Dedicated Support, Onboarding, Training, and
Ongoing Guidance
What truly sets Plan Forward apart is the support and guidance we provide to help your dental practice succeed. From onboarding to ongoing strategy calls, our team is here to ensure you get the most out of your membership program, every step of the way.
Whether you’re launching a new plan or scaling an existing one, we offer personalized assistance, expert advice, and practical resources tailored to your goals.
Personalized Onboarding for a Smooth Start
Getting started with a new platform can feel overwhelming, but not with our easy, dedicated support and guidance. Our onboarding process is designed to be smooth, supportive, and tailored to your practice’s unique needs.
Here’s what you can expect:
- A dedicated onboarding specialist to guide your setup
- Customized plan configuration based on your services and pricing
- Integration support with your existing Practice Management System software
- Step-by-step walkthroughs to ensure your team feels confident
We make sure your launch is seamless, so you can start seeing results right away.
One-on-One and Team Training Options
Every practice is different, and so is every team, which is why support and guidance are essential. We offer flexible training options to match your workflow and learning style. Whether you prefer one-on-one sessions or group workshops, our training is designed to empower your staff with the knowledge they need.
Training includes:
- Live virtual sessions with our product experts
- Role-specific guidance for front desk, billing, and clinical teams
- Recorded tutorials for easy reference
- Q&A opportunities to address your unique questions
With the right training, your team will be equipped to manage your membership program with confidence and ease.
Access to Resources, Guides,
and Best Practices
Support and guidance don’t stop after onboarding. We provide ongoing access to a rich library of resources that help you stay informed, inspired, and in control.
Our resource center includes:
- How-to-guides and training videos
- Scripts for converting patients to members
- Helpful docs
- Resources for open enrollment or selling to employers
- FAQs
These tools are available 24/7, so you can find answers and ideas whenever you need them.
Ongoing Plan Optimization and Strategic Advice
Your membership program should evolve with your practice, and we’re here to help it grow. Our team offers ongoing support and guidance to help you refine your plans, improve performance, and reach your goals.
We provide:
- Regular check-ins to review your program’s performance
- Strategic advice based on your data and patient feedback
- Recommendations for pricing, benefits, and promotions
- Insights into industry trends and opportunities
Think of us as your membership strategy partner; always ready to help you move forward.
Support from Experts Who Understand Dental Practices
We know dental. Our team includes professionals with deep experience in dental operations, patient communication, and practice growth. That means the support and guidance you receive is not just technical, it’s practical, relevant, and grounded in real-world experience.
You’ll benefit from:
- Advice tailored to private practice workflows
- Solutions that align with your clinical and financial goals
- A team that speaks your language and understands your challenges
- Responsive support via phone, email, and chat
We’re not just here to troubleshoot: we’re here to help you thrive.
Looking for more than just software? Trust us to become your long-term partner, committed to your success. Our support and guidance are designed to help you launch confidently, train effectively, and grow strategically, so your membership program becomes a powerful asset for your practice.