Employer Group Plans

Employer group plans let businesses sponsor DPC memberships for their employees, with billing routed to the employer.

A growing number of DPC practices contract with local employers to provide membership-based primary care as an employee benefit. DPC Pro supports employer group plans where the employer is billed for enrolled employees, and each employee maintains their own patient record and membership.

This page covers how to set up an employer group, configure group-specific pricing, enroll employees, and manage the billing relationship between your practice and the employer. Employer groups can have their own plan terms that differ from your standard individual plans.

Employees enrolled through an employer group can also add family dependents, depending on how the group plan is configured.

How Employer Groups Work in DPC Pro

Employer group plans use the same membership plan and billing infrastructure as individual and family memberships. The key difference is the billing relationship: an employer account holder is responsible for payment on behalf of enrolled employees.

Here is how the pieces fit together:

1. Create a membership plan with pricing appropriate for the employer contract
2. Register the employer as an account holder in DPC Pro
3. Enroll each employee under a membership tied to the employer’s account
4. Invoices and payments are processed through the employer’s payment method

Create an Employer Group

Step 1: Create a dedicated membership plan

1. Navigate to Billing → Membership Plans.
2. Select Create New Plan.
3. Enter a plan name that identifies the employer (e.g., “Acme Corp Employee Plan”).
4. Set the pricing and billing interval per your contract with the employer.
5. Configure member limits based on the contract terms.
6. Select Save Plan.

For Practice Managers

Consider creating a separate plan for each employer rather than mixing employer and individual enrollments on the same plan. This makes reporting and pricing management cleaner.

Step 2: Register the employer as an account holder

1. Navigate to Customers (account holders).
2. Select Register New Customer.
3. Enter the employer contact’s information (name, email, phone).
4. After creation, add a payment method to the employer’s wallet (see Payment Processing).

The employer contact serves as the account holder who receives invoices and manages payment.

Step 3: Add a payment method

1. Navigate to the employer account holder’s profile.
2. Select Wallet → Add Payment Method.
3. Enter the employer’s payment details (card, ACH bank account, or other method).
4. Set it as the Preferred payment method.

Configure Group Plan Pricing

Employer group pricing is configured on the membership plan. You have full flexibility to set pricing that differs from your standard plans:

Pricing option	How to configure
Flat per-employee rate	Set the Single Monthly Price to the agreed per-employee rate
Employer-subsidized (employer pays full cost)	Bill through the employer account holder’s payment method
Volume discount	Create a plan with lower pricing than your standard individual plans
Family coverage for employees	Set couple and family pricing tiers on the plan

Per-employee pricing

Most employer contracts use a flat per-employee monthly rate. Set this as the Single Monthly Price on the employer’s dedicated plan. Each employee membership bills at this rate.

Contract terms

Use the plan’s Contract Length field to match your employer agreement:

• Set to 12 for a standard annual contract
• Set to 0 for month-to-month arrangements
• Adjust as needed to match the employer agreement

Enroll Employees

Individual enrollment

1. Create a patient record for the employee (if they do not already have one).
2. Navigate to Billing → Memberships → Create Membership.
3. Select the employer’s account holder as the billing customer.
4. Choose the employer’s dedicated membership plan.
5. Select the billing interval.
6. Select Save.
7. From the membership detail page, add the employee as a covered member.

Employee family coverage

If the employer plan includes family coverage:

1. Create patient records for the employee’s family members.
2. Link the family members to the employer account holder.
3. Add them to the employee’s membership as covered family members.
4. DPC Pro recalculates the membership price using the plan’s family pricing tiers.

Employer Billing and Invoicing

How employer billing works

Each employee membership generates invoices tied to the employer’s account holder. The employer’s preferred payment method is charged on each billing cycle for all active employee memberships.

Invoice details

Employer invoices show:

• The employee’s name and membership plan
• The billing period
• The amount due
• Payment status (draft, sent, paid, overdue)

Billing cycle alignment

All employee memberships under an employer group can share the same billing day. Set the Billing Day (1—28) on each membership to align invoicing for easier employer reconciliation.

Separate memberships per employee

Each employee has their own membership record. Employer billing is not consolidated into a single group invoice. Each membership generates its own invoice against the employer’s account. Use Billing Reports to view employer-level totals. For practice-wide financial dashboards, see Reports & Analytics.

Manage Group Membership Changes

Adding new employees

Follow the individual enrollment steps above for each new employee. Assign the membership to the employer’s account holder and use the employer’s dedicated plan.

Removing employees

When an employee leaves the company:

1. Navigate to the employee’s membership detail page.
2. Cancel the membership: choose immediate cancellation or cancellation at the end of the billing period based on your employer agreement.
3. The employee’s patient record and clinical history are preserved.

Handling employer contract changes

If an employer changes their contract terms:

1. Create a new membership plan with the updated pricing.
2. Migrate affected employees to the new plan (see Migrate Patients Between Plans).
3. Archive the old employer plan.

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Related Pages

• Create and Manage Membership Plans
• Individual Memberships
• Family Memberships and Dependents
• 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 employer group plans, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.