Create and Manage Membership Plans

Membership plans define what patients pay and how often. Configure plans that match your practice’s pricing model.

Every patient in DPC Pro is enrolled in a membership plan. Plans control the billing amount, frequency, and patient-facing description. For step-by-step enrollment instructions, see Inviting Your First Patient. You can create plans for different patient demographics (adult, pediatric, family), service tiers, or employer groups.

This page covers the full lifecycle of a membership plan, from initial creation through editing, archiving, and migrating patients between plans. Plan changes are versioned, so you always have a record of what pricing was in effect for each patient. For financial dashboards and revenue tracking, see Reports & Analytics.

DPC Pro does not limit the number of plans you can create. Most practices maintain between two and six active plans at any time.

Create a New Plan

1. Navigate to Billing → Membership Plans.
2. Select Create New Plan.
3. Enter the Plan Name (e.g., “Adult Individual,” “Family Plan,” “Pediatric”).
4. Add an optional Description that patients will see during enrollment.
5. Choose the Billing Interval: monthly or annual.
6. Set your pricing tiers (see Pricing and Billing Frequency below).
7. Configure family composition limits:
   • Included Adults: number of adults covered at the base price (default: 1)
   • Included Children: number of children covered at the base price (default: 0)
   • Max Members: total member cap for this plan (default: 4)
8. Set additional member pricing:
   • Additional Adult Price: per-adult surcharge beyond the included count
   • Additional Child Price: per-child surcharge beyond the included count
9. Configure age definitions:
   • Adult Age: age at which a member is considered an adult (default: 18)
   • Child Age Max: maximum age for child pricing (default: 17)
10. Set benefits:
    • Visit Limit: leave empty for unlimited visits, or enter a number
    • Telehealth Included: whether the plan includes telehealth visits
11. Configure contract terms:
    • Contract Length: duration in months (0 for month-to-month with no commitment, default: 12)
    • Auto-Renew: whether new memberships on this plan auto-renew by default
12. Select Save Plan.

DPC Pro creates the plan and syncs it with your payment processing account. The plan appears in your plan list and is available for enrollment immediately.

For Practice Managers

Before creating your first plans, sketch out your pricing tiers on paper. Most practices use two to four plans (for example, an Adult plan, a Pediatric plan, and a Family plan). You can always add more later.

Edit an Existing Plan

1. Navigate to Billing → Membership Plans.
2. Select the plan you want to edit.
3. Select Edit on the plan detail page.
4. Update the fields you want to change.
5. Select Save Plan.

Price changes and current members

Editing a plan’s pricing affects the rate used for new enrollments. Existing members remain on their current pricing until their membership is individually updated or they are migrated to the new terms. Review active enrollments before changing plan pricing.

What you can change

Field	Effect on Current Members
Plan name	Updated everywhere immediately
Description	Updated on patient-facing displays
Pricing tiers	New enrollments only; existing members keep current rate
Visit limit	Applies to all members on the plan
Telehealth included	Applies to all members on the plan
Contract length	New enrollments only
Included adults/children	New enrollments only; existing members keep current composition pricing

Pricing and Billing Frequency

DPC Pro supports flexible pricing with up to three tiers per plan and two billing intervals.

Pricing tiers

Each plan can define pricing for three family compositions:

Tier	When it applies
Single	One member (individual enrollment)
Couple	Two adults
Family	Three or more members

For each tier, you can set both a monthly and an annual price. If you offer only monthly billing, leave the annual fields empty.

Setting prices

When creating or editing a plan, enter prices for the tiers you want to support:

• Single Monthly Price (required): the base price for an individual member
• Single Annual Price: annual rate for individual members
• Couple Monthly Price: monthly rate for a two-adult household
• Couple Annual Price: annual rate for a two-adult household
• Family Monthly Price: monthly rate for families of three or more
• Family Annual Price: annual rate for families of three or more

How pricing is calculated

When a patient enrolls, DPC Pro automatically selects the appropriate tier based on the family composition. If a family has additional members beyond what the plan includes, the per-adult or per-child surcharge is added to the tier price.

Billing intervals

• Monthly: charges on the same day each month (configurable per membership, days 1—28)
• Annual: charges once per year on the membership start date

Patients can choose their billing interval at enrollment if the plan has both monthly and annual pricing configured.

Archive or Deactivate a Plan

When a plan is no longer needed for new enrollments, you can archive it. Archiving preserves the plan’s history and keeps existing members enrolled.

Archive a plan

1. Navigate to Billing → Membership Plans.
2. Select the plan you want to archive.
3. Select Archive on the plan detail page.
4. Confirm the archive action.

Archiving sets the plan to both inactive and archived. It no longer appears in enrollment dropdowns, but existing memberships using this plan continue to bill normally.

Deactivate vs. archive

Action	New enrollments	Existing members	Visible in plan list
Deactivate (uncheck Active)	Blocked	Continue billing	Yes
Archive	Blocked	Continue billing	Hidden (filtered out)

Archiving is permanent

Archived plans are hidden from the plan list. If you need to offer the same plan again, create a new plan with the same pricing. To temporarily stop enrollments without hiding the plan, deactivate it instead.

Migrate Patients Between Plans

When you change your pricing structure or retire a plan, you may need to move existing members to a new plan.

Change an individual membership’s plan

1. Navigate to the membership detail page for the patient.
2. Review the current plan and pricing.
3. Select the new plan and billing interval.
4. DPC Pro calculates the pricing impact:
   • Upgrades (higher price) take effect immediately with a prorated charge for the remainder of the current billing period.
   • Downgrades (lower price) are scheduled as a pending plan change that takes effect at the start of the next billing period.
   • Same price switches take effect immediately with no additional charge.
5. Confirm the change.

Pending plan changes

Downgrades create a pending plan change record. DPC Pro applies these automatically when the current billing period ends. You can view and cancel pending changes from the membership detail page.

Bulk migration

To migrate multiple patients between plans, update each membership individually from the membership list. Filter by the current plan to find all affected members.

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Related Pages

• Individual Memberships
• Family Memberships and Dependents
• Employer Group Plans
• Add-On Charges
• Payment Processing and Receipts
• Handle Failed Payments
• Cancellations and Membership Changes
• Billing Reports and Revenue Visibility

Need Help?

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