Your launchpad for success.
For modern dental practices, membership plans are the way forward — but not just any plan will do. Look ahead with the platform that puts you in control, effortlessly.
Plan Forward Essential.
As practice managers, we knew what really mattered in a membership plan. So, we built the only platform that checked all the boxes.
✓ Total plan control
You know your patients. Offer the plan options and services they need at the price points that work for you. All with your own branding. Have multiple locations? The more, the merrier.
✓ Straightforward billing
Our system handles the automation, but you own the merchant account that processes the membership payments. You get next-day funding with no middle-man.
✓ Powerful simplicity
Create, launch, enroll, manage, and report on all plans and member patients in one place. Detailed member profiles and permissions-based access help your front office do what they do best, securely.
✓ Thoughtful automation
Take reminder notifications off your to-do list. Minimize manual effort and optimize plan revenue and retention rates with automated workflows for payments, renewals, plan changes, and more.
✓ Streamlined enrollment
Members can preregister online and finish the process in the office once plan information is verified. Plus it’s paperless! It doesn’t get much easier and you stay in control.
✓ The accounting we wanted
Reconciling at month-end has never been easier. Our easy-to-read reports, next-day deposits, and merchant statements tell you everything you need to know.
✓ State compliance
We have your back when it comes to state regulations and compliance. We do an annual state-by-state review.
Plan Forward Advanced integrates with your PMS and is the perfect choice for taking your membership plans to the next level.
20+ PMS Integrations
Have confidence knowing if you add locations or change PMS systems, we can accommodate it all.
Member Service Tracking
Instantly see which services your members have used on their profile according to their plan year. No more free services given away.
Detailed production reporting and analytics
Track gross production, adjusted production, treatment acceptance, and more, even itemized per patient or per provider.
No manual data entry
Save time and eliminate errors when data is pulled directly from your PMS.