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.

📚 Read our full story here.
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We believe the only way to do business is with full transparency. We do what we say and say what we mean, trust is everything to us.

The John Fornetti Center trusts us.


We strive to be the best version of ourselves. We know the value of hard work and take the motto, “work hard, play hard” to heart.


We got into business to help people, that doesn’t stop in the dental office. We dedicate our time and resources to those in need.

We make independence possible.

We believe that dentists know best and running a practice should be easier.
Our solution will free you to practice the way you were trained. The way your patients deserve to be treated, they way they need to be treated.
There’s enough standing in your way. We work harder so you can work smarter.
Software should save you time and money.
We love being the engine that makes great practices even better. Together we can shape the future of dentistry and improve patient satisfaction at every clinic across America.
Let’s Plan Forward.