FREE DPC TOOLKIT
Built for Direct Primary Care Practices That Want to Run Smarter, Not Harder
Inside this toolkit are the exact operational shortcuts, templates, and tools used by top-performing DPC clinics.
No fluff — just the systems that help you stay compliant, grow, and stay organized without hiring extra staff.
1️⃣ DPC HIPAA Compliance Starter Kit
A simple, step-by-step compliance bundle built specifically for small DPC practices. Includes required policies, templates, and a short training walkthrough so you can get compliant without hiring a lawyer or consultant.
2️⃣ DPC Fee-Schedule & ROI Calculator
A ready-to-use Google Sheet that lets you set your pricing, compare revenue models, and instantly calculate profit based on panel size and membership tiers. Perfect for optimizing pricing or proving ROI to a spouse, banker, or partner.
3️⃣ State-by-State Legal Map for DPC
4️⃣ 90-Day New-Patient Marketing Sprint Board
A Trello board that shows exactly what to do each week to grow your panel — without relying on luck, agencies, or spending thousands on ads. Includes copy, campaign structure, and recommended tools.
5️⃣ DPC SOP Library
Done-for-you Standard Operating Procedures covering intake, scheduling, member onboarding, cancellations, pharmacy workflows, reviews, and more. Copy, adapt, and hand to an MA — today.
6️⃣ Virtual Back-Office Vendor Comparison Matrix
An Airtable base comparing virtual assistants, billing support, medical answering services, and fulfillment partners — including pricing, response times, and recommendations for practices under 1,000 patients.
📌 Everything Here Is 100% Free
No Paywalls, No Pitch
We created these because DPC shouldn’t require a corporate support team just to operate smoothly.
Want More Than Just Tools?
For practices ready to go beyond downloads, MedOps Essentials offers a complete, done-for-you operational package. Instead of just having SOPs and spreadsheets, you get everything set up inside your practice.
Here’s what MedOps Essentials includes:
Full automation implementation of your core workflows
(onboarding, reminders, billing, follow-ups)
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