Individual Memberships¶

Individual memberships are the most common enrollment type — one patient, one plan, one billing relationship.

Most patients in a DPC practice enroll as individuals. An individual membership ties a single patient to a membership plan with their own payment method on file. The patient is both the account holder and the member.

This page covers how to enroll an individual patient, what information is required at signup, and how to manage the membership after enrollment. You will also learn how individual memberships differ from family and employer-sponsored arrangements.

Staff and managers can enroll patients directly from the patient record or through the invitation workflow. Patients can also self-enroll if your practice has enabled the patient enrollment portal.

Enroll an Individual Patient¶

Payment Method Setup¶

View and Manage an Individual Membership¶

Change an Individual's Plan¶

Related Pages¶

• Create and Manage Membership Plans
• Family Memberships and Dependents
• Employer Group Plans
• Add-On Charges
• Payment Processing and Receipts
• Handle Failed Payments
• Cancellations and Membership Changes
• Billing Reports and Revenue Visibility

Need Help?¶

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