Don’t just look ahead.

Plan Forward.

Discover the dental membership plan partner that empowers your entire office. Created by a team in your shoes.

Membership success,
not just membership software.
Not just plans, we deliver
measurable impact on revenue, retention, and growth.

Our analytics dashboard shows your results, compared with uninsured patients
Grow production, even after offering plan discounts
higher net production on average
2 x
Grow visits, for both hygiene and restorative care
more visits per year on average
0 x
Reactivate dormant patients, convert treatment presented & attract new patients
growth in patient base on average
5 %

Here’s how it works.

With Plan Forward, it’s simple to empower your team and make your great practice even better.

The Plan Forward Difference.

Built by experts in dental practice operations, Plan Forward is the pioneering dental membership plan platform that is obsessed with your success.
Read/Write Integrations that actually work

Seamlessly connect with all leading practice management systems to eliminate double entry, reduce front office friction, and keep your data perfectly in sync.

Fully customizable plans without the complexity

Design plans your way. Adjust pricing by practice, region or state. 100% custom plans without rigid templates or limitations.

Automation that runs membership for you

From billing and renewals to patient reminders and patient marketing, it’s all automated so your team can focus on care, not admin.

Compliance built in, not bolted on

Stay aligned with evolving state regulations and industry requirements without the guesswork so your plans are always safe to scale.

Support you don’t have to chase

Get real guidance from people who understand dental operations, paired with data-driven insights that help you grow smarter not just faster

You don’t just need a plan.

You need a partner.

Plan Forward’s practice care helps you hone your patient care.

"Great team and great product!!!"
Myles McAllister
Chief Operations Officer at SGA Dental Partners
“The onboarding with Plan Forward was world-class. Something I saw in the dental industry was that vendors often underestimate the complexity of onboarding. Not with Plan Forward. They overdelivered from start to finish: communication, organization, content, clarity, and even development when needed.”
Thomas Merritt
VP RCM at Tend Dental
“I don’t leave any stone unturned; I looked at many vendors. Plan Forward is very attentive to us and we need that to grow membership.”
Bob Schwartz
COO at Squire Dental Management

All the bells and whistles.

None of the nickel-and-diming.

Our inclusive and transparent pricing means that when you sign up, you get the features that matter to you.

White-label marketing support

Automated member handling

White glove customer support

Easy and secure patient enrollment

Here are
some questions we hear a lot.

You certainly can. You can also manage your schedule on paper, but do you want to? Membership software simplifies the complexity of multiple plans at different prices by location, with monthly and/or annual billing. Software automates all those pesky tasks – payment processing, patient notifications and plan renewals.

Our software is the most sophisticated membership platform on the market, specifically designed to handle multiple regions/groups/locations that allows for different user permissions, plan variations, and plan pricing. We can track production by provider so you can still pay your hygienists commission based on production. And our analytics dashboard with KPIs lets you track plan performance by location or region. Dental is in our DNA. No matter the structure of your group, we partner with you to ensure success.

Our platform auto-renews plans and gives patients a heads-up 30 and 60 days prior to the renewal, as required. This means no lapse period between when a plan ends and the patient revisits.

We track services used to ensure that you never give away free services. And software gives you flexibility to offer as many plans as you like (Adult, Child, Perio, Senior) and take payment annually or monthly, which makes plans more accessible for more patients.

Most likely, yes. We integrate (read & write) with all leading PMS platforms, including Dentrix, Eaglesoft, Open Dental, Ascend, and Denticon so your workflows stay seamless and your data stays in sync.

Yes!

Practices using membership plans typically see patients who are more loyal, more consistent with care, and generate on average 2-3x the production of uninsured patients.

If you’re thinking of dropping out-of-network, or would like to grow your active patients, then membership is an ideal way to attract new patients & reactivate dormant patients.

Because it drives better outcomes for both you and your patients.

Membership patients are more likely to accept treatment, return consistently, and ultimately generate significantly more production. At the same time, they get predictable costs and a better experience, no surprises at checkout.

It’s not just a discount, it’s a smarter model for growth and patient loyalty.

So many reasons! But for starters, we’re built by people who’ve actually worked in dental practices.

That means we understand the day-to-day realities – complex workflows, disconnected systems, and the pressure to deliver great patient care while running a business.

We’ve designed everything around making your life easier and your program more successful with the support and expertise to back it up.

Need another answer?

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