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The Ultimate Guide to Creating Dental Membership Plans

December 23, 2024
Written by: Jordon Comstock

Creating a dental membership plan shouldn’t feel like pulling teeth (pardon the pun), but, hey, if you’re a dental professional looking to dive into the membership model, you’re not alone. With rising costs and patients skimping out on necessary treatments because of insurance drama, a patient membership plan is the not-so-secret sauce your practice needs to thrive.

Welcome to a world where patients happily pay you every month, and your team isn’t tangled up in insurance company red tape. Sounds dreamy, right? Let’s dig into this like a kid eating a sticky caramel apple (don’t worry, we’ll get them flossing afterward).

What Are Dental Membership Plans Anyway?

membership plans are a simple but revolutionary concept: patients pay a monthly or annual fee directly to your dental office in exchange for a package of preventive care services (like cleanings, exams, and X-rays) and discounts on other treatments. Essentially, you’re the cool Netflix of dentistry, providing value, convenience, and—dare I say it—a fun experience (you can make going to the dentist fun, I swear).

Why Do Patients Love Them?
Think about it. Patients don’t have to worry about insurance claim rejections, deductibles, or co-pays. They also love knowing upfront what their dental care costs. Transparency? Yes, please.

Why Do Dentists Love Them Even More?
Recurring revenue, higher patient loyalty, and the chance to be a patient’s actual hero, saving them from insurance headaches. And guess what? 82% of practices that implement membership plans report a revenue increase within the first year. Pretty slick, right?

Benefits of Implementing a Membership Plan

  1. Consistent Revenue Flow
    Regular membership payments stabilize your income, even during those slow months when half your patients mysteriously vanish on vacation (looking at you, July).
  2. Patient Retention
    People stick around when they’re paying monthly. Memberships keep patients loyal, and loyal patients are the bread and butter (or should I say fluoride and sealant?) of a thriving practice.
  3. Simplified Patient Experience
    Ever see a patient’s face light up when you tell them they don’t need to worry about insurance? It’s like telling a kid they don’t have to eat broccoli at dinner.

The Building Blocks of a Successful Dental Membership Plan

Okay, now that I’ve got you sold on the idea, let’s talk strategy. Creating a successful plan isn’t about slapping together a pricing sheet and calling it a day. Nope, you need a solid foundation. Here’s how:

1. Understand Your Patient Demographics

You wouldn’t sell gourmet floss to toddlers, would you? Knowing your audience is crucial. If your practice is in a retirement-heavy area, your plan should cater to older adults. If you see a lot of young families, consider kid-friendly benefits.

2. Create Attractive Packages

Keep it simple. Don’t overwhelm patients with a list as long as a CVS receipt. Most practices find success offering two or three clear, easy-to-understand options. Think:

  • Basic Plan: Annual cleanings, exams, and X-rays.
  • Enhanced Plan: Everything in Basic + discounts on restorative care.
  • VIP Plan: Whitening treatments, discounts on major work, and maybe even a complimentary electric toothbrush.

3. Price Smart, Not Hard

Pricing too high will scare patients off, and pricing too low will leave your office scraping for pennies. Research your local market, and don’t forget to calculate your costs. Membership plans should be win-win: valuable for patients and profitable for you.

Unique Strategies to Grow Your Membership Plan

Just having a membership plan isn’t enough. You’ve gotta market it like it’s the last toothbrush in town during a zombie apocalypse. Here are the secret weapons you need:

1. Train Your Team Like Rockstars

Your front desk team should be so good at explaining your membership plan that they could sell snow to a polar bear. Arm them with scripts, talking points, and some serious enthusiasm. Every interaction is a sales opportunity, but in a friendly, helpful way.

2. Leverage Your Happy Patients

Patient testimonials aren’t just feel-good moments—they’re gold for your marketing. Create fun social media posts featuring smiling patients who love your plan. Maybe even host a “Member of the Month” spotlight. People trust other people more than they trust advertising.

