The Secret Weapon Behind Scaling Your Dental Practice (And It’s NOT a Drill)

July 22, 2025
Topics: Dental
Written by: Lisa Rasmussen

How Smart Practice Owners Are Ditching PPOs and Adding $500K+ in Recurring Revenue

Join our exclusive course and discover the proven strategies that practices use to add $10,000+ in monthly recurring revenue with patient membership plans. Dr. Evans took this course and now has over 800 members and $37,000/mo of predictable recurring revenue. Watch this webinar before we take it down in 24 hours.

This course normally sells for $297.

But right now, I’m giving you access for just $47.

That’s cheaper than a hygiene cleaning.

And it could be the most profitable $47 you ever spend.

Get the Course Here → The Six-Figure Membership Plan Course

What You Will Learn:

- How to Build a Membership Plan That Pays You Monthly (Even While You Sleep!)

- Why PPOs Are Stealing Your Revenue—And How to Take Control of Your Profits

- The 3-Step System to Scale Recurring Revenue
(Even If You’ve Never Sold a Membership Plan Before!)

- The #1 Mistake Dentists Make When Dropping PPOs (And How to Avoid It!)

LIVE Case Study: How One Dentist Went from PPO-Dependent to $500K+/Year in Recurring Revenue With a Membership Program!

In dentistry today, PPOs are not your friend, they hurt your cash flow, demolish your profit margins, jeopardize your patient relationships & use A.I. to deny claims!!

If I had an employee or partner that messed up my business like that, I would FIRE them ASAP! 

$47. No fluff. Just results.

You in?

Let’s be real, folks

refusing treatment might be a patient’s right, but it’s also your liability nightmare waiting to happen . That’s why every savvy dental practice needs a dental treatment refusal form — but don’t worry, this isn’t your average legal jargon snoozefest. We’re about to walk you through a wild, fun, and financially game-changing journey (you read that right) that connects that form to scaling your practice’s revenue using… BoomCloud™.


What Happens When Patients Say “Nah, Doc”?

Imagine this:
You’ve spent 45 minutes explaining to Mrs. Johnson why she really, really needs that root canal. She nods. Smiles. Then says,
“Thanks, but I’ll pass.”

And just like that, you’re exposed — legally, financially, and emotionally.

Without a signed dental treatment refusal form, you’re a sitting duck if she comes back later with complications and a lawsuit. Not only do you lose that treatment revenue, but your time is wasted, your team’s morale drops, and worst of all… she might not return.

But here’s the kicker… what if there was a way to turn that scenario into a recurring revenue opportunity? Enter: BoomCloud™.


Story: From Legal Protection to Profitable Practice

Dr. Stephanie T., a general dentist from Arizona, was frustrated. She had patients refusing care left and right — even when they clearly needed it. But instead of accepting it as a loss, she turned it into a lesson.

She implemented a rock-solid dental treatment refusal form, trained her staff to use it without sounding like a lawyer, and — here’s the juicy part — offered those same patients a membership plan using BoomCloud™.

Within 6 months:

  • 83% of her refusal patients opted for preventive care instead

  • Her MRR (Monthly Recurring Revenue) jumped by $14,700

  • Membership patients started spending 2.3X more per year

  • She added $176K to her ARR (Annual Recurring Revenue)

All because she turned a “No” into a “Maybe Later… with a plan.”


Why a Dental Treatment Refusal Form Is Non-Negotiable

Here’s why you need one in every patient chart:

Legal Protection – Proves you informed the patient about risks and they declined
CYA Documentation – If it’s not written, it didn’t happen
Time-Saver – Prevents repeat consultations for rejected treatment
Professionalism – Patients see you’re organized and thorough

What to Include in Your Dental Treatment Refusal Form

  • Patient’s full name and DOB

  • Description of proposed treatment

  • ⚠️ Risks of refusing treatment

  • Patient’s reason for refusal (in their words!)

