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Purchase our complete DPC Manual, full chapters, specific chapters, or individual files.

Purchase the Complete Manual

The complete manual contains chapters on Compliance, Intra Office Workflow, Physicians Workflow, Templates and Advertising your practice. Each chapter is filled with all the subchapters and individual files for each subchapter you’ll need to run a direct primary care office.

Purchase Individual Chapters

The Compliance chapter, alone, has sub-chapters for CDC, CLIA, Employee, HIPAA and OSHA and all the requirements associated with each section.

Purchase Individual Files

Many of the chapters contain files that can be purchased individually. Other chapters have the files available to purchase in bulk. If the individual file has a link, you will be able to purchase it separately.

To see the entire DPC Core Manual’s Table of Contents, click the button below.

To view the entire Table of Contents click the button below.


Compliance can be one of the most tedious and confusing of topics in medicine.  This chapter will cover CDC, CLIA (ii), Employee (iii), HIPAA (iv), and OSHA (v) Policies and Procedures. These documents may be modified for the needs of any DPC office.

Direct Primary Care operates under the same Federal and State Requirements as do traditional medical offices. It is in a DPC office’s best interest to do their best to remain in compliance should an inspection occur.  Having some office policies and procedures with appropriately documented training would only be in the office’s and patient’s best interests.

More information is available about Compliance Policies and Procedures with purchase of The Manual.

Compliance | CDC

Compliance | CDC Introduction

The CDC section of the Compliance Chapter provides examples of this office’s policies and procedures for vaccine usage and administration. The CDC policies instituted by a Direct Primary Care office will be specific to that office and in accordance with federal and state regulations.

The CDC’s job is to provide recommendations to prevent the spread of disease and therefore guides vaccine policy.

More information is available about CDC Policies and Procedures with purchase of The Manual.

Compliance | CLIA

Compliance | CLIA Introduction

The Centers for Medicare & Medicaid Services (CMS) regulates all laboratory testing (except research) performed on humans in the U.S. through the Clinical Laboratory Improvement Amendments (CLIA). This section of the Compliance Chapter provides references and an example of CLIA policy for this office.

More information is available about CLIA Policies and Procedures with purchase of The Manual.

Compliance | Employee

Compliance | Employee Policies and Procedures

This section of the Compliance Chapter contains employee policies, procedures and other forms/documents that meet the needs of this office and employee law in the state of Pennsylvania. The Employee Offer Letter, Employee Handbook Table of Contents, Employee Handbook, and Non-Solicitation, Non-Disclosure, and Confidentiality Agreement were obtained through private contracting with an employment attorney. 

What are the differences between an Employee Contract and an Employee Agreement? 

More information is available about Employee Policies and Procedures with purchase of The Manual.

Compliance | OSHA

Compliance | OSHA

The documents in this section of the Compliance Chapter provide guidance so a DPC office can establish compliance with Federal OSHA regulations and have a policy and procedure manual in place to protect employees and should there be an audit.  This practice obtained this OSHA manual through private contracting and consultation.  Pennsylvania is NOT a “State Plan State” (see below) therefore, the policies in this chapter follow federal OSHA requirements.  

Each office’s OSHA policies will be unique to the needs of that particular practice. 

More information is available about OSHA Policies and Procedures with purchase of The Manual.

Compliance | HIPAA

Compliance | HIPAA

Although a Direct Primary Care Office is not transmitting Protected Health Information for billing purposes, it can be considered prudent to institute HIPAA Privacy and Security Policies to protect the PHI of the practice’s patients and to protect the DPC office from any federal violations.  Provided in this section of the Compliance Chapter are HIPAA documents covering Privacy Policies (1.), Security Policies (2.), Forms (3.), Training (4.) and Risk Assessment (5.).  This is the HIPAA Manual in its entirety used for this practice, obtained through private contracting and consultation with Susan Lee, Director-Quality and Regulatory Compliance, Good Shepherd Rehabilitation Network and Hospital, A CARF Accredited Provider.  Ms. Lee performs annual HIPAA audits with this practice to ensure ongoing compliance and inform this practice of any updates or changes. 