3. Use Email Marketing (And Make It Un-Boring)

Don’t just send boring reminder emails. Pepper in some humor, dental tips, and reminders of why your membership plan is worth every penny. Subject lines like “Stop Ignoring Your Teeth, They Miss You!” tend to catch people’s attention.

Creating Value Beyond the Chair

Here’s a wild idea: your membership plan shouldn’t just be about dental visits. Why not offer perks that patients genuinely get excited about?

  • Freebies: Think small welcome gifts, like branded water bottles or floss with your logo (hey, branding matters!).
  • Community Involvement: Maybe a percentage of membership fees goes to a local charity, and you let members vote on where it goes.
  • Exclusive Events: Teeth whitening happy hours? “Floss with Friends” workshops? Okay, maybe not the second one, but you get the idea.

Technology Is Your Friend

Managing memberships manually is like drilling without anesthesia: painful and entirely avoidable. Use dental membership software that automates billing, tracks member benefits, and sends renewal reminders. Think of it as the best digital assistant you never knew you needed.

Common Challenges and How to Overcome Them

Challenge 1: Patients Not Seeing the Value

Sometimes, people don’t realize how much they’re saving. Use visuals, like side-by-side cost comparisons. A little chart can go a long way.

Challenge 2: Staff Buy-In

If your team isn’t on board, your plan won’t fly. Hold a meeting, share success stories, and even offer incentives for signing up new members.

Challenge 3: Marketing Fatigue

You’re already busy running a practice, and marketing feels like just one more task. Automate what you can (like emails), and schedule time each week for creative marketing strategies.

How to Sell Membership Plans Without Feeling “Salesy”

No one likes a pushy dentist. Instead, approach your plan as a way to genuinely improve your patients’ lives. When talking about it, focus on the benefits: affordability, convenience, and better dental health. You’re not selling a plan; you’re offering peace of mind.

Try these conversation starters:

  • “Did you know we have an easy way to budget your dental care?”
  • “We created a membership plan because so many patients hate dealing with insurance. Sound like you?”

Integrate Your Membership Plan Into Every Part of Your Practice

Make your plan as visible as possible:

  • In your waiting room: Have brochures and posters that scream, “Ask us about our membership plan!”
  • On your website: Highlight it on your homepage and have a dedicated page for all the juicy details.
  • In treatment rooms: While patients are waiting, have your hygienists mention the plan and its benefits.

The Secret to Keeping Members Year After Year

Retention is the real magic trick. People are quick to cancel memberships if they feel they’re not getting value. To combat this:

  • Send regular reminders about upcoming benefits.
  • Celebrate membership anniversaries with small gifts or discounts.
  • Check in with members who haven’t visited in a while.

What is BoomCloud and How Can It Help Your Practice?

Ah, BoomCloud—the superhero you didn’t know your dental practice needed. If you’re serious about implementing and managing dental membership plans seamlessly, BoomCloud is a game-changer. Think of it as your membership plan management sidekick, built specifically for dental practices to simplify, automate, and supercharge your membership offerings. Let’s break down how BoomCloud can make your life a heck of a lot easier.

What Exactly Is BoomCloud?

BoomCloud™ is a software platform designed to help dental practices create, manage, and grow successful membership plans. Unlike generic software tools that leave you fumbling around in frustration, BoomCloud was built with dentists in mind. From tracking payments to automating renewals and analyzing growth metrics, it handles all the nitty-gritty details so you can focus on what you do best—keeping patients smiling.

How BoomCloud Stands Out from the Crowd

Here’s why BoomCloud is a favorite among dentists who want to streamline their membership plans without losing their sanity:

1. Effortless Membership Plan Management

Say goodbye to manual tracking and paperwork nightmares. BoomCloud automates everything, including monthly or yearly billing, renewal reminders, and payment collection. It even sends out welcome emails to new members and automated renewal notices to keep your patient base engaged and informed.

2. Customizable Plans Tailored to Your Practice

BoomCloud lets you create flexible, customized plans that fit your unique patient demographics. Want to offer a basic preventive package for young families or a premium plan for older patients needing extensive care? No problem. The software makes it a breeze to set up and modify plans as your practice grows.

