Add a New Patient

Every patient in your practice starts with a patient record. Create one through direct entry, email invitation, or the patient enrollment portal.

Adding a patient to DPC Pro creates their core record: name, date of birth, contact information, and membership assignment. From there, the patient can be scheduled for visits, enrolled in a membership plan, and contacted through secure messaging.

There are three ways to add a patient: staff can enter the information directly, you can send an email invitation for the patient to complete their own profile, or patients can self-enroll through your practice’s enrollment portal. Each method results in the same patient record.

Prerequisites

• An account holder must exist before you can add a patient. If the patient is their own account holder, register a new account holder first.
• You need Manager or Staff access to add patients.

Add a Patient Manually

This is the most common method. A staff member enters the patient’s information directly into DPC Pro.

1. Navigate to Patients in the main menu.
2. Select Add Patient in the top-right corner.
3. Choose or confirm the Billing Account (the account holder responsible for this patient). If you arrived from an account holder’s profile, this is pre-filled.
4. Enter the patient’s First Name and Last Name.
5. Enter the patient’s Date of Birth.
6. Optionally enter Middle Name, Gender, Email, and Phone.
7. Select the Relationship to the account holder (Self, Spouse/Partner, Child, Parent, Sibling, Grandparent, Grandchild, Legal Guardian, or Other).
8. Select the Practice where this patient will be enrolled.
9. Optionally select a Primary Provider from the list of providers accepting new patients.
10. Select Create Patient.

DPC Pro creates the patient record, assigns a medical record number (MRN), and enrolls the patient at the selected practice. You are redirected to the new patient’s profile.

Tip

If you operate multiple practices, the practice field is pre-selected when you are scoped to a specific practice in the navigation.

Invite a Patient by Email

You can create an account holder and send an invitation email so the patient can set up their own portal access.

1. Navigate to Customers in the main menu.
2. Select Add Customer.
3. Enter the patient’s First Name, Last Name, and Email Address.
4. Optionally enter Middle Name, Phone Number, Date of Birth, and Gender.
5. Leave the Send invitation email checkbox selected (it is on by default).
6. Select Create Customer.

The patient receives an email to set up their password and access the patient portal. Once registered, you can add them as a patient through the manual method above. Their account holder record is already in the system.

Note

The invitation email prompts the patient to create a password for portal access. The patient’s clinical record is created separately when staff adds them as a patient.

Patient Self-Enrollment

Patients can enroll themselves through your practice’s enrollment portal. The portal allows patients to:

• Create their account holder profile
• Select a membership plan
• Enter payment information
• Complete their patient intake

Your practice’s enrollment portal link can be shared on your website, social media, or printed materials. When a patient self-enrolls, their record appears in your patient list automatically.

Coming Soon

The self-enrollment portal is under active development. Contact support for the current status of this feature.

Required vs. Optional Fields

When creating a patient, some fields are required and others can be filled in later.

Required at creation

Field	Why It’s Required
First Name	Identifies the patient across the system
Last Name	Identifies the patient across the system
Date of Birth	Determines age, minor status, and clinical context
Account Holder	Links the patient to a billing account
Relationship	Defines the patient’s relationship to the account holder
Practice	Enrolls the patient at a specific practice location

Optional (can be added later)

Field	Where to Add It
Middle Name	Patient profile edit form
Preferred Name / Nickname	Patient profile edit form
Gender	Patient profile edit form
Email	Patient profile edit form
Phone	Patient profile edit form
Primary Provider	Patient profile or practice enrollment
Preferred Location	Practice enrollment details
Blood Type	Patient profile edit form
Allergies, Medications, Conditions	Medical history section
Pharmacy	Patient profile sidebar
Emergency Contacts	Patient profile

For Practice Managers

Encourage staff to collect email and phone number during intake. These fields are needed for visit reminders, secure messaging, and billing notifications.

After the Patient Is Added

Once a patient record exists, here are the typical next steps:

1. Enroll in a membership plan: Navigate to the account holder’s profile to assign a membership plan that covers this patient. See Membership Status and Coverage.
2. Complete the medical history: From the patient profile, select Edit next to Medical History to record allergies, chronic conditions, current medications, and surgical history.
3. Add a pharmacy: In the patient profile sidebar under Pharmacies, select Add to record the patient’s preferred pharmacy.
4. Schedule the first visit: Navigate to Scheduling to book an initial visit with the assigned provider.
5. Upload documents: Use the Documents section on the patient profile to upload intake forms, consent documents, or other files.

Note

DPC Pro automatically generates a unique medical record number (MRN) for each patient at each practice. The MRN is based on the practice name prefix followed by a unique code (for example, ABC-1F2E3D4C).

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Related Pages

• Patient Records Overview
• Manage Families and Dependents
• Account Holders vs. Patients
• Membership Status and Coverage
• Patient Communication Preferences
• Transfer or Archive Patients

Need Help?

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