Plan Forward - Membership Plans Done Right

Cash flow for your dental practice, better health for your patients.

We partner with our clients to make sure they’re set up for long-term ROI. Our industry expertise and proven track record will make sure you get what’s right, and make it easy.

Profitable Plans

If your plan isn’t profitable, it’s not sustainable. We leverage our experience to find the right price point for you.

Read how we helped one client achieve a 3x increase in patient spend

Personalized Service

Your dedicated Client Success Manager will ensure you have everything you need for your patients and your staff.

Streamlined Accounting

The back-end accounting is so simple and streamlined, you can feel confident you’re seeing the whole picture behind your plan.

Reduced Risk

Our deep understanding of dental practices means we help structure plans right from the start, creating the perfect foundation to grow.

Learn more about customizable dental plans on our solution page

True White-labeling

Others say it, we mean it. Your marketing materials and enrollment page will only have your branding on them, not ours.

Best User Experience

Our solution is built from real practice experience. It’s simple and intuitive, helping your team feel confident and successful.

Schedule a demo to see the product for yourself

What Plan Forward can do for your practice

We’re proud to have helped our clients get results. Hear from Dr. Jason Flannagan on what a membership plan could do for you.

Schedule a 10 Minute Call

3x increase in per patient revenue

In 2019, Dr. Flannagan’s uninsured patients spent an average of $172 per patient, while his membership patients spent an average of $515 per patient.

Calculate my ROI potential

3x increase in membership plan participation in 6 months

Another client had offered a membership plan for 4 years with only 20 members. Plan Forward helped revise the pricing and plan structure, redesigned marketing materials, and retrained the team, resulting in a 3x increase in their membership plan enrollment.

Take control and gain independence.

Treat your patients without interference. Eliminate insurance and run your office the way you want to, with a customized dental membership plan that fits your practice.

Learn more about the Plan Forward solution

Insurance plan reimbursement rates are declining while administration overhead needed to manage the insurance plans is increasing. We wanted to develop a program that would benefit our patients and help us dilute the dominance of dental insurance plans on our business. After the first successful year I can confidently say our plan worked and Plan Forward was instrumental in helping us achieve our objectives.

Scott Hicks, Business Manager

Grow life-long patient relationships.

Give patients the treatment they need, and keep them coming back to you with the best care and straightforward pricing.

Read about how dental membership plans can help retain customers

We chose to go with Plan Forward because it was a simple program for not only us, but for our patients as well. The dashboard is extremely user-friendly and easy to navigate quickly, which being in admin is a HUGE plus!”

Allison D. Tindell, Office Administrator

Secure your future.

What could you do with recurring revenue? Increase your practice valuation, pay your mortgage and utilities, take a vacation, the sky’s the limit. We’ll help get you there.

Calculate the ROI potential a membership plan could have for your practice

Plan Forward makes setting up a dental membership plan so darn easy. Our plan was custom tailored to the fees that we charge and for the patients we are trying to target… Besides the steady income generated each month, we noticed an uptick of treatment acceptance by those patients who want to get the most “value” from their membership.

Kristen Donohue, DMD

Created by people who’ve been in your shoes.

In 2013 I was a financial coordinator for a dental office. Patients started asking us which insurance plan to buy. We knew the best answer was don’t waste your money. Patients needed a better option, an alternative to traditional insurance. That’s when Plan Forward was born.

Megan Lohman, Founder & CEO of Plan Forward

Read more about our team

ROI CALCULATOR

Calculate your ROI potential with Plan Forward.

Enter numbers from your practice over the last 24 months:

Number of uninsured patients seen
Average cost per appointment
Number of completed cleanings

Love for Plan Forward

Our patients love that we are able to offer a monthly and yearly membership option! Plan Forward is easy to use. If I have a question, they are great about making sure I have an answer that day. Plan Forward provides all marketing materials and works with you to customize it.

Melissa Jarrell, D.D.S.

If you’re thinking about implementing an in house plan you cannot go wrong with Plan Forward. From start to finish they were there every step. Helping select what to offer, how offer it, and the cost. I cannot say enough great things about Plan Forward.

Pamela Hardebeck, Administrator

The platform makes it easy for our office to manage memberships, including monthly billing options. In an effort to become a more membership-based office, Plan Forward allows us to better market to employers. It is an extremely valuable tool for our practice!

Shari Blair, Financial Coordinator

I searched for a long time to find the right company to help us manage our in-office membership plan. Plan Forward has been great to work with every step of the way! I highly recommend them if you’re looking to create a membership plan at your practice.

Steve Cook, D.D.S.