Patient Tracking Software: How To Stop Bleeding Money, Lock in Loyalty & Grow MRR Like a Boss

June 28, 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?

Alright, doc… let’s get uncomfortable for a sec:

How many patients slipped through your schedule cracks this month?
How many unscheduled treatment plans are rotting in your charts like forgotten leftovers?

If your answer is “Umm… I dunno…” — congrats! You’re bleeding revenue daily.

But here’s the twist: today you’ll learn how patient tracking software + a membership plan can plug that leak, keep patients loyal, and make your bank account look like it’s on steroids — all without begging insurance for scraps.


Story

Meet Dr. Paul — a chill dentist in Portland with a hip practice, a killer team, and a big fat problem: the Schedule Black Hole.

New patients rolled in. Hygiene was slammed. Yet somehow, treatment acceptance hovered at 50%, and patients ghosted faster than a Tinder date gone wrong.

Then, after binge-watching my rants about predictable revenue, Dr. Paul tried two things:

1️⃣ He got serious about patient tracking software — seeing exactly where every patient was in the care pipeline.

2️⃣ He launched a membership plan with BoomCloud™, so patients had no reason to delay or bail.

Guess what happened?

✅ His front desk could see missed re-care visits INSTANTLY.
✅ Hygiene no-shows dropped 42%.
✅ Treatment acceptance climbed by 31%.
Monthly Recurring Revenue (MRR) hit $22,800.
Annual Recurring Revenue (ARR) hit $273,600.

Now Dr. Paul’s biggest stress? Picking where to spend Christmas — Maui or Aspen. Not bad, huh? ❄️


Want to be Dr. Paul?

BoomCloud™ helps you track patients AND automate your membership plan so you can finally sleep easy (and maybe buy that vacation home).

Schedule Your BoomCloud™ Demo Now — I promise you’ll high-five me later.


“But Jordon, I already have a practice management system!”

Ok, hero. Does it actually track patient progress — like who’s due for treatment, who ghosted, who’s ghosting next week?

And does it pair that tracking with a membership plan that locks in loyalty and doubles their spend?

Thought so.

This is what the smart docs do:
Patient tracking software → plug leaks
Membership plan → multiply revenue per patient

Together? Chef’s kiss.


Why Patient Tracking Software is Your Secret Weapon

Let’s break this down. Here’s why you’re losing money:

❌ Patients forget to book follow-ups
❌ Treatment plans gather dust
❌ Team can’t see who’s drifting away
❌ Insurance rules dictate YOUR revenue

Patient tracking software fixes this:

✅ Real-time patient journey tracking
✅ Automated follow-up reminders
✅ Team accountability
✅ Fewer no-shows
✅ More completed treatment

And when you stack a membership plan on top? Patients stick. They pay you monthly. And they spend 2X to 4X more on elective care because they trust you.


Numbers That’ll Make You High-Five Your Office Manager

Practices using patient tracking software + membership plans see:

  • 20–40% higher treatment acceptance

  • 2X–4X higher revenue per patient

  • 30% lower no-show rate

  • MRR so stable, they laugh when insurance threatens to cut reimbursements


Case Study: The $400k Membership + Tracking Glow Up

Practice: Mid-sized office in Denver
Problem: 35% hygiene re-care drop-off. $200k/year in unscheduled treatment. Staff overwhelmed.

Solution:

  • Implemented BoomCloud™ patient tracking software

  • Created a $35/month membership plan: covers 2 cleanings + discounts

  • Used tracking to pitch the plan at perfect touchpoints

12 months later:

  • 1,100 members

  • $38,500 MRR

  • $462,000 ARR

  • 3X more elective services sold to members vs. non-members


What Should Your Patient Tracking Software Do?

If your software can’t do this, it’s time to upgrade:

✅ Track every patient’s treatment status — who’s due, overdue, or ghosting
✅ Automate reminders by text/email/Carrier pigeon ️
✅ Highlight membership plan offers at key moments
✅ Give your team clear daily follow-up tasks
✅ Integrate seamlessly with BoomCloud™


How to Stack Tracking + Membership for Maximum Profit

Here’s the exact game plan to copy:

1️⃣ Get good patient tracking software. (BoomCloud™ includes tracking tools built for membership practices.)

2️⃣ Build a simple membership plan. (Start with preventive care, add perks.)

3️⃣ Train your team to use tracking data to pitch the plan at every visit:

  • “Hey Bob, you’re due for a filling — want to save 20% today with our plan?”

4️⃣ Automate the follow-ups. Never let patients vanish into the black hole again.

5️⃣ Celebrate your fat MRR and ARR. Buy your team lunch. Then book your Maui trip. ️


FAQ

Doesn’t my PMS do tracking already?
Most practice management software stinks at real tracking. BoomCloud™ was built by practice owners who were sick of half-baked tools.

How fast can I see results?
Most practices see higher recall and MRR within 90 days.

Do patients really love membership plans?
Yes! 82% of patients want predictable pricing and hate surprise bills. Membership = trust = loyalty.

How much does BoomCloud™ cost?
It pays for itself 10X over. Plans vary — but remember, you’re trading pennies for predictable revenue.


Final Thoughts

Here’s the deal: If you’re not tracking patients properly, you’re leaking cash.

If you don’t have a membership plan, you’re leaving easy money on the table.

When you put patient tracking software and a membership plan together? You become unstoppable.

So stop bleeding patients. Plug the leaks. Lock in loyalty. And grow MRR you can brag about at dental conferences.

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


Action 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

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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.

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