Easily Integrate
Plan Forward with your Practice Management Software

Your dental practice runs on efficiency, and that starts with the systems you use every day and how simple PMS integrations can be. Our platform is built to work seamlessly with your existing tools, offering smooth and reliable integrations that make your membership program easier to manage and more impactful.

Whether you use Dentrix (Enterprise, Core, Ascend), Eaglesoft, Open Dental, Denticon, or another dental practice management system (PMS), Plan Forward connects effortlessly to help you streamline workflows, reduce manual tasks, and keep your team focused on what matters most: patient care.

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Seamless Integration with Leading Dental PMS Platforms

Our solution is designed with flexibility in mind and our platform supports PMS integrations with the most widely used dental software systems in the U.S., ensuring compatibility and ease of use.

  • Dentrix (Enterprise, Core, Ascend)
  • Eaglesoft
  • Open Dental
  • Denticon
  • Other leading platforms

These PMS integrations are both read and write, and ensure that Plan Forward and your Practice Management System (PMS) are in-sync. Track services used per patient so you never give away free services. Identify patient opportunities for conversion to membership, complete with savings summaries. Determine ROI by tracking metrics like visits, net production, treatment accepted and renewals with ease. Generate accurate reports to support workflows & provider compensation plans.

Save Time with Automatic Data Sync and Updates

With our comprehensive PMS integrations, your practice benefits from automatic syncing (both read and write) to keep your systems aligned.

Here’s what you can expect:

  • Patient information updates between the platform, including visits, services used, plan renewal dates etc.
  • Membership status and fee schedules – once a patient is enrolled as a member, the PMS is updated to reflect this and the discounted fee schedule is attached to the patient
  • Treatment history and plan utilization are tracked to ensure you never give away free services and so we can track ROI of membership
  • Surface patients who are great candidates for membership based on treatment presented not accepted or their visit history.
  • View savings summaries for current & prospective members, which help with renewals and with conversion to membership


Our integrations and automation are designed to save your team hours each week, ensure that the data is accurate, and helps you track metrics like renewals, net production and visits. 

Reduce Administrative Workload and Errors

Administrative tasks can bog down your team and lead to costly mistakes. Our integration capabilities are designed to lighten the load by eliminating redundant processes and minimizing human error.

  • Avoid duplicate data entry
  • Reduce billing and scheduling mistakes
  • Eliminate manual tracking of membership renewals
  • Ensure accurate reporting across systems

Your front desk and admin staff will thank you, and your patients will notice the difference in service quality.

Keep Your Team Focused on Patient Care

When your systems work together, your team can work smarter. With our seamless integrations, your staff will spend less time managing software and more time engaging with patients.

  • Faster check-ins and appointment scheduling
  • Clear visibility into membership benefits during treatment planning
  • Simplified financial conversations with real-time billing data
  • More time for personalized care and patient education

By reducing friction in your workflows, our third-party PMS integrations help you create a more efficient, patient-centered practice.

Expand Your Capabilities Without Disruption

Adding new technology to your practice shouldn’t mean starting from scratch. Plan Forward is built to integrate smoothly with your existing systems, so you can expand your capabilities without disrupting your operations.

  • Easy onboarding and setup with your current PMS
  • Dedicated support to guide integration and training
  • Scalable features that grow with your practice
  • Ongoing updates to ensure compatibility and performance

Whether you’re launching your first membership plan or scaling an existing one, our third party PMS integrations make it easy to enhance your practice without missing a beat.