Patient Account

Patient Account Overview

How to Watch the Patient Account Overview Video

Click the Play button on the video to see a full walkthrough of the Patient Account section in the PayDC Web Version. This video guides you through where to find key patient information, how to review details, and how to navigate each area of the patient profile.

Adding a New Patient

How to Watch the Add a New Patient Video

Click the Play button to watch a walkthrough of how to add a new patient in the PayDC Web Version. This video guides you step-by-step through entering patient information and creating a new patient record.

Step-by-Step Written Instructions

This guide provides step-by-step instructions for adding a new patient in the PayDC Web Version, including entering patient information and saving the record.

Send Welcome Email

How to Watch the Send Welcome Email Video

Click the Play button to watch a walkthrough of how to Send a Welcome Email in the PayDC Web Version. This video guides you step-by-step through selecting a patient, composing and sending the welcome email, and confirming successful delivery.

Step-by-Step Written Instructions

Scroll through the written instructions to view each step in detail. These steps explain how to access the patient profile, open the communication tools, compose the Welcome Email, and send it successfully using the PayDC Web Version.

Find a Patient

Step-by-Step Written Instructions

Scroll through the written instructions to see how to search for and locate a patient within the PayDC Web Version. Each step explains how to access the patient list, use search filters, and open the patient’s profile.

Mark a Patient Inactive

Step-by-Step Written Instructions

Scroll through the written instructions to learn how to mark a patient as inactive in the PayDC Web Version. Each step shows how to access the patient record, update their status, and confirm the patient is no longer listed as active.

Add Insurance Details to Patient Account

How to Watch the Add Insurance Details to Patient Account Video

Click the Play button to watch a walkthrough of how to add insurance details to patient account . This video guides you step-by-step through entering insurance details.

Step-by-Step Written Instructions

Scroll through the written instructions to learn how to add insurance details to a patient’s account in the PayDC Web Version. Each step guides you through accessing the patient profile, entering insurance information, and saving the updated coverage details.

Add to File Cabinet

Step-by-Step Written Instructions

Scroll through the written instructions to learn how to add items to the File Cabinet in the PayDC Web Version. Each step shows how to access the patient’s file storage, upload documents, and save them to the appropriate folder for easy reference.

Add Eligibility Details

Step-by-Step Written Instructions

Scroll through the written instructions to learn how to add eligibility details in the PayDC Web Version. Each step outlines how to access the patient’s insurance section, enter eligibility information, and save the updated details.

Enter Patient Payments

How to Watch the Enter Patient Payments Video

Click the Play button on the video to learn how to enter patient payments in the PayDC Web Version.

Patient Portal

How to Watch the Patient Portal Video

Click the Play button on the video excerpt taken from our 7/6/26 webinar to learn about the Patient Portal in PayDC PRO.

Patient Kiosk

How to Watch the Patient Kiosk Video

Click the Play button on the video excerpt taken from our 7/6/26 webinar to learn about the Patient Kiosk in PayDC PRO.

Patient Statements & Statement History Reports

Learn how to print and export Patient Statements and run related Statement History Reports.