Patient Records Overview¶
A patient record in DPC Pro is the central hub for everything about a patient — their demographics, membership, visit history, clinical notes, and messages.
Each patient in DPC Pro has a unified record that brings together administrative and clinical information in one place. Staff see the details they need for scheduling and billing. Clinicians see clinical history, problem lists, and visit notes. The record adapts based on your role.
This page provides an overview of the patient record layout, what information is stored in each section, and how different team members interact with the record. Understanding the record structure helps your team find information quickly during patient interactions.
Patient records are created when a patient is added to DPC Pro and grow over time as visits, messages, and billing events accumulate.
Record Layout and Navigation¶
Demographics and Contact Information¶
Membership and Billing Tab¶
Clinical Information¶
Communication History¶
Related Pages¶
- Add a New Patient
- 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 with patient records, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.