Dental Treatment Planning Phases: How to Get Patients to Say “YES” to Treatment

February 23, 2025
Written by: Jordon Comstock

How To Launch & Grow a Six-Figure Membership Plan

Join our exclusive course and discover the proven strategies that practices use to add $10,000+ in monthly recurring revenue with membership plans.

Why Patients Say “I’ll Think About It” (And How to Fix It)

Let’s talk about dental treatment planning phases! Dentists, let’s be honest—treatment planning is a sales funnel.

You diagnose the issue, present the solution, and…

Patient hesitates.
Patient ghosts you.
Patient says, “I’ll check with my insurance.”

Meanwhile, you’re stuck wondering why they won’t move forward with the care they NEED.

Reality check: It’s not about the treatment—it’s about the price.

Patients don’t say NO because they don’t want treatment.
They say NO because they don’t see an AFFORDABLE way to pay.

The Solution? A Membership Plan + Patient Financing 

Membership patients say YES 3X more than PPO patients.
They spend 2X-4X more per year on dental care.
They create predictable recurring revenue (MRR & ARR).

In this guide, you’ll learn:
How to structure treatment planning like a high-converting sales funnel.
Why membership patients say YES more often.
How BoomCloud™ helped Wood River Dental scale to $600K+ in ARR.

Let’s go.


How Wood River Dental Used a Membership Plan to 10X Case Acceptance

Meet Dr. Hill from Wood River Dental.

Like most dentists, he was:
Frustrated with PPO write-offs.
Losing high-value cases due to sticker shock.
Struggling to generate predictable revenue.

Then, he made a game-changing shift—he launched a membership plan using BoomCloud™.

Fast forward 12 months:
Case acceptance rates increased by 50%.
Membership patients spent 3X more on treatment.
MRR hit $50,000+, ARR surpassed $600,000.

That’s the power of structuring your treatment planning like a SALES FUNNEL.


The 3 Phases of Dental Treatment Planning (That Actually Work)

Phase 1: The Diagnosis – Identifying the Patient’s Problem

RULE #1: Patients buy solutions, NOT procedures.

How to Position Treatment as the Best Decision:
Use Emotional Triggers: “This small cavity could turn into a $2,000 root canal later.”
Speak in Benefits, Not Features: “A dental implant isn’t just a tooth—it’s confidence, better chewing, and a healthier smile.”
Give Them Options: Present “Good, Better, Best” treatment options.

Why This Works:
✔️ Patients feel in control of their decision.
✔️ You eliminate objections BEFORE they happen.
✔️ It increases perceived value (aka, they say YES faster).


Phase 2: The Treatment Presentation – Turning “Maybe” into “YES”

RULE #2: It’s NOT about price—it’s about how you FRAME the price.

How to Overcome Cost Objections:
Use Monthly Payments Instead of Big Price Tags:
❌ “This will cost $2,500.”
✅ “It’s just $98/month with our membership plan!”
Anchor Pricing: Start with a high-cost option first (it makes the mid-tier option feel cheaper).
Stack the Value: “With our membership plan, you also get free cleanings & 15% off all treatments!”

Why This Works:
✔️ Patients care more about affordability than cost.
✔️ Monthly pricing removes the “insurance excuse.”
✔️ Higher-value perception = easier “YES.”

Want to implement a high-converting membership plan? Check out BoomCloud™


Phase 3: The Close – Making It EASY to Say YES

RULE #3: Give patients an EASY way to pay.

How to Close Treatment Plans Faster:
Offer a Membership Plan FIRST (Not Insurance).
Give a Same-Day Incentive: “Join today & get a free teeth whitening.”
Automate Membership Enrollments with BoomCloud™.

Why This Works:
✔️ Patients LOVE exclusive savings.
✔️ Membership patients return 2X more often.
✔️ Predictable revenue = NO MORE cash flow rollercoasters.

Want to automate memberships & increase case acceptance? Check out BoomCloud™


Why Membership Patients Say YES 3X More Often

Dr. Hill at Wood River Dental stopped relying on PPOs and started offering a membership plan.

What He Did:

✔️ Launched a BoomCloud™ membership plan.
✔️ Used it as a financing alternative for treatment plans.
✔️ Marketed the plan via social media, email & in-office.

Results in 12 Months:

1,500 patients joined the membership program.
MRR hit $50,000/month.
ARR surpassed $600,000/year.

Now, Dr. Hill has predictable revenue, higher case acceptance & NO PPO stress.

Want the same results? Check out BoomCloud™


Final Thoughts: How to Optimize Case Acceptance & Revenue per Patient

The biggest mistake dentists make? Presenting treatment without a financial solution.

Here’s the winning formula:

Step 1: Diagnose & Position Treatment as the Best Decision.
Step 2: Present Options Using Monthly Membership Pricing.
Step 3: Make It EASY to Say YES by Offering a Membership Plan.
Step 4: Use BoomCloud™ to Automate Membership Billing & Growth.

More case acceptance. More revenue. Less stress.

Ready to build a membership plan that scales? Check out BoomCloud™ and start making your practice insurance-free.


Resources & Further Reading:

BoomCloudApps.com – The #1 tool for launching & managing dental membership plans.
ADA Practice Report – Industry trends & insights on PPO reimbursement rates.
DentistryIQ – Expert tips for growing a profitable dental practice.


Final Thought: If you’re not offering a membership plan, you’re leaving money on the table & losing patients to practices that do.

The future of dentistry is membership-based. Are you ready to take control of your revenue? Start today with BoomCloud™.

My Top Podcasts

Download This E-book!

Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone!

Membership Plans For Optometrists

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!

Fire The PPOs!

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

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

Calculate Your Potential

with BoomCloud™

Recurring Revenue Growth Calculator

Discover the revenue potential of your practice’s membership plans. This calculator helps you project growth by analyzing key factors like patient volume, plan pricing, and service utilization. See how implementing a custom plan can boost your bottom line.

Revenue Calculator

 PPO Loss Calculator – How Much are YOU Losing?

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.

PPO Loss Calculator