Founded by a financial coordinator and a dentist.
We know because we’ve been there.
We started in a dental office in Indianapolis. Megan Lohman (then financial coordinator, now Plan Forward CEO) and Dr. Jason Flannagan wanted to provide uninsured patients an affordable option for dental care. They created a dental membership plan for both hygiene and perio patients that was easy to understand and enabled them to continue receiving top quality care.
The results were unlike anything they could have imagined. The uninsured patients were grateful for a simple and convenient option—they joined without hesitation. Even insured patients opted out of their confusing traditional insurance plans. In addition, membership patients began accepting recommended treatment at a much higher rate and the monthly revenue was increasing.
After running their plan manually for years, Megan and Dr. Flannagan knew there was a better way. They also knew other dentists could benefit from a similar solution. The strategy was simple: first, create an easy to use platform to manage the plan, then introduce the idea to other dentists in the area and finally, help more patients receive the care they need.
And just like that…Plan Forward went from a in-office plan, to a turnkey solution helping thousands of patients and dentists across America.