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Dental Forms: Simplify Your Practice with the Right Tools

January 21, 2025
Written by: Jordon Comstock

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dental consent forms

Download dental consent forms, templates, scripts and other resources for your dental office!

Dental forms are the unsung heroes of any successful practice. From patient intake to consent forms, these documents keep your operations running smoothly while ensuring compliance and clarity. But let’s be honest—managing forms can feel like a chore.

That’s where tools like BoomCloud™ step in to streamline and automate your processes, giving you more time to focus on patient care.


Why Dental Forms Are Crucial

Dental forms aren’t just paperwork; they’re essential for patient care and practice management.

Key Benefits:

  1. Compliance: Ensures you meet legal and ethical requirements.
  2. Clarity: Provides patients with a clear understanding of their treatments and responsibilities.
  3. Efficiency: Speeds up administrative tasks, freeing up time for your staff.

Must-Have Dental Forms

1. Consent Forms

Consent forms are essential for obtaining legal permission before performing treatments.

Common Types of Consent Forms:

  • General treatment consent.
  • Cosmetic procedure consent (e.g., whitening, veneers).
  • Surgical consent for extractions or implants.

Streamline with BoomCloud™:
Access a complete library of customizable consent forms at BoomCloud’s Consent Form Tools.


2. Patient Intake Forms

These forms collect essential information, from medical history to insurance details.

Best Practices:

  • Make them digital for easy storage and access.
  • Include a section for patient preferences to personalize care.

3. Membership Agreements

If you’re offering a membership plan, a well-drafted membership agreement is vital.

Key Elements:

  • Plan benefits and terms.
  • Payment schedules.
  • Cancellation policies.

Automate with BoomCloud™:
BoomCloud™ simplifies membership plan agreements by integrating them into your automated billing system.


4. Financial Agreement Forms

Help patients understand costs and payment options upfront to avoid misunderstandings.

Why They’re Important:

  • Improves transparency.
  • Increases treatment acceptance by outlining financing options.

How BoomCloud™ Helps Practices Thrive

BoomCloud™ is a software solution dedicated to helping dental practices create and grow patient membership plans. We’re not just about offering resources—we’re about transforming how you build loyalty and generate recurring revenue.

While forms like consent forms and membership agreements are crucial for smooth operations, they’re just one of the many ways we support our clients. Our Consent Form Tools are a free resource designed to make your life easier. Whether it’s simplifying patient onboarding or improving compliance, these tools are here to complement the real star of the show: your membership program.

What BoomCloud™ Does Best:

  • Membership Plan Creation: Easily design customizable plans tailored to your patients’ needs.
  • Automation: Handle everything from billing to renewals seamlessly.
  • Growth Metrics: Track MRR (Monthly Recurring Revenue), active members, and patient retention rates.

Why Dental Forms Matter:

We know how essential consent and membership agreement forms are for running a practice, which is why we provide templates and tools as an added perk for our clients. But the real power lies in pairing these forms with a robust membership program.

Ready to take your practice to the next level? Let BoomCloud™ handle the heavy lifting so you can focus on patient care and growing your revenue.

Case Study: How 7 to 7 Dental Scaled Their Membership Program with BoomCloud™


Introduction

Membership plans are the secret weapon for dental practices looking to reduce PPO dependence and create predictable revenue streams. For 7 to 7 Dental, implementing a patient membership program wasn’t just a strategy—it became the foundation for growth. With the help of BoomCloud™, they didn’t just launch a membership plan; they scaled it to become a significant revenue driver.


The Challenge

7 to 7 Dental, a multi-location practice, faced three critical challenges:

  1. Reducing PPO Dependence: High fees from insurance providers cut into profitability.
  2. Boosting Patient Retention: They needed a way to keep patients loyal without relying solely on insurance.
  3. Streamlining Membership Management: Their existing system was manual, time-consuming, and error-prone.

The Solution: BoomCloud™

BoomCloud™ provided the tools and automation needed to solve their challenges. The software enabled 7 to 7 Dental to create a patient-centered membership plan, streamline operations, and track recurring revenue in real time.

Features That Made a Difference:

  • Customizable Membership Plans: BoomCloud™ allowed them to design plans with free cleanings, exams, and discounts on procedures.
  • Automation: Billing, renewals, and reminders were automated, saving hours of administrative work.
  • Real-Time Metrics: BoomCloud™ tracked Monthly Recurring Revenue (MRR) and active members, providing actionable insights.

The Membership Plan Design

7 to 7 Dental designed a simple, patient-friendly membership plan:

  • Annual Fee: $350 per year.
  • Benefits: Two free cleanings, routine exams, X-rays, and 20% off additional treatments.
  • Target Audience: Uninsured patients and those looking to opt out of traditional PPO plans.

The Results

1. Membership Growth

  • Active Members: Grew to 2,200 within two years.
  • New Member Acquisition: Their automated sign-up process added an average of 50 new members monthly.

2. Financial Impact

  • MRR: $85,000 generated every month.
  • ARR (Annual Recurring Revenue): Over $1 million annually from memberships alone.

3. Increased Patient Retention

Patients on the membership plan were 3x more likely to return for regular check-ups and additional treatments.

4. Treatment Acceptance Rates

Membership patients were more inclined to accept high-value treatments, increasing case acceptance rates by 30%.


Key Success Factors

  1. Automation with BoomCloud™: Reduced administrative overhead and eliminated errors in membership management.
  2. Targeted Marketing: The practice used email campaigns and in-office promotions to attract uninsured patients.
  3. Patient Engagement: BoomCloud™ sent automated reminders and updates, keeping members informed and engaged.

Testimonial

“Before BoomCloud™, managing a membership program felt impossible. Now, it’s a breeze. Not only have we grown our member base, but we’ve also created a predictable revenue stream that gives us financial peace of mind.”
— Dr. Justin Coke, Owner, 7 to 7 Dental


Lessons Learned

  • Simplicity Wins: Patients appreciate straightforward, no-nonsense membership plans.
  • Automation Is Essential: BoomCloud™ saved hours of manual work, allowing staff to focus on patient care.
  • Data Drives Decisions: Real-time analytics provided by BoomCloud™ helped the practice identify growth opportunities.

Conclusion

For 7 to 7 Dental, BoomCloud™ was more than just a software solution—it was a growth engine. By leveraging the power of a well-designed membership plan and the automation tools provided by BoomCloud™, they transformed their practice, creating predictable revenue, reducing PPO reliance, and fostering stronger patient loyalty.


Ready to Scale Your Membership Program?
Discover how BoomCloud™ can help your practice replicate the success of 7 to 7 Dental.

Click here to schedule a free demo today!


FAQs

What forms are essential for a dental practice?
Key forms include consent forms, patient intake forms, membership agreements, and financial agreements.

How can BoomCloud™ simplify form management?
BoomCloud™ offers customizable templates, digital storage, and automation tools to streamline form-related tasks.

Are BoomCloud™ forms secure?
Yes, all forms are stored and managed securely, ensuring patient confidentiality and compliance with regulations.


Final Call to Action: Simplify Dental Forms with BoomCloud™

Stop letting paperwork slow you down. With BoomCloud™, you can automate and streamline your patient membership program, making life easier for you and your patients.

Click HERE to explore consent form tools and see how BoomCloud™ can revolutionize your practice.

dental consent forms

Download dental consent forms, templates, scripts and other resources for your dental office!


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vision-membership-plan-ebook Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & increase sales!

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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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