Account Holders vs. Patients¶
In DPC Pro, the account holder is the person responsible for billing. A patient is anyone receiving care. They are sometimes the same person — and sometimes not.
DPC Pro distinguishes between two roles: the account holder and the patient. An individual adult enrolled on their own is both the account holder and the patient. In a family plan, one person (typically a parent or spouse) serves as the account holder and pays for all family members, each of whom is a separate patient.
This distinction matters for billing, communication, and portal access. Understanding it helps your team route invoices to the right person, communicate with the right contact, and manage family billing without confusion.
This page clarifies how these roles work, when they overlap, and how to handle situations where the account holder and patient are different people.
When Account Holder and Patient Are the Same¶
When They Differ: Family Plans¶
Billing Implications¶
Communication Routing¶
Changing the Account Holder¶
Related Pages¶
- Add a New Patient
- Patient Records Overview
- Manage Families and Dependents
- Membership Status and Coverage
- Patient Communication Preferences
- Transfer or Archive Patients
Need Help?¶
If you have questions about account holders and patient relationships, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.