What Is BreezyNotes?


BreezyNotes is a cloud-based EHR and practice management software designed to help mental health practices streamline their day-to-day workflows. The platform integrates patient scheduling, note-taking, electronic claims submission, calendar management, and medical billing features within a centralized dashboard. With its intuitive interface and unified suite of features, BreezyNotes empowers providers to improve operational efficiency, optimize revenue cycle, and deliver better patient care.  

What Is BreezyNotes Best Known For?

BreezyNotes EHR stands out with its intuitive design and straightforward layout. Its user-friendly interface enables mental health professionals to efficiently access and manage patient information, streamline documentation processes, and seamlessly navigate through various modules.

BreezyNotes Pricing

The vendor offers the following standard subscription plans:

  • Solo – Starting at $19
  • Starter – Starting at $59
  • Enterprise – Starting at $99
  • Unlimited – Starting at $189
  • BreezyBilling – Custom Pricing

Contact us for a personalized pricing quote tailored to your practice’s specific requirements.

Disclaimer: The pricing is subject to change.

BreezyNotes Integrations

Breezynotes software supports integration with various applications, including Stripe. However, the vendor has not disclosed more information regarding its third-party integrations.

How Does BreezyNotes Work?

Follow the steps outlined below to get started with the software after accessing the dashboard:

  • Access the calendar view to schedule client appointments
  • Drag and drop clients directly onto the calendar to schedule sessions
  • Click on an appointment to open the client's note template
  • Populate the note using the automated SOAP format and pre-filled client data
  • Click the "Save, Sign and Submit" button to complete the session and initiate billing
  • Review billing status and reports within the software
  • Communicate with clients via the online patient portal
  • Utilize automatic appointment reminders for reduced no-shows

You can also schedule a free BreezyNotes EHR demo to see the software in action.

Who Is BreezyNotes For?

BreezyNotes is designed for small to mid-sized mental health practices. It is purpose-built for the following providers:

  • Therapists
  • Counselors
  • Psychologists

BreezyNotes Software Features

Here are a few key features of BreezyNotes EHR software:

  • Scheduling

BreezyNotes includes a robust and simple scheduling feature that simplifies appointment management for healthcare providers. Its drag and drop functionality enhances the efficiency of the scheduling process, allowing providers to easily organize and adjust appointments. Additionally, providers can set up automated appointment reminders to notify patients about upcoming appointments, reducing no-show rates and improving overall patient experience.

  • Medical Billing

The software streamlines the medical billing process by integrating billing functionalities directly into the software. Users can easily create and submit electronic claims to insurance providers, reducing manual paperwork and minimizing errors. With BreezyNotes' medical billing feature, healthcare providers can enhance revenue cycle management and streamline their financial operations.

  • Client Portal

The client portal feature enables your mental health practice to improve patient engagement and communication. Patients can access their medical records, review lab results, request prescription refills, and securely message their healthcare providers through the secure portal. This feature empowers individuals to actively participate in their healthcare journey, fostering better patient-provider collaboration and enhancing overall patient satisfaction.

  • Calendar Management

BreezyNotes EHR incorporates a comprehensive at-a-glance calendar feature that enables healthcare providers to effectively manage the schedule for their entire practice. The calendar provides a clear and organized view of appointments, tasks, and events. Users can easily add, edit, or reschedule appointments directly from the calendar interface, ensuring a seamless workflow and improved time management.

  • Progress Notes

This feature is designed to streamline and enhance clinical documentation for healthcare professionals. With customizable templates and an intuitive interface, it enables medical providers to efficiently document patient encounters while maintaining a standardized and detailed approach to patient care.

Is BreezyNotes Right for You?

If you are a solo practitioner or small group private practice looking for an easy-to-use EHR and practice management solution, BreezyNotes can be a good fit. Its intuitive interface and streamlined workflows are designed specifically for mental health professionals, allowing you to focus more on patient care rather than administrative tasks. From daily office functions to electronic health record management and medical billing, it offers the tools and services needed to enhance efficiency and productivity.

The HIPAA-compliant platform utilizes SSAE16 audited servers to ensure client data is safely stored and backed up according to industry standards. This commitment to data security aligns with BreezyNotes' dedication to safeguarding sensitive information, providing you with peace of mind as you navigate the demands of your practice.

Still not sure if BreezyNotes software is the right choice for you? Contact us at (315) 215-3447, and we will help you make an informed decision.

BreezyNotes Pricing Plans

  • Subscription
  • Ideal for
  • Features





(Solo features)

  • Scheduling
  • Billing
  • Email Support
  • Training




Unlimited Providers

(Solo features, plus:)

  • Electronic
    Claims Submission




Unlimited Providers

(Starter features, plus:)

  • Phone Support




Unlimited Providers

(Enterprise features)

  • Client Portal


Custom Pricing

Unlimited Providers

(Unlimited features)

  • Managed Billing Services

Disclaimer: The pricing is subject to change. 



  • User-friendly interface for seamless navigation  
  • Limited reporting options, according to some BreezyNotes reviews  
  • Automates repetitive tasks to save clinicians valuable time  
  • Potential learning curve for new clinicians  
  • Integrates all practice management tools in one intuitive platform  
  • Customization complexity for a few advanced features 
  • Offers an at-a-glance calendar to streamline scheduling processes  
  • Automated billing submissions help clinicians get paid quicker 

BreezyNotes Features


Appointment Management/Scheduling




Patient Portal


Compliance Tracking


Customizable Forms/Reports


Document Management


Lab Integration


Online Payments


Immunization And Allergy Tracking


Mobile App




Order Management


Reporting And Analytics


Billing And Invoicing


Insurance Eligibility Verification


Claims Management


Inventory Management


Referral Management




Patient Demographics

Today's most popular FAQs

How much does BreezyNotes EHR cost?

BreezyNotes EHR offers five standard pricing plans, starting at $19. Request a custom pricing quote for your practice today!

Is BreezyNotes cloud-based?

Yes, BreezyNotes is cloud-based.

What are the main features of BreezyNotes?

The main features of BreezyNotes include scheduling, medical billing service, automation tools, SOAP notes, a patient portal, and a color-coding calendar. It also offers tools to manage temporary authorizations and secondary insurance, and provides a robust issue report feature for efficient problem resolution.

What level of support does BreezyNotes offer?

BreezyNotes offers email, phone and form submission support options.

Who are the main users of BreezyNotes?

The main users of EHR BreezyNotes include individual therapists and small to mid-sized practices.

BreezyNotes Pricing


Small Organization


Within Budget


Medium Organization


Within Budget


Large Organization


Outside Budget

BreezyNotes reviews

There are no reviews for this product.