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DPC Pro Docs

Individual Memberships

Individual memberships are the most common enrollment type: one patient, one plan, one billing relationship.

Most patients in a DPC practice enroll as individuals. An individual membership ties a single patient to a membership plan with their own payment method on file. The patient is both the account holder and the member.

This page covers how to enroll an individual patient, what information is required at signup, and how to manage the membership after enrollment. You will also learn how individual memberships differ from family and employer-sponsored arrangements.

Staff and managers can enroll patients directly from the patient record or through the billing section. Patients can also self-enroll if your practice has enabled the patient enrollment portal.

Prerequisites

Section titled “Prerequisites”

Enroll an Individual Patient

Section titled “Enroll an Individual Patient”
  1. Navigate to Billing → Memberships.
  2. Select Create Membership.
  3. Choose the Account Holder from the dropdown. This is the person responsible for billing (for an individual membership, this is the patient themselves).
  4. Select the Membership Plan from your active plans.
  5. Choose the Billing Interval (monthly or annual).
  6. Select Save.

DPC Pro creates the membership, calculates the pricing based on the plan’s single-member tier, and sets up recurring billing. The account holder is automatically added as a covered member.

What happens at enrollment

Section titled “What happens at enrollment”
  • DPC Pro selects the single tier pricing from the chosen plan
  • A membership record is created with status Active
  • The patient is added as a covered family member with the relationship set to “Self”
  • If a payment method is on file, the first charge processes according to the billing interval
  • The account holder receives a confirmation email with membership details (see SMS & Email Notifications for notification settings)

Payment Method Setup

Section titled “Payment Method Setup”

Each account holder maintains a wallet of payment methods for your practice. To add or manage payment methods:

  1. Navigate to the account holder’s profile.
  2. Select Wallet (or navigate to Billing → Customers → select the account holder → Wallet).
  3. Select Add Payment Method.
  4. Enter the payment details.

Supported payment methods

Section titled “Supported payment methods”
MethodAuto-chargeNotes
Credit/Debit CardYesVisa, Mastercard, Amex, Discover
Bank Account (ACH)YesDirect debit from checking or savings
HSA CardYesHealth Savings Account cards
CashNoRecord-keeping only; tracked manually
CheckNoRecord-keeping only; enter check number as reference

Only card, ACH, and HSA methods can be automatically charged for recurring membership payments. Cash, check, and other methods are available for manual payment recording.

Set a preferred payment method

Section titled “Set a preferred payment method”
  1. Open the account holder’s Wallet.
  2. Select Set as Preferred next to the payment method you want to use for recurring charges.

The preferred payment method is used for all automatic membership billing. Each account holder can have one preferred method per practice.

View and Manage an Individual Membership

Section titled “View and Manage an Individual Membership”

Membership detail page

Section titled “Membership detail page”

Navigate to Billing → Memberships and select a membership to view its details. The membership detail page shows:

  • Status: Active, Past Due, Paused, Cancelled, or Ended
  • Plan name and current pricing
  • Billing interval: monthly or annual
  • Billing period: current period start and end dates
  • Covered members: for an individual membership, this shows the single enrolled patient
  • Account holder: the person responsible for billing
  • Recent invoices: the last 10 invoices for this membership
  • Recent payments: the last 10 transactions

Membership statuses

Section titled “Membership statuses”
StatusMeaning
ActiveMembership is current and billing normally
Past DueA payment has failed; the membership is in payment recovery. The AI assistant can help with automated recovery.
PausedBilling is suspended; the membership can be resumed
CancelledSet to end at the close of the current billing period
EndedMembership has fully terminated

Search and filter memberships

Section titled “Search and filter memberships”

From the Billing → Memberships list, you can:

  • Search by account holder name or email
  • Filter by status to see only active, past due, or cancelled memberships

Change an Individual’s Plan

Section titled “Change an Individual’s Plan”

You can change a patient’s membership plan at any time. DPC Pro handles proration based on whether the change is an upgrade, downgrade, or lateral switch.

  1. Navigate to the patient’s membership detail page.
  2. Review the current plan and pricing.
  3. Select the new plan and optionally change the billing interval.
  4. Review the pricing impact:
    • Upgrade (higher price): takes effect immediately. DPC Pro calculates a prorated charge for the remaining days in the current billing period and charges the difference.
    • Downgrade (lower price): scheduled as a pending plan change. The current plan continues until the end of the billing period, then the new plan and pricing take effect automatically.
    • Same price switch: takes effect immediately with no additional charge.
  5. Confirm the change.

Change billing interval

Section titled “Change billing interval”

To switch a patient from monthly to annual billing (or vice versa), change the billing interval when changing the plan. The same upgrade/downgrade logic applies based on the new total price.

Section titled “Related Pages”

Need Help?

Section titled “Need Help?”

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