Frequently Asked Questions

Asked and answered.

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What is a Dental Membership Plan?

A dental membership plan gives patients an affordable option to maintain their preventive care along with additional savings on other recommended treatment and allows providers to grow recurring revenue, increase treatment acceptance and build patient loyalty.

Why Plan Forward?

The Plan Forward solution was created in a dental practice by dental management experts to solve the problems of membership plan management. Our process has proven successful for other practices and it will be successful for you too. 🌈 But don’t take our word for it, read our Google reviews. ⭐⭐⭐⭐⭐

How is Plan Forward different?

We set you up for success and make it easy for you. We create a plan with your patients and your practice in mind. Our experts have been in your shoes and we know what it takes to create a plan that’s profitable for your practice and creates value for your patients. We start with a comprehensive pricing analysis and provide you and your teams with the SUPPORT you need from marketing materials, to training and our best practices. Check out the proof!  And with a dedicated client success manager you’ll get answers when you need them and helpful suggestions to grow. Our #1 focus is to make sure your plan is a success!

What is your commitment?

We ask for a one-year commitment. After that, it is month-to-month. Already have a plan with more than 50 members? We waive the one-year commitment.

Could your office manage a membership plan without software?

Ask yourself these questions:

In addition to the management of the daily practice duties my team has, how well will we be able to manage:

  • Auto-renewals and renewal reminders?
  • Monthly and yearly payment options?
  • Payment processing and notifications?
  • Management for declined payments?
  • Reports to balance the books?
  • Securing patient data?
  • If any of the answers are that it would be a large additional burden, then you’re ready for membership plan software to help you manage your plans.

What else does Plan Forward offer?

Plan Forward supports our clients with access to industry experts for informative and educational webinars on all things dental. Check out our events page. Additionally, we partner with companies to offer access to helpful resources like patient financing, patient engagement, dental marketing and much more! We roll out new features regularly, and over the next few months, we will roll out some new products, to drive your practice’s revenue and growth, and to help you acquire new patients. 

How does our practice get paid?

We try to keep things simple and straightforward – your patients’ membership fees are deposited directly into your merchant account via our platform. And then we deduct our fee depending on the number of active patients you’ve enrolled. This makes it far easier for you to reconcile your revenue to your production. And we only get paid on enrolled patients; so we grow as you grow.

What are the merchant processing fees that I’ll be charged?

The merchant fees are simple too! We have worked diligently with our merchant processor to provide our clients with the lowest fees at a 2.25% + $0.30 per transaction and a $5 statement fee per month.

How long is the onboarding process, and does Plan Forward provide training?

Our onboarding process is designed to be as quick and easy as possible to help your practice see results fast. We work with you and your team to have you onboarded in as little as 21 days. Your dedicated client success manager will provide training for your entire team which helps get everyone on the same page and makes all the difference in how successful your plan will be. The platform is simple and easy-to-use, by design.

Does Plan Forward integrate with my PMS?

At this point, Plan Forward is not integrated into the PMS. Instead,we provide you with best practices for working with your Practice Management Software and your membership plan. Our Founder, Megan, was the financial coordinator in a dental practice, and she lived this problem firsthand. We have also collaborated with experts from many of the PMS systems to provide additional guidance and support for our clients.

When should I Plan Forward?

Today! Stop waiting and start Planning Forward? You have patients in your practice that are ready for your membership plan. Give them an affordable and simple plan they can understand and earn their loyalty for life!

It’s easy. Don’t wait another minute.