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For Practice Managers

This section is written specifically for practice managers. These guides cover the workflows and tasks that make up your day, from managing billing and enrolling patients to onboarding new staff and staying on top of daily operations.

Start here: Quick Start

PageWhat It Covers
Quick StartGet oriented in DPC Pro and learn the key areas you will use most
Daily OperationsA checklist-style guide to the tasks that keep your practice running day to day
Managing BillingHandle memberships, payments, failed charges, and revenue tracking
Staff OnboardingBring new team members onto DPC Pro with the right roles and permissions
Patient EnrollmentWalk through enrollment workflows from first contact to active membership
Common TasksQuick reference for the tasks practice managers perform most often

If something is not working as expected, check Common Issues or reach out to our support team at [email protected].