Membership Plan Training Videos

Training Video 1: Membership Plan Overview

Overview of the benefits of your in-house plan, when and how to talk to patients, and best practices on managing your plan. (12 min.) 

Training Video 2: Member Agreement Overview

How to complete the member agreement. (4 min.)

Training Video 3: Software Overview and Layout

Software layout and general overview of platform. (7 min.)

Training Video 4: New Member Enrollment 

How to enroll a new member into the software platform. (20 min.) 

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Plan Forward creates and powers your dental membership plan so you can increase treatment acceptance, grow recurring revenue, and build patient loyalty.

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833.752.7526

 

letsplan@planforward.io

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Indianapolis, IN 46220

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