Plan Forward

About Plan Forward

Plan Forward is a pioneering dental membership plan platform designed to empower dental practices by enhancing office efficiency and patient care. Built by experts in dental practice operations, the company focuses on providing customizable, automated solutions to optimize practice production, increase revenue, and improve patient retention.

Products & Services

Dental Membership Plan Platform:A sophisticated software platform integrating with over 20 practice management systems (like Dentrix, Eaglesoft) to manage dental membership plans across multiple locations with customizable pricing, packaging, and automated billing and renewals.

Pricing Analysis:Service to analyze and optimize pricing strategies for dental membership plans.

PMS Set Up & Workflow Guidance:Assistance in setting up practice management systems and guiding workflows for seamless integration.

Always-on Support:Continuous customer support for dental practices using the platform.

Ongoing Training:Regular training sessions to ensure effective use of the platform.

Strategic Growth Collaboration:Partnership to strategize and support growth of dental membership plans.

Annual Reviews:Yearly evaluations to assess and improve membership plan performance.

Specialties

Dental Membership Plans Practice Management Software Integration Automated Billing and Renewals AI-Powered Analytics Regulatory Compliance (DPC-compliant)

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed B T: - FT: Seed B	A: 2000000 MR: - FA: $2 million FAN: 2000000	D: 2023-10-10 FD: 2023-10-10	3 investors

Seed B Latest

2023-10-10

$2.0M

3 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

M

Megan Lohman

Founder, President & COO

J

Jane Levy

Co-Founder & CEO

B

Brittany Kearney

VP Client Success

Recent News

Plan Forward Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised