Patients & Families
Your patient roster is the foundation of your practice in DPC Pro. You can add patients individually or in bulk, organize them into families with shared billing, track membership status across your panel, and configure how each patient receives messages and notifications. Every patient has a complete profile with demographics, visit history, and membership details.
Start here: Adding a New Patient
In This Section
Section titled “In This Section”| Page | What It Covers |
|---|---|
| Adding a New Patient | Enroll a new patient, enter demographics, and assign a membership plan |
| Patient Records | Navigate patient profiles, view history, and update information |
| Managing Families | Link family members, add dependents, and manage shared accounts |
| Account Holders vs. Patients | Understand the difference between the person who pays and the people covered |
| Membership Status | Track active, paused, and cancelled memberships across your panel |
| Communication Preferences | Set how patients receive messages, reminders, and notifications |
| Transferring & Archiving | Archive inactive patients or transfer records when patients leave your practice |
Related Pages
Section titled “Related Pages”- How Memberships Work: Membership plans, billing cycles, and payment processing
- Patient Enrollment: Practice manager guide to enrollment workflows
- Inviting Your First Patient: Getting started with your first enrollment
Need Help?
Section titled “Need Help?”If something is not working as expected, check Common Issues or reach out to our support team at [email protected].