More Than Software. Your Trusted Partner That Drives Results.

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Why is Plan Forward the best solution?

We know what you’re going through, because we’ve been there.



Grow your revenue.

We use our experience to find the right price point for you.

Reduce your no show rate Improve hygiene recall Increase treatment acceptance Attract and retain patients Grow active patient base Schedule more appointments


Support for you and your team.

Your dedicated client success manager delivers ongoing support.

One-on-one price analysis Live, interactive team training Regular review and growth strategy Custom marketing materials Shared best practices State regulatory review


The reporting we wanted.

Reconciling at month-end has never been easier.

No confusing fees Easy-to-read reports Next-day deposits No money taken off the top Easily track revenue vs expenses Profitability at-a-glance

Simple to use software, that makes your job easier.



Benefit from our experience.

Our real-world knowledge means we do it right the first time.

Patient enrollment fees cover their first appointment cost Patient data is safe, secure, and the platform is HIPAA compliant Flexible perio start dates available for cases where SRP is necessary Guidance on treatment protocol included in your plan Plan pricing and structure based on your fees and patients We provide marketing materials that will drive enrollment Why Us? Learn more about Plan Forward here.


Others say it, we mean it.

We provide everything you need with your branding.

Marketing materials with your logo, colors and plan information Secure website enrollment link with your plan details Customized member agreement according to your state regulations Personalized starter kit includes flyers, brochures, stands and more Social media graphics ready to use and updated often Automated patient emails from your practice


The easiest solution to use. Simple and intuitive.

Helping your team be confident so your patients will join.

Clean, easy-to-read dashboard Simple payment processing Know member status instantly and take action Anyone on your team can use the platform Easy for patients to understand Find useful reports quickly Check out our Videos page for a better look!
Our solution is trusted nationwide.

I searched for a long time to find the right company to help us manage our in-office membership plan. Plan Forward has been great to work with every step of the way! I highly recommend them if you’re looking to create a membership plan at your practice.

Steve Cook, D.D.S.
Austin, TX

You help your patients, we do the rest.

Our focus will always be on you and your team.

Learn more about our team

Insurance plan reimbursement rates are declining while admin overhead needed to manage the insurance plans is increasing. Plan Forward was instrumental in helping us dilute the dominance of dental insurance in our business.

Scott Hicks, Business Manager

Resources to help you run your practice with confidence and stability.

We are invested in you.

With Plan Forward, dentists make up the cost of their plans in the first month, and see an average of $41,000 ROI in the first year.

Calculate Your Revenue Potential

Grow your practice with Plan Forward.

Schedule a demo with one of our experts.

Get Access Now!

We’ve created an e-book and a worksheet to help you calculate the magic numbers to drop your poor-performing PPOs.

With our worksheet tool and the e-book, it's much easier to evaluate than you expect!

Plus, we invite you to join us and leading dental trainer, Laura Nelson from Front Office Rocks for a FREE 1-hour training on February 18th at 1pm EST. We’re covering how to get out of network and offer your patients more choices to accept the care they need.

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