Powerful Reporting & Analytics
For Your Dental Membership Plans
It is vital that you’re able to reconcile your membership collections, track member performance and determine whether membership is having an impact in your practice. With Plan Forward’s robust reporting and analytics fueled by PMS integrations, now you can.
Whether you’re a solo practitioner, a group or a DSO, our Dental Membership Software platform offers several reports and a comprehensive analytics dashboard that allows you to custom search according to your needs…by practice and by date. If you require, we can create custom reports as well. Our goal is to support the way you run your business, your current workflows, and provide you with the analytics so you can track business impact.
Track Membership Enrollment and Growth Over Time
How are your members growing? Our reports and analytics clearly show member additions (net and gross) over a date period of your choice. Reports include enrollments & transactions so you can easily reconcile collections.
Here’s how we help:
- Access reports to facilitate reconciliation between bank deposits and membership enrollment
- Track your traction by adding gross members and lowering churn, so that net member growth meets your goals
- Total Active Members, as well as recurring revenue and collections from members
- Trendlines in membership enrollments to easily see seasonality over the course of the year, as well as intra-month trends (some months have more working days than others)
- Access to the list of uninsured patients who will be visiting in the coming week, so you can prepare and be ready to talk about membership
Monitor Net Production, Collections, Recurring Revenue and more
We promised financial impact from membership, now track it yourself on the dashboard and in your reports. Set your required date range, hit Enter and watch your membership performance unfold.
Our analytics dashboard lets you track, for the last 12 months:
- Gross and net production per member compared with uninsured patients (what we call the Membership Lift)
- Visits per member compared with visits by uninsured patients, for both hygiene and treatment services
- Membership collections versus net production for hygiene and treatment
- Conversion from an emergency exam, and conversion as a percentage of all uninsured visits
- Plan renewal rates
Understand Patient Engagement and Visit Patterns
Membership success isn’t just about sign-ups, it’s about usage. Our Dental Membership Software platform helps you understand how patients are using services and getting value, and therefore renewing. Our platform will also help you find new patients to convert to membership.
With Plan Forward, you’ll be able to:
- Identify patients who are ideal members – treatment presented not accepted, dormant patients who visit irregularly
- The platform will surface these patients, and present you with the opportunity to contact the patient with the offer of membership
- Track net production, both hygiene and treatment, and see the average per member
- For groups and DSOs, see a dynamic ranking of the net production by practice location, so you can track who is doing well with membership
- See your average renewal rate, which underscores whether patients are enjoying the value of your plan
- Monitor the uptake by plan, to determine whether it’s worth offering all plan options
Comprehensive Reporting for Reconciliation and Patient Tracking*
*Depending on your need, we can create custom reports too
How do you track enrollments, transactions, failed credit cards or even what you’re paying Plan Forward? All this information is available and accessible via our dashboard Reporting, and all reports can be downloaded via xls, pdf or csv.
With our reporting, you can:
- View an end-of-day report for cash collections
- View an enrollment report and a transaction report to reconcile your collections
- Track production by provider for all types of services for members
- Track failed payments
Compare Performance Across Locations or Teams
If you manage multiple locations or work with different providers, the platform makes it easy to compare performance across teams
Our reporting and analytics features for Dental Membership Software include filters and breakdowns that let you analyze:
- Membership growth by location
- Revenue performance by provider
- Engagement and usage by team
- Operational efficiency across offices
This helps you identify best practices, address gaps, and ensure consistency across your organization.
Customizable Dashboards
Tailored to Your Practice
Every practice is unique, so your data should be too. Our solution offers customizable dashboards that let you focus on the metrics that matter most to you.
With our analytics dashboard, you can:
- Change the dates via the date picker to track historical trends
- For groups & DSOs, change the filter to view analytics by practice, region, group, or across all your practices
- Export all visuals for board meetings or presentations
- Download lists for marketing or to track performance over time
- Identify users by their role in the organisation so they can access custom views
Gain Insights to Optimize Pricing and Plan Packages
Pricing your membership plans correctly is crucial. With our reporting and analytics features for Dental Membership Software, you can evaluate how different pricing models and benefit packages perform over time.
Use our tools to:
- Compare plan popularity and profitability
- Test new pricing strategies
- Identify which benefits drive engagement
- Adjust offerings based on patient behavior
This helps you build plans that are both attractive to patients and financially sustainable for your practice.
Identify Opportunities to Increase Production and Retention
Your data holds the key to growth. Our reporting and analytics features for Dental Membership Software help you uncover opportunities to increase production and retain more patients.
You’ll be able to:
- Spot gaps in patient engagement
- Identify high-value services to promote
- Target renewal campaigns to at-risk members
- Align team efforts with performance goals
With these insights, you can take proactive steps to strengthen your membership program and grow your practice.
Export Data for Accounting or Regulatory Needs
Need to share data with your accountant or meet compliance requirements? The solution makes it easy to export clean, organized reports for financial and regulatory use.
Our platform supports:
- CSV and PDF exports
- Custom date ranges and filters
- Secure data handling and storage
You’ll be ready for audits, tax prep, and strategic planning, without the stress.
Make Data-Driven Decisions with Confidence
With Plan Forward, you don’t have to guess; you can know. Our reporting and analytics features for Dental Membership Software give you the clarity and confidence to make informed decisions that benefit your patients, your team, and your bottom line.
Ready to unlock the full potential of your membership program? Let’s move forward, together.