Secure Data

Your practice data is safe with us. 

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We make sure to store our patient records as well as payment information in a HIPAA- and PCI-compliant environment.

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In fact, credit card information isn't stored in the Plan Forward platform—it's stored securely in a PCI-compliant data center hosted by a third-party.

Insightful Reporting

Plan Forward’s reporting capabilities allow you to view your in-office membership plan trends. Quickly identify how your plan is growing, which type of plan is most popular, whether patients prefer monthly or annual billing cycles, and current member status.

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In addition, you can run regular reports to stay proactive, such as identifying credit cards approaching their expiration date to avoid payment interruptions and forecasting membership plan revenue over a given period of time.

Workflow Automation

We work harder so you can work smarter.

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Once a patient is enrolled in Plan Forward’s software, they will automatically receive an enrollment confirmation and welcome email from your practice.

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Each month when a payment is processed, a confirmation email/receipt (or declined notification) will automatically be sent to the patient.

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Renewal reminders are automatically sent 60 days prior to the renewal date. Unless the patient makes changes prior to the billing date, the system automatically processes the annual payment and renews the contract on the renewal date.

Ready to get started?

Do you need help creating your in-office dental membership plan?

Let us help you develop the perfect plan for your patients—let’s Plan Forward.