Every great story has a beginning. Here's ours.

Like a lot of software companies, Plan Forward comes from humble beginnings. Ours happens to be a dental practice in Indiana.

It was 2014, and healthcare had changed drastically. Many patients did not have dental benefits provided through an employer and were confused by the options available to them. Retired patients were frustrated by their options and the lack of benefits they would receive from what they thought would be a comprehensive insurance plan.

When our patients started looking to us—the provider—for guidance on which dental plan to purchase, we knew something had to change. Our uninsured patients needed an alternative to traditional dental insurance.

We created an in-office membership plan. The plan included all preventative care for a very transparent and affordable monthly payment. In addition, the patient received discounts on any other treatment or goods purchased in our office.

The plan was even more successful than we anticipated. Our uninsured patients were grateful we had this easy-to-understand option available to them—they joined without hesitation. In addition, membership patients began accepting recommended treatments at a much higher rate than before, and our monthly revenue was increasing.

Fast forward to 2017, and with more than 100 patients enrolled in our plan, it quickly became an administrative headache. While we had figured out how to automate payments, the reporting, member status, and communication process became too much for our Excel spreadsheet. We needed a membership management and automation tool.

We evaluated existing solutions, including some platforms not specifically built for the dental industry. Our options included:

  • a consulting service to build a membership plan—which we already had—with no management tool,

  • a platform with old, clunky technology, or

  • a solution with administrative fees as high as 25% of our membership revenue.


None of them was a good fit.

With increasing patient demand, and a growing desire from dentists to create more independence, we knew we could do better.

The answer was simple. Our solution would be built for dentists, by dentists.

Plan Forward was founded in April 2018, and we began partnering with dental practices and dental office managers to build the in-office membership plan software that meets all the needs of those using the software day in, day out.

We developed a membership management and automation software that gives you the freedom and flexibility to run your practice how you see fit. You can create a new membership plan or manage an existing one, customize your own practice branding, logos, prices, and terms, and offer eligibility on your terms—not ours.

We created a HIPAA- and PCI-compliant platform with banking-level security and password regulations so you can trust your practice data is safe. With specialized onboarding, your entire team will benefit from our experience and be empowered to manage and advocate for your membership plan.

We assembled a powerful engine to propel your membership plan forward. Now you and your team can focus on growing your plan and providing the best patient care possible. When you’re free to do what you do best, patient loyalty and increased monthly revenue will follow.

We built Plan Forward.

We love being the engine that makes great practices even better. Read Our Manifesto to learn more about why we exist and why we work so hard at continuous innovation.

We care about being your membership partner, and we want to share our industry experience and knowledge with you. Together, Let’s Plan Forward.

You’ll make your money back after signing up ONE MEMBER.

The average revenue from a single membership patient covers the cost of an annual subscription to Plan Forward.

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Plan Forward creates and powers your dental membership plan so you can increase treatment acceptance, grow recurring revenue, and build patient loyalty.





5266 Winthrop Ave. 

Indianapolis, IN 46220

 © 2020 Plan Forward. All rights reserved.