How to Build Loyalty in a Dental Practice

February 26, 2026
Written by: Keilani

Let’s get something straight.

If your patients only stay because you take their insurance…

They’re not loyal.

They’re temporarily convenient. 😬

And convenience disappears the second:

  • Insurance changes

  • A cheaper competitor opens

  • They move across town

If you want predictable growth, higher case acceptance, and recurring revenue, you need to understand how to build loyalty in a dental practice the right way.

Because loyalty isn’t a marketing tactic.

It’s a business model.

And the practices that master it?

They don’t stress about slow months. 🦷🔥


The Hard Truth: Loyalty = Stability

Most dental practices are built on transactions.

Patient comes in.
Insurance pays (kind of).
You write off 30–45%.
Repeat.

That’s not loyalty.

That’s insurance dependency.

According to Harvard Business Review, increasing customer retention by just 5% can increase profits by 25–95%.

Retention is not “soft.”

It’s revenue.


How to Build Loyalty in a Dental Practice (Step-by-Step)

Let’s break this down into systems you can implement immediately.


1️⃣ Stop Selling Dentistry. Start Building Relationships.

Dentistry is emotional.

Patients don’t say yes because of your equipment.

They say yes because they trust you.

Loyalty starts with:

  • Sitting at eye level

  • Explaining treatment clearly

  • Avoiding confusing jargon

  • Listening before recommending

When patients feel heard, they stay.

When they feel rushed, they leave.


2️⃣ Create Financial Clarity (Confusion Kills Loyalty)

Nothing destroys trust faster than surprise bills.

If patients don’t understand what they owe, loyalty collapses.

Instead of saying:
“Let’s see what insurance covers…”

Provide:

  • Transparent pricing

  • Written treatment plans

  • Clear payment options

  • Membership alternatives

This is where membership programs shine.

Membership removes insurance friction and builds commitment.

Membership patients typically spend 2X–4X more annually than non-members because they:

  • Show up consistently

  • Feel invested

  • Accept treatment sooner

For a roadmap on scaling membership:
👉 https://boomcloudapps.com/dental-clinic-marketing-goals-how-to-scale-a-membership-program-to-365-members/


3️⃣ Build a Membership Experience (Not Just a Discount)

If you really want to know how to build loyalty in a dental practice, here’s the shift:

Turn patients into members.

Membership creates:

  • Monthly Recurring Revenue (MRR)

  • Predictable hygiene visits

  • Higher lifetime value

  • Stronger retention

Example:

800 members × $44/month = $35,200 MRR
That’s $422,400 ARR.

Before restorative work.

That recurring revenue stabilizes your practice and strengthens relationships.

BoomCloud™ helps automate and manage dental memberships:
👉 https://boomcloudapps.com/demo-schedule/

Automation protects loyalty by eliminating billing chaos.


4️⃣ Follow Up Like You Actually Care

Want instant loyalty points?

Call patients after major procedures.

Send a next-day text.

Check in personally.

It takes 2 minutes.

But it builds 10 years of retention.

Patients remember how you make them feel — not your production numbers.


5️⃣ Reward Loyalty (Intentionally)

Loyalty grows when it’s acknowledged.

Simple strategies:

  • 🎉 Celebrate membership anniversaries

  • 🎂 Send birthday messages

  • 🙌 Thank referral sources

  • 💬 Offer member-only perks

Small gestures create emotional connection.

Emotional connection creates long-term patients.


Case Study: From High Churn to $61,000 MRR

Dr. Reynolds ran a PPO-heavy practice with:

  • High patient turnover

  • Inconsistent hygiene reappointments

  • Low case acceptance

They implemented:

  • A membership program using BoomCloud™

  • Transparent financial communication

  • Automated follow-up systems

  • Team training focused on lifetime value

18 months later:

  • 1,400 active members

  • $43.50 average monthly fee

  • $60,900 MRR

  • $730,800 ARR

  • 34% increase in case acceptance

  • 38% improvement in hygiene retention

Revenue per patient nearly tripled.

Why?

They shifted from transactions to loyalty.

Create your BoomCloud™ account here:
👉 https://boomcloudapps.com/


6️⃣ Train Your Team to Think Long-Term

Loyalty doesn’t happen accidentally.

Your team must think:

“How do we serve this patient for 15 years?”

Not:

“How do we fill tomorrow?”

Track:

  • Retention rate

  • Membership enrollment

  • Revenue per patient

  • Treatment acceptance

  • MRR growth

Loyalty becomes measurable.

Measurable becomes scalable.

For structured implementation training:
👉 https://www.boomcloudapp.com/six-figure-membership-course


Common Mistakes That Destroy Loyalty

Avoid these. 🚫

❌ Rushing appointments
❌ Poor communication
❌ Confusing billing
❌ Ignoring follow-ups
❌ Treating patients like production units

Loyalty requires intention.


The Big Epiphany Moment

Most dentists think growth means:

“More new patients.”

But the real growth lever?

Keep the ones you already have.

When you build loyalty in a dental practice:

  • Patients stay longer

  • Patients refer more

  • Patients accept treatment

  • Patients join the membership

  • Revenue becomes predictable

Insurance creates transactions.

Membership and trust create loyalty.

That’s the shift.


FAQs About Building Loyalty in a Dental Practice

How important is membership in building loyalty?

Extremely important. Membership increases retention and creates recurring revenue that stabilizes your practice.

How quickly can loyalty improve?

Most practices see measurable retention growth within 6–12 months after implementing membership and communication systems.

Does recurring revenue increase loyalty?

Yes. Stable MRR allows your team to focus on patient care instead of chasing production.

Is retention more important than acquisition?

Long term, yes. Retention multiplies lifetime value and profitability.


Ready to Build Real Loyalty?

If you’re serious about learning how to build loyalty in a dental practice, here’s your next step:

📘 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™
https://boomcloudapps.com/demo-schedule/

🚀 Create Your BoomCloud™ Account
https://boomcloudapps.com/

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