Add a New Patient¶

Every patient in your practice starts with a patient record. Create one through direct entry, email invitation, or the patient enrollment portal.

Adding a patient to DPC Pro creates their core record — name, date of birth, contact information, and membership assignment. From there, the patient can be scheduled for visits, enrolled in a membership plan, and contacted through secure messaging.

There are three ways to add a patient: staff can enter the information directly, you can send an email invitation for the patient to complete their own profile, or patients can self-enroll through your practice's enrollment portal. Each method results in the same patient record.

This page walks through each method, including what information is required and what happens after the record is created.

Add a Patient Manually¶

Invite a Patient by Email¶

Patient Self-Enrollment¶

Required vs. Optional Fields¶

After the Patient Is Added¶

Related Pages¶

• Patient Records Overview
• Manage Families and Dependents
• Account Holders vs. Patients
• Membership Status and Coverage
• Patient Communication Preferences
• Transfer or Archive Patients

Need Help?¶

If you run into issues adding a patient, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.