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Schedule a Visit

Booking a visit in DPC Pro takes three inputs: the patient, the visit type, and an available time slot on the provider's calendar.

Staff members are the primary schedulers in most DPC practices. When a patient calls or messages to request an appointment, staff select the patient, choose the appropriate visit type, and pick from available time slots on the provider's calendar. DPC Pro shows real-time availability and prevents double-booking.

This page walks through the visit booking process step by step, including how to search for a patient, select a visit type, and confirm the appointment. You will also learn how to add visit notes visible to the provider and how the patient receives their confirmation.

The scheduling workflow is designed for speed — most visits can be booked in under a minute.

Find the Patient

Select Visit Type and Provider

Choose a Time Slot

Add Booking Notes

Confirm and Notify

Need Help?

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