The Ultimate Dental Membership Plan Checklist

A dental membership plan is an affordable solution for uninsured patients to get the care they need, resulting in higher practice revenue and profitability. Choosing the right membership plan solution is crucial to your long-term success. So, how can you ensure that you’re selecting the right partner?

Use this checklist to guide you through your research process.

• Ease of use:
  Why invest in a software platform no one can use? The right membership plan platform will be user friendly, intuitive, and efficient, freeing your team from manual tasks. A
• Actionable reporting features:
  Having the ability to track the number of members, purchases, renewals and payments at any time streamlines office operations.
• Plan customization:
  Provide multiple plan options under a single account, designed to fit the unique needs of your practice. Leverage insights from local demographics, fee schedules, and thousands of successful plans to build the right options for your patients and drive practice growth.
• Excellent customer support:
  If you can’t reach someone to help you troubleshoot issues as they come up, you’re not going to be happy. Choose a solution with best-in-class support to guarantee time back for your team.
• Built for scale:
  Your membership plan software should scale with you as you grow or add new locations. It should offer customizable views to accommodate any size practice and ensure seamless management and informed decision-making at every level.
• Manage plans in realtime:
  It's essential to have access to the information you need when you need it, from tracking recurring revenue and bank deposits to monitoring member enrollment and renewals.
• Easy member enrollment:
  Your membership plan’s success hinges on how easily you can promote it and enroll new members. Look for a partner that provides automated solutions to invite your patients to join your plan, activates marketing campaigns targeting your existing database, and offers QR-coded print materials that take patients to your unique sign-up page.
• Automatic payments and renewals:
  Integrated systems that manage and process monthly and annual payments and renewals reduce friction for your team and patients. Additionally, payment failure management features should automatically retry failed payments and issue reminders, minimizing involuntary churn and missed revenue.
• PMS integration:
  Integrating your PMS with a membership plan platform can help you more seamlessly manage patients on your plan. It also ensures less tab-switching and manual data analysis with all the information you need in one place.
• Compliance support:
  Make sure your partner keeps your plan in good standing. Dental membership plan compliance should cover DMPO, HIPAA, PCI-DSS, and FTC guidelines so that you can focus on growth rather than regulations.
• Dedicated customer success:
  Although this is last on our checklist, it’s an incredibly important component to the long-term success of your membership plan. With Clerri you can tap into 20+ years of combined experience in membership plans from the moment you sign with us, ensuring your membership is successful and achieves your goals.