Trinity Dental partnered with Plan Forward to create a membership program that helped retain uninsured patients while supporting long-term practice sustainability.
Improved long-term patient retention
Better alignment with practice economics
Sustainable recurring patient relationships
Trinity Dental is a relationship-focused independent dental practice built around personalized care, long-term patient trust, and quality over volume.
After becoming frustrated with a previous membership provider that lacked transparency and failed to align with the realities of the practice, Dr. Julovich partnered with Plan Forward to build a more sustainable membership model designed around preventive care, patient retention, and long-term growth.
The Challenge
Like many independent practices, Trinity Dental was seeing growing demand from uninsured and self-pay patients looking for more affordable ways to access routine dental care.
Dr. Julovich initially implemented a membership program to help retain patients who were uninsured, retiring, or transitioning between insurance providers. While the concept made sense, the experience with the previous provider created operational and financial concerns.
There was limited transparency into how pricing structures were developed, and the practice struggled to understand whether the program was financially sustainable long term.
More importantly, the model itself did not reflect the reality of Trinity Dental’s patient base.
“They were really pushing restorative treatments as the money maker of the plan, but my patients didn’t need a lot of restorative treatment. We had taken care of them so well over the years that most were in maintenance mode.”
For a practice focused on preventive care and long-term patient relationships, the membership model needed to support consistency and retention, not unnecessary treatment dependency.
The Solution
Customized membership design
Plan Forward worked closely with Trinity Dental to build a membership structure aligned to the actual needs of the practice and its patients.
Instead of applying a generic template, the plan was designed around Trinity Dental’s patient mix, preventive care philosophy, and long-term financial sustainability goals.
Transparent financial modeling
A major priority for Dr. Julovich was understanding the economics behind the program.
Plan Forward provided full visibility into how pricing was structured, helping the practice confidently implement a plan that balanced patient affordability with operational sustainability.
Hands-on transition support
The transition from the previous provider was intentionally structured to minimize disruption for both staff and patients.
Plan Forward worked directly with the practice throughout implementation, helping create a smooth onboarding experience and ensuring the membership program integrated naturally into existing workflows.
Patient-centered adoption
Membership was introduced as part of everyday patient conversations rather than a hard sales process.
The Trinity Dental team focused on understanding patient needs first, then presenting membership as one of several financial options available to support ongoing care.
The Results
With Plan Forward, Trinity Dental implemented a membership program better aligned to its patients, practice philosophy, and long-term growth goals, helping strengthen patient retention and create a more sustainable financial model.
Stronger long-term patient retention
The membership program created a sustainable way for uninsured and transitioning patients to continue receiving care through the practice.
Better alignment between membership and practice philosophy
Rather than relying on aggressive treatment-driven economics, the plan supports Trinity Dental’s preventive, relationship-based approach to dentistry.
Improved confidence in program sustainability
With greater transparency into pricing and plan performance, the practice now has a clearer understanding of the financial impact of membership.
Organic membership growth
Membership continues to grow naturally through patient relationships, referrals, and positive patient experiences rather than aggressive marketing tactics.
“It’s a good, solid plan. It really grows itself.”