Online Dental Forms: The Secret Weapon to Patient Loyalty, More Revenue, and a Scalable Practice

July 19, 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.

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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?

Imagine this: Your next new patient is filling out their dental forms from their phone while binge-watching Netflix in their pajamas. No clipboards. No paper cuts. No grumpy front desk. Just seamless digital onboarding.

But what if those “boring” online dental forms could actually become the first domino in doubling your patient spend and building a practice that churns out recurring revenue on autopilot?

Spoiler: They can. And most practices are clueless about how to make it happen.


STORY:

Let’s set the scene.

You’re running a solid dental practice. You’ve survived COVID, inflation, and TikTok trends. But your front desk is still swimming in paper. Patients walk in 10 minutes late and then spend another 15 wrestling with a clipboard, scribbling answers you can barely read. (And half of them ignore that question about “Do you floss daily?”—because, come on.)

Meanwhile, your team wastes hours chasing signatures, re-entering info, and decoding chicken-scratch handwriting. It’s chaos. And guess what? Your patients feel it, too.

But here’s the real kicker:
This sloppy, old-school system is costing you more than you think—not just time, but patient loyalty and revenue. Because in 2025, friction kills.

Enter: Online dental forms—the underappreciated MVP of practice growth, patient experience, and (wait for it…) membership plans that generate predictable, recurring revenue every single month.

What if your online dental forms weren’t just paperwork?
What if they were a slick, automated system that:

  • Wowed new patients with convenience

  • Collected accurate data for better treatment planning

  • Seamlessly enrolled patients into your in-house membership program (powered by BoomCloud™)

  • And created a foundation for scaling your Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR)?

It’s not a pipe dream—it’s happening right now in practices that think beyond the clipboard.


THE PROBLEM (WITH DATA):

  • Paper forms cost the average practice 6 hours/week in admin labor. (ADA, 2024)

  • 32% of new patient appointments are delayed due to incomplete paperwork.

  • Patients under age 40 expect online forms—over 72% say they’d switch to a provider that offers digital onboarding. (NexHealth Study, 2023)

  • HIPAA fines for lost paperwork? Let’s not go there.

But here’s the plot twist:
Online dental forms are the gateway drug to higher revenue per patient.

Why? Because they:

  • Lower no-show rates

  • Boost case acceptance (patients are more invested when the process is smooth)

  • Allow you to upsell treatments & offer membership plans right inside the form process


CASE STUDY:

How Dr. Melissa Doubled Her Recurring Revenue Using Online Dental Forms + BoomCloud™

Dr. Melissa ran a busy suburban practice with plenty of “one-and-done” new patients—lots of churn, not enough loyalty. Her front desk was drowning in paperwork. Then she switched to fully online dental forms—integrated directly with her BoomCloud™ membership program.

What happened next?

  • 400+ new patients enrolled in her membership plan (straight from the form!)

  • Monthly Recurring Revenue (MRR) jumped from $3k to $12k in under 10 months

  • Average patient spend: up 2.5x

  • Team stress? Cut in half.

  • Patient Google reviews went from “meh” to “WOW, best dental experience ever!”

BoomCloud™ made it effortless. Every patient who completed an online form saw a one-click invite to join the membership—discounts, perks, and all the preventive care they need, with none of the insurance BS.


THE WHY: MEMBERSHIP PATIENTS SPEND MORE. FACTS.

Let’s get clinical for a second:

  • Membership patients spend 2–4X more per year than non-members (BoomCloud™ internal analytics)

  • MRR and ARR predictability = better team morale, higher valuations, and less stress

  • Membership patients have 50% higher treatment acceptance rates

  • Practice revenue per patient is 3X higher when patients are on an in-house plan vs. PPO

If you’re not using your online dental forms to enroll patients in a membership plan, you’re leaving a mountain of cash on the table. And you’re probably still stuck in 1998.


THE (EASY) SYSTEM: HOW TO SCALE WITH ONLINE DENTAL FORMS + MEMBERSHIP

Step 1: Digitize Everything

  • Use an online forms platform (integrate with your EHR)

  • Make forms mobile-friendly, HIPAA-compliant, and brand-customized

  • Embed “Join our membership plan!” options right inside the form flow

Step 2: Automate the Membership Upsell

  • Patients see exclusive benefits as they fill out forms

  • One-click join via BoomCloud™

  • Follow-up emails, texts, and reminders for everyone who starts but doesn’t finish

Step 3: Track the Right Metrics

  • Monitor new member signups (from forms), MRR/ARR, and total spend per member

  • Use BoomCloud™ analytics dashboard to see exactly where patients convert

Step 4: Optimize & Scale

  • A/B test your offer language on forms (“VIP Club,” “No Insurance Needed,” “Free Whitening for Members”)

  • Regularly update your perks based on patient feedback

  • Set goals for new member signups and total MRR


THE POWER OF MRR & ARR FOR DENTISTS

Let’s nerd out for a second:

  • MRR (Monthly Recurring Revenue): What you can count on every month. Stability. Predictability. Sweet, sweet peace of mind.

  • ARR (Annual Recurring Revenue): Your practice’s yearly subscription income from members.

When you use online dental forms to funnel patients into your membership, your MRR and ARR skyrocket. And when those numbers go up, so does your practice valuation (and, let’s be honest, your happiness level).

Dentists who use BoomCloud™ to automate memberships see average MRR growth of 250% in the first year.
ARR increases by $100,000+ in the first 18 months—just from membership fees.


COOL IDEAS & MUST-HAVE FEATURES IN ONLINE DENTAL FORMS (BULLET LIST + EMOJIS)

  • Mobile-first design

  • E-signature capability ️

  • HIPAA-compliant encryption

  • Automatic EHR sync

  • Membership plan integration

  • Patient education pop-ups

  • Insurance info collection (optional, not required!)

  • Language translation options

  • Analytics dashboard for conversion tracking

  • One-click payment & billing setup

And with BoomCloud™, your forms can even automatically offer VIP membership upgrades, discounts, and limited-time offers—all before the patient ever sits in your chair.


ENGAGEMENT & SEO TIPS (That Google Actually Cares About)

  • Use online dental forms in your page titles, subheads, image ALT tags, and meta description (targeting 1–2% keyword density)

  • Link internally to related posts (e.g., “How to Increase Patient Retention With Memberships”)

  • Link out to credible sources (ADA, HIPAA, BoomCloud™, etc.)

  • Use visuals (screenshots, how-to videos, checklists) to boost dwell time and user engagement

  • Ask readers to comment with their #1 forms horror story or what would make their onboarding experience “amazing”

  • Keep content updated with the latest digital forms trends and stats


THE REALITY CHECK (THE “WHY NOW”):

Every new patient is shopping you before they ever step foot in your office.
If you’re still shoving a clipboard at them in 2025, you look out of touch—and you’re missing a golden chance to convert them into lifelong, high-value members.

Online dental forms are your secret weapon. Not just for paperwork, but for making your practice run smoother, grow faster, and pay you more—every single month.


Ready to transform your new patient flow, skyrocket recurring revenue, and create raving fans (not just one-time patients)?


References:

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

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