The HIPAA Manual provides all the standard policies and procedures with a few exceptions relating to the uniqueness of DPC.  These are explained upon purchase of the manual.  

Intra Office Workflow

Intra-Office Workflow

The policies and procedures in this section customized to any workflow and serve as a place to begin for the design of any intra-office system(s). These templates are very helpful in getting that process started while paying attention to Best Practices.

More information is available about Intra-Office Workflow Policies and Procedures with purchase of The Manual.

Physician Workflow

Physician Workflow

This chapter is designed around the needs of this office while following Best Practices. The policies included may be used as a template for ideas or as a general guide to customize the work flow in your office.

More information is available about Physician Workflow Policies and Procedures with purchase of The Manual.



This chapter contains examples of a variety of different forms of correspondence between the DPC office and their members/patients.These email, text macro templates can be modified for any office, your patients and follows Best Practices.

More information is available about Templates with purchase of The Manual.

Advertising Examples


The documents listed in this chapter can provide ideas, examples for marketing a DPC practice.  Direct Primary Care practices across the country are creatively marketing in many great ways. These advertising examples may spark some ideas, may be used in their original or edited form but will hopefully help with creativity with marketing DPC.

More information is available about Advertising with purchase of The Manual.

This Manual will Save You Hours of Work. Take Advantage of this Time Saving Resource.


CDC:  Why spend time searching VIS’s, protocol for storage and monitoring of vaccines while in the refrigerator?  Which thermometer should I use, how to I track temps for safe vaccine storage?  It’s all here.

CLIA:  What is a waived test?  You could spend hours on the phone with your state agency and then have to write a policy….

Employee:  What is the difference between a contract and agreement when hiring? Employee Agreements do not require annual renewal like a contract; a template for that is provided here.  Contracts do, and they cost $$ to get.

HIPAA: Unfortunately, we do have to pay attention to HIPAA.  Dennis Hursh, a healthcare attorney, modified some of the policies to apply to cloud-based EHR which most DPC offices are using.  This takes some of the burden off the DPC office in some areas, but we do need to self-audit.

OSHA: This is also a necessary area of compliance.  OSHA training can be obtained through other services but the other means of doing OSHA training quite often do not include the necessary forms required to make a binder of policies and procedures, or report an incident.  Those needs are covered here.

Intra-Office Workflow and Physician Workflow:

Well-organized internal systems help efficiency for the entire office. The Intra-Office and Physician Workflow policies and procedures have been reviewed and approved by Dennis Hursh who provided his professional guidance in the development of this manual.

Templates and Advertising:

Templates provides examples for different aspects of patient communication.  Some of these have already been shared on DPC Facebook groups so this chapter is included free with any chapter purchase and is priced appropriately so as not to break anyone’s bank!  Advertising is a compilation of various content for social media, town halls, patient information, and other informational material.  A good portion of the advertising content was created in conjunction with a marketing/social media consultant.  Using content from either of these chapters can save hours of valuable time and may spark some new ideas to make it easier to develop new template and advertising ideas.

How our DPC Core Manual Will Benefit You and Your Patients

  • More time for your patients

  • Remove the Insurance Companies from Your Office

  • Reduce the admin work

  • Simplify workflow

A physician who enters into the DPC model can find a lot of “admin” work falling into their lap, especially in the beginning when she/he might find that time could be better utilized in building a DPC practice and establishing great care with their patient-members.  Once the insurance companies are removed from a DPC office, the internal work-flows change (in a great way because the practice is now YOURS) and sometimes it can take time to establish internal systems.  But once a practice is up and running, well-structured systems only add to this wonderful medical model called Direct Primary Care!

A Final Note:

The documents in this manual provide links to augment the content of the docs themselves that can help answer additional questions and provide more information to supplement what is here.


Who to Contact When You Need Support


Fax: 610-530-4495


Kimberly Legg Corba, D.O.
Owner/Board Certified Family Physician
Green Hills Direct Family Care

Technical Support