Membership Plans That Work: What Compliance Really Looks Like

Dental membership plans aren’t new—but compliance around them is becoming more critical than ever. In this episode of Dental Drill Bits, Sandy and Dana are joined by Jane Levy, Co-founder and CEO of Plan Forward, to uncover how in-house dental plans can boost treatment acceptance, increase loyalty, and help practices navigate the complex world of legal compliance.

They discuss real-world misconceptions, why membership plans aren’t just for fee-for-service practices, and how the right tools (and the right vendor) make all the difference. Jane also shares exciting KPIs from real clients and explains how Plan Forward’s intuitive software puts your membership program on autopilot.

If you’ve been manually managing your plan—or wondering if one is worth the trouble—this conversation will change the way you look at in-house dental membership.

In This Episode You’ll Learn How To:

1. Boost Production: Find out how these plans can increase practice revenue by getting patients to say “yes” to treatment and cancel less.
2. Keep Patients Coming Back: Learn the secret to turning patients into loyal members & an integral part of your dental community. 
3. Kiss No-Shows Goodbye: Hear how membership cuts down on those missed appointments, making your day less stressful.
4. Make Life Easier: Get the scoop on Plan Forward’s easy-to-use software that handles payments, renewals, and is compliant with state regulations.
5. Break Free from Insurance: Discover how to ditch PPOs and stand out when only 20–25% of practices are doing this.

Grab a coffee and tune in—this episode’s a must for taking your practice to the next level!

Upcoming Event: Front Desk Pro – Chicago August 1, 2025 Use promo code SECRETSAUCE (capital S in Secret and Sauce) to save $100 per person Seats are limited and these events always sell out!

Thank You to Our Sponsors:

Plan Forward Plan Forward makes membership plans easy. Their revolutionary platform helps you grow your dental practice, improve patient loyalty, and create predictable recurring revenue. Learn more at planforward.io.

Identity Dental Marketing Your marketing firm should tell you who’s landing on your website and what they’re doing there. Identity Dental Marketing does that—and more. From website strategy to SEO and patient attraction systems, they help you grow smart and stay visible. Explore at identitydental.com.

Mango Voice Mango Voice is a cloud-based phone system built for dental offices. It’s packed with smart features that help your front desk perform at its best—from call recording and routing to texting and integrations. See it in action at mangovoice.com.

Subscribe & Share: Love what you’re hearing? Don’t forget to subscribe, leave us a review, and share this episode with a dental friend who’s ready to level up their patient loyalty and revenue with a smarter membership plan.