Staff Roles and Permissions¶

Roles determine what each team member can access in DPC Pro — from clinical records and billing to practice settings and reports.

DPC Pro uses role-based access to ensure each team member sees the tools and data relevant to their responsibilities. Managers have full access to billing, settings, and reports. Clinicians access clinical records, scheduling, and messaging. Staff members handle scheduling, patient intake, and front-desk tasks.

This page covers the available roles, what permissions each role includes, and how to assign or change roles for team members. Understanding roles helps you set up your team correctly and maintain appropriate access boundaries.

Roles are assigned when a team member is invited and can be changed at any time by a manager.

Available Roles¶

Permission Details¶

Assign a Role¶

Custom Permissions¶

Role-Based Views¶

Related Pages¶

• Dashboard Overview
• Practice Settings and Configuration
• Manage Multiple Locations
• Reports and Analytics
• Data Export

Need Help?¶

If you need help with roles and permissions, reach out to the DPC Pro support team at support@dpcpro.com or visit the troubleshooting guide.