Daily Practice Summaries¶

The AI assistant compiles a daily summary of your practice activity — upcoming visits, unread messages, billing issues, and key metrics — so you start each day informed.

DPC practice days are unpredictable, but starting with a clear picture of what needs attention helps your team prioritize. The daily summary is generated by the AI assistant each morning and delivered to managers and clinicians based on their role. Clinicians see their schedule and patient messages. Managers see billing alerts, enrollment changes, and practice-wide metrics.

This page covers what the daily summary includes, how it is delivered, and how to customize its content. Summaries are generated automatically — no action required to receive them.

Daily summaries help catch issues early, like a payment failure that needs follow-up or a patient message that has been waiting since yesterday.

What the Summary Includes¶

Delivery and Timing¶

Role-Based Content¶

Customizing Your Summary¶

Need Help?¶

If you have questions about daily summaries, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.