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DPC Pro Docs

Memberships & Billing

DPC Pro handles membership billing end-to-end. Patients subscribe to plans you define, payments recur automatically through Stripe, and DPC Pro tracks everything from enrollment to cancellation — including automated failed payment recovery powered by the AI assistant. You can create individual, family, and employer group plans, process one-time add-on charges, and generate billing reports.

In This Section

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PageDescription
Creating & Managing PlansBuild, edit, and organize the membership plans your practice offers
Individual MembershipsEnroll individual patients, manage their billing status, and handle plan changes
Family MembershipsSet up family plans, add dependents under an account holder, and manage family billing
Employer Group PlansConfigure employer-sponsored memberships, manage group enrollment, and track employer billing
Add-On ChargesBill for services outside the membership fee: labs, procedures, medications, and other one-time charges
Payment Processing & ReceiptsUnderstand how payments are processed, view transaction history, and generate receipts for patients
Handling Failed PaymentsWhat happens when a payment fails, how automatic retries and AI-assisted recovery work, and how to resolve issues manually
Cancellations & ChangesCancel memberships, switch patients between plans, pause billing, and handle proration
Billing ReportsTrack monthly recurring revenue, view payment history, identify outstanding balances, and export financial data

How Membership Billing Works

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The billing cycle in DPC Pro follows a predictable pattern:

  1. You create a membership plan with a name, price, billing frequency, and description.
  2. A patient enrolls (or you enroll them) in a plan, and their payment method is stored securely.
  3. DPC Pro charges the patient automatically at the start of each billing cycle.
  4. If a payment fails, DPC Pro retries the charge and can trigger AI-assisted recovery outreach to the patient.
  5. You and the patient both have visibility into payment status, receipts, and billing history at all times.

Membership status updates in real time across the platform. When a patient’s membership is active, they have full access to messaging, self-scheduling, and the patient portal. When a membership lapses or is cancelled, access adjusts accordingly based on your practice settings.

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Need Help?

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For billing issues, start with Payment Problems in the troubleshooting section. For questions about your payment processor connection or account configuration, visit Getting Help.