Meet the team behind the

Plan Forward Solution

We understand the unique challenges you face in managing memberships, treatment plans, and patient communication.

Our combined decades of experience in the dental industry have fueled our passion to create a platform that not only streamlines your administrative tasks but also enhances the patient experience. We empathize with your struggles, and have poured our expertise into crafting a solution that truly understands and addresses the needs of modern dental practices.

What does this mean?

We are dental experts who have developed a platform that puts you in control with cutting-edge software for dental offices specifically designed to be a comprehensive dental membership plan solution.

Now you can work smarter with practice technology that connects into one communication and management platform for seamless patient care.

How can the Plan Forward Membership Solution help you run a more efficient, successful and client-focused practice?

It’s simple. The Plan Forward Solution empowers dental teams to operate a more efficient and patient-centric practice. It leverages automation, customization, accurate patient communication, transparency, and unparalleled customer service to ensure dentists can focus on what matters most: delivering only the best oral care in the digital age.

Tap into the power of advanced practice software with tools that help you run your business as well as your practice.

Because for us,
it’s personal.

With Plan Forward, you not only choose all-encompassing software, you also choose a partnership with a team of experienced dental operators that think about growing membership all day, everyday. Leverage our proactive approach to defining your business goals and achieving them with our support. Our goal is to be an extension of your team.

Meet our team
of dental insiders.

Megan Lohman

Founder & Co-CEO
Former Practice Financial Coordinator

Jane Levy

Co-Founder and Co-CEO
Former Chief Growth Officer, Jarvis Analytics
Advisor, Henry Schein Global Innovation Center

Janelle Storck

Customer Success Manager
Registered Dental Hygienist