It’s time your
membership plan got
a performance review.
If your plan isn’t living up to expectations, don’t give up yet. Take our free membership assessment to see where you’re falling short — and where we can help.
Let’s take a look
at the options.
Plan Forward has more flexibility, more support, and more features for practices that want more out of their membership plans.
| Plan Forward | Competitors | Self-managed | |
|---|---|---|---|
| Automated Workflows | Automatically track service usage, automate price adjustments, renewals and patient notifications | Cannot track service usage — how will you know whether your patient is eligible for plan services? | Sure....if you want to check your PMS |
| Fully Customizable Plans by Location | 100% flexibility — each location chooses their own plans and pricing | Bring out the cookie cutter | Hard to manage |
| State-Specific Compliance | State-by-state compliance doesn't get any better — our legal team reviews the regs regularly | Sometimes | What compliance? |
| Intuitive, Compliant SaaS Software Platform | Easy to use and assign permissions to each user | Limited | No |
| White-Labelled | Included — they’re your customers, not ours! | If you pay up | Yes |
| PMS Integrations | 20+* | Limited | That sounds complicated |
| Member Service Tracking | You bet — view patient eligibility and utilization of included services, and track usage of out-of-plan services to see patient loyalty at work | Check member service eligibility in the PMS | Check member service eligibility in the PMS |
| Advanced Reporting & Analytics | Yes, track production per provider, member show rate, treatment acceptance and other metrics* | Limited | Usually no |
| Created By | An experienced dental management team | A tech entrepreneur | A dentist, in-between appointments |
* included with Plan Forward Advanced
If you’re thinking about switching, you might be wondering…
How does Plan Forward charge?
We offer two versions of our software: Essential (unintegrated) and Advanced (with PMS integration). We typically charge per member per month. We offer custom enterprise pricing and alternative options for practices with existing membership plans.
How will Plan Forward determine my plan pricing?
We start you off on the right foot by doing a thorough pricing analysis where, based on your standard fees and practice growth goals, we will recommend a set of plans, bundled services, and pricing. These are your plans, and you get the final decision, but we’ll bring our experience and know-how to set you up for success.
Are your plans flexible to adjust to my patients’ needs?
Yes! That’s the whole idea: create plans with services and pricing that will appeal to your different patient groups. Child plans with fluoride, adult plans with whitening, senior plans with denture cleaning – the customization is completely up to you.
How is Plan Forward invested in my success?
We are always aligned. We grow when you grow. Our customer success team is top-notch, and typically responds within 1-2 hours. We check in regularly and proactively look for opportunities to support you, like training new team members.
Does Plan Forward play nice with my other tools and software?
Absolutely. We integrate to 20+ PMS systems, and we love to collaborate with your other vendors like patient financing, patient engagement, and your webmaster. We are on a mission to help you maximize all of your tools.
How does Plan Forward make it easy to switch platforms?
We’ve built a step-by-step process to streamline the transition from an in-house plan or from another software vendor. We have a lot of experience and it’s not as disruptive as you might expect.
Need another answer?
