Still Using Boring Dental Treatment Plan Forms? Here’s How to Make Patients Say “YES!” (and Stick With You for Life)
Let’s get brutally honest for a second.
Most dental treatment plan forms are more confusing than a TikTok dance trend, and twice as likely to make your patients ghost you. If you’ve ever watched a patient squint at a black-and-white printout, look up, and say, “I’ll call you…”—you know exactly what I mean.
Here’s the big, profitable truth:
When you treat your dental treatment plan forms like a sales tool, a loyalty builder, and a VIP membership offer—instead of just another piece of paper—your case acceptance goes through the roof, your patients actually come back, and your revenue per patient? It gets seriously sexy.
How Dr. Jess Turned Confusing Forms into a Revenue Machine
Dr. Jess used to hand out generic, insurance-code-filled treatment plans. Patients left confused and overwhelmed. Then she had an epiphany (aka, a moment of pure dental brilliance):
“What if our treatment plan forms were simple, visual, and focused on what matters—including savings, payment options, AND our in-house membership?”
She teamed up with BoomCloud™, ditched the fine print, and made every treatment plan a VIP experience:
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Visual chart of treatment phases (color-coded, easy to follow)
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Two payment options—insurance AND in-house membership pricing
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A “What happens if I do nothing?” comparison
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“Next Steps” checklist with an appointment date, not just “TBD”
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QR code to sign up for the membership plan, right on the form
Results?
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Case acceptance doubled (from 39% to 81% in 6 months)
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Memberships tripled
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MRR (Monthly Recurring Revenue) soared
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Dr. Jess became known for “making dentistry easy and affordable”
What Are Dental Treatment Plan Forms—And Why Do They Matter?
A dental treatment plan form is more than just a “list of stuff you need.”
It’s your practice’s handshake, vision board, and contract with the patient—all rolled into one. Done right, it’s a launchpad for:
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Patient education and clarity (no more confusion)
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Transparent, up-front costs and savings (bye-bye, “I didn’t know it would cost THAT!”)
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Seamless integration of membership savings and perks
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Documented consent and financial responsibility (lawyers will love you)
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Improved patient loyalty and referrals (because who refers a practice that made them feel dumb?)
The Numbers Don’t Lie
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86% of patients say they’re more likely to accept treatment when costs and benefits are crystal clear
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Practices using membership pricing on forms see 2-4x the treatment acceptance (BoomCloud™ 2024)
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Visual aids (like graphics or color-coded phases) increase patient understanding by 67%
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MRR in offices using upgraded treatment forms is 35% higher on average
Must-Have Elements for Dental Treatment Plan Forms
Simple breakdown of treatment phases (no dental jargon!)
Clear pricing for insurance, cash, and membership
“What happens if I delay treatment?” section
Benefits and outcomes—list what’s in it for them
“Next Steps” box—always include an appointment time
QR code or link to sign up for your membership plan
Highlight any included perks or bonuses for members
Visual timeline for multi-visit plans
⚕️ Provider contact info for questions
Consent and payment agreement fields (easy to sign!)
Why Adding Memberships to Treatment Plan Forms Is a Game Changer
You’re not just selling a filling or a crown.
You’re selling peace of mind, predictable costs, and a reason to stick with YOU—not the dentist down the street.
When your dental treatment plan form features your membership plan as the “affordable, VIP option”:
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Patients are 3x more likely to start (and finish) treatment
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They spend 2–4x more over their lifetime
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They refer friends and family who want savings (and no insurance hassles)
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BoomCloud™ automates renewals, reminders, and even referral rewards
Example Add-on Script (Steal This):
“If you join our Smile Membership today, your total is just $___ per month and you get 20% off every treatment plan. Plus, free exams and cleanings. Want to see how much you save over a year?”
CASE STUDY: Dr. Jess & BoomCloud™—From “Let Me Think About It” to “Let’s Do This!”
Before:
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Average case acceptance: 39%
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Memberships: 45 active
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MRR: $2,700
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Forms: Boring, hard to understand, no payment options
After implementing BoomCloud™ and the new forms:
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Case acceptance: 81%
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Memberships: 167 active
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MRR: $8,400
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Average revenue per patient: 2.8x higher
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Referrals: Doubled in 6 months
Her epiphany?
“We stopped overwhelming patients and started guiding them. Membership pricing on every form turned cost objections into YES. BoomCloud™ made it easy for us and our patients.”
MRR, ARR & How Treatment Plan Forms Impact Revenue
Let’s get nerdy about revenue (but in a fun way):
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MRR (Monthly Recurring Revenue):
Memberships = recurring income. Every treatment plan that includes a membership upsells recurring revenue andkeeps patients returning. -
ARR (Annual Recurring Revenue):
The more plans you close, the more ARR climbs. Predictable, bankable income. -
Revenue Per Patient:
Members say yes to more care, refer more friends, and spend more—2–4x more than “just insurance” patients.
Real Data
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90% of BoomCloud™ practices say including membership plans on treatment forms was “the #1 game changer for revenue and loyalty.”
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Patients on membership plans are 68% less likely to lapse or miss recare appointments.
BoomCloud™ Topics & Treatment Plan Form Power Moves
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Auto-calculate membership savings on every treatment plan
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Let patients join the membership right from the form (paper or digital)
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Use a QR code for instant membership sign-up
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Track which staff close the most membership plans (reward them!)
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Test “before and after” forms—measure acceptance and referrals
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Send digital copies to patients for easier home review and e-signatures
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Add testimonials from real members to the form footer
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Run “Membership Month” promos: extra perks for patients who join from their treatment plan
FAQs
How do I make my dental treatment plan forms more effective?
Simplify, clarify, and always include a membership option and visual breakdown. Less jargon, more value.
Do digital forms work better than paper?
Absolutely! Patients love the convenience, and you can automate follow-ups, e-signatures, and membership enrollment with platforms like BoomCloud™.
What’s the #1 mistake practices make with treatment plans?
Not showing savings and options clearly. Most patients bail because of sticker shock or confusion.
How can I get more patients to sign up for memberships?
Feature it on every treatment plan, compare monthly savings, and offer an instant sign-up bonus.
Do treatment plan forms actually boost revenue?
YES—when they’re simple, clear, and include a membership offer, case acceptance and patient value skyrocket.
How do I train my team to present forms better?
Roleplay the handoff, reward staff for memberships and case acceptance, and review results in team meetings.
Dental Treatment Plan Forms—The Unsung Hero of Growth (When You Use Them Right!)
The fastest way to grow your practice, boost revenue, and make patients say “YES!”
Upgrade your dental treatment plan forms. Make them clear, visual, and loaded with value—especially a membership offer.
Patients crave transparency and savings. When your forms deliver BOTH, you become their forever dentist.
