Create Your Membership Plans

Define your membership tiers, pricing, and billing frequency so patients can enroll as soon as you are ready.

Membership plans are the billing backbone of your DPC practice in DPC Pro. Each plan defines what patients pay, how often they are billed, and what is included. You need at least one active plan before you can enroll patients.

Most DPC practices start with two to four plan tiers segmented by age range or membership type (individual, couple, family). You can create additional plans and modify existing ones at any time. Changes to a plan do not affect patients already enrolled unless you explicitly migrate them.

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Prerequisites

• Set up your practice profile: your practice must exist before you can create plans
• Payment processing connected (optional but recommended). Navigate to Billing → Payment Setup to connect your payment processing account. Plans can be created without this, but you cannot collect payments until payment processing is active.

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Create a Plan

1. Navigate to Billing → Membership Plans.
2. Select Create Plan.
3. Enter a Plan Name: something patients will recognize, such as “Adult Individual” or “Family Membership.”
4. Add a Description that explains what is included. This description is visible to patients during enrollment.
5. Select the Billing Interval:
   • Monthly: patients are billed once per month
   • Annual: patients are billed once per year
6. Select Save Plan.

Your plan is now active and available for patient enrollment.

Naming your plans

Use clear, patient-friendly names. “Adult (18-64)” or “Family Plan” works better than internal codes or abbreviations. Patients see the plan name when they enroll and on their billing statements.

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Setting Pricing

DPC Pro supports tiered pricing based on membership type. Each plan can have separate prices for individuals, couples, and families, with both monthly and annual options.

Price Tiers

When creating or editing a plan, you can set prices for up to three membership types:

Tier	When It Applies
Single	One adult member
Couple	Two adult members
Family	Three or more members (adults and children)

For each tier, you can set:

• Monthly Price: the amount billed each month
• Annual Price: the amount billed once per year (typically at a discount compared to 12 months of the monthly rate)

At minimum, set the Single Monthly Price. The other tiers are optional. Leave them blank if you do not offer couple or family pricing on this plan.

Additional Member Pricing

For family plans, you can configure charges for members beyond the included count:

1. Set the number of Included Adults (default: 1) and Included Children (default: 0).
2. Set the Maximum Members allowed on the plan (default: 4).
3. Enter the Additional Adult Price: the per-person monthly charge for each adult beyond the included count.
4. Enter the Additional Child Price: the per-person monthly charge for each child beyond the included count.

Age Definitions

DPC Pro uses age thresholds to determine whether a family member is classified as an adult or a child:

• Adult Age: the age at which a member is considered an adult (default: 18)
• Child Age Max: the maximum age for the child rate (default: 17)

These thresholds are set per plan, so you can define different age cutoffs for different plans if needed.

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Billing Frequency

The billing interval you select determines how often patients are charged:

Interval	Billing Behavior
Monthly	Charged on the same day each month (configurable per membership)
Annual	Charged once per year on the membership start date

Contract Terms

Each plan also has contract settings that control the minimum commitment period:

• Contract Length: the number of months a patient commits to when they enroll (default: 12 months). Set to 0 for month-to-month with no commitment.
• Auto-Renew: when enabled (the default), memberships automatically renew at the end of each billing period. Patients receive a renewal reminder before the renewal date.

Existing members

Changing the billing interval or contract terms on a plan only affects new enrollments. Patients already on the plan keep their current billing terms until they are explicitly moved to a new plan or renewed under the updated terms.

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Plan Visibility and Enrollment

Active vs. Inactive Plans

Each plan has an Active toggle that controls whether it is available for new enrollments:

• Active plans appear in the plan selection list when enrolling new patients.
• Inactive plans are hidden from new enrollment but continue to work for patients already enrolled on them.

To change a plan’s status:

1. Navigate to Billing → Membership Plans.
2. Select the plan you want to update.
3. Toggle Active on or off.
4. Select Save.

Archiving Plans

If you no longer need a plan at all, you can archive it:

1. Navigate to Billing → Membership Plans.
2. Select the plan you want to archive.
3. Select Archive Plan.

Archived plans are removed from the plan list and cannot be used for new enrollments. Patients already enrolled on an archived plan keep their membership until it ends or is changed.

Archiving is permanent

Archived plans cannot be reactivated. If you want to temporarily stop new enrollments on a plan, set it to Inactive instead of archiving it.

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Family and Couple Plans

DPC Pro handles family memberships through a single plan that covers multiple members under one account.

How Family Memberships Work

• One person is the account holder and is responsible for payment. See Account Holders vs. Patients for how this role works.
• Additional family members are added to the membership as covered members, each with a relationship type (spouse/partner, child, parent, or other dependent). For day-to-day family management, see Managing Families.
• Pricing adjusts automatically based on the number of adults and children, using the rates you configured on the plan.

Setting Up a Family-Friendly Plan

1. Create a plan with a descriptive name like “Family Membership.”
2. Set the Single, Couple, and Family price tiers.
3. Set Included Adults and Included Children to define how many members are covered at the base price.
4. Set Additional Adult Price and Additional Child Price for members beyond the included count.
5. Set Maximum Members to cap the total family size.

Example: Family Plan Pricing

Configuration	Value
Single monthly price	$75
Couple monthly price	$120
Family monthly price	$150
Included adults	2
Included children	2
Additional child price	$25/month
Maximum members	6

In this example, a family of two adults and two children pays $150/month. A third child adds $25/month, bringing the total to $175/month.

What About Employer Plans?

Employer-sponsored memberships use the same plan structure. See Employer Group Plans for the full setup guide. Create a plan with employer-appropriate pricing and enroll the employer’s employees as you would any other patient. The account holder can be the employer or the individual employee, depending on your arrangement.

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Plan Benefits and Limits

You can configure what each plan includes beyond the price:

Setting	Description
Visit Limit	Maximum number of visits per billing period. Leave blank for unlimited visits (the DPC standard).
Telehealth Included	Toggle on to indicate that telehealth visits are included in this plan.

Benefits description

Use the Description field on the plan to list what is included: for example, “Unlimited office visits, same-day visits, 24/7 messaging, annual wellness exam.” This description is visible to patients during enrollment.

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Related Pages

• Set Up Your Practice
• Add Providers and Staff
• Invite Your First Patient
• Go-Live Checklist

Need Help?

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