Built by Dental Insiders. Driven by Your Success.
We didn’t just build dental membership software. We lived the exact practice challenges you face every day, and we engineered a better way forward.
The bridge between better patient care & predictable practice growth.
At Plan Forward, we believe that high-quality dentistry shouldn’t be gated by complex, restrictive insurance. We also believe that dental teams shouldn’t have to drown in administrative busywork just to keep their schedules full.
We bridge that gap. By providing a sophisticated, all-in-one membership platform, we empower dental practices and DSOs to break free from traditional constraints. We help you design customizable, automated membership programs that convert uninsured patients into loyal, lifelong advocates, creating a predictable, recurring revenue stream that you control.
With Plan Forward, you’re not just buying a tool. You’re gaining a dedicated extension of your team.
Why dental practices partner with us:
We help you grow your business while making it easier to run. Plan Forward combines automation, flexible plan design, and clear patient communication to:
Ditch the Administrative Burden:
Stop wasting hours on manual billing, tracking, and renewals. Our full PMS read/write integration eliminates double-entry and automates the hassle.
Boost Case Acceptance:
Uninsured patients often delay treatment due to cost anxiety. We provide them with a clear, transparent path to care, allowing them to access both preventative & restorative care.
Build Predictable Revenue:
Turn the unpredictable ebbs and flows of self-pay patients into a reliable, monthly or annual recurring revenue model that stabilizes cash flow.
Scale Without the Compliance Headaches:
Whether you run a single-chair private practice or a multi-state DSO, our platform features built-in compliance to keep your plans legally sound as you grow.
Our story.
From the front desk to the cutting edge.
Plan Forward wasn’t born in a Silicon Valley boardroom. It was battle-tested and forged right inside a busy dental practice in Indianapolis.
Our founder, Megan Lohman, started her career as a Financial Coordinator. Day after day, she experienced the heartbreaking reality of uninsured patients walking away from necessary care, alongside the mounting administrative friction of managing in-house membership plans on spreadsheets.
Knowing there had to be a better way, Megan set out to solve the admin burden entirely. In 2021, she joined forces with co-founder Jane Levy, a dental industry innovator with roots at Henry Schein and Jarvis Analytics. Together, they combined deep operational practice expertise with world-class analytics and engineering.
Today, Plan Forward is the pioneering force behind high-performing dental membership plans across the country.
Guided by people who know your work day.
Megan Lohman
Megan started at the front desk, living the daily friction faced by patients and practice teams alike. Her passion for removing financial barriers for patients while optimizing practice health is the heartbeat of Plan Forward.
Jane Levy
Coming from a background at Henry Schein’s Global Innovation Center and Jarvis Analytics, Jane brings an analytical, data-driven approach to dental software. She is dedicated to scaling Plan Forward into the ultimate practice-growth engine.
Brittany Kearney
A former Office Manager who managed powerhouse DSOs like Smile Brands and Aspen Dental, Brittany is obsessed with what makes a practice tick. She leads our “white-glove” support team, ensuring your program achieves maximum adoption and ROI.
More than software.A growth partnership.
Most software companies hand over a login and disappear. We don’t. Because our DNA is in dental, we know that software is only as good as the team driving it.
When you join Plan Forward, you get always-on partnership:
White-Glove PMS Setup & Integration:
We do the heavy lifting to sync seamlessly with your practice management software.
Ongoing Team Training:
We train and empower your staff so they can confidently communicate plan value to patients.
Strategic Growth Collaboration:
We continuously analyze your KPIs, optimize your plan pricing, and actively help you scale.