Family and Cosmetic Dentistry of Kokomo partnered with Plan Forward to simplify membership management, improve patient access to care, and increase treatment acceptance among uninsured and underinsured patients.
Since launching in 2020
Generated through Membership
During treatment discussions
Family and Cosmetic Dentistry of Kokomo originally launched an in-house membership plan to help uninsured patients access care more easily and change the perception that dental insurance was required to become a patient. As the plan grew, managing memberships manually became increasingly time-consuming for the team.
By partnering with Plan Forward, the practice streamlined administration, improved patient conversations around treatment, and created a more scalable membership experience for both patients and staff.
The Challenge
Located in an insurance-driven market, the practice saw many patients delaying care or assuming they could not access treatment without dental insurance.
Although the practice’s original in-house membership plan was successful, tracking renewals, managing benefits manually, and handling recurring billing became increasingly difficult as adoption grew.
At the same time, the team wanted a more efficient way to help uninsured and underinsured patients understand the value of membership during treatment planning discussions.
“Without the software to keep everything organized, that process was really time consuming.”
– Rebecca Young, Office Manager
The Solution
Automated membership management
Plan Forward simplified billing, renewals, and membership tracking, significantly reducing administrative workload for the team.
Improved treatment planning conversations
The practice integrated membership discussions directly into treatment presentations and patient check-in workflows.
Better uninsured patient engagement
Patients without insurance were identified early and proactively introduced to membership options during scheduling and appointments.
Clearer patient financial transparency
Side-by-side treatment savings helped patients better understand the value of membership and make more confident treatment decisions.
The Results
By partnering with Plan Forward, Family and Cosmetic Dentistry of Kokomo transformed membership into a scalable patient engagement and treatment acceptance tool that improved both operational efficiency and patient care access.
Strong membership growth
The practice grew to 109 active members after launching with Plan Forward in 2020.
Increased recurring revenue
Membership now generates more than $52,000 in annual recurring revenue.
Higher treatment acceptance
The practice sees approximately 60–70% of eligible patients sign up for membership during treatment discussions.
Improved patient retention and preventive care
Membership patients return more consistently for preventive visits and are more likely to move forward with recommended treatment.