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Enterprise Layer Intelligence
Categories/Healthcare & Life Sciences/Plan Forward
Plan Forward

Plan Forward

Founded 2018

Manage in-house dental membership plans and recurring patient billing

You can use Plan Forward to create and administer custom membership plans for uninsured dental patients. The software automates monthly and annual recurring payments, sends scheduled renewal reminders, and tracks service usage to prevent unpaid treatments. It connects directly with practice management systems to keep patient records synchronized. Dental practices can also track provider production for staff commissions, configure regional pricing across multiple practice locations, and evaluate retention metrics through a reporting dashboard.

What Plan Forward does

Set up custom dental membership pricing and discount tiersAutomate recurring patient subscription billingSend automated membership renewal reminders to patientsTrack clinical services used against plan benefitsSync patient membership data with practice management systemsMonitor membership revenue and production metrics by clinic locationAutomated recurring billing for monthly and annual membership plansDirect read and write synchronization with major practice management systemsAutomated renewal notifications sent thirty and sixty days prior to expirationService usage tracking to monitor covered clinical treatmentsMulti-location management with custom permissions and tiered pricing by officeProvider production tracking to calculate hygienist commissionsWhite-label marketing support and customized member materials

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