BreezyNotes EHR Review (2026)

Overview

BreezyNotes is a cloud-based EHR and practice management system built specifically for therapists, counselors, and small behavioral health practices. It was founded in 2015 in Eden Prairie, Minnesota by Jim Jonas, a licensed independent clinical social worker (LICSW) and licensed marriage and family therapist (LMFT) with over 30 years of clinical experience. Jonas started development in June 2013 after growing frustrated with the overly complex EHR systems available to solo and small-group therapists. The product launched in November 2015 with a core philosophy that electronic notes should be "at least as simple" as writing on paper.

That origin story is not just marketing copy -- it defines how BreezyNotes works. The entire product is built around a three-step workflow: schedule the appointment, write the note, and submit the claim. Jonas designed BreezyNotes to solve his own daily frustrations, and that practical, clinician-first perspective permeates every design decision. There are no unnecessary modules, no enterprise features bolted on for the sake of a feature checklist, and no attempt to serve markets the product was not built for.

BreezyNotes is a bootstrapped company with no outside venture capital funding. Jonas partnered with Visible Technology Solutions for software development, 7 Medical for HIPAA-compliant hosting, and VIBE Behavioral Health Consultants for managed billing services. The team is small -- estimated at under 20 employees -- and the company has remained intentionally lean. This is not a platform trying to compete with enterprise-grade systems like Netsmart or even mid-market platforms like TherapyNotes. Instead, BreezyNotes targets the solo therapist or small group practice that wants to finish documentation quickly, submit claims without friction, and avoid paying for features they will never use.

What distinguishes BreezyNotes from competitors like TherapyNotes and SimplePractice is its unique per-note pricing model. Rather than charging a flat per-clinician monthly fee, BreezyNotes bases costs on how many notes you actually sign. For part-time therapists, clinicians building a practice, or those with seasonal volume fluctuations, this can result in meaningfully lower monthly costs than flat-rate alternatives.

For a broader comparison of behavioral health EHR platforms, see our behavioral health EHR comparison guide.

Key Features

Three-Step Workflow: Schedule, Note, Claim

BreezyNotes' defining design principle is the three-step workflow. A clinician schedules the appointment, writes the progress note, and submits the insurance claim -- all in a streamlined, connected sequence. The "Save, Sign & Submit" button collapses the documentation-to-billing pipeline into a single click after the note is complete. This eliminates the multi-step billing process that plagues many EHR platforms where documentation and billing are treated as separate workflows. For solo practitioners who handle their own billing, this reduction in administrative steps translates directly into time saved.

SOAP-Based Progress Notes with Pre-Population

BreezyNotes uses SOAP (Subjective, Objective, Assessment, Plan) note templates as the backbone of its clinical documentation. The platform pre-populates note fields with data from the client's previous session, so clinicians start each note with relevant history already in place rather than a blank screen. This carry-forward approach significantly reduces documentation time. Most users report completing progress notes in under five minutes, a claim that holds up consistently across user reviews. For therapists who see the same clients weekly and need to reference prior session content, this is a genuine time-saver.

Scheduling and Calendar

The scheduling module includes a drag-and-drop calendar with color-coded appointment status indicators, custom appointment types with associated durations and billing codes, and a practice-wide clinician view for group practices. Recurring session scheduling is supported. The calendar is designed for straightforward single-provider and small-group workflows rather than complex multi-site or multi-location operations. What it lacks in sophistication it makes up for in simplicity -- most clinicians can learn the scheduling module in minutes.

Integrated Billing and Claims

BreezyNotes integrates with Office Ally, Availity, and ClaimLynx for electronic claims submission. The one-click "Save, Sign & Submit" feature saves the note, applies the clinician's electronic signature, and submits the associated insurance claim to the clearinghouse simultaneously. The platform handles secondary insurance claims and authorization tracking. Superbills are auto-generated from completed notes. For the Solo plan, electronic claims are a $10 per month add-on; they are included on Starter and above.

Client Portal

The client-facing portal supports online intake paperwork, secure messaging between clients and providers, self-service appointment scheduling, and online payments including Apple Pay and Google Pay via Stripe integration. The portal is a paid add-on on lower-tier plans ($20 to $50 per month depending on plan) and is included on the Unlimited plan. The client portal was a later addition to the platform and, while functional, may lack some of the polish found in more established portals from SimplePractice or TherapyNotes.

