Go-Live Checklist¶

Work through this checklist before opening your practice to patients in DPC Pro. Each item links to the relevant documentation so you can address anything that is incomplete.

You're Ready When...¶

"Go-live" means your patients can:

Create portal accounts from the invitations you send
View their membership details and billing history
Send you secure messages and receive timely responses
Self-schedule visits (if you have enabled this feature)
Receive automated payment processing on their billing cycle

Your team can:

Access every area of DPC Pro they need based on their assigned roles
See today's schedule and manage upcoming visits
Review and respond to patient messages
Process billing changes and handle enrollment

Do a dry run first

Before sending real patient invitations, enroll a test patient (use a personal email or a team member's email) and walk through the full patient experience: accept the invitation, log into the portal, send a message, schedule a visit, and confirm that a payment method can be stored. Fix anything that feels off before going live.

Practice Setup¶

[ ] Practice profile is complete — name, address, phone, email, logo, and time zone are filled in (Setting Up Your Practice)
[ ] Office hours are configured — reflect when your practice is open and available (Setting Up Your Practice)
[ ] Practice settings are reviewed — notification preferences, patient portal settings, and communication defaults are configured (Practice Settings)

Team¶

[ ] All providers are added — each clinician has their own account and provider profile (Adding Providers & Staff)
[ ] Staff members are invited — practice managers and other team members have accounts with appropriate roles (Adding Providers & Staff)
[ ] Roles and permissions are assigned — each team member has the correct level of access (Staff Roles & Permissions)
[ ] Everyone has logged in — each team member has accepted their invitation and can access the dashboard (Account & Login)

Memberships & Billing¶

[ ] Membership plans are created — at least one plan exists for each type of patient you serve: individual, family, employer (Creating Membership Plans)
[ ] Plan pricing and billing cycles are correct — verify amounts and frequency before patients enroll (Creating & Managing Plans)
[ ] Payment processing is active — your payment processor is connected and can accept charges (Payment Processing & Receipts)
[ ] A test payment has succeeded — process a small test charge to confirm the payment pipeline works end to end (Payment Processing & Receipts)
[ ] Failed payment handling is reviewed — understand what happens when a payment fails and how recovery works (Handling Failed Payments)

Patients¶

[ ] A test patient has been enrolled — at least one test patient is in the system with an active membership (Inviting Your First Patient)
[ ] Patient invitation email received — the test patient received the enrollment email and was able to create a portal account (Inviting Your First Patient)
[ ] Patient portal works — the test patient can log in, view their membership, and see practice contact information (Patients & Families)
[ ] Family accounts are tested (if applicable) — if you offer family plans, verify that dependents appear correctly under the account holder (Managing Families)

Scheduling¶

[ ] Provider calendars are set up — each provider has availability configured with working hours and break times (Provider Calendars)
[ ] Visit types are defined — appointment types and durations match your practice workflow (Visit Types & Duration)
[ ] Self-scheduling is configured (if desired) — patients can book allowed visit types through the portal (Patient Self-Scheduling)
[ ] Calendar sync is connected (if desired) — Google Calendar or Outlook sync is active for each provider who uses it (Calendar Sync)
[ ] A test visit has been scheduled — book a test appointment and confirm it appears on the provider's calendar (Scheduling a Visit)

Communication¶

[ ] Secure messaging works — send a test message to a test patient and confirm delivery (Sending & Receiving Messages)
[ ] SMS notifications are active — the test patient received an SMS notification for the test message (SMS & Email Notifications)
[ ] Email notifications are active — the test patient received an email notification (SMS & Email Notifications)
[ ] AI-drafted replies are reviewed — understand how the AI assistant drafts message replies and how to approve or edit them (AI-Drafted Replies)
[ ] After-hours settings are configured — patients know what to expect when messaging outside office hours (After-Hours Communication)

AI Assistant¶

[ ] AI preferences are set — review default AI behaviors and adjust guardrails to match your practice style (AI Guardrails & Preferences)
[ ] Daily summaries are enabled (if desired) — configure when and how you receive your practice summary (Daily Practice Summaries)
[ ] Automated payment recovery is reviewed — understand how the AI handles failed payment follow-up (Automated Payment Recovery)

Final Checks¶

[ ] Reviewed the dashboard — confirm that the dashboard shows accurate data for memberships, upcoming visits, and messages (Dashboard Overview)
[ ] Deleted or archived test data — remove test patients and test transactions that you do not want in your live records (Transferring or Archiving Patients)
[ ] Team is briefed — every staff member knows where to find documentation and how to reach support

After Go-Live¶

Once real patients are enrolled and using the system:

Monitor the Dashboard daily for the first week to catch any issues early
Watch for failed payments and address them promptly — the AI assistant can help with automated recovery
Gather feedback from patients about the portal experience
Revisit Reports & Analytics after your first billing cycle to verify revenue tracking

Need Help?¶

If you discover issues while working through this checklist, visit Common Issues for targeted fixes or Getting Help to contact the support team.