After struggling with multiple membership platforms, Dr. Kaitlin Haag partnered with Plan Forward to create a more sustainable, scalable membership program that improved patient retention, simplified administration, and generated significant recurring revenue growth.
Since launching in 2021
Generated through Membership
Before switching to Plan Forward
Dr. Kaitlin Haag launched her membership program to help patients who were losing dental benefits continue accessing quality care without financial barriers. But after attempting to manage the process internally and cycling through three different membership software providers, the administrative complexity and lack of operational support became overwhelming.
By partnering with Plan Forward, Dr. Haag implemented a more streamlined and sustainable membership model that improved patient engagement, simplified workflows, and created long-term recurring revenue growth.
The Challenge
As more patients retired or struggled with limited insurance coverage, Dr. Haag wanted to offer a better alternative that would help patients continue prioritizing their oral health.
However, after trying multiple membership software platforms, the practice faced ongoing issues with usability, tracking member information, workflow inefficiencies, and poor operational visibility.
At the same time, the team needed a solution that could scale efficiently without adding more administrative pressure to an already busy practice.
“It seemed like it was a 20-minute process to sign one patient up for the membership. We don’t have time for that.”
– Dr. Kaitlin Haag
The Solution
Practice-specific membership design
Plan Forward helped Dr. Haag redesign her membership plans to better align with patient needs while improving long-term financial sustainability for the practice.
Simplified membership management
The platform streamlined billing, renewals, failed payment tracking, and patient enrollment through a more user-friendly workflow.
Improved patient communication
Flyers, pricing breakdowns, and educational materials helped the team explain membership value more clearly during patient conversations.
Ongoing growth and marketing support
Plan Forward provided social media assets, brochures, and ongoing best-practice support to help the practice continue growing membership adoption.
The Results
By partnering with Plan Forward, Dr. Haag transformed membership into a scalable growth and patient retention tool that improved operational efficiency while helping more patients access ongoing care.
Significant recurring revenue growth
The membership program now generates more than $288,000 in annual recurring revenue.
Strong membership adoption
The practice grew to 462 active membership patients after launching with Plan Forward in 2021.
Higher patient retention and preventive care
Membership patients returned more consistently for preventive visits and became more committed to long-term oral health.
Improved operational efficiency
The simplified platform reduced administrative complexity and made enrollment, billing, and renewals easier for the team to manage.