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DPC Pro Terminology

A reference of key terms used throughout DPC Pro and this documentation. Terms are listed alphabetically.

Account Holder
The person responsible for a membership account, including payment. In a family membership, the account holder manages billing for all dependents on the plan.
Active Membership
A membership that is current and in good standing. The patient has an active billing cycle and full access to the patient portal, secure messaging, and self-scheduling. See Individual Memberships.
Add-On Charge
A one-time charge billed to a patient outside of their recurring membership fee. Common examples include labs, procedures, and medications. See Add-On Charges.
AI Assistant
The built-in AI that helps your practice by drafting message replies, generating daily summaries, assisting with failed payment recovery, and surfacing actionable insights. Every AI action is logged and requires human review before it reaches patients. See AI Assistant.
Audit Log
A chronological record of significant actions taken within your practice's DPC Pro account, including staff activity, billing changes, and AI actions. Used for accountability and HIPAA compliance. See Audit Logging.
Billing Cycle
The recurring interval at which a patient is charged for their membership. Most DPC practices use a monthly billing cycle. See Creating & Managing Plans.
Broadcast Message
A message sent to multiple patients at once, such as a practice announcement, holiday schedule change, or health advisory. See Broadcast Messages.
Calendar Sync
The connection between a provider's DPC Pro schedule and an external calendar (Google Calendar or Microsoft Outlook). Keeps both calendars updated in real time. See Calendar Sync.
Cancelled Membership
A membership that has been terminated. The patient no longer has an active billing cycle. Depending on your practice settings, portal access may continue through the end of the paid period. See Cancellations & Changes.
Clinical Records
The collection of health information stored for each patient in DPC Pro, including visit notes, problem lists, medications, and the patient timeline. See Clinical Records.
Dashboard
The main landing screen after login. Displays a summary of today's schedule, recent messages, billing alerts, and tasks that need attention. See Dashboard Overview.
DPC (Direct Primary Care)
A healthcare delivery model where patients pay a recurring membership fee directly to their primary care practice, removing insurance from the day-to-day relationship. DPC practices typically offer same-day or next-day access, longer visits, and direct communication with their provider.
Employer Group Plan
A membership plan sponsored by an employer for their employees. The employer is billed for the group, and individual employees are enrolled as members. See Employer Group Plans.
Failed Payment
A membership payment that could not be processed. Common causes include expired cards, insufficient funds, or bank declines. DPC Pro automatically retries failed payments and can initiate AI-assisted recovery. See Handling Failed Payments.
Family Membership
A membership plan that covers multiple members of a household under a single account holder. The account holder is responsible for billing, and dependents share the plan. See Family Memberships.
Individual Membership
A membership plan covering a single patient. The patient is both the account holder and the member. See Individual Memberships.
Membership Plan
A defined subscription offering with a name, price, billing cycle, and description. Patients enroll in membership plans to become active members of your practice. See Creating & Managing Plans.
Patient
Any person receiving care at your practice who has a record in DPC Pro. A patient may or may not be the account holder on their membership (for example, a child on a family plan). See Patients & Families.
Patient Timeline
A chronological view of all recorded activity for a patient, including visits, notes, messages, billing events, and membership changes. See Patient Timeline.
Practice
Your DPC Pro account and all the data associated with it — patients, providers, staff, memberships, schedules, and records. A practice can have one or more locations. See Practice Settings.
Practice Manager
A staff role with access to administrative and billing functions. Practice managers handle enrollment, billing, scheduling, staff management, and day-to-day operations. See For Practice Managers.
Provider
A clinician (physician, nurse practitioner, physician assistant) who delivers care at your practice. Providers have their own calendars, can write visit notes, and review AI suggestions. See For Clinicians.
Role-Based Access
A permission system that controls what each team member can see and do in DPC Pro based on their assigned role (provider, practice manager, staff). See Role-Based Access.
Secure Messaging
The encrypted, HIPAA-compliant messaging system built into DPC Pro for communication between your practice and patients. Messages are delivered through the patient portal with optional SMS and email notifications. See Messaging & Communication.
Self-Scheduling
A feature that allows patients to book their own visits through the patient portal based on the visit types and availability you configure. See Patient Self-Scheduling.
SSO (Single Sign-On)
An authentication method that lets team members log in to DPC Pro using credentials from your organization's identity provider (such as Google Workspace or Microsoft Entra ID) instead of a separate password. See Single Sign-On.
Staff Member
Any person on your team who has a DPC Pro account. This includes providers, practice managers, and administrative staff. Each staff member is assigned a role that determines their permissions. See Adding Providers & Staff.
Visit
A scheduled appointment between a patient and a provider. Visits have a defined type, duration, and time slot on the provider's calendar. See Scheduling a Visit.
Visit Note
The clinical documentation created during or after a visit. Visit notes are stored in the patient's clinical records and appear on their timeline. See Writing Visit Notes.
Visit Type
A category of appointment that defines the purpose and default duration of a visit, such as "Annual Wellness," "Acute Visit," or "Follow-Up." Visit types control what patients can self-schedule. See Visit Types & Duration.

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