Telehealth

BreezyNotes supports telehealth billing and documentation. The platform handles the clinical and billing side of virtual sessions. Practices using BreezyNotes for telehealth can document sessions and submit telehealth-specific claims with appropriate modifiers. This covers the administrative requirements, though practices should verify that the telehealth workflow meets their specific payer and state requirements.

Appointment Reminders

Automated appointment reminders are available via text message as a paid add-on ($19 per month plus a per-reminder fee). BreezyNotes reports that practices using text reminders see a 42% reduction in no-shows. Reminders are not included in the base subscription on any plan, which is worth noting since many competing platforms include basic reminders at no extra cost.

Supervision Tools

BreezyNotes has unusually strong supervision capabilities for a platform in this price range. The SuperSign and Submit feature allows supervisors to co-sign supervisee notes and submit the associated claim in one step. Note blocking prevents supervisees from finalizing notes until a supervisor has reviewed and approved them. Consolidated supervision reporting provides supervisors with a dashboard view of their supervisees' documentation status. For practices that include pre-licensed clinicians, interns, or trainees, these features reduce administrative overhead and ensure compliance with supervision documentation requirements.

Commission Reporting

For contractor-based practices where clinicians are paid on a commission or split-fee basis, BreezyNotes provides line-by-line billing detail reports. These reports break down collections by clinician and service, making it straightforward to calculate contractor payments. This is a niche feature, but for practices that operate with independent contractors rather than salaried employees, it eliminates the need for manual spreadsheet tracking.

BreezyBilling (Managed RCM)

For practices that want to outsource their revenue cycle management entirely, BreezyNotes offers BreezyBilling, a managed billing service handled through their partner VIBE Behavioral Health Consultants. BreezyBilling includes claim submission, denial management, payment posting, and patient statement generation. Practices that use BreezyBilling receive the EHR software at no additional cost, making the total cost structure a single managed-services fee based on practice volume. This is a compelling option for clinicians who want to focus exclusively on clinical work and have zero involvement in billing operations.

Pros

• Lowest entry point in the behavioral health EHR market. At $19 per month for the Solo plan, BreezyNotes is the cheapest way to get a legitimate EHR with billing capabilities. No other platform in this space comes close to that price point for a single provider.
• Unique per-note pricing ideal for part-time therapists. The pay-per-note model means part-time practitioners and those with irregular or seasonal caseloads only pay for the sessions they actually document. A therapist seeing 10 clients per week pays meaningfully less than one seeing 25, which is not the case with flat-rate competitors.
• Exceptionally simple to learn and use. Most clinicians are operational within hours, not days. The three-step workflow (schedule, note, claim) requires minimal training, and the interface avoids unnecessary complexity. BreezyNotes is consistently praised as the easiest behavioral health EHR to adopt.
• Built by a practicing therapist who understands the workflow. Jim Jonas designed BreezyNotes to solve his own documentation frustrations. That clinician-first perspective shows in every design decision, from pre-populated SOAP notes to one-click billing submission.
• Customer service consistently rated as excellent. Across all review platforms, BreezyNotes' support team receives the highest praise of any feature. As a small, founder-led company, users know who they are talking to, and the support is responsive, knowledgeable, and personal in a way that larger vendors cannot replicate.
• Unlimited providers on Starter and above. No per-provider fees for additional clinicians, administrative staff, or billing personnel on the Starter, Enterprise, or Unlimited plans. This is a significant cost advantage for small group practices that would pay $30 to $50 per additional clinician on competing platforms.
• BreezyBilling eliminates EHR costs for practices wanting managed billing. Practices that use BreezyBilling get the EHR software included free, making the total cost a single managed-services fee. This is a genuinely unique value proposition in the market.
• Free trial with no credit card required and no cancellation fees. There are no contracts, no setup commitments, and no penalties for leaving. This low-risk entry point matches the product's overall philosophy of simplicity and accessibility.

