How to Automate a Dental Savings Plan (And Turn It Into Predictable MRR)
Let’s talk about the elephant in the operatory.
You launched a dental savings plan. 🎉
You’re excited.
Patients love it.
But your front desk?
They’re drowning.
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Manual billing
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Credit cards declining
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Excel spreadsheets
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Tracking renewals
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Awkward “your plan expired” calls
That’s not a membership program.
That’s administrative chaos.
If you’re wondering how to automate a dental savings plan, here’s the truth:
Automation is the difference between a hobby plan and a scalable revenue engine.
And when done correctly?
You create predictable Monthly Recurring Revenue (MRR), improve retention, and free your team from billing nightmares.
Let’s break it down.
🚀 Why You MUST Automate Your Dental Savings Plan
Before we talk “how,” let’s talk “why.”
According to Bain & Company, increasing retention by just 5% can increase profits 25–95%.
Membership plans increase retention.
Automation ensures those memberships:
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Renew automatically
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Charge successfully
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Track benefits correctly
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Send reminders automatically
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Reduce front desk errors
Without automation, your dental savings plan:
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Leaks revenue
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Creates friction
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Burnt-out staff
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Scales poorly
Automation = scale.
🦷 What Is an Automated Dental Savings Plan?
An automated dental savings plan is:
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Recurring monthly or annual billing
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Stored payment methods
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Auto-renewal
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Real-time membership tracking
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Automated reporting
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Automated patient communication
Instead of:
“Did we charge Mrs. Smith?”
It becomes:
“MRR increased $2,400 this month.”
That’s a CEO mindset shift.
🔥 How to Automate a Dental Savings Plan (Step-by-Step)
Step 1: Choose the Right Software (Not Spreadsheets)
First rule:
❌ Do not use Excel.
❌ Do not manually store card numbers.
❌ Do not rely on your PMS alone.
You need a platform built for recurring revenue.
That’s where tools like BoomCloud™ come in.
BoomCloud™ automates:
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Recurring billing
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Card updates
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Failed payment recovery
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Reporting (MRR, ARR, growth)
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Member communication
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Team tracking
👉 Learn more at https://boomcloudapps.com
If you want to scale, you need infrastructure.
Step 2: Set Up Recurring Billing Properly
This is where most practices mess up.
Best practices:
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Offer monthly and annual options
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Default to monthly autopay
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Store payment securely
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Require an auto-renewal agreement
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Make cancellation simple but clear
Example:
Adult Plan – $39/month
Perio Plan – $59/month
Child Plan – $29/month
If you enroll:
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300 members at $39/month
That’s $11,700/month in MRR
Or $140,400 in ARR
Predictable.
Insurance companies built empires on recurring revenue.
You should, too.
Step 3: Automate Communication
Automation isn’t just billing.
It’s communication.
Set up:
📧 Welcome emails
📱 Text confirmations
📆 Renewal reminders
💳 Failed payment alerts
🎉 Anniversary emails
When patients feel informed, they stay.
When they forget, they churn.
Automation eliminates forgetfulness.
Step 4: Automate Team Accountability
Want growth?
Track:
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New memberships per month
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Active member count
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MRR growth
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Revenue per member
Top-performing practices reward team members for new enrollments.
Why?
Because alignment drives growth.
At BoomCloud™, the fastest-growing practices all:
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Incentivize new member sign-ups
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Track MRR monthly
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Review performance in team meetings
Automation makes tracking effortless.
📈 The Revenue Impact of Automation
Here’s what happens when you automate:
1️⃣ Increased Case Acceptance
Membership patients spend 2X–4X more over time.
Why?
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They visit consistently
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They feel invested
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They’re not limited by annual maximums
2️⃣ Higher Retention
Members stay longer.
And retention = profit.
3️⃣ Reduced Administrative Costs
Less time chasing payments.
Less time updating cards.
Less stress at the front desk.
4️⃣ Predictable Cash Flow
Instead of wondering what next month looks like…
You already know.
That’s power.
💥 Case Study: Manual Chaos to Automated Growth
Let’s call this practice “River Valley Dental.”
Before automation:
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180 members
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Manual billing
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15% payment failure rate
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Staff frustration
After implementing BoomCloud™ automation:
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420 members in 18 months
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$16,380/month MRR
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4% payment failure rate
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Increased treatment acceptance by 28%
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Revenue per member increased 2.5X
The epiphany?
They stopped “managing” the plan.
They started scaling it.
🎯 Mistakes to Avoid When Automating a Dental Savings Plan
❌ Manual billing
❌ No auto-renewal agreement
❌ No tracking metrics
❌ No team training
❌ No marketing promotion
A savings plan only works if patients know it exists.
Promote it:
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On your website
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In your Google Business profile
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During new patient calls
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In hygiene appointments
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On social media
If you want to attract patients searching for “no insurance dentist near me,” your savings plan must be visible.
🧠 What Most Dentists Think:
“We just need more new patients.”
But the smartest practices know:
“We need predictable revenue and loyal patients.”
Automation transforms your savings plan from:
Side project → Scalable system
Manual hassle → Revenue engine
Administrative burden → Practice asset
When your savings plan runs automatically…
You gain:
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Financial clarity
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Strategic control
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Freedom from PPO pressure
And freedom is the real goal.
📊 How Automation Helps You Move Toward Fee-for-Service
If you want to:
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Drop PPOs
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Reduce write-offs
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Improve quality of care
Automation is the bridge.
You can’t transition to fee-for-service without:
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Loyal patients
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Predictable revenue
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Recurring income
Membership + automation makes that possible.
❓ Frequently Asked Questions
Is it hard to automate a dental savings plan?
Not with the right software. Setup typically takes a few hours, not weeks.
Can I automate with my current PMS?
Most PMS systems are not built for recurring subscription billing. A dedicated membership platform works best.
Will patients actually sign up?
Yes—especially uninsured patients. Over 68 million Americans lack dental insurance.
🚀 Ready to Automate?
If you’re serious about scaling your dental savings plan:
Download the million-dollar membership plan ebook – https://boomcloud.myclickfunnels.com/million-dollar-book
Take The Six-Figure Patient Membership Plan Course – https://www.boomcloudapp.com/six-figure-membership-course
Schedule a Demo of BoomCloud™ & Learn how to manage & grow your membership plan – https://boomcloudapps.com/demo-schedule/
Create Your BoomCloud™ Account
