From analytics
to action.

Your practice already has the patient data. Now put it to work. Identify uninsured patients, reach them at the right moment, and turn more of them into loyal, long-term members.

Two specialized platforms. One smarter way to grow membership.

MEMBERSHIP OPPORTUNITIES

Turn insight into action.
01

Uninsured patient identified

Opportunity surfaced from practice data.

IDENTIFY
02

Membership information shared

Timely, relevant patient outreach.

ENGAGE
03

Patient enrolls in membership

Simple enrollment and plan management.

CONVERT

And then measure what matters.

Membership growth · Renewals · Patient retention · Practice revenue

The opportunity

Great patient data should lead
to more than another report.

Most practices have uninsured patients who could benefit from membership.
The challenge is knowing who they are, reaching them, and making it easy to join.

01 / FIND
Who should we reach?
Spot uninsured patients, overdue hygiene patients, and other membership opportunities in your existing data.
02 / ACT
How do we reach them?
Use targeted patient communication to explain the value of membership before and during the visit.
03 / GROW
What is actually working?
Understand enrollment, renewals, retention, and the contribution membership makes to your practice.

The membership growth engine

One connected journey.
From opportunity to outcome.

Practice by Numbers helps practices recognize and engage the right patients.
Plan Forward makes membership easy to offer, enroll in, and manage.

1
Identify

Find uninsured patients and other prospects using practice data.

PbN Intelligence
2
Engage
Introduce the right membership message at the right time.
PbN Outreach
3
Convert
Make joining straightforward for patients and practice teams.
Plan Forward Enrollment
4
Retain

Find uninsured patients and other prospects using practice data.

Plan Forward Management
5
Measure
See what membership contributes and refine your approach.
Combined Insights

Practice by Numbers
brings the intelligence.

Practice analytics, prospect identification, patient communication, and workflows that help your team act on opportunities.

Plan Forward
makes membership work.

Plan design, enrollment, billing, renewals, and membership reporting—all built around a sustainable in-house program.

Beyond enrollment

More members is the start.
Better practice performance is the goal.

The partnership is designed to connect membership activity with the outcomes that matter to your practice.

More predictable revenue

Build recurring membership revenue and gain visibility into growth and renewals.

Stronger patient relationships

Give uninsured patients a clear reason to return for preventive care and stay connected to your practice.

Smarter decisions

See which outreach and enrollment efforts are producing results, and where to focus next.

Stop asking only, “How many members do we have?”
Start asking, “How many more patients could we help and what would that mean for our practice?”

Built for your team

Useful insights. Practical workflows.

Empowerment Icon
For owners and DSO leaders

Understand membership adoption, retention, and revenue contribution across one practice or many.

Member Service Tracking icon
For office managers and front desk teams

Know whom to approach, explain membership confidently, and spend less time managing routine billing and renewals.

Let's talk

See what membership growth could look like in your practice.

Book a 30-minute conversation with Plan Forward to explore how the partnership could help you identify opportunities, convert patients, and measure the results.

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Have a question?

Not ready to book a demo?

Tell us a little about your practice and we’ll be in touch.

Good to know

Frequently asked questions

What is an in-house dental membership plan?

A program offered directly by a dental practice, typically for uninsured patients, with defined preventive services and other member benefits. It is not dental insurance.

No. They are independent companies working together. Plan Forward specializes in membership programs; Practice by Numbers provides practice analytics and patient engagement tools.

No. You can book a conversation whether or not you are already a Practice by Numbers customer.

Any integration or data exchange is subject to the practice’s authorization, applicable agreements, and available product capabilities. We can discuss your practice’s specific workflow during a demo.

© 2026 Plan Forward + Practice by Numbers