Set Up Your Practice

Your practice profile is the foundation of your DPC Pro account. Complete this setup before inviting patients or configuring billing.

DPC Pro organizes your account in three layers: your organization (the medical group), one or more practices (the business entities), and locations (your physical offices). During onboarding, you create one of each. You can add more practices and locations later as your organization grows.

This guide walks you through each section of the practice setup process. Most practices complete initial setup in under 15 minutes, and you can update any of these settings later.

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Practice Profile Basics

Your practice profile establishes the legal and display identity of your practice.

1. Navigate to Settings → Practice Profile.
2. Enter your Legal Business Name: This is used for billing and legal correspondence.
3. If your practice operates under a different public name, enter it in the Doing Business As (DBA) field. DPC Pro uses the DBA name as your display name wherever patients see your practice.
4. Enter your Tax ID (EIN): This is required for payment processing setup.
5. Select Save.

Organization vs. Practice

Your organization is the top-level entity (your medical group name), while a practice is the business entity underneath it. If you run a single practice, these may have the same name, and that is fine. Multi-location groups can add additional practices under one organization.

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Location and Address

Each practice has at least one location. Your first location is created during onboarding and is automatically set as the primary location.

1. Navigate to Settings → Locations.
2. Select your location or choose Add Location to create a new one.
3. Enter the Location Name (for example, “Main Office” or “Downtown Clinic”).
4. Fill in the address fields:
   • Street Address
   • Suite / Unit (optional)
   • City
   • State
   • ZIP Code
5. Select Save.

If you have multiple offices, repeat these steps for each location. See Managing Multiple Locations for details on multi-site configuration. You can designate any location as your Primary Location: This is the default location shown to patients and used for scheduling.

Address Lookup

DPC Pro can look up your address to auto-fill city, state, and ZIP code. Start typing your street address and select the correct match from the suggestions.

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Contact Information

Contact details appear on patient-facing communications, invoices, and your public profile.

1. Navigate to Settings → Locations and select the location you want to edit.
2. Enter the location Phone Number.
3. Enter the location Email Address.
4. Select Save.

For organization-level contact information (shown on your public website and patient communications):

1. Navigate to Settings → Practice Profile.
2. Enter your Phone number and Public Email address.
3. Select Save.

Separate contact channels

You can set different phone numbers and email addresses for each location. This is helpful if your front desk staff varies by office.

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Business Hours and Availability

Business hours are configured per location and appear on your public profile and in the patient portal. Provider-level availability (individual working hours and appointment slots) is configured separately in Provider Calendars.

1. Navigate to Settings → Locations and select a location.
2. In the Operating Hours section, set the opening and closing times for each day of the week.
3. Leave a day blank or toggle it off to indicate you are closed on that day.
4. Select Save.

Time Zone

Your organization’s time zone is set during initial setup at the organization level. All scheduling, business hours, and visit times use this time zone. To change it, navigate to Settings → Practice Profile and update the Time Zone field.

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Practice Branding

Branding elements appear on patient invoices and receipts, the patient portal, email communications, and your public website.

1. Navigate to Settings → Practice Profile.
2. Upload your Practice Logo by selecting the logo area and choosing an image file. Your logo appears on invoices, patient emails, and your public site.
3. Set your Primary Color: This is used for buttons, links, and accents throughout the patient-facing experience. The default is blue (#2563eb).
4. Set your Accent Color: used for secondary highlights and call-to-action elements. The default is green (#16a34a).
5. Optionally, add a Tagline (up to 150 characters) that appears on your public website.
6. Optionally, write an About Us description for your public profile.
7. Select Save.

Public Website

DPC Pro can generate a public website for your practice. When you are ready to go live, toggle Published to make your practice profile visible at your organization’s URL. You do not need to publish immediately. Your practice works for internal use without a public site.

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Review and Save

After completing each section, verify your settings:

Setting	Where to Check
Practice name and tax ID	Settings → Practice Profile
Location address and phone	Settings → Locations
Operating hours	Settings → Locations → select location
Logo and brand colors	Settings → Practice Profile
Time zone	Settings → Practice Profile

All settings can be updated at any time. Changes take effect immediately for new communications and invoices. Existing documents are not retroactively updated.

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Related Pages

• Your First 15 Minutes
• Add Providers and Staff
• Create Your Membership Plans
• Invite Your First Patient
• Go-Live Checklist

Need Help?

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