SGA Dental Partners partnered with Plan Forward to standardize membership across more than 140 practices, helping improve uninsured patient conversion, operational visibility, and long-term patient value.
Increase in uninsured patients call conversion from 43% to 65%
Standardized membership implementation
Into one centralized platform
SGA Dental Partners is a fast-growing dental organization with more than 140 practices across nine states, spanning both general dentistry and specialty care.
As the organization expanded, SGA needed a more consistent and measurable approach to membership that could improve patient conversion, increase visibility into performance, and support long-term operational growth.
By partnering with Plan Forward, SGA transformed membership from a fragmented initiative into a centralized operational growth strategy.
The Challenge
Before partnering with Plan Forward, membership programs existed across some SGA practices but were managed inconsistently using different vendors and workflows.
The organization lacked centralized visibility into membership performance, patient conversion, and return on investment, making it difficult for leadership to measure impact across the DSO.
At the same time, uninsured patients represented a significant growth opportunity, particularly as inbound conversion rates were underperforming.
“We needed insight at the senior leadership level to understand, what’s the return? Is this working?”
– Myles McAllister, COO, SGA Dental Partners
The Solution
Centralized membership management
Plan Forward helped SGA consolidate legacy membership plans into a single standardized platform across the organization.
Operational visibility and reporting
Leadership gained centralized insight into membership performance, patient trends, and conversion metrics across practices.
Workflow integration
Membership was embedded directly into daily workflows, helping teams consistently introduce membership during uninsured patient interactions.
Ongoing operational partnership
Plan Forward supported onboarding, training, performance tracking, and continuous refinement throughout rollout and expansion.
The Results
By standardizing membership across the organization, SGA transformed membership into a measurable operational growth tool that improved patient conversion, retention, and long-term practice performance.
Higher uninsured patient conversion
Conversion rates for uninsured inbound calls increased from 43% to 65% during the pilot phase.
Improved patient retention
Membership helped convert transactional patients into more loyal, long-term patients with stronger lifetime value.
Higher production per patient
SGA saw stronger production and increased visit frequency among membership patients.
More operational consistency
The rollout created better alignment, visibility, and workflow consistency across practices throughout the organization.