Considerations

• Best for non-prescriber outpatient therapy workflows. BreezyNotes does not include e-prescribing, so psychiatrist-heavy practices or medication-centric workflows should evaluate prescriber-focused platforms like Valant.
• Compliance scope is limited for federal ONC programs. BreezyNotes is not ONC-certified, so organizations participating in MIPS/Promoting Interoperability should validate requirements against alternatives such as TherapyNotes or Valant.
• Per-note pricing favors low-to-moderate volume. The model is excellent for part-time and smaller caseloads, but higher-volume practices should run side-by-side pricing math versus flat-rate competitors.
• Customization and reporting are intentionally lightweight. BreezyNotes prioritizes simplicity and speed to value, which means advanced custom forms, enterprise reporting depth, and broad interoperability are more limited than larger systems.
• Mobile and portal experience are functional but streamlined. The browser-based experience works well for core use cases, but organizations that require a native mobile app and richer patient portal UX should validate fit in trial.

Pricing

BreezyNotes uses a distinctive per-note pricing model that is unlike most behavioral health EHR platforms. Instead of flat per-clinician fees, the base subscription includes the platform and a per-signed-note charge. This model rewards low-volume users and penalizes high-volume ones, making it important to estimate your monthly note volume before choosing a plan.

Plan	Monthly Fee	Per-Note Cost	Providers	Claims
Solo	$19/month	$0.50/signed note	1 provider	+$10/mo for e-claims
Starter	$59/month	$0.43/note	Unlimited	Included
Enterprise	$99/month	$0.38/note	Unlimited	Included
Unlimited	$189/month	$0.34/note	Unlimited	Included
BreezyBilling	Custom	N/A	Unlimited (EHR free)	Full RCM included

Add-On Costs

Add-On	Cost	Notes
Client portal	$20-$50/month	Included on Unlimited plan
Appointment reminders	$19/month + per-reminder fee	Text-based reminders
Electronic claims submission	$10/month	Solo plan only; included on Starter+
Phone support	$99/hour (Solo), 1 hr free (Starter)	Included on Enterprise+
Eligibility checks	$0.20/check	Per-transaction

Cost Analysis: Per-Note Pricing in Practice

To put the per-note model in concrete terms, consider a solo therapist seeing 20 clients per week, which translates to approximately 80 signed notes per month:

• BreezyNotes Solo plan: $19 + (80 x $0.50) = $59/month (plus $10 for e-claims = $69/month)
• BreezyNotes Starter plan: $59 + (80 x $0.43) = $93.40/month
• TherapyNotes: $69/month flat (includes telehealth, portal, and more features)
• SimplePractice: $49-$99/month flat (includes telehealth, mobile app, custom forms)

At 80 notes per month, BreezyNotes' Solo plan is price-competitive with TherapyNotes but includes fewer features. The Starter plan costs significantly more at that volume. The per-note model clearly favors low-volume practitioners: a therapist seeing only 10 clients per week (40 notes/month) pays just $19 + $20 = $39 on the Solo plan, which undercuts every competitor. But at higher volumes, the math shifts in favor of flat-rate platforms.

The add-on pricing model deserves careful attention. A Solo plan user who adds electronic claims ($10), appointment reminders ($19), and the client portal ($20) is already at $68 per month before any per-note charges -- at which point the cost advantage over TherapyNotes largely evaporates.

Who Should Use BreezyNotes

BreezyNotes is a strong fit for:

• Solo therapists and counselors who want the simplest possible EHR. If you want to spend your time on clients rather than learning software, BreezyNotes' minimal learning curve and streamlined three-step workflow are genuinely appealing. Most clinicians are comfortable within hours of signing up.
• Part-time practitioners or those with irregular caseloads. The per-note pricing model means you only pay for the sessions you actually document. Therapists who see 5 to 15 clients per week, maintain a seasonal practice, or are building a caseload will find this model significantly cheaper than flat-rate alternatives.
• Small group practices wanting unlimited providers without per-seat fees. The Starter plan and above include unlimited provider accounts with no per-user fees. For a practice with 3 to 8 clinicians, this eliminates the per-provider licensing overhead that adds up quickly on competing platforms.
• Therapists transitioning from paper records. BreezyNotes was explicitly designed to feel as familiar as paper-based documentation. The SOAP notes pre-populate from prior sessions, the workflow is linear and intuitive, and there is very little to learn. It is an ideal first EHR for clinicians who have been resistant to going digital.
• Practices that want to outsource billing entirely. BreezyBilling provides end-to-end revenue cycle management with the EHR included at no additional cost. For practices where the clinician does not want to touch billing at all, this is a compelling value proposition.

