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DPC Pro Documentation

Everything you need to run your Direct Primary Care practice with DPC Pro — from first login to daily operations.

New to DPC Pro? Start here

Head to Your First 15 Minutes for a guided walkthrough of the essential setup steps. You will have your practice configured, your first membership plan created, and a test patient enrolled before your coffee gets cold.

Explore by Topic

  • Getting Started

    Set up your practice, invite your team, create membership plans, and enroll your first patient.

  • Memberships & Billing

    Create plans, manage subscriptions, process payments, and track revenue across individual, family, and employer memberships.

  • Patients & Families

    Add patients, manage family accounts, track membership status, and configure communication preferences.

  • Scheduling

    Set up provider calendars, define visit types, enable patient self-scheduling, and sync with Google or Outlook.

  • Clinical Records

    Write visit notes, maintain problem lists and medication records, and review the patient timeline.

  • Messaging & Communication

    Send secure messages, review AI-drafted replies, configure notifications, and manage broadcast announcements.

  • AI Assistant

    Understand how the AI drafts replies, generates daily summaries, recovers failed payments, and where you stay in control.

  • Practice Management

    Configure practice settings, manage staff roles, run reports, and handle multi-location setups.

  • Account & Security

    Manage your login, configure SSO, review role-based access, and understand HIPAA compliance and audit logging.

Role-Based Guides

Guide Who it's for What's inside
For Practice Managers Office managers, billing staff, administrators Daily operations, billing workflows, patient enrollment, staff onboarding
For Clinicians Physicians, NPs, PAs Daily workflow, charting tips, AI suggestion review, patient timeline, mobile access

Troubleshooting & Support

Running into an issue? Start with Common Issues or browse the full Troubleshooting section for targeted help with payments, scheduling, login, and calendar sync.

Need to reach a person? Visit Getting Help for support contact options.

Quick Reference

  • Glossary — Definitions for every term used in DPC Pro
  • What's New — Release notes, upcoming features, and how to submit feedback
  • Go-Live Checklist — Verify your practice is ready before launch