3. Financial Reporting and Insights

Data nerds, rejoice! BoomCloud provides detailed analytics and reporting tools, so you can track revenue growth, monitor member retention, and get insights into what’s working (or not working) with your plans. It’s like having a built-in business analyst guiding you toward smarter financial decisions.

4. Easy Integration with Your Current Practice Management System

Worried about complicated setups? Don’t be. BoomCloud integrates smoothly with most dental practice management systems. This means you can manage your membership plan in harmony with your existing workflows, without pulling your hair out.

5. Marketing and Growth Tools

If marketing your membership plan feels daunting, BoomCloud has your back. The platform offers marketing resources and strategies designed to help you attract and retain more members. From email templates to marketing collateral, you’ll have all the tools you need to get the word out about your membership plan and watch it grow.

How BoomCloud Takes Your Membership Plan to the Next Level

Implementing a membership plan is one thing, but growing it sustainably is another. BoomCloud doesn’t just help you manage your plan; it actively supports your growth goals.

  • Automate for Efficiency: The software’s automation features mean less time on administrative tasks and more time providing excellent patient care.
  • Retain More Patients: By sending personalized renewal reminders and exclusive member content, BoomCloud keeps your patients engaged and less likely to jump ship.
  • Revenue Boost: Practices using BoomCloud often see significant increases in predictable revenue. With streamlined operations and consistent billing, your practice can enjoy financial stability year-round.

Why Dental Practices Love BoomCloud

Many dental practices that have adopted BoomCloud report feeling more in control of their membership plans, less stressed, and—dare I say it—actually excited about the future. The intuitive platform is designed to make your life easier and your practice more profitable, and who doesn’t love that?

Whether you’re a small practice looking to increase patient retention or a large office aiming for consistent revenue growth, BoomCloud can help you achieve your goals with style and ease. So, if you’re ready to say goodbye to the hassle and hello to a thriving membership plan, BoomCloud is a no-brainer.

Ready to Transform Your Membership Plan?
Schedule a BoomCloud demo today and see why so many practices are raving about this innovative software. Trust me—your future self (and your front desk team) will thank you.

For more information, visit BoomCloud’s website and explore how it can revolutionize your dental practice.

Case Study: How One Dental Practice Used a Membership Plan to Sign Up 1,200+ Members at $45/Month

Launching a membership plan for your dental practice can feel like a massive leap of faith. But what if I told you that it could transform your revenue, bring in a loyal army of patients, and even make visiting the dentist sound kind of fun? Buckle up because we’re diving into the story of a forward-thinking practice that went all-in on a dental membership plan—and the jaw-dropping results that followed.

The Setup: Meet Dr. Michelle Hartman and Her Practice

Dr. Michelle Hartman, a charismatic and energetic dentist, ran a bustling family dental office in suburban Arizona. Like many practices, she dealt with the stress of insurance headaches, unpredictable cash flow, and patients who would ghost her after realizing their PPO plans barely covered anything worthwhile. Her goal? To simplify patient billing, increase revenue, and—most importantly—build a community of loyal patients who actually enjoyed coming to the dentist. (Hey, we can dream, right?)

The Master Plan: Launching a Dental Membership Plan

In late 2020, Dr. Hartman decided to launch a membership plan priced at $45 per month, or $540 per year, using BoomCloud’s intuitive platform to handle the heavy lifting. Here’s what the plan included:

  • Two professional cleanings per year
  • Annual exams and necessary X-rays
  • 15% discounts on restorative and cosmetic treatments
  • Exclusive member perks, like free teeth whitening touch-ups

Instead of dealing with insurance, patients paid the monthly fee directly to the practice, eliminating the endless claim denials and payment delays. And, surprise! People loved the idea. It turns out, when you make dental care transparent, affordable, and stress-free, patients respond in droves.

