Lynnwood Dental partnered with Plan Forward to improve treatment acceptance, simplify financial conversations, and grow membership adoption through a patient-focused approach.
within the first four months
Generated through membership patients
Within the first two weeks
When Dr. Sara Boren introduced membership at Lynnwood Dental, the goal was simple: create a more affordable and transparent option for self-pay patients while helping the practice improve treatment acceptance.
Although the team was initially unfamiliar with membership programs, Plan Forward provided the training and guidance needed to quickly build confidence and drive adoption. Within weeks, the practice began seeing measurable results in both membership growth and treatment conversion.
The Challenge
Like many practices, Lynnwood Dental wanted a better way to support uninsured and self-pay patients while improving case acceptance and reducing cost barriers to care.
At the same time, the team was new to membership plans and needed a structured process for introducing membership naturally during patient conversations.
The practice needed a solution that would help staff communicate value clearly while making financial decisions easier and more transparent for patients.
The Solution
Membership training and implementation support
Plan Forward helped train the Lynnwood Dental team on how to introduce membership plans confidently and integrate them into everyday workflows.
Structured patient conversations
The practice incorporated membership discussions into morning meetings and patient handoffs, helping identify self-pay patients who would benefit from membership.
Transparent financial comparisons
Staff prepared side-by-side pricing comparisons showing patients the difference between out-of-pocket costs and membership savings.
Improved treatment affordability
Membership gave patients access to more affordable preventive and restorative care, helping remove financial hesitation around treatment acceptance.
The Results
By partnering with Plan Forward, Lynnwood Dental transformed membership into an effective patient conversion and treatment acceptance tool that supported both patient affordability and practice growth.
Strong early membership growth
The practice enrolled eight members within the first two weeks and grew to 52 enrolled patients within four months.
Increased treatment acceptance
Membership patients generated more than $10,467 in additional treatment collections within the first four months.
Improved patient financial transparency
Clear side-by-side pricing comparisons helped patients better understand the value of membership and feel more confident moving forward with care.
Stronger patient engagement
Membership created a more positive patient experience by removing the “middle man” of traditional insurance and simplifying financial conversations.