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Memberships & Billing

Memberships are the foundation of how billing works in DPC Pro. Patients subscribe to membership plans, payments recur automatically on the billing cycle you define, and DPC Pro tracks everything — from enrollment to cancellation, from successful charges to failed payment recovery.

This section covers every aspect of the membership and billing workflow: creating plans, managing individual and family subscriptions, handling employer groups, processing payments, and generating reports.

Start here

If you are setting up billing for the first time, begin with Creating & Managing Plans to build the membership plans your patients will subscribe to.

In This Section

Page Description
Creating & Managing Plans Build, edit, and organize the membership plans your practice offers
Individual Memberships Enroll individual patients, manage their billing status, and handle plan changes
Family Memberships Set up family plans, add dependents under an account holder, and manage family billing
Employer Group Plans Configure employer-sponsored memberships, manage group enrollment, and track employer billing
Add-On Charges Bill for services outside the membership fee — labs, procedures, medications, and other one-time charges
Payment Processing & Receipts Understand how payments are processed, view transaction history, and generate receipts for patients
Handling Failed Payments What happens when a payment fails, how automatic retries and AI-assisted recovery work, and how to resolve issues manually
Cancellations & Changes Cancel memberships, switch patients between plans, pause billing, and handle proration
Billing Reports Track monthly recurring revenue, view payment history, identify outstanding balances, and export financial data

How Membership Billing Works

The billing cycle in DPC Pro follows a predictable pattern:

  1. You create a membership plan with a name, price, billing frequency, and description.
  2. A patient enrolls (or you enroll them) in a plan, and their payment method is stored securely.
  3. DPC Pro charges the patient automatically at the start of each billing cycle.
  4. If a payment fails, DPC Pro retries the charge and can trigger AI-assisted recovery outreach to the patient.
  5. You and the patient both have visibility into payment status, receipts, and billing history at all times.

Membership status updates in real time across the platform. When a patient's membership is active, they have full access to messaging, self-scheduling, and the patient portal. When a membership lapses or is cancelled, access adjusts accordingly based on your practice settings.

Need Help?

For billing issues, start with Payment Problems in the troubleshooting section. For questions about your payment processor connection or account configuration, visit Getting Help.