BreezyNotes EHR software


BreezyNotes EHR is an integrated cloud-based practice management solution for mental health professionals. The software is a full suite of applications for small to mid-sized practices and helps in automating daily office functions.

Featured applications include electronic medical records, medical billing, patient scheduling, and accounting. The calendar management application allows users to view daily, weekly, or monthly schedules laid out for individual therapists or the entire practice. Color-coding shows upcoming appointments, clients that have already been seen, who is ready to be billed, and who is already paid. The calendar features drag-and-drop editing for client scheduling.

BreezyNotes progress notes are based on the SOAP note and client data is pre-populated in the note from the previous session. The Billing system manages payments from both clients and insurance and can handle secondary insurance and temporary authorizations.

BreezyNotes is partnered with cloud services provider, 7 Medical Systems, to host their solution on HIPAA compliant, SSAE16 audited servers.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

14 Reviews of BreezyNotes EHR

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  • carla from COUNSELING KIDS AND ADULTS LLC

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    February 2018

    Preferred over Procentive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    User friendly, great customer service, and save, sign and submit to insurance with one click. Options to print invoices and contractor pay reports.

    Cons

    Cannot have clients esign and does not have custom forms. Waiting for the client portal to become active.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Valerie from Beaver County Pathways LLC

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    June 2017

    Paul Jonas has been amazingly helpful with technical support in our start up business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is user friendly and easy to learn. The technical support has been invaluable. The training and one on one assistance has made a huge impact on our ability to learn the system.

    Cons

    It does not have a reminder call setting for clients. It is not yet compatible with adding a doctor to the practice.

  • andrea from Cabot Psychological Services, LLC

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    May 2017

    Pretty good EHR overall.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    It's pretty intuitive. Easy to learn. I didn't have a specific training-just a tip sheet and then played around with it and got the hang of it. I like that there is some automatic population in the session notes.

    Cons

    The time out feature without an automatic save feature has caused me to lose the content of an entire DA on 2 occasions. I've also lost individual session notes which is really frustrating. I also use Epic at another clinic and it has an aut-save feature which is really helpful.

  • Angela from Cabot Psychological Services

    Specialty: Psychology/therapy

    Number of employees: 2-10 employees

    May 2017

    For the clinician that doesn't like paperwork!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Makes charting simple and efficient, while also being able to review records and other client information in a useful way.

    Cons

    The 'percentage of goal reached' part of the treatment plan/note-I wish there were other options for marking progress.

  • Carrie from Cabot Psychological Services

    Specialty: Psychology/therapy

    Number of employees: 2-10 employees

    May 2017

    User of BreezyNotes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Streamlines my practice!

    Pros

    Easy to use, quickly do documentation of client sessions, excellent and responsive customer service!

    Cons

    At this point I do not have any negative comments to share about breezy notes as everything has been positive!

  • Daniel from Cabot Psychological Services

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    February 2017

    Breezy Notes review

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    I use Breezy Notes as a mental health therapist in a private practice. I find it very easy and intuitive to use, I barely needed any training with this product given its ease of use!

  • Christopher from Cabot Psychological Services, PLLC

    Specialty: Psychology/therapy

    Number of employees: 2-10 employees

    February 2017

    Great EHR option!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    While I've only been using BreezyNotes for a short period of time, I find it to be very user-friendly and has an intuitive design. Yes, like all software programs, there are features I'd like to see added and areas that could be improved but I find BreezyNotes a superior product for the price point that it is offered at.

    Pros

    Easy-to-use, intuitive design, responsive customer support

    Cons

    Would like to see some additional report options added

  • Amanda from Cabot Psychological Services, PLLC

    Specialty: Psychology/therapy

    Number of employees: 2-10 employees

    February 2017

    I Love BreezyNotes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    BreezyNotes is a relatively simple platform for an EHR. I've found it to work very well for my practice, which has grown from 4-10 during my time with them. They've responded to all my questions quickly and effectively and made changes that have made it work better from my perspective. It gets the job done with very little fuss, and it keeps getting better.

    Pros

    BN's strength is in their customer service and responsiveness. When I've asked for a feature to be modified or adjusted, they have made it happen immediately if possible, put it in their queue for the next update, or talked me through how to work around it. They respond almost immediately to questions and are eager to fix any issues that come up. The EHR is super easy to use--my clinicians love it. We finish our notes in minutes, and billing is done instantaneously. It's at a very reasonable price point, and they are always improving.

