Plan Forward

Plan Forward is a dental membership platform that enhances operational efficiency for dental practices through automated management of membership plans, payment processing, and patient notifications, specifically targeting uninsured patients. Founded in 2018 in Indianapolis, US, Plan Forward offers a dental membership management solution tailored for enhancing practice efficiencies. The company was co-founded by Jason Flannagan and Megan Lohman, who has been instrumental in shaping its strategic direction. Recently, on October 9, 2023, the company raised USD 2 mn in Seed funding led by Elevate Ventures, with participation from IU Ventures and Revere Partners, marking a pivotal step in their funding journey.

Plan Forward specializes in offering a comprehensive dental membership plan designed to enhance operational efficiency within dental practices. Their core product facilitates seamless integration with over 20 practice management software systems, allowing dental offices to manage membership plans effectively. The service automates critical tasks such as payment processing, patient notifications, and plan renewals, thereby reducing manual administrative workload. By addressing the needs of dental practices, Plan Forward aims to improve patient retention, compliance, and overall patient experience, specifically targeting uninsured patients seeking affordable dental care solutions.

The company serves a diverse clientele across the United States, including dental practitioners and their patients, focusing on delivering value through an inclusive pricing model that offers transparent features. The revenue structure of Plan Forward is primarily based on subscription models tied to their dental membership software services. Dental practices enter into partnerships with Plan Forward to utilize their platform, which provides automated membership management features. Clients pay for services that streamline operations, such as pricing adjustments and real-time data analytics, which ultimately enhance patient care.

The pricing plans are structured to accommodate various practice sizes and locations, ensuring flexibility for clients. These transactional agreements typically involve a fee for service, which aligns with the utilization of their software solutions, allowing practices to focus on patient care while benefiting from increased operational efficiency. In October 2023, Plan Forward raised USD 2 mn in Seed funding, which will be utilized to accelerate growth initiatives, expand their team, and invest in technology, sales, and marketing efforts. The company is focused on enhancing its product offerings with new features aimed at improving user experience for dental practices.

Additionally, they plan to expand their services into new geographical regions across the United States, aiming to reach more underserved markets in the next 12-18 months.