Dashboard Overview
The dashboard is your starting point in DPC Pro: a real-time snapshot of your schedule, messages, billing status, and practice activity.
When you log in to DPC Pro, the dashboard gives you an immediate sense of what needs attention. Clinicians see their upcoming visits and unread messages. Managers see billing alerts, enrollment numbers, and practice-wide metrics. The dashboard adapts to your role and surfaces the information most relevant to your responsibilities.
The dashboard updates in real time as events occur throughout the day, so you always see current data without refreshing the page.
Dashboard Layout
Section titled “Dashboard Layout”The dashboard is organized into a main content area and a sidebar. The main area shows stat cards across the top, followed by activity and financial sections below. The sidebar shows recent messages and alerts.
If your organization has multiple practices, the dashboard reflects whichever practice you have selected in the practice switcher. When set to All Practices, the dashboard aggregates data across every practice in your organization.
Stat Cards
Section titled “Stat Cards”Four stat cards appear at the top of the dashboard:
| Card | What It Shows |
|---|---|
| Today’s Patients | Number of visits scheduled for today, with a count of patients currently checked in and waiting |
| Active Members | Total enrolled members across all active memberships |
| New Members | Patients who enrolled during the current calendar month |
| Unread Messages | Total unread messages across patient conversations, team threads, and broadcast replies |
Each card links to its corresponding section. Select Today’s Patients to open the schedule, or Unread Messages to open the inbox.
Today’s Schedule
Section titled “Today’s Schedule”The dashboard displays a summary of today’s scheduled visits. Each entry shows the patient name, visit time, and status (scheduled, checked in, in progress, or completed). Cancelled and rescheduled visits are excluded from the count.
To see full schedule details:
- Select the Today’s Patients stat card, or
- Navigate to Schedule → Appointments in the sidebar.
Messages and Alerts
Section titled “Messages and Alerts”The right sidebar shows your most recent messages and alerts.
Recent Messages
Section titled “Recent Messages”The dashboard shows the five most recent message threads relevant to your account. For each thread, you see:
- The sender’s name and initials
- The thread subject
- A preview of the last message
- An unread badge if the thread has unread messages
- How long ago the last message was sent
Select any message to open the full conversation in the messaging system.
Alerts
Section titled “Alerts”Below recent messages, the dashboard shows your five most recent alerts. Alerts are generated automatically when events occur in your practice:
| Alert Type | Trigger |
|---|---|
| Document signed | A patient signs a document |
| Document assigned | A document is assigned to a patient |
| Document expired | A patient’s document passes its expiration date |
| Appointment booked | A new visit is scheduled |
| Appointment cancelled | A visit is cancelled |
| Patient registered | A new patient completes registration |
| Patient message | A patient sends a new message |
| Payment received | A payment processes successfully |
| Payment failed | A payment attempt fails |
| Membership cancelled | A membership is cancelled |
Each alert shows a title, message, priority level, and a link to the relevant record. You can dismiss alerts individually by selecting the dismiss button, or mark them as read.
Practice Metrics
Section titled “Practice Metrics”Monthly Revenue
Section titled “Monthly Revenue”For users with billing access (providers, administrators, practice managers, and billing specialists), the dashboard displays a revenue section that includes the data also available in the billing reports:
- Collected revenue for the current month: total net payments received
- Projected monthly revenue (MRR): the sum of all active membership monthly prices
- Month-over-month change: a percentage showing whether revenue increased or decreased compared to last month
- Collection progress: a progress bar showing how much of the projected revenue has been collected so far
Panel Overview
Section titled “Panel Overview”The panel overview section breaks down your active memberships by type:
- Individual memberships (single-member)
- Couple memberships (two members)
- Family memberships (three or more members)
- Total active memberships and total active patients
Recent Activity
Section titled “Recent Activity”At the bottom of the dashboard, a recent activity feed shows the last ten actions recorded in your practice’s audit log. Each entry displays:
- What happened (for example, “New patient enrolled” or “Payment received”)
- A color indicator for the type of event
- How long ago the event occurred
This feed gives you a quick sense of what has been happening in your practice without needing to open the full audit log.
Role-Based Views
Section titled “Role-Based Views”The dashboard content adapts based on your team role:
| Role | Dashboard Content |
|---|---|
| Physician / NP / PA | Full dashboard with schedule, messages, revenue, panel stats, and activity |
| Nurse / Medical Assistant | Schedule, messages, alerts, and activity (financial sections hidden) |
| Administrator / Practice Manager | Full dashboard with emphasis on financial data, panel stats, and activity |
| Billing Specialist | Billing-focused: revenue, payment alerts, membership stats |
| Receptionist | Schedule, check-in counts, messages, and alerts |
If your role does not include billing access, the revenue and panel sections are not displayed.
Related Pages
Section titled “Related Pages”- Practice Settings and Configuration
- Staff Roles and Permissions
- Manage Multiple Locations
- Reports and Analytics
- Data Export
Need Help?
Section titled “Need Help?”If you have questions about the dashboard, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.