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Create and Manage Membership Plans

Membership plans define what patients pay and how often. Configure plans that match your practice's pricing model.

Every patient in DPC Pro is enrolled in a membership plan. Plans control the billing amount, frequency, and patient-facing description. You can create plans for different patient demographics (adult, pediatric, family), service tiers, or employer groups.

This page covers the full lifecycle of a membership plan — from initial creation through editing, archiving, and migrating patients between plans. Plan changes are versioned, so you always have a record of what pricing was in effect for each patient.

DPC Pro does not limit the number of plans you can create. Most practices maintain between two and six active plans at any time.

Create a New Plan

Edit an Existing Plan

Pricing and Billing Frequency

Archive or Deactivate a Plan

Migrate Patients Between Plans

Need Help?

If you run into issues with membership plans, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.