- Plan Forward does not publish its pricing publicly. Practices must request a custom quote and complete a pricing analysis before receiving cost information.
- The platform offers a free pricing analysis that evaluates your practice's demographics and local competition to build a customized membership plan strategy.
- Clerri serves 20,000+ dentists and 7 of the top 10 DSOs, delivering quantified results including 76% more visits, 146% more procedures, and 172% higher cash production through the Membership Effect.
Dental practices searching for membership plan software in 2026 face a common pattern: most platforms hide their pricing behind sales calls and custom quotes. Plan Forward follows this approach, requiring practices to complete a detailed analysis before learning what the software costs.
This approach works for some buyers but creates considerations for practice owners who need quick budget comparisons. Understanding what Plan Forward charges, what's included, and how it stacks up against alternatives like Clerri's membership platform requires digging beyond marketing pages.
This guide breaks down everything known about Plan Forward pricing in 2026, compares costs across competing platforms, and helps practices determine which solution delivers the strongest return on investment.
According to Plan Forward, the platform structures its pricing around custom quotes rather than published rate cards. The company positions this as a benefit, arguing that dental practices have unique demographics, competitive landscapes, and patient populations that require tailored pricing strategies.
What Plan Forward discloses about its pricing model:
- Free implementation with no upfront setup costs for the pricing analysis
- Flat subscription model according to Plan Forward rather than per-member fees that scale with growth
- Inclusive pricing described as "no nickel-and-diming" with all features included
- Custom quote required to receive specific monthly costs
The pricing analysis process examines your practice's zip code, existing patient demographics, and competitor pricing to recommend membership plan structures. Plan Forward emphasizes that its founders built the platform after working in dental practices, giving them firsthand understanding of operational realities.
What the Custom Quote Process Involves
Practices requesting Plan Forward pricing typically complete an initial consultation covering patient volume, insurance mix, and growth objectives. The platform then provides recommendations for plan structures, suggested pricing tiers, and projected revenue based on enrollment targets.
This consultative approach adds value for practices uncertain about how to structure membership offerings but extends the decision timeline for practices that simply want to compare monthly software costs.
Understanding total cost requires examining what's included versus what might cost extra. According to Plan Forward, the platform bundles several features into its subscription:
Core features included with Plan Forward:
- 100% custom builder without rigid templates
- Region-specific pricing capabilities for multi-location practices
- AI-powered dashboard with KPI tracking
- White-glove customer support
- Automated billing and renewals
- Marketing materials and patient communications
- PMS integration across 20+ systems
The support team represents meaningful value for practices lacking dedicated IT resources. Plan Forward emphasizes "real guidance from people who understand" dental operations, positioning support quality as a differentiator.
PMS Integration Capabilities
Plan Forward integrates with over 20 systems including Dentrix, Eaglesoft, Open Dental, Dentrix Ascend, and Denticon. These integrations support read/write functionality, eliminating duplicate data entry across systems.
Clerri's integration ecosystem covers over 90% of practice management software, with Clerri Bridge providing one-click enrollment directly from PMS schedule views and sub-second synchronization. This depth of integration reduces front-desk friction significantly.
Software subscription costs represent only part of total ownership expense. Practices evaluating Plan Forward should consider additional factors that affect real-world costs.
Factors affecting total cost of ownership:
- Training time for staff to learn new systems and enrollment workflows
- Compliance management across state-specific regulations for discount medical plans
- Integration complexity when connecting to existing practice management software
- Marketing development if included materials don't fit practice branding
- Opportunity cost from enrollment friction that slows patient sign-ups
Compliance presents particular complexity for multi-state DSOs. Different states regulate Discount Medical Plans with varying licensure requirements. Plan Forward mentions DPC-compliant capabilities, while Clerri provides automated state compliance across all 50 states.
Pricing matters less than return on investment. A platform costing twice as much that delivers three times the revenue growth represents better value than cheaper alternatives with weaker results.
Plan Forward's performance metrics (per Plan Forward):
- 3x higher production on average compared to uninsured patients
- 2x more visits per year on average from membership patients
- 10% patient growth on average
Clerri's documented Membership Effect results:
- 76% more visits compared to when patients were cash-pay or uninsured
- 146% more procedures accepted and completed
- 172% increase in cash production per patient
Clerri's data represents averages across practices, providing benchmarks from 20,000+ dentists rather than selected case studies. The platform serves 7 of 10 top DSOs, demonstrating enterprise-scale validation.
