How SGA Dental Partners Increased Uninsured Patient Conversion from 43% to 65%

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SGA Dental Partners partnered with Plan Forward to standardize membership across more than 140 practices, helping improve uninsured patient conversion, operational visibility, and long-term patient value. Conversion Increase in uninsured patients call conversion from 43% to 65% 43 % Practices Standardized membership implementation 0 + Legacy Plans Consolidated Into one centralized platform + “This isn’t […]

How Mosaic Dental Collective Increased Patient Visits to 2.25x Per Year

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Mosaic Dental Collective partnered with Plan Forward to standardize membership across more than 60 practices, helping improve patient engagement, increase revenue predictability, and support long-term operational growth. Patient Visits Increased annual visits 0 x New Patients Acquired in 2025 0 K+ Practices Standardized Standardized membership implementation + “The experience with Plan Forward has been extremely […]

How SW Nebraska Dental Center Generated $135K+ in Annual Recurring Revenue

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SW Nebraska Dental Center partnered with Plan Forward to create a customized membership program that improved patient retention, attracted new patients, and generated more than $135,000 in annual recurring revenue. Membership Patients Enrolled to the program + Annual Recurring Revenue Generated through membership $ 0 K+ Increased Patient RetentionThrough improved preventive care engagement $ 0 […]

How Waterloo Family Dentistry Increased Treatment Acceptance Through Membership

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Waterloo Family Dentistry partnered with Plan Forward to create a membership program that improved patient retention, simplified administration, and helped patients move forward with ideal care more consistently. Higher Treatment AcceptanceThrough clearer patient value $ 0 K+ Increased Membership GrowthDriven by referrals and patient demand $ 0 K+ Reduced Administrative BurdenWith fewer insurance-related tasks $ […]

How Trinity Dental Built a Membership Program Around Long-Term Patient Relationships

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Trinity Dental partnered with Plan Forward to create a membership program that helped retain uninsured patients while supporting long-term practice sustainability. Patient-focused membership modelImproved long-term patient retention $ 0 K+ Customized plan structureBetter alignment with practice economics $ 0 K+ Smooth provider transitionSustainable recurring patient relationships $ 0 K+ “The transition to Plan Forward was […]

How Marigold Dental Generated $45K+ in Recurring Revenue

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Marigold Dental partnered with Plan Forward to create a membership program that helped reduce insurance dependence, increase recurring revenue, and strengthen long-term patient engagement. Active Members Within just over one year 0 Recurring Revenue Generated through Annual Plans $ 0 K+ Higher Net Production Compared to uninsured patients x “Membership gave us a clear alternative […]

How Lynnwood Dental Generated $10K+ in Additional Treatment Within Four Months

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Lynnwood Dental partnered with Plan Forward to improve treatment acceptance, simplify financial conversations, and grow membership adoption through a patient-focused approach. Patients Enrolled within the first four months Additional Treatment Generated through membership patients $ 0 K+ Potential Collections Within the first two weeks $ “If we have the amount they would spend today versus […]

How Wolf Family Dentistry Helped Retired Patients Continue Accessing Quality Dental Care

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Wolf Family Dentistry partnered with Plan Forward to help retired patients continue receiving quality dental care after losing insurance while simplifying membership management for the practice. Members Enrolled In the early stages of the program 0 + Strong Retiree AdoptionHelping patients continue care after retirement $ 0 K+ Reduced Administrative BurdenThrough automated membership management $ […]

How Family and Cosmetic Dentistry of Kokomo Increased Membership Sign-Ups to 60–70%

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Family and Cosmetic Dentistry of Kokomo partnered with Plan Forward to simplify membership management, improve patient access to care, and increase treatment acceptance among uninsured and underinsured patients. Active Members Since launching in 2020 0 Annual Recurring Revenue Generated through Membership $ 0 K+ 60-70% Sign-Up RateDuring treatment discussions 60 % “We realized we could […]