    Cons

    They don't yet have a client portal, but it's coming VERY soon (I believe it's in Beta testing right now). It also doesn't yet have a really nice "clinic view" format for a practice with many clinicians.

  • Alex from Edges Wellness Center LLC

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    February 2017

    Great product, attentive customer service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have been using BreezyNotes since August 2016 and soon after also signed up for their billing service. I honestly wish I had signed up sooner! The EHR is easy to use. It is a friendly platform for therapists, and the billing service makes it even more straightforward. In 5 minutes I can write a note, sign and submit it for billing. The customer service is attentive, responsive and simply the best I have ever experienced. They added a feature I had asked for (adding fields for names other than legal name and for pronouns) and they were not only helpful, they got it done within a half hour. I always feel like I am dealing with people, rather than a large company, and that they care about my practice. They are always patient with my questions and have gone above and beyond while I transitioned from a larger system to private practice. I simply cannot recommend them highly enough. I love using BreezyNotes!

    Pros

    Customer service. Therapist friendly interface.

    Cons

    I am looking forward to accessing to a client portal option (I know they are working on one!)

  • Lauren from Wild Tree Psychotherapy

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    December 2016

    Excellent customer service & very user-friendly!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The team behind BreezyNotes provide the kind of support that a busy private practice provider needs! They are incredibly responsive to issues and have the patience to walk you through resolving problems or finding tools, such as running reports. The software is very intuitive and easy to navigate. I am very happy to have chosen to run my group practice using BreezyNotes as EHR system!

  • Kirsten from Kirsten Schoenleber, LLC

    Specialty: Mental & behavioral health

    Number of employees: 1 employee

    December 2016

    Great product!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have used BreezyNotes for over a year now. It has made my professional life so much easier.

    Pros

    BreezyNotes is very easy to use. Billing and charting are interlinked in a seamless way. I love the easy importing of ERAs. Support is fantastic.

    Cons

    Correcting a billing problem can be a little confusing, but I think that's true for all billing software packages.

  • Heather from Cedar Hill Therapy

    Specialty: Mental & behavioral health

    Number of employees: 2-10 employees

    December 2016

    Cedar Hill Therapy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    So easy! I love how customizable it is, and the customer service is amazing!!

    Pros

    Intuitive.

    Cons

    Privacy settings would be great.

  • Janette from Concepcion Psychological Svc

    Specialty: Mental & behavioral health

    Number of employees: 1 employee

    December 2016

    Great EHR and even greater customer support!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have been using BreezyNotes EHR since its inception and have enjoyed its ease of use, practical/logical way of entering client data, and interface with OfficeAlly for billing data. I would highly recommend BreezyNotes and its team for small to middle size therapy practices.

    Pros

    Ease of use in setting up client data and entering both clinical and financial information

    Cons

    Entering special types of payment (eg advance payments) requires extra steps to enter it, but once explained, it works fine.

  • Deborah from Tranquility Therapy

    Specialty: Mental & behavioral health

    Number of employees: 1 employee

    November 2016

    BreezyNotes EHR

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Just beginning to use this EHR System. It is a fairly easy system for Progress Notes and Calendar, but the Patient Portal and Patient Reminder options are not functional and remain in the IT development phase. Entering information is only somewhat integrated, and much has to be entered manually versus automatically generated. Billing is a bit complicated, especially in terms of set-up and follow-through. Customer support is very good and often personally answered by the owner. System does not automatically back-up data, as it is entered and/or written. If document is not periodically and manually saved, you run the risk of being automatically logged-out of the system and losing all of your document writing. :-(

    Pros

    Billing Service is a nice feature; again a little cumbersome and not very intuitive or integrated. Somewhat difficult to learn and implement on the provider side.

    Cons

    Not very easy to learn, does not back-up data, no options for transcribing notes or verbally entering data, no patient reminder - not fully set-up, patient portal is not functional for use yet, system is not auto - integrated so much material and entering has to be done manually, versus auto generated. Treatment Plan does not have pre-populated choices, and evidence based goals and strategies have to be completely written by therapist without any optional selections, or pre-populated fields/choices.

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