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DPC Pro Docs

Daily Clinical Workflow

A structured daily routine helps you stay on top of your schedule, messages, and documentation. Here is how to move through a typical day in DPC Pro.

This page outlines a recommended daily workflow for clinicians using DPC Pro. The routine is organized into morning preparation, visit flow, and end-of-day tasks. Adapt it to your practice style. The goal is to help you use DPC Pro efficiently so you can focus on patient care.

Morning: Prepare for the Day

Section titled “Morning: Prepare for the Day”

1. Review Your Daily Summary

Section titled “1. Review Your Daily Summary”

If your practice has enabled Daily Practice Summaries, check it first. The clinician summary includes:

  • Today’s scheduled visits (your patients)
  • Unread patient messages assigned to you
  • Patient panel changes in the past seven days

The summary is available as a notification on your dashboard and optionally by email.

2. Check the Dashboard

Section titled “2. Check the Dashboard”

Open the Dashboard to see:

  • Today’s Patients: how many visits are scheduled and how many have checked in
  • Unread Messages: conversations waiting for your response
  • Recent Activity: new events in your practice

Select any stat card to go directly to that section.

3. Review Your Schedule

Section titled “3. Review Your Schedule”

Navigate to Schedule and filter to your name using the Provider dropdown.

  • Scan the visit list for the day: patient names, visit types, and appointment times.
  • Note any new patient visits, procedures, or annual physicals that may require extra preparation.
  • Check visit notes and chief complaints for context on why each patient is coming in.

For schedule navigation, see Daily and Weekly Schedule Views.

4. Triage Messages

Section titled “4. Triage Messages”

Navigate to Messages and work through unread conversations:

  • Urgent messages: respond immediately or acknowledge receipt.
  • Clinical questions: review, respond, or flag for follow-up after a visit.
  • Routine follow-ups: reply when time allows, or use an AI-drafted reply if available.
  • Star any conversations that need attention later in the day.

See Send and Receive Messages for inbox management.

During Visits: Document as You Go

Section titled “During Visits: Document as You Go”

Before Each Visit

Section titled “Before Each Visit”
  1. Open the patient’s record from the schedule or patient list.
  2. Review the Patient Timeline. Check recent notes, active medications, allergies, and chronic conditions.
  3. If the note editor is open, the left sidebar shows the patient context panel with allergies, medications, and conditions.

During the Visit

Section titled “During the Visit”
  1. Open or create a clinical note from the scheduled visit by selecting New Clinical Note.
  2. The note is automatically linked to the visit, with the date and type pre-filled.
  3. Document as you go:
    • Subjective: chief complaint and patient history
    • Objective: exam findings and vitals (use Edit Vitals to record)
    • Assessment: diagnosis and clinical impression (use Add ICD-10 Code for codes)
    • Plan: treatment plan, prescriptions, referrals, follow-up
  4. Auto-save runs every two minutes. Press Ctrl+S (or Cmd+S) to save manually.

For detailed charting guidance, see Charting Tips.

After Each Visit

Section titled “After Each Visit”
  1. Review and finalize the note while the visit is fresh.
  2. Select Mark Complete when the note is finished.
  3. Sign the note when you are confident it is accurate. Select Sign Note and confirm.
  4. Update the visit status (for example, mark it Completed).

Between Visits: Stay Current

Section titled “Between Visits: Stay Current”

Check Messages

Section titled “Check Messages”

Between patients, scan your inbox for new messages. Focus on:

  • Messages from patients you have seen today who may have follow-up questions.
  • Urgent messages that arrived during a visit.
  • Team messages from colleagues requesting input.

Review Upcoming Visits

Section titled “Review Upcoming Visits”

Glance at the next few visits on your schedule. If a complex case is coming up, review the patient’s timeline and recent notes in advance.

End of Day: Wrap Up

Section titled “End of Day: Wrap Up”

1. Finalize Outstanding Notes

Section titled “1. Finalize Outstanding Notes”

Review any notes still in Draft or In Progress status. Complete and sign them before the end of your day.

Navigate to Clinical Notes and filter by Status: In Progress to find notes that need attention.

2. Respond to Remaining Messages

Section titled “2. Respond to Remaining Messages”

Clear your unread message queue. If a response requires more thought, star the conversation and address it first thing tomorrow.

3. Preview Tomorrow’s Schedule

Section titled “3. Preview Tomorrow’s Schedule”

Navigate to Schedule and look at tomorrow’s visits. Note any:

  • New patient visits that need record review
  • Follow-up visits where you should check on previous plan items
  • Patients with pending lab results or referrals

4. Review the Dashboard

Section titled “4. Review the Dashboard”

One last dashboard check confirms:

  • No urgent messages missed
  • All visits for the day are accounted for
  • The Recent Activity feed shows nothing unexpected

Weekly Habits

Section titled “Weekly Habits”

In addition to your daily routine, consider these weekly practices:

  • Review your patient panel: check for patients who have not been seen recently or who have upcoming membership expirations.
  • Update problem lists: ensure chronic conditions and medication lists are current for patients you saw this week. See Problem Lists and Medications.
  • Provide AI feedback: if you have been editing AI-drafted replies consistently, those patterns help improve future drafts. See AI Guardrails and Preferences.
Section titled “Related Pages”

Need Help?

Section titled “Need Help?”

If you run into issues with your daily workflow, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.