Every Great Story Has a Beginning. Here’s Ours.

Like a lot of software companies, Plan Forward comes from humble beginnings. Ours happens to be a dental practice in Indiana. It was 2014, and healthcare had changed drastically. Many patients did not have dental benefits provided through an employer. Retired patients were frustrated by their options and the lack of benefits. Both groups were […]
GET THE FACTS: Dental Membership Plans

Co-founder and co-CEO of Plan Forward, Megan Lohman, answers some of the most common questions about Dental Membership Plans. She gets into the good stuff; revenue, retention and achieving your goals, READ ON! How can a dental membership plan impact revenue, treatment plans and acceptance? “When we launched the membership plan in our practice, we […]
5 Ways to Effectively Grow a Profitable Dental Membership Program

Now that you’ve made the decision to implement a membership program into your dental practice it’s time to start adding patients. Cool, great, no problem…… how the heck do you do that? Don’t worry, your partner is here to help! Here are 5 ways to effectively grow your dental membership plan. 1. Staff Incentives Your […]
Financial Coordinators: 3 Reasons Why I Implemented a Dental Membership Plan

Financial coordinators, office admins, office managers, front desk associates… there is never a shortage of things to do in a dental office. At least that was my experience when I worked in a dental practice! At the end of most days, I still had things on my list that I couldn’t get to. I would […]
Dentists offering membership plans for the uninsured

For about $300 to $400 a year, patients receive certain preventive services at no charge and other procedures at a discount. Sept. 16, 2021, 3:15 PM EDT / Source: Kaiser Health News By Phil Galewitz, Kaiser Health News. Originally shared on NBC News. Nevada dentist David White has seen diseased and rotted teeth in the mouths of patients who […]
How Can I Increase Patient Retention?

How Can I Increase Patient Retention? Be honest, you’ve asked yourself this question at least a hundred times. And let’s be really honest, in 2020 you probably asked yourself that ten thousand times. You’re not alone! Many dentists are struggling with how to retain their patients through life events like losing a job. Last year, […]
How to Properly Check Eligibility for Membership Patients and Stop Giving Away Free Services

To run an optimal, efficient front office means having the same process for all your patients, regardless of their insurance status. Things get messy when you create exceptions to the rule and expect everyone on the team to remember all the exceptions. How many times is your dental assistant filling in at the front desk […]
Common Questions (and Easy Answers) Your Patients Have About Dental Membership Plans

We get it. Day in and day out you are bombarded with insurance and membership questions from your patients. You’re expected to have an easy answer right on the tip of your tongue at all times. And sometimes you just can’t come up with the right answer, right away. No problem. We’ve pulled together some […]
Are you a Membership Plan Resistor, Attemptor, or Trailblazer?

One of the most common responses I hear from dentists and office managers is “we already have an in-house membership plan in place, but thanks for reaching out.” My immediate thought is “how much of an impact is it creating for your BUSINESS?” Most providers think having a plan checks the “membership” box, and they move […]