Case Studies That Demonstrate Real-World ROI
Documented deployments provide concrete evidence of platform capabilities. Great Lakes Dental Partners achieved a 95% increase in first quarter 2025 enrollments compared to the prior year.
7 to 7 Dental & Orthodontics grew membership revenue from $349,000 to a projected $1.63 million in 2025, with average annual production from members reaching $2,300 versus $1,200 from insurance patients. These customer success stories demonstrate measurable financial impact.
Scale and integration depth separate enterprise-grade platforms from basic membership software. Practices planning significant growth need solutions that won't become bottlenecks.
Clerri's competitive advantages for growing practices:
- Market leadership: 5,000+ independent practices and 200+ group practices already on the platform
- DSO proven: Rapid deployment capabilities demonstrated across multiple locations
- Integration depth: 90%+ PMS compatibility with Clerri Bridge overlay
- Compliance automation: State-specific DMPO regulations handled automatically
- AI capabilities: SmartDesign and SmartPricing for optimized structures
Clerri Bridge transforms existing PMS schedule views into enrollment engines, letting staff review patient types instantly and identify opportunities without toggling between systems. One-click enrollment pulls patient information directly from the PMS, eliminating duplicate data entry.
For dental groups, Clerri's growth services provide white-glove implementation, custom plan design based on practice demographics, and ongoing performance coaching that keeps membership programs on track.
Different practices have different priorities. The right choice depends on your specific situation, growth trajectory, and operational preferences.
Plan Forward fits practices that:
- Value founder credibility from dental practice operations background
- Need sophisticated region-specific pricing for multi-state operations
- Prefer a consultative sales process with customized recommendations
- Want dedicated support included
Clerri fits practices that:
- Require proven enterprise-scale deployment capabilities
- Need the deepest PMS integration with workflow overlay
- Want quantified ROI data backed by 20,000+ dentist network
- Prioritize automated compliance nationwide
- Plan significant growth requiring scalable infrastructure
Practices comparing top membership platforms should request demos from both platforms, evaluating interface usability, integration setup, and support responsiveness alongside pricing.
Frequently Asked Questions
Does Plan Forward charge per member enrolled, or is it a flat monthly fee?
According to Plan Forward, the platform uses a flat subscription model rather than per-member fees. This means your monthly cost doesn't increase as you enroll more members, which benefits practices planning aggressive membership growth. The specific monthly amount requires a custom quote based on your practice size and needs.
How long does Plan Forward implementation typically take compared to other platforms?
Plan Forward does not publish specific implementation timelines. For comparison, Clerri has demonstrated rapid deployments for DSO clients, with independent practices typically launching faster. Implementation speed depends on PMS integration complexity and staff training requirements.
Can I switch from Plan Forward to another platform if it doesn't meet expectations?
Yes, membership data can typically be migrated between platforms, though the process requires coordination between vendors. Clerri offers member migration support for practices switching from other platforms or homegrown solutions, with dedicated implementation teams handling the transition.
What happens to my membership program if Plan Forward raises prices significantly?
Most dental membership software contracts include renewal terms that may allow price increases. Practices should review contract language regarding rate changes before signing. Building a membership program creates patient relationships that belong to your practice, not the software vendor, giving you leverage in negotiations or flexibility to switch platforms.
Does Plan Forward work with dental-specific merchant services, or do I need separate payment processing?
Plan Forward includes automated billing and payment processing within its platform. Clerri similarly processes payments with direct deposit to practice bank accounts through secure merchant services, ensuring member payments flow directly to practices rather than through third-party accounts.
How do Plan Forward's integration capabilities compare to Clerri Bridge?
Plan Forward offers read/write integration with 20+ PMS systems, enabling data synchronization and eliminating duplicate entry. Clerri Bridge takes integration further by overlaying PMS schedule views directly, surfacing enrollment opportunities, and enabling one-click enrollment with sub-second sync. This workflow-level integration represents a different approach than standard data connections.
