How Dr. Kaitlin Haag Generated $288K+ in Annual Recurring Revenue Through Membership

After struggling with multiple membership platforms, Dr. Kaitlin Haag partnered with Plan Forward to create a more sustainable, scalable membership program that improved patient retention, simplified administration, and generated significant recurring revenue growth. Active Members Since launching in 2021 0 Annual Recurring Revenue Generated through Membership $ 0 K+ Membership Platforms AttemptedBefore switching to Plan […]
How Dr. Burneson Increased Revenue by 20% with a Membership Plan

After inheriting an unprofitable in-house membership plan, Dr. Burneson partnered with Plan Forward to redesign the program, improve profitability, and create a more sustainable patient membership model. Revenue Increase Through optimized membership pricing 0 % Improved Plan ProfitabilityAfter restructuring discounts and fees $ 0 K+ Simplified Membership ManagementWith centralized reporting and automation $ 0 K+ […]
How D’Andrea and Pantera Reduced PPO Dependence Through Membership

D’Andrea and Pantera partnered with Plan Forward to reduce PPO dependence, improve patient retention, and create a more sustainable membership model focused on long-term patient care. Increased Treatment AcceptanceThrough reduced cost confusion $ 0 K+ Improved Patient RetentionWith stronger membership engagement $ 0 K+ Reduced PPO DependenceSupporting long-term practice growth $ 0 K+ “We didn’t […]
How Budrys Dental Increased Member Spending by 2.7x

Budrys Dental partnered with Plan Forward to convert uninsured patients into loyal membership patients, helping increase patient engagement, recurring revenue, and long-term practice value. Identified growth opportunity 0 UNINSURED PATIENTS Compared to uninsured patients x 0 HIGHER PATIENT SPEND Through membership adoption 0 NEW MEMBERS MONTHLY “The opportunity was clear: improve patient retention, increase case […]
How John Fornetti Dental Center Converted 137 Membership Patients

John Fornetti Dental Center partnered with Plan Forward to automate membership management, reduce front-office administration, and grow recurring revenue through a patient-friendly membership program. Members ConvertedSince launching in 2020 0 hours saved weeklyThrough automated renewals 0 Recurring RevenueIn highly profitable recurring revenue 0 k+ “Plan Forward’s software helps us price our plans for the different […]