Mosaic Dental Collective partnered with Plan Forward to standardize membership across more than 60 practices, helping improve patient engagement, increase revenue predictability, and support long-term operational growth.
Increased annual visits
Acquired in 2025
Standardized membership implementation
Mosaic Dental Collective (MDC) is a doctor-led DSO focused on operational excellence, performance, and scalable growth. As the organization expanded across more than 60 practices, MDC needed a way to improve patient engagement, strengthen recurring revenue, and create greater consistency across the business without adding operational complexity.
After a successful pilot program, MDC partnered with Plan Forward to roll out membership across the organization and embed it into daily operations.
The Challenge
Like many growing DSOs, MDC was focused on improving treatment acceptance, increasing patient visits, and creating more predictable revenue, particularly among uninsured patients.
At the same time, the organization needed to manage the complexity that comes with scaling membership across dozens of practices, each with its own workflows, operational preferences, and stakeholders.
With multiple departments involved, including operations, payroll, and FP&A, MDC needed a solution that could integrate smoothly across the organization while still supporting practice-level flexibility.
“We’re a doctor-led organization, every practice has its own proprietary methods and workflows. We started with three practices. I needed to make sure this was successful.”
– Alex Perez, VP Operations, Mosaic Dental Collective
The Solution
Flexible implementation across practices
Plan Forward worked closely with MDC to support the operational needs of multiple departments while allowing flexibility at the practice level.
Faster operational decision-making
The MDC team was able to move quickly during implementation, with rapid collaboration and responsiveness helping streamline rollout across the organization.
Deep operational visibility
Plan Forward delivered customized reporting and dashboards that gave leadership visibility into membership performance, patient engagement, and operational metrics.
Ongoing partnership and accountability
Beyond implementation, Plan Forward remained closely involved in performance reviews, reporting discussions, and ongoing plan refinement to support long-term success.
The Results
“We said if we want this partnership to work, we need certain reporting and dashboards with metrics. And they delivered.”
– Alex Perez, VP Operations, Mosaic Dental Collective
By standardizing membership across the organization, MDC transformed membership into a scalable operational growth tool that improved patient engagement, strengthened forecasting, and supported more consistent business performance.
Increased patient engagement
Routine patient visits increased from approximately one visit per year to 2.25 visits annually, while reappointment rates improved significantly.
Stronger revenue predictability
Membership created more consistent recurring revenue, helping MDC improve forecasting and performance visibility across the organization.
Higher patient acquisition and retention
MDC acquired just under 20,000 new patients in 2025, with membership helping strengthen both patient conversion and long-term retention.
Improved operational performance
The organization also saw lower cancellations and no-shows, stronger case acceptance, and more efficient front-office workflows across practices.