Practice Settings and Configuration

Practice settings control the foundational details of your DPC Pro account, from your practice name and timezone to booking behavior and feature toggles.

DPC Pro organizes settings at two levels: organization settings that apply across your entire account, and practice settings that apply to a specific practice (business entity) within the organization. If you operate a single practice, these overlap. If you manage multiple practices under one organization, each practice has its own configuration.

Changes to organization settings affect all practices. Changes to practice settings affect only that practice. Most settings take effect immediately.

Organization Settings

Organization settings define the top-level identity and behavior of your DPC Pro account. To edit organization settings:

Navigate to Settings → Organization Settings.
Update the fields you want to change.
Select Save.

Organization Profile

Field	Description
Name	Your organization’s display name, shown in the header and on patient-facing pages
Slug	The subdomain for your DPC Pro account (for example, `yourpractice` in `yourpractice.dpcpro.com`)
Custom Domain	An optional custom domain (for example, `portal.yourpractice.com`). Leave blank to use the default subdomain.
Timezone	The primary timezone used for scheduling and visit times across your organization
Default Booking Mode	How new appointment slots behave (see below)

Booking Mode

DPC Pro supports two booking modes:

Self-Schedule: patients book visits directly from available slots without staff approval
Request & Approval: patients request a time slot and a staff member approves or reschedules the booking

The default booking mode applies to new appointment slots. You can override the mode on individual schedule templates.

Practice Profile

Each practice within your organization has its own business identity. To edit practice settings:

Navigate to Settings → Practice Settings (or select a practice from the organization dashboard).
Update the fields.
Select Save.

Field	Description
Legal Name	The official legal name of the business entity
DBA Name	“Doing business as” name. If set, this is used as the display name throughout DPC Pro.
Tax ID	Your EIN or tax identification number, used for billing and HIPAA compliance records

Branding and Customization

Organization-level branding settings control how your practice appears to patients and on your public website.

To update branding:

Navigate to Settings → Organization Settings.
Scroll to the branding section.
Update any of the following:

Field	Description
Logo	Your practice logo, displayed in the sidebar, patient portal, and public website
Primary Color	The main brand color used for buttons, links, and accents (default: `#2563eb`)
Accent Color	A secondary color used for highlights and status indicators (default: `#16a34a`)
Tagline	A short phrase displayed on your public website
About Us	A longer description of your practice for the public website
Phone	Your public-facing phone number
Public Email	Your public-facing email address

Select Save.

Business Hours

Business hours are configured at the location level, not at the practice or organization level. Each location has its own operating schedule.

To set business hours for a location:

Navigate to Settings → Location Settings (or select a location from the practice detail page).
Set the opening and closing times for each day of the week.
Select Save.

Hours are stored in the format 09:00 to 17:00 for each day. Leave a day blank to indicate that the location is closed on that day.

For details on managing multiple locations and their hours, see Manage Multiple Locations.

Notification Defaults

Currently, notification preferences are set individually for each team member through their staff profile. Each person can configure which notifications they receive and through which channels (in-app alerts and email). For more on how DPC Pro delivers notifications, see SMS and email notifications.

To update your own notification preferences:

Select your name in the bottom-left corner of the sidebar.
Navigate to your profile settings.
Adjust your notification preferences.
Select Save.

Feature Toggles

DPC Pro includes several feature modules that can be turned on or off for your entire organization. Disabling a feature hides it from the sidebar and prevents access for all team members.

To manage feature toggles:

Navigate to Settings → App Settings.
Toggle each feature on or off.
Select Save.

Available Feature Toggles

Feature	What It Controls
Clinical Notes	SOAP notes, clinical documentation, and charting
Schedule	Appointment booking, calendar, waitlist, and scheduling templates (see provider calendars)
Documents	Document templates, patient document assignments, and e-signatures
Messaging	Patient conversations, team messaging, and broadcast messages
Billing	Membership plans, invoices, payments, and financial reports
AI Assistant	AI-powered features throughout the application

Stripe Payment Settings

Each practice connects to Stripe for payment processing. Stripe settings are managed per-practice.

To view or update your Stripe connection:

Navigate to Settings → Stripe Settings for the practice.
The page shows your current Stripe connection status:
- Connected: charges and payouts are enabled
- Onboarding: Stripe account setup is in progress
- Pending: Stripe account has not been set up yet

If your Stripe account is not yet connected, select Connect with Stripe to begin the onboarding process. You will be redirected to Stripe to complete identity verification and banking setup.

For details on billing configuration, see Setting Up Billing.

Need Help?

If you need help with practice settings, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.