After inheriting an unprofitable in-house membership plan, Dr. Burneson partnered with Plan Forward to redesign the program, improve profitability, and create a more sustainable patient membership model.
Through optimized membership pricing
After restructuring discounts and fees
With centralized reporting and automation
When Dr. Burneson acquired his private practice in Oregon, he also inherited an in-house membership plan that was creating significant financial strain for the business. Although the concept of membership aligned with the practice’s long-term vision, the plan itself lacked profitability, reporting visibility, and operational efficiency.
By partnering with Plan Forward, Dr. Burneson redesigned the membership model to improve sustainability, simplify administration, and support stronger long-term patient relationships.
The Challenge
The practice’s original in-house membership plan was difficult to manage and heavily discounted, making it challenging to understand the true financial impact of the program.
Tracking memberships through the practice management system created reporting limitations, while administrative complexity made it difficult for the team to maintain the plan efficiently.
More importantly, the existing pricing structure was negatively impacting profitability and significantly reducing the practice’s bottom line.
“We were producing enough to keep it, but it was really cutting into our bottom line.” – Dr. Burneson
The Solution
Membership Plan Restructuring
Plan Forward helped redesign the practice’s membership plans to improve long-term profitability while maintaining patient value.
Improved financial visibility
Centralized reporting and transaction tracking gave the practice clearer visibility into enrollment, revenue, and plan performance.
Simplified operational management
The platform streamlined membership administration, making renewals, billing, and reporting easier for the team to manage.
Marketing and growth support
Plan Forward provided branded marketing materials and ongoing support to help the practice grow membership adoption and patient awareness.
The Results
By partnering with Plan Forward, Dr. Burneson transformed membership into a more profitable and scalable part of the business while improving patient retention and operational efficiency.
20% increase in revenue
The practice increased master fees by 20% while maintaining strong patient engagement and membership value.
Improved membership profitability
The redesigned plan eliminated excessive discounting and created a more financially sustainable model for the practice.
Stronger patient retention
Membership patients returned more consistently, accepted treatment more frequently, and became more engaged in their oral health.
Reduced administrative complexity
Simplified reporting and membership management reduced operational burden and improved day-to-day efficiency for the team.