Patient Records Overview

A patient record in DPC Pro is the central hub for everything about a patient: their demographics, membership, visit history, clinical notes, and messages.

Each patient in DPC Pro has a unified record that brings together administrative and clinical information in one place. Staff see the details they need for scheduling and billing. Clinicians see clinical history, problem lists, and visit notes. The record adapts based on your role.

Patient records are created when a patient is added to DPC Pro and grow over time as visits, messages, and billing events accumulate.

Record Layout and Navigation

The patient record is organized into a two-column layout with a header and several content sections.

Patient header

At the top of every patient record you will see:

• Patient name with initials avatar
• Date of birth and age (calculated automatically)
• Minor badge (displayed for patients under 18)
• Blood type badge (if recorded)
• Medical record number (MRN) for each practice enrollment
• Edit button to update the patient’s profile

Main content area (left column)

The left column contains the primary patient information organized into card sections:

• Contact Information: email, phone, gender, and linked billing account (account holder)
• Medical History: allergies, chronic conditions, current medications, and surgical history
• Practice Enrollments: all practices where this patient is enrolled, with provider assignment, location, registration date, and status

Sidebar (right column)

The right column contains supplemental information and quick actions:

• Documents: uploaded files with upload capability
• Signing Documents: document templates requiring patient signature, with pending/signed counts
• Pharmacies: patient’s pharmacies on file with primary designation
• Actions: quick links to common tasks
• Pending Transfers: transfer requests awaiting action (if any)
• Patient Notes: notes visible to the patient in their portal

Demographics and Contact Information

The Contact Information section of the patient record shows:

Field	Description
Email	Patient’s contact email (links to send email)
Phone	Patient’s phone number (links to call)
Gender	Male, Female, Other, or Prefer not to say
Billing Account	The account holder responsible for this patient’s billing (links to their profile)

To update demographics:

1. Open the patient’s record.
2. Select Edit in the patient header.
3. Update the fields: First Name, Middle Name, Last Name, Preferred Name, Date of Birth, Gender, Email, or Phone.
4. Select Save.

For Practice Managers

The Billing Account link navigates to the account holder’s profile where you can manage payment methods, view invoices, and update membership plans.

Medical History

The Medical History section tracks clinically relevant background information. Select Edit next to the section heading to update.

Field	Format	Display
Allergies	One per line	Red badges
Chronic Conditions	One per line	Yellow badges
Current Medications	One per line	Bulleted list
Surgical History	One per line	Bulleted list

To update medical history:

1. Open the patient’s record.
2. Select Edit next to Medical History.
3. Enter items one per line in the text areas.
4. Select Save.

Additional medical fields available on the patient profile:

• Blood Type: selectable from A+, A-, B+, B-, AB+, AB-, O+, O-
• Patient Notes: free-text notes visible to the patient in their portal

Membership and Billing Tab

The patient’s billing relationship is visible through the Billing Account link in the Contact Information section. Selecting the account holder name navigates to the account holder’s profile, where you can see:

• Current membership plan and status (Active, Past Due, Paused, Cancelled, Ended)
• Billing interval (Monthly or Annual)
• Family members covered under the membership
• Payment history and invoices

For details on membership statuses, see Membership Status and Coverage.

Practice Enrollments

A patient can be enrolled at one or more practices within your organization. Each enrollment includes:

Field	Description
Practice	The practice name
MRN	Unique medical record number for that practice
Status	Active, Inactive, Transferred Out, or Deceased
Provider	Assigned primary provider (or “Unassigned”)
Location	Preferred practice location (or “Not set”)
Registered	Registration date

To enroll a patient in an additional practice:

1. Open the patient’s record.
2. In the Practice Enrollments section, select Add Practice.
3. Select the Practice, Primary Provider, and Preferred Location.
4. Add any Practice Notes.
5. Select Submit.

Note

A patient can only be enrolled once at each practice. The enrollment form automatically excludes practices where the patient is already registered.

Clinical Information

Clinical notes and visit records are accessed through the Actions sidebar:

• View Clinical Notes: opens the list of all clinical notes for this patient
• New Clinical Note: starts a new visit note linked to the patient’s practice enrollment

For details on working with clinical records, see the Clinical Records section.

Communication History

Patient communication is managed through the messaging system. Message threads linked to a patient include:

• Patient-to-provider conversations: secure messages between the patient and their care team
• Broadcast messages: practice-wide announcements delivered to this patient
• System notifications: automated messages such as visit reminders, billing receipts, and document requests

Each message thread tracks delivery status (Draft, Sent, Delivered, Read, Archived) and supports priority levels (Low, Normal, Urgent).

For details on managing patient communications, see Patient Communication Preferences.

Documents

The patient record includes two document areas:

Uploaded documents

The Documents widget in the sidebar shows recently uploaded files. You can:

• Upload new files using the upload form
• View existing documents
• Download or delete uploaded files
• See total document count

Signing documents

If your practice uses document templates (consent forms, agreements), the Signing Documents widget shows:

• Number of pending documents awaiting signature
• Number of signed documents completed

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Related Pages

• Add a New Patient
• 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 with patient records, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.