Patients & Families¶
Your patient roster is the foundation of your practice in DPC Pro. This section covers how to add patients, organize families, manage records, and keep membership status current. Whether you are enrolling your first patient or managing a panel of hundreds, these guides walk through every step.
Start here: Adding a New Patient
In This Section¶
| Page | What It Covers |
|---|---|
| Adding a New Patient | Enroll a new patient, enter demographics, and assign a membership plan |
| Patient Records | Navigate patient profiles, view history, and update information |
| Managing Families | Link family members, add dependents, and manage shared accounts |
| Account Holders vs. Patients | Understand the difference between the person who pays and the people covered |
| Membership Status | Track active, paused, and cancelled memberships across your panel |
| Communication Preferences | Set how patients receive messages, reminders, and notifications |
| Transferring & Archiving | Archive inactive patients or transfer records when patients leave your practice |
Related Pages¶
- How Memberships Work -- Membership plans, billing cycles, and payment processing
- Patient Enrollment -- Practice manager guide to enrollment workflows
- Inviting Your First Patient -- Getting started with your first enrollment
Need Help?¶
If something is not working as expected, check Common Issues or reach out to our support team at support@dpcpro.com.