Common Tasks

Quick reference for the tasks you perform most often. Each entry gives you the short version. Follow the links for full details.

This page is a quick-lookup resource for the actions practice managers handle regularly in DPC Pro. Each task includes a brief how-to and a link to the detailed documentation.

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Patient and Enrollment Tasks

Add a New Patient

1. Navigate to Patients → Add Patient.
2. Enter demographics, select the billing account, and choose a practice.
3. Select Create Patient.

Full guide: Adding a New Patient

Enroll a Patient in a Membership Plan

1. Navigate to the account holder’s profile.
2. Assign a membership plan and set the start date.

Full guide: Individual Memberships

Add a Dependent to a Family

1. Navigate to Patients → Add Patient.
2. Select the existing account holder as the billing account.
3. Enter the dependent’s information and select the relationship type.
4. Select Create Patient.

Full guide: Managing Families and Dependents

Transfer a Patient to a New Account Holder

1. Navigate to the patient’s record.
2. Follow the transfer process to reassign billing responsibility.

Full guide: Transferring and Archiving Patients

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Scheduling Tasks

Book a Visit

1. Navigate to Schedule → Create.
2. Search for the patient, select a visit type and provider, and choose a time.
3. Select Save.

Full guide: Schedule a Visit

Block Time on a Provider’s Calendar

1. Navigate to Schedule → Block Time.
2. Select the provider, date, start time, and end time.
3. Select Save.

Full guide: Daily and Weekly Schedule Views

Reschedule or Cancel a Visit

1. Open the visit from the schedule.
2. Select Reschedule or Cancel and follow the prompts.

Full guide: Reschedule or Cancel Visits

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Billing Tasks

Check for Failed Payments

1. Navigate to Billing → Failed Payments.
2. Review entries and select Retry, Send Reminder, or Waive as appropriate.

Full guide: Handle Failed Payments

Record an Offline Payment

1. Navigate to the outstanding invoice.
2. Select Record Payment.
3. Enter the amount, payment method, and reference information.

Full guide: Handle Failed Payments

Cancel or Change a Membership

1. Navigate to the account holder’s profile.
2. Follow the cancellation or change process with appropriate dates and proration.

Full guide: Cancellations and Membership Changes

Create an Add-On Charge

1. Navigate to the patient’s billing section.
2. Create the add-on charge with the amount and description.

Full guide: Add-On Charges

Apply a Credit to an Account

1. Navigate to the account holder’s profile → Credits.
2. Select Add Credit and enter the amount, type, and description.

Full guide: Billing Reports and Revenue Visibility

Run a Revenue Report

1. Navigate to Billing → Revenue Report.
2. Set a date range and review the results.

Full guide: Reports and Analytics

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Staff Tasks

Invite a New Staff Member

1. Navigate to Staff → Invite Staff Member.
2. Enter their email, name, role, and practice.
3. Select Send Invitation.

Full guide: Adding Providers and Staff

Change a Team Member’s Role or Permissions

1. Navigate to Staff and select the team member.
2. Select Edit next to their practice assignment.
3. Update the role or toggle individual permissions.
4. Select Save.

Full guide: Staff Roles and Permissions

Deactivate a Team Member

1. Navigate to Staff and select the team member.
2. Select Edit on their practice assignment.
3. Set an End Date and toggle Active off.
4. Select Save.

Full guide: Adding Providers and Staff

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Messaging Tasks

Send a Message to a Patient

1. Navigate to Messages → Compose.
2. Set the type to Patient, select the patient, enter a subject and body.
3. Select Send.

Full guide: Send and Receive Messages

Send a Broadcast Message

1. Navigate to Messages → Broadcast.
2. Configure the recipients, subject, and content.
3. Select Send.

Full guide: Broadcast Messages

Assign a Conversation to a Team Member

1. Open the conversation from the inbox.
2. Select Assign and choose the staff member.
3. Select Save.

Full guide: Send and Receive Messages

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Settings and Compliance Tasks

Update Practice Settings

1. Navigate to Settings → Practice Profile or Settings → Locations.
2. Update the relevant fields.
3. Select Save.

Full guide: Practice Settings

Review the Audit Log

1. Navigate to Compliance → Audit Log.
2. Use filters (date range, action type, user, patient) to narrow results.

Full guide: Reports and Analytics

Adjust AI Assistant Settings

1. Navigate to Settings → AI Assistant.
2. Enable or disable features, adjust the daily message limit, or toggle patient context.
3. Select Save.

Full guide: AI Guardrails and Preferences

Export Data

1. Navigate to the report or list you want to export.
2. Apply filters and select the export option.

Full guide: Data Export

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Related Pages

• Quick Start for Practice Managers: initial setup
• Daily Operations: your daily routine
• Managing Billing: billing oversight
• Staff Onboarding: new team member setup
• Patient Enrollment: enrollment workflows

Need Help?

If you need assistance with any of these tasks, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.