Plan Forward: A Smarter Alternative to Insurance

Exploring Dental Membership Plans: A Smarter Alternative to Insurance

In this episode of Dental Drill Bits, Dana Salisbury and Sandy Pardue are joined by Meg Lohman from Plan Forward to unpack why in-house membership plans are becoming a go-to solution for dental practices looking to grow and better serve their patients. They discuss how these plans help identify patients who are overpaying for insurance, simplify preventive care, and strengthen patient loyalty. The trio also explores the power of proactive marketing and the importance of educating patients ahead of open enrollment season.

Whether you're new to membership plans or looking to refine your strategy, this episode offers a practical roadmap to create a win-win for both your patients and your practice.

🎯 Key Takeaways:

• Use your PMS to identify patients who may be overpaying for insurance.
• Target groups like retirees, young adults, and those with limited coverage.
• Membership plans foster loyalty by offering bundled, preventive care services.
• Promote your plan with short, clear messaging via email, text, and social media.
• Start outreach early to stay ahead of open enrollment.
• Implement systems that simplify plan management and reduce admin errors.

🛠️ Sponsored By:

• Plan Forward — Empowering dental practices with simple, automated membership plans. Start today at www.planforward.io