Documentation

Create a Care Plan

How to Watch the Create a Care Plan Video

Click Play on the video below to view a demonstration of creating a complete Care Plan. The video walks through treatment frequency, duration and other key elements needed to build a compliant care plan.

Step-by-Step Written Instructions

Scroll through the PDF below to follow detailed written instructions on creating a Care Plan. These step-by-step directions provide additional guidance to ensure accurate plan setup.

Add a Soap Note

How to Watch the Add a Soap Note Video

Click the Play button to view how to add a SOAP Note with the new interface. The video walks through entering Subjective, Objective, Assessment, and Plan sections.

Step-by-Step Written Instructions

Scroll through this PDF to follow detailed written steps for creating a SOAP Note. This guide provides clear instructions and visuals for each part of the note.

Start a Case

How to Watch the Start a Case Video

Click the Play button on the video below to watch how to start a new case for a patient in the PayDC Web Version. This walkthrough shows each step of creating and setting up a case.

Step-by-Step Written Instructions

Scroll through the written instructions to view each step in detail. These steps explain how to open the patient record, begin a new case, enter required case information, and save your progress.

Adding an Addendum

Follow along as we demonstrate how to create an addendum for a signed clinical note.

Printing and Exporting SOAP Notes

Learn how to print and export SOAP notes in PayDC PRO. We’ll review the different options so you can easily generate documentation for your patients or other authorized recipients.