The Results: 1,200+ Members and Skyrocketing Revenue

Within 18 months of launching the membership plan, Dr. Hartman’s practice had signed up over 1,200 patients at $45 per month. (Quick math alert: That’s a jaw-dropping $54,000 in predictable monthly revenue or $648,000 annually!)

Metrics That Made Us Smile (Almost as Much as a Perfectly Straight Set of Teeth)

  1. Monthly Recurring Revenue (MRR): $54,000
    With 1,200 members each paying $45 a month, the practice had a steady and predictable income stream that helped cover overhead costs, staff salaries, and reinvestments in new technology.
  2. Annual Recurring Revenue (ARR): $648,000
    This revenue came from just the membership fees. When combined with other services and treatments, the practice saw its overall revenue climb to record highs.
  3. Membership Patients Spent 4.3X More Than PPO Patients
    On average, PPO patients spent about $500 a year. Compare that to membership patients, who splurged a whopping $2,200 annually. Yes, you read that right: 4.3 times more per patient. Membership patients felt invested in their oral health and were more likely to schedule additional treatments and cosmetic procedures.

Breakdown of the Impact

  • PPO Patients: $500/year average spending
  • Membership Patients: $2,200/year average spending

This translated into membership patients contributing significantly more to the practice’s profitability. It’s like comparing a lukewarm cup of office coffee to a triple-shot caramel macchiato: there’s just no contest.

Marketing Magic: How They Grew Membership Quickly

Dr. Hartman didn’t just sit back and hope patients would stumble across her new plan. She and her team got creative, launching a targeted marketing campaign that turned heads:

  1. Social Media Blitz: They used Instagram Reels and TikTok videos featuring the team dancing with oversized toothbrushes, talking about the membership plan’s benefits. It got people’s attention—and some serious laughs.
  2. Email Campaigns with Personality: Goodbye boring dental emails! Dr. Hartman’s practice sent out quirky emails with subject lines like, “Your teeth called: They want a membership plan!” These emails included engaging visuals and detailed comparisons of how much patients could save by joining.
  3. In-Office Promotions: New patients received a “Welcome Bag” with a brochure about the membership plan, a toothbrush, floss, and some humor-laced educational content about oral health.
  4. Referral Incentives: Existing members who referred friends or family earned a $20 credit toward their dental care. Word-of-mouth referrals quickly became one of their top membership drivers.

Patient Testimonials: Real Thoughts from Membership Patients

But what did patients actually think about this membership plan? Here are a few stories straight from the source:

Patient #1: Rachel, the Self-Employed Freelancer

Rachel, a 34-year-old freelance graphic designer, had no dental insurance. She always dreaded dental visits, both for the cost and the unexpected bills that followed. Joining the membership plan changed everything.

“I used to put off cleanings because I knew an X-ray here or a filling there would cost a small fortune. But now, for just $45 a month, I know exactly what I’m paying and what I’m getting. No hidden fees, no surprise bills. It’s the first time I’ve actually felt empowered about my dental health—and I even treated myself to teeth whitening last month. I’m obsessed!”

Rachel’s story is a classic example of why membership plans appeal to self-employed or uninsured patients. They crave predictable, straightforward pricing, and Dr. Hartman’s plan delivered exactly that.

Patient #2: The Morris Family

The Morris family—mom, dad, and two kids under ten—was tired of their PPO plan barely covering anything. When they heard about Dr. Hartman’s membership plan, they signed up the whole family.

“Dental insurance was such a headache. We’d pay premiums, but then find out nothing we actually needed was covered. Switching to Dr. Hartman’s membership plan has been a huge stress reliever. The kids even look forward to their cleanings because the team makes it fun. And with the discounts, my husband finally got those crowns he needed. It’s been a game-changer for us.”

For families like the Morrises, the membership plan wasn’t just a financial win; it improved the overall experience of visiting the dentist. And who doesn’t want happier, healthier smiles all around?

Patient #3: James, the Cosmetic Dentistry Enthusiast

James, a 45-year-old real estate agent, took pride in his appearance—and his smile was part of his brand. He saw Dr. Hartman’s membership plan as a no-brainer.

“I’ve always wanted to get my teeth whitened and fix a couple of chips, but the cost was ridiculous. With the membership plan, I get discounts on cosmetic work and free touch-ups. I invested in veneers and Invisalign, and I feel like a new person. I recommend this to everyone.”

James’s experience highlights another key benefit: patients are more willing to invest in high-ticket cosmetic procedures when they feel they’re getting value and exclusive discounts.

Conclusion: A Winning Formula

Dr. Hartman’s decision to launch a membership plan didn’t just improve her practice’s bottom line—it created a community of engaged, happy patients who were eager to invest in their oral health. By offering transparent pricing, incredible value, and a fun experience, the membership plan became a cornerstone of her practice’s success.

And the best part? With BoomCloud handling the back-end management, the whole system practically runs itself, giving Dr. Hartman and her team more time to do what they love: making patients smile.

If you’re still on the fence about launching a membership plan, take a page out of Dr. Hartman’s book. With the right strategy, a sprinkle of creativity, and a powerful platform like BoomCloud, the sky’s the limit.

Curious to see how BoomCloud can transform your practice? Check out BoomCloud’s website to learn more and start your journey toward predictable, consistent revenue.

FAQs About Dental Membership Plans

How do I price my patient membership plan?
Do market research, calculate your service costs, and make sure it’s attractive to patients but still profitable for you. Keep it simple, and test your pricing!

Can membership plans replace insurance?
For many patients, yes! Especially those without traditional insurance, membership plans are a fantastic alternative. But be clear about what’s covered and what’s not.

Do I need special software to manage my plan?
It’s highly recommended. Using software designed for dental membership plans can automate renewals, track benefits, and save your team a ton of headaches.

How do I market my patient membership plan?
Social media, email campaigns, in-office promotions, and community events. Get creative, and don’t be afraid to show some personality.

What happens if a patient stops paying?
Make sure your terms are clear from the start. Many practices have a grace period or allow patients to pay off their remaining balance.

Are patient membership plans legal in all states?
Most states allow them, but rules ma vayry. Always check with a healthcare attorney or a dental association to make sure your plan complies with local laws.

Final Thoughts: Time to Get Growing!

Patient membership plans aren’t just a trend; they’re the future of patient retention and revenue growth. By building a plan that’s attractive, affordable, and easy to understand, you’ll create raving fans and a rock-solid foundation for your practice. Trust me, you’ll wonder why you didn’t start sooner.

And if you need a little help getting started, remember: your dental community is full of people who’ve been there, done that, and are ready to share their wisdom. So, go forth, be the Netflix of dental care, and watch your practice thrive!

Bonus Resources:

My Top Podcasts

Download "The Million Dollar Dental Membership Plan" E-book!

Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone! Creating a patient membership plan is the smartest strategy to implment in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & improve your case acceptence by 3X with members. Download the book Now!

Membership Plans For Optometrists

vision-membership-plan-ebook Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone! Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & improve your case acceptence by 3X with members. Download the book Now!

What is BoomCloud™?

BoomCloud is a software platform that allows you to create, manage & grow your own membership program. Build unlimited plans, track recurring revenue, active members metrics. Integrate your online membership enrollment with your website & start growing recurring revenue. Schedule a demo!

Fire The PPOs With These Proven Strategies!

Discover how to break free from the grip of PPOs and transform your practice into a thriving, profitable business. Imagine better cash flow, higher profits, and stronger patient relationships. It’s not a dream – it’s a reality waiting for you.

Say goodbye to PPOs and hello to a thriving, independent dental practice. Don’t miss out – your journey to financial freedom starts here!

Watch a BoomCloud™ Demo

Power your patient membership program, Create recurring revenue, improve patient loyalty & maximize patient spend. 

Subscribe to Our Podcasts!

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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Calculate the hidden costs of relying on traditional PPO plans. Our PPO Loss Calculator reveals the revenue you could be missing out on and helps you strategize for greater profitability with a membership-based model.

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