SW Nebraska Dental Center partnered with Plan Forward to create a customized membership program that improved patient retention, attracted new patients, and generated more than $135,000 in annual recurring revenue.
Enrolled to the program
Generated through membership
Through improved preventive care engagement
Located in rural Nebraska, SW Nebraska Dental Center serves a patient population heavily impacted by limited insurance coverage, long travel distances for care, and restrictive reimbursement models. Dr. Kaitlin Haag wanted a better way to help uninsured and underinsured patients continue accessing quality care while also creating a more sustainable growth model for the practice.
By partnering with Plan Forward, the practice implemented a customized membership program that improved patient access, simplified administration, and created significant recurring revenue growth.
The Challenge
Many patients in the practice’s rural community either had limited private insurance coverage, had lost dental benefits after retirement, or relied on difficult-to-use state insurance plans with extremely low reimbursement rates.
At the same time, the practice’s original manually managed membership plan created significant administrative complexity and lacked the operational structure needed to support long-term growth.
After trying multiple membership providers, the team still needed a more flexible and scalable solution that could better support both patient affordability and practice growth.
“The membership plan is a solution to an insurance problem, not an income problem.”
– Dr. Kaitlin Haag
The Solution
Customized membership plans
Plan Forward helped the practice create membership options tailored to the specific needs of its patient population and rural market.
Automated membership management
The platform streamlined renewals, enrollment, billing, and patient communication, reducing administrative burden for the team.
Improved patient communication tools
Customized marketing flyers and educational materials helped patients clearly understand the value and savings associated with membership.
Support for long-term practice growth
Membership created a more scalable and sustainable patient retention strategy while helping attract new uninsured and underinsured patients.
The Results
By partnering with Plan Forward, SW Nebraska Dental Center transformed membership into a powerful patient retention and recurring revenue tool that supported both practice growth and long-term oral health outcomes.
Strong membership growth
The practice enrolled more than 400 membership patients through the program.
Significant recurring revenue generation
Membership now generates more than $135,000 in annual recurring revenue.
Improved preventive care consistency
Membership patients return more consistently for preventive visits and are more likely to move forward with treatment.
Increased patient acquisition and retention
The membership program attracts new patients seeking affordable care while helping existing patients remain loyal to the practice.