Easy-to-use software with a guided approach and proven results.

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Dental practices finding freedom with a profitable program:

Do your membership plan right.



If your plan isn’t profitable, it’s not sustainable.

We leverage our experience to help you find the right price point.

One-on-one price analysis for each plan Cut cost to collect and grow recurring revenue Increase treatment acceptance Build patient loyalty


1:1 support so you can get the most out of our partnership.

Your dedicated Client Success Manager will ensure you have everything you need for your patients and your staff.

Customized starter kit to kick your plan off right Dedicated (white-labeled) website enrollment link for easy patient signup Personalized quarterly plan review and membership growth ideas


The back-end we wanted when we were in your shoes.

The back-end accounting is so simple and streamlined, you can feel confident you’re seeing the whole picture behind your plan.

No confusing fees No money taken off the top Next day funding into your merchant account and monthly statements Quickly reconcile with easy-to-read reports that separate revenue and expenses

Find freedom with a profitable plan.



Get started with a solid foundation to help you grow.

Our deep understanding of dental practices means we help structure plans right from the start.

Data is safe, secure, and HIPPA compliant Patient enrollment fees cover first appointment costs Flexible perio start dates to allow for SRP


Others say it, we mean it.

Your marketing materials and enrollment page will only have your branding on them, not ours. Your patients and your plans belong to you. We are just here to help!

Practice branding on all marketing materials provided by Plan Forward Patients will never see our logo or information


The easiest solution to use.

It’s simple and intuitive, helping your team feel confident and successful.

Clearly defined platform pricing, no cost confusion Membership growth tools that work One-one-one training for your entire team
Trusted and proven 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, your staff and your patients.

Learn more about our team behind the solution

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.

Calculate your ROI Potential

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 My ROI Potential

Secure your future with Plan Forward.

Schedule a 10-minute call with one of our experts.