Getting Started
How to Login
Complete Overview
Toggle to Light or Dark Mode
Adding a New Patient
Change Password
Adding a Non-Provider
Adding a Provider
Patient Account
Patient Account Overview
Adding a New Patient
Send Welcome Email
Find a Patient
Mark a Patient Inactive
Add Insurance Details to Patient Account
Add to File Cabinet
Add Eligibility Details
Enter Patient Payments
Patient Portal Overview
Patient Kiosk Overview
Patient Statements & Statement History Reports
Documentation
Create a Care Plan
Add a Soap Note
Start a Case
Adding an Addendum
Printing and Exporting SOAP Notes
Billing
Applying Patient Payments from Collections
Apply Patient Payment from Insurance Remits
Adding Eligibility Details
Auto Generate Claims from Notes
Manual Claim Generation
Visit Tracking
Primary Claims Overview
Self-Pay Claims Overview
Manually Posting Insurance Remits
Adding an Insurance Carrier
Correcting Common Claim Errors – Pre Submission
Correcting Common Claim Errors – Post Submission
Electronic Claims Reports
Submitting Electronic Claims
Submitting Paper Claims
Deposit Report – Patient
Deposit Report – Insurance
Rebilling Claims
Reports
Electronic Claims Reports
Scheduler Report
Appointment Details Report
Recall Report
Deposit Report – Patient
Deposit Report – Insurance
Patient Statements & Statement History Reports
Settings
Adding a New Branch
Adding a Non-Provider
Adding a Provider
Appointments
Overview of Appointments
Schedule Appointment
Reschedule Appointment
Online Scheduler
Visit Tracking
Appointment Book Setup
Automated Appointment Reminders
Scheduler Report
Appointment Details Report
Recall Report
Patient Communication
SMS Campaign Feature
2 Way Text Feature
Send Welcome Email
FAQs
Notifications
Getting Started
How to Login
Complete Overview
Toggle to Light or Dark Mode
Adding a New Patient
Change Password
Adding a Non-Provider
Adding a Provider
Patient Account
Patient Account Overview
Adding a New Patient
Send Welcome Email
Find a Patient
Mark a Patient Inactive
Add Insurance Details to Patient Account
Add to File Cabinet
Add Eligibility Details
Enter Patient Payments
Patient Portal Overview
Patient Kiosk Overview
Patient Statements & Statement History Reports
Documentation
Create a Care Plan
Add a Soap Note
Start a Case
Adding an Addendum
Printing and Exporting SOAP Notes
Billing
Applying Patient Payments from Collections
Apply Patient Payment from Insurance Remits
Adding Eligibility Details
Auto Generate Claims from Notes
Manual Claim Generation
Visit Tracking
Primary Claims Overview
Self-Pay Claims Overview
Manually Posting Insurance Remits
Adding an Insurance Carrier
Correcting Common Claim Errors – Pre Submission
Correcting Common Claim Errors – Post Submission
Electronic Claims Reports
Submitting Electronic Claims
Submitting Paper Claims
Deposit Report – Patient
Deposit Report – Insurance
Rebilling Claims
Reports
Electronic Claims Reports
Scheduler Report
Appointment Details Report
Recall Report
Deposit Report – Patient
Deposit Report – Insurance
Patient Statements & Statement History Reports
Settings
Adding a New Branch
Adding a Non-Provider
Adding a Provider
Appointments
Overview of Appointments
Schedule Appointment
Reschedule Appointment
Online Scheduler
Visit Tracking
Appointment Book Setup
Automated Appointment Reminders
Scheduler Report
Appointment Details Report
Recall Report
Patient Communication
SMS Campaign Feature
2 Way Text Feature
Send Welcome Email
FAQs
Notifications
Getting Started
How to Login
Complete Overview
Toggle to Light or Dark Mode
Adding a New Patient
Change Password
Adding a Non-Provider
Adding a Provider
Patient Account
Patient Account Overview
Adding a New Patient
Send Welcome Email
Find a Patient
Mark a Patient Inactive
Add Insurance Details to Patient Account
Add to File Cabinet
Add Eligibility Details
Enter Patient Payments
Patient Portal Overview
Patient Kiosk Overview
Patient Statements & Statement History Reports
Documentation
Create a Care Plan
Add a Soap Note
Start a Case
Adding an Addendum
Printing and Exporting SOAP Notes
Billing
Applying Patient Payments from Collections
Apply Patient Payment from Insurance Remits
Adding Eligibility Details
Auto Generate Claims from Notes
Manual Claim Generation
Visit Tracking
Primary Claims Overview
Self-Pay Claims Overview
Manually Posting Insurance Remits
Adding an Insurance Carrier
Correcting Common Claim Errors – Pre Submission
Correcting Common Claim Errors – Post Submission
Electronic Claims Reports
Submitting Electronic Claims
Submitting Paper Claims
Deposit Report – Patient
Deposit Report – Insurance
Rebilling Claims
Reports
Electronic Claims Reports
Scheduler Report
Appointment Details Report
Recall Report
Deposit Report – Patient
Deposit Report – Insurance
Patient Statements & Statement History Reports
Settings
Adding a New Branch
Adding a Non-Provider
Adding a Provider
Appointments
Overview of Appointments
Schedule Appointment
Reschedule Appointment
Online Scheduler
Visit Tracking
Appointment Book Setup
Automated Appointment Reminders
Scheduler Report
Appointment Details Report
Recall Report
Patient Communication
SMS Campaign Feature
2 Way Text Feature
Send Welcome Email
FAQs
Notifications
Notifications
PayDC CMS HETS Attestation Notice (April 28, 2026)