Who Should Not Use BreezyNotes

BreezyNotes is not the right choice for:

• Psychiatrists or prescribers who need e-prescribing. BreezyNotes does not offer e-prescribing or EPCS capabilities. Psychiatrists, psychiatric nurse practitioners, and other prescribers should evaluate Valant, which is purpose-built for prescriber workflows with integrated PDMP lookups and controlled substance prescribing.
• Practices requiring ONC certification for regulatory compliance. If you participate in MIPS, Promoting Interoperability, or other federal quality reporting programs, BreezyNotes cannot meet those requirements. TherapyNotes and Valant are ONC-certified alternatives.
• Substance use disorder (SUD) treatment centers. BreezyNotes lacks ASAM-level documentation, bed management, medication-assisted treatment tracking, and 42 CFR Part 2 compliance workflows. SUD treatment facilities need platforms designed for their specific regulatory and clinical requirements. See AZZLY Rize for a platform purpose-built for behavioral health and SUD treatment.
• Practices with high note volume where per-note costs add up. A solo therapist seeing 30 or more clients per week, or a growing group practice generating hundreds of notes monthly, will likely find that flat-rate pricing from TherapyNotes or SimplePractice is more cost-effective than BreezyNotes' per-note model.
• Organizations needing custom forms, e-signatures, or advanced reporting. While Breezy Forms (added in 3.0) improved customization, the platform still has significant limitations in form design, lacks client-facing electronic signatures, and offers only basic reporting. Practices with specialized intake workflows, outcome tracking needs, or data-driven decision-making requirements will be constrained.
• Multi-site operations needing enterprise-grade features. BreezyNotes' administrative and reporting tools are not built for organizations with multiple locations, complex hierarchies, or more than 8 to 10 clinicians. Larger operations should evaluate mid-market or enterprise platforms.

Implementation

BreezyNotes is one of the fastest behavioral health EHRs to implement, which is consistent with its overall philosophy of simplicity. The platform was designed for self-service setup, and most solo practitioners can be fully operational within a few days. Small group practices typically complete implementation within one to two weeks.

The implementation process includes:

• Free trial and account setup: BreezyNotes offers a free trial with no credit card required. Practice information, provider profiles, scheduling preferences, and billing configuration can be set up in a single session. A one-time setup fee of $99 to $199 applies depending on practice size.
• Clearinghouse enrollment: Setting up electronic claims submission through Office Ally, Availity, or ClaimLynx. Enrollment timelines vary by payer but typically take 5 to 15 business days.
• Data migration: BreezyNotes can assist with importing patient demographics and basic records. Given the platform's smaller scale, migration support is handled directly by the team rather than through an automated migration tool. Data migration is available but not extensively documented.
• Training: Training is available through documentation, live online sessions, and in-person options. However, minimal training is typically needed. The platform's three-step workflow and intentional simplicity mean there is less to learn than with feature-rich competitors. Most clinicians report being comfortable after a single orientation session.
• Client portal setup: Configuring intake forms, self-scheduling rules, and payment processing via Stripe. This requires the portal add-on to be active on your plan.

There is no dedicated implementation consultant or white-glove onboarding program. Support during setup comes from the same small team that handles ongoing customer service. Given BreezyNotes' reputation for responsive, personal support, this is typically an advantage rather than a limitation. The learning curve is minimal enough that most practices do not need formal implementation support.

Frequently Asked Questions

How does BreezyNotes per-note pricing work?

BreezyNotes charges a monthly base fee plus a per-signed-note charge. Plans range from $19 per month plus $0.50 per note (Solo) to $189 per month plus $0.34 per note (Unlimited). You only pay for notes that are signed and finalized, not for drafts or deleted notes. Electronic claims submission, the client portal, and appointment reminders are add-ons on lower tiers, which means the base price does not represent the full cost of ownership for most practices. Estimate your monthly note volume before choosing a plan to determine which tier offers the best value.

How does BreezyNotes compare to TherapyNotes and SimplePractice?

BreezyNotes is simpler and cheaper for low-volume practices thanks to per-note pricing. TherapyNotes offers stronger structured note templates (DAP, SOAP, BIRP), Wiley Treatment Planner integration, ONC certification, built-in telehealth video, and better reporting. SimplePractice provides a more modern interface, native mobile apps, and a broader feature set including custom forms and electronic signatures. BreezyNotes excels in ease of use, personal customer service, and supervision workflows, but lacks the feature depth of either competitor. For a full side-by-side breakdown, see our behavioral health EHR comparison.

Is BreezyNotes ONC-certified?

No. BreezyNotes is not ONC-certified and does not meet the requirements for Meaningful Use, Promoting Interoperability, or MIPS quality reporting programs. Practices that need ONC certification should consider TherapyNotes or Valant, both of which hold current ONC Health IT certification.

Can BreezyNotes be used for substance use disorder (SUD) treatment?

No. BreezyNotes is not designed for SUD treatment and lacks ASAM-level documentation, bed management, medication-assisted treatment tracking, and 42 CFR Part 2 compliance workflows. Substance use disorder treatment centers should evaluate purpose-built platforms like AZZLY Rize that include residential census, level-of-care management, and SUD-specific clinical documentation.

What is BreezyBilling?

BreezyBilling is BreezyNotes' managed revenue cycle management (RCM) service, operated through their partner VIBE Behavioral Health Consultants. It includes claim submission, denial management, payment posting, and patient statement generation. The key value proposition is that practices using BreezyBilling receive the BreezyNotes EHR software at no additional cost. Pricing for BreezyBilling is custom and based on practice volume, so you need to contact BreezyNotes directly for a quote.

Is BreezyNotes suitable for group practices?

Yes, for small groups of 2 to 8 clinicians. The Starter plan and above include unlimited provider accounts with no per-user fees, which is a significant cost advantage over per-clinician pricing models. BreezyNotes' supervision features -- SuperSign and Submit, note blocking, and consolidated reporting -- are particularly strong for practices with clinical supervisors and supervisees. However, practices larger than 8 to 10 clinicians will likely outgrow the platform's reporting and administrative capabilities. Larger organizations should evaluate platforms with more robust multi-provider management tools.

Verdict

BreezyNotes occupies a specific and defensible niche in the behavioral health EHR market: the simplest, most affordable entry point for solo and small-group therapy practices that want to document quickly, bill efficiently, and avoid paying for features they do not need. Its origin as a product built by a working therapist with decades of clinical experience is not just a marketing story -- it shows in the product's relentless focus on reducing documentation burden and streamlining the note-to-payment workflow.

The per-note pricing model is BreezyNotes' most distinctive feature and its primary competitive advantage. For part-time therapists, clinicians building a practice, or anyone with a variable caseload, paying only for the notes you sign is a genuinely better economic model than flat per-clinician fees. Combined with unlimited provider accounts on Starter and above, this makes BreezyNotes particularly cost-effective for small group practices that do not want per-seat licensing overhead.

Customer service is consistently excellent. As a small, founder-led company, BreezyNotes provides a level of personal, responsive support that larger vendors cannot match. This is a real differentiator for clinicians who have been frustrated by impersonal support experiences at other EHR companies.

The practical trade-off is scope: BreezyNotes is optimized for fast, straightforward outpatient therapy operations. Organizations that need e-prescribing, ONC-program compliance, or deeper enterprise customization/reporting should verify requirements against broader platforms. For its core lane -- efficient therapy documentation and billing with excellent support -- BreezyNotes performs very well.

Bottom line: if you are a solo therapist or small group practice prioritizing simplicity, affordability, and fast go-live, BreezyNotes is one of the strongest fits in market. If your roadmap includes more complex prescribing, compliance, or multi-site operational needs, pair this evaluation with higher-complexity alternatives.

For psychiatry and prescribing, evaluate Valant. For a stronger all-around therapy EHR with more features, consider TherapyNotes or SimplePractice. For substance use disorder treatment, see AZZLY Rize. For a full side-by-side comparison, visit our behavioral health EHR comparison guide.