Waterloo Family Dentistry partnered with Plan Forward to create a membership program that improved patient retention, simplified administration, and helped patients move forward with ideal care more consistently.
Through clearer patient value
Driven by referrals and patient demand
With fewer insurance-related tasks
After years of researching membership plans, Waterloo Family Dentistry wanted a solution that would support both patient care and long-term practice sustainability without adding operational complexity for the team.
As insurance limitations and declining reimbursements continued to frustrate both staff and patients, the practice partnered with Plan Forward to build a membership program centered around ideal care, affordability, and stronger patient relationships.
The Challenge
For years, Waterloo Family Dentistry wanted to implement a membership plan but hesitated due to concerns around complexity, administration, and financial sustainability.
The practice needed a solution that would reduce reliance on restrictive insurance models while making it easier for patients to access consistent preventive and restorative care.
At the same time, the administrative burden associated with insurance verification, prior authorizations, and declining reimbursements was creating ongoing frustration for the team.
“We needed something to make the whole process easier. We wanted a partner that would be there from creation and implementation all the way through managing and growing the plan.”
– Dianna Payne, Waterloo Family Dentistry
The Solution
Membership plans built around ideal care
Plan Forward helped Waterloo Family Dentistry create membership plans aligned to the practice’s philosophy of preventive, long-term patient care.
Simplified patient financial conversations
The team introduced membership by focusing on value, affordability, and treatment transparency rather than traditional insurance limitations.
Flexible payment options
Monthly and annual billing options made membership more accessible for a wider range of patients and families.
Reduced insurance-related administration
Membership helped reduce time spent on insurance verification, prior authorizations, and reimbursement management.
The Results
By partnering with Plan Forward, Waterloo Family Dentistry created a more patient-focused membership model that improved treatment acceptance, strengthened patient loyalty, and reduced operational frustration for the team.
Higher treatment acceptance
Patients moved forward with treatment more confidently because they clearly understood their coverage and savings.
Stronger patient retention
Membership patients became more engaged in their oral health and returned more consistently for preventive care.
Increased membership growth through referrals
More patients began joining specifically because the practice offered a membership option with flexible payment structures.
Improved team efficiency and morale
Reduced insurance administration simplified workloads and created a more positive experience for the front-office and clinical teams.