DPC Pro Documentation

DPC Pro is the practice management platform built for Direct Primary Care. It handles membership billing, patient records, scheduling, secure messaging, and AI-assisted practice operations in one place — purpose-built for the subscription-based model that defines DPC. This documentation covers every feature, from initial setup to daily workflows.

New to DPC Pro? Start here

Head to Your First 15 Minutes for a guided walkthrough of the essential setup steps. You will have your practice configured, your first membership plan created, and a test patient enrolled before your coffee gets cold.

Explore by Topic

Getting Started

Set up your practice, invite your team, create membership plans, and enroll your first patient. Go to Getting Started

Memberships & Billing

Create plans, manage subscriptions, process payments, and track revenue across individual, family, and employer memberships. Go to Memberships & Billing

Patients & Families

Add patients, manage family accounts, track membership status, and configure communication preferences. Go to Patients & Families

Scheduling

Set up provider calendars, define visit types, enable patient self-scheduling, and sync with Google or Outlook. Go to Scheduling

Clinical Records

Write visit notes, maintain problem lists and medication records, and review the patient timeline. Go to Clinical Records

Messaging & Communication

Send secure messages, review AI-drafted replies, configure notifications, and manage broadcast announcements. Go to Messaging & Communication

AI Assistant

Understand how the AI drafts replies, generates daily summaries, recovers failed payments, and where you stay in control. Go to AI Assistant

Practice Management

Configure practice settings, manage staff roles, run reports, and handle multi-location setups. Go to Practice Management

Account & Security

Manage your login, configure SSO, review role-based access, and understand HIPAA compliance and audit logging. Go to Account & Security

Role-Based Guides

Guide	Who it’s for	What’s inside
For Practice Managers	Office managers, billing staff, administrators	Daily operations, billing workflows, patient enrollment, staff onboarding
For Clinicians	Physicians, NPs, PAs	Daily workflow, charting tips, AI suggestion review, patient timeline, mobile access

Troubleshooting & Support

Running into an issue? Start with Common Issues or browse the full Troubleshooting section for targeted help with payments, scheduling, login, and calendar sync.

Need to reach a person? Visit Getting Help for support contact options.

Quick Reference

• Glossary: Definitions for every term used in DPC Pro
• What’s New: Release notes, upcoming features, and how to submit feedback
• Go-Live Checklist: Verify your practice is ready before launch