  • ✍️ Signatures from patient, witness, and provider

  • Date and file number


From Refusal to Recurring Revenue (BoomCloud™ to the Rescue)

Now that your liability is covered — what’s next? Turn that form into a launchpad for revenue recovery.

Enter BoomCloud™ – a dental membership software platform that turns treatment-refusing patients into loyal subscribers.

Here’s how:

  • ️ Create custom membership plans for preventive care

  • Educate patients at time of refusal: “Hey, you can still stay healthy with this plan…”

  • Get recurring payments with zero insurance drama

  • Track MRR, ARR, and optimize lifetime value per patient

Why This Works

According to BoomCloud™ data:
✅ Membership patients spend 2X to 4X more per year than non-members
✅ They stay with the practice longer and miss fewer appointments
✅ They refer more — because they feel valued, not sold to

That’s called optimizing your Revenue Per Patient (RPP). And that’s how you scale smart.


“I Don’t Need More Patients. I Need Better Revenue from the Ones I Have.”

Let’s bust a myth: Scaling a dental practice doesn’t mean jamming your schedule with 50 new patients a month.
That’s burnout.
✅ The real money is in maximizing revenue per patient.

BoomCloud™ lets you:

  • Track RPP

  • Reduce your dependency on PPOs

  • Stop giving away care just to fill chairs

More revenue. Fewer headaches. Predictable cash flow. What’s not to love?


Case Study: The BoomCloud™ Effect in Action

Practice: Lakeside Dental
Location: Boise, Idaho
Before BoomCloud™:

  • 23% of patients refused major treatment

  • Monthly revenue fluctuated like a rollercoaster

  • 14% no-show rate

After BoomCloud™ (12 months):

  • 42% increase in treatment plan acceptance

  • $198,000 ARR from memberships

  • 71% decrease in unpaid bills

  • Refusal patients = warm leads to preventive care

The kicker? They did it with ZERO ad spend. Just internal systems and killer follow-up.


FAQs

Do I need a lawyer to create a dental treatment refusal form?
It’s smart to have a template reviewed by your dental attorney, but platforms like ADA and BoomCloud™ offer solid starting points.

Can I legally refuse to treat a patient who declines care?
Yes, especially if refusal puts you at ethical or legal risk. The form helps prove you informed them.

How does BoomCloud™ help with legal compliance?
BoomCloud™ lets you manage records, digital agreements, and payment tracking — making audits and disputes way less stressful.

How soon can I launch a membership plan?
With BoomCloud™, you can go live in a weekend. No joke.

Is it only for uninsured patients?
Nope. Memberships are great for underinsured and high-deductible patients too.

Will patients actually sign up for a membership after refusing treatment?
Totally — when positioned as a “health maintenance alternative” instead of a sales pitch.


Final Thoughts: The Smarter Way to Scale

A dental treatment refusal form doesn’t have to be a buzzkill. It’s actually your first step in flipping the script — from rejection to revenue, from uncertainty to loyalty.

And when you pair that with BoomCloud™, you’re not just protecting your practice —
You’re future-proofing it.
You’re scaling smarter.
You’re serving patients on their terms.

Now that’s some real ROI — Risk Off, Income Up.


Links You’ll Want to Click (Trust Us)

Download the Million-Dollar Membership Plan eBook
Take The Six-Figure Patient Membership Plan Course
Schedule a Demo of BoomCloud™
Create Your BoomCloud™ Account For FREE


Suggestions for Inbound Links:

  • Internal blog post: “How to Get Patients to Accept Treatment Without Pressure”

  • Internal page: “Why Every Practice Needs Digital Patient Forms”

Suggestions for Outbound Links:

My Top Podcasts

How Smart Practice Owners Attract, Retain & Create Recurring Revenue

Get the book that’s helping over 65,000  practices ditch insurance, boost cash flow, and create financial freedom with a patient membership program.

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