I just have one office. Does a dental membership plan make sense?

Only you can decide that. Based on our data, membership patients generate 3x the production compared to uninsured patients and are the most compliant, loyal patients you’ll have the opportunity to serve. If uninsured patients are calling to ask which insurance to buy, or to check on the cost of a cleaning, this is a golden opportunity to grow your membership. Our benchmark is 70% of patients offered a plan accept.

Why would I give my uninsured patients a discount?

If for no other reason, it’s because data shows that when you convert an uninsured patient to a membership patient, they will generate 3x the production. If you’re not all about the money, many people do it as a service to their patients and their community. Membership plans give patients peace of mind that when they come in for a cleaning, they won’t have sticker shock at checkout. (And one other thing, they accept x-rays without hassle because they’re usually included!)

What makes Plan Forward so special?

Dental is in our DNA. We’re all dental people. The entire fabric of our company has been woven together from decades of experience working in dental practices helping patients get the care they need. We understand your complex workflows and fragmented solutions. We’ve been there. But most importantly because we care about your success and your experience working with us.

Don’t just look ahead.

Plan Forward.

Q: Do you integrate with my Practice Management System?

There’s a good chance we do! We have integration to over 20 PMS systems including Dentrix, Eaglesoft, Open Dental, Ascend, and Denticon.

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

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.

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Here’s How It Works.

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

Not just software.

Membership Success.

We deliver measurable impact on revenue, retention, and growth, not just membership plans. 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 %

None of the nickel-and-diming.

All the Bells and Whistles.

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

Smart automation
built right in

Never bill, renew, or remind manually — Plan Forward takes care of key member interactions automatically.

Customizable
on every level

Get every detail perfect, and tweak pricing, packaging, and plan details anytime you want, for as many locations as you need.

Integrations
like no other

Only Plan Forward integrates directly with all major PMS environments to maximize your front office efficiency.

Compliant
wherever you practice

Adhering to regulatory requirements should never be an afterthought. We make sure you’re always in the clear.

Guidance & insights

Real, human support at every turn and powerful AI-powered analytics give you a clear roadmap to making the most of your plan.

Here are some

Questions We Hear a Lot.

Can’t we administer a dental membership plan ourselves?

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.

I have multiple offices. Will Plan Forward be the right choice for me?

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.

I already have an inhouse membership plan. Why do I need software?

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.

Do you integrate with my Practice Management System?

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.

I just have one office. Does a membership plan still make sense?

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.

Why offer discounts to uninsured 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.

What makes Plan Forward different?

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.

Have any other questions?

Read what our customers have to say about Plan Forward.

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

"Great team and great product!!!"

“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.”

“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.”

Don’t just look ahead.

Plan Forward.

The Plan Forward Difference.

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