credit Card Charges for a Client
- Add a Credit Card for a Client
- Remove a Credit Card from a Client’s Account
- Accepting Payments via the Client Portal
- Toggle Auto Post of Payments via the Client Portal
- Search/Find Payments
Billing
- Billing Secondary Insurance
- Cancel and Resubmit a Bad or Incorrect Claim
- Manually Adjust Payments Through EOBs
- Regular Practice Invoicing
- Change the Adjustment Reason on a Closed or Paid Invoice
- Adding a CPT Code Modifier for Billing (Including EAP)
- Add or Modify a CPT, ClientBilling, or ICD10 Code
- Upload and Allocate Electronic Remittance Advice (ERA) files (.835)
- Request to Receive Electronic Remittance Advice (ERA)/835 Files in Office Ally
- Manually Add a Billing Code to an Encounter’s Fee Sheet
- Submit a Claim without a Diagnosis
- Issuing a Refund
- What to do with a Failed Claim in Office Ally
- Adding a “Balance Forward” from a Previous EHR or Billing System
- Manually Add a Billing Code to a Blank Fee Sheet
- Enter a Client Refund
- Entering an Insurance Refund or Reversal
- Justify a CPT Code
- Manually Add Provider Tax Adjustment to Invoice
- Submit a Corrected Claim
- Setting the Place of Service
- Batch Submit Claims via Client Encounters
- Review Submitted Claims
- Download ERA (.835) and EOB
- Change or Remove a Diagnosis for a Single Session
- Submit A Corrected Claim in Ability
- Billing Telehealth
- Add a Modifier to CPT code on a Fee Sheet
- Changing the Place of Service
- Telehealth Note Setup
- Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client
- Printing or Exporting Client Statements
- Adding Authorization Details for a Client
ARMHS
- ARMHS Top-Level Documentation Overview
- Creating/Adding a Client (ARMHS)
- The Diagnostic Assessment
- The Functional Assessment
- The ARMHS Individual Treatment Plan
- Upload Documents and Files (ARMHS)
- The ARMHS Progress Note – BLS (Basic Living & Social Skills)
- The ARMHS Progress Note – CI (Community Intervention)
- Selecting a Form
- Forms Administration
- Rules for Signing Progress Notes
- If a Progress Note Can’t be Signed
- Supervisor SignOff on ARMHS Notes
- Everything You Need to Know About our Multi-Function Calendar
- (Ver. 3.0) – ARMHS Top-Level Documentation Overview
Notes & Forms
- Write/Create a Progress Note
- Connect a Diagnosis to a Client
- Create an Individual Treatment Plan (ITP)
- Return to a Saved Form
- eSign a Form
- Updating (Amending) a Form After It’s Been eSigned
- Review Notes from a Past Encounter
- Printing an Individual Treatment Plan
- Delete an Encounter, Note or Client
- Custom Forms
- Change or Remove a Diagnosis for a Single Session
- Telehealth Note Setup
- Use Pre-BreezyNotes Diagnostic Assessment (PBDA) to Set or Update a Dx for a Client
Reports
- Printing Client Information
- Remove URL from Reports and Files When Printing
- Generate an itemized bill (Superbill)
- BreezyNotes Supervision Process (Using the “Supervisee Report”)
- Reports > Financial > Cash Receipts
- Reports > Financial > Therapist Commission
- Reports > Financial > Pmt Method
- Reports